Use * syntax for faster search
Page History
| Section | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
|
Overview
Beeswax has an advanced reporting tool for full customization on reporting. This article highlights the workflow and functionality in Report Builder
...
Navigating to Report Builder Reports
...
.
Accessing Reporting
Navigate to Analytics module and view the available reports under the Reporting menu.
| Info |
|---|
Certain users may have restricted access to one or more reports |
...
depending on the assigned Role |
...
. Restricted reports will not appear in the dropdown. |
...
Building Reports
You can use Dimensions and Measures to specify fields group and to associate desired metrics. You can expand or collapse the fields.
You can use the search bar to look up for a specific field:
To run the report click on the Run button at the top right corner. Selecting different Dimensions and Measures will add column headers to the report pane, illustrating the report format once it has been run. You can drag and drop the columns to re-order them (with measurements staying on the far right to allow for grouping).
...
Build a Report
Depending on the report selected, certain fields will be auto-selected on the left hand navigation. Query fields can optionally be filtered, pivoted, or sorted.
| Info |
|---|
Filters can be combined using AND and OR conjunctions, as well as using more advanced operators such as ‘contains’, ‘is equal to’, ‘does not contain’, ‘is not equal to’, and so on. |
Report builder also allows you to pivot your results, reducing the need for external spreadsheet software.
In order to pivot data by a specific dimension, click on the ‘Pivot’ option when selecting a field to add to the report:
Visualizations
...
To add a field to a query, do the following:
- Start by navigating to one of the reports in Analytics.
In the Field Selection, click the name of a field once to add it to the query. Clicking the field a second time removes the field from the query.
The added field appears in two places:
- In the Data section as a column. Dimensions appear as blue columns and measures appear as orange-brown columns.
- In the In Use tab of the Field Selection. Dimensions appear as blue rows and measures appear as orange-brown rows.
Optional: Remove a Field from a Query
To remove a field from a query, do one of the following:
- In the Field Selection, click the desired field.
- In the Data section, click the gear icon in the column header of the desired field. Then, click Remove.
Optional: Add a Calculated Field to a Query
Calculated fields are user-created metrics and dimensions that are derived from one or more existing fields, including other calculated fields.
In the query results data table, located in the Data section, calculated fields appear as green columns. To learn more, see Table Calculations in Report Builder.
| Section |
|---|
Visualizations
The Report Builder's robust features enable users to visualize data within the results pane directly. To initiate the creation of a visualization, expand the 'Visualization' tab and select a chart or visualization type from the available options.
...
The tool
...
automatically
...
analyzes the data
...
in the results section and
...
applies the most
...
appropriate visualization.
...
Users can
...
adjust
...
various settings
...
to
...
modify axes and
...
enhance the graphic's clarity. When a report
...
with a visualization is saved, the configured visualization
...
is saved along with the report.
| Note |
|---|
...
Some visualizations may not be compatible with the results data ( |
...
e.g., "Too Many Rows |
...
"). In such cases, detailed feedback will be displayed on the screen. |
To
...
fine-tune
...
visualizations,
...
use the Edit bar on the side
...
. Additionally, users can specify which fields should
...
be excluded from the visualization
...
.
Saved Reports
Report
...
Builder enables users to save reports for future reference.
...
After running a report,
...
select the "Save as a Look..." option from the gear icon
...
located in the top right-hand corner
...
. A prompt will appear requesting a name for the saved report. To access this report
...
later, select any report from the Reporting dropdown menu.
...
In the top right-hand corner of
...
the report, click the icon with four tiles to view all saved reports.
...
Clicking on
...
a saved report will re-run
...
it and display the
...
associated visualization. To edit an existing saved report
...
, click
...
the gear icon
...
and choose "Explore from Here," which will return
...
to the Report Builder view for that specific report.
Downloading Reports
The option to download report results can be found by clicking the gear at the top right corner and selecting the “Download” option after the report has been run. This will open the following modal allowing
...
the specification of criteria for the download file:
All of the following file formats are supported by Report Builder:
- TXT
- XLSX
- CSV
- JSON
- HTML
- Markdown
- PNG (of the Visualization)
...
