With Data Explorer, you can get quick, insightful reports on account performance. Customize, filter, and download reports for informed decision-making.
Note: Larger data sets in Data Explorer may not reflect real-time data. In these cases, data will be current as of 6 a.m. ET. Because of this, metrics in