Users can export a boundless set of report results by choosing the “All Results” option under “Limit”. Report Builder users are not subject to a maximum row limit when downloading their report results.
Sending and Scheduling Reports
...
To export data
...
from Report Builder to another system,
...
users can choose from various delivery methods, including email, S3, SFTP, and webhooks.
...
Data can be exported either on a scheduled basis or ad hoc.
For ad hoc exports
...
, select the “Send…” option from the gear menu
...
in the top-right corner. This action will open a modal with available sending options.
...
To schedule a report to
...
run at a specific time
...
and send the results to
...
designated recipients,
...
users will be provided with scheduling options and a time window. Note: It is important to consult with a Beeswax Account Manager before setting up
...
reports
...
on an ‘Hourly’
...
schedule or more frequent intervals. The scheduling window can be
...
set in 5-minute increments
...
Dashboards
...
.
...
| Anchor | ||||
|---|---|---|---|---|
|
Dashboards
| Multiexcerpt include | ||||
|---|---|---|---|---|
|
See Dashboards to learn more
Buzz also includes standard dashboards which offer a summary of activity across your account.
Accessing Dashboards
Dashboards are visible in the Buzz UI via the ‘Dashboard’ header dropdown. All users have a "Performance Dashboard" to start.
Creating a Dashboard
You can create your own dashboards in Report Builder by using the ‘Save to Dashboard’ option under the Report Builder settings. By default, these dashboards will only be visible to you.
You can then either choose to create a “New Dashboard” or choose an existing one to add your new tile/visualization:
Making Dashboards Viewable by Other Users
To make a dashboard available to other users in your Buzz Key, please contact Beeswax Support and specify the name of your Dashboard.
Only the original creator of a Dashboard can add new tiles to an existing Dashboard.
Dashboard Permissions
Dashboard permissions are available via Beeswax Roles. When a new Dashboard is added to your Buzz Key’s list of available Dashboards, it will appear as a new option within Role Permissions:
You can therefore use Roles to decide which Users on your platform will have access to which Dashboards. If you have restricted which Roles can access specific measures in reports using the Reporting Field Groups, these permissions will be respected if those same measures are present in the dashboard. For example, you might disable a Role from seeing the "revenue" measure, but if that “revenue” measure is included in a Dashboard to which the same Role has access to, then the field will be hidden. Note: This may cause some Dashboards to appear differently than intended or display errors.
Example Use Case
You have an automotive client which has their own separate Account (via Multi-account) on your Buzz Key. You would like to keep them up to date on the performance of their Campaigns.
You begin by creating custom tiles via report types in Report Builder using their Campaign IDs as filters and then add the tiles to a custom Dashboard. You provide the name of the Dashboard to Beeswax Support who will then add this Dashboard to your list of available Dashboards on your Buzz Key, and optionally restrict the Dashboard to only the Account for that advertiser.
You create a new Role for the client. This new Role has all Dashboard Permissions unchecked, apart from the Dashboard in question (which was added as a permission object when it was added to your available Dashboards).
You then create a new User for the customer and assign this new Role to the new User. The client can now access their Dashboard via the dropdown having logged into their specific account in Beeswax.
FAQs
Q: What types of Data Visualizations are available out of the box?
A: Standard data visualization types are available: bar, column, line, pie, area charts, and more.
Q: Does this impact and/or interact with Metamarkets at all?
A: No, your Metamarkets integration is unchanged, and you can still continue to use it as before to visualize and understand inventory and performance.
Q. The Report Builder defaults date filtering to the last seven days. Why is this / can this be changed?
A: Most reports customers request are for recent periods of time, and including this filter makes the query performance much faster. As of now, this default cannot be changed.
Q. Can I enable Report Builder in my sandbox (sbx) account?
A: Report Builder is only enabled on production accounts.
Q: How does Multi-Account work with Dashboards?
A: Multi-Account support is not currently possible. Dashboards will be scoped to the current Account a user is masqueraded in. At this point in time Multi-Account users cannot filter Dashboards across Accounts.
...
.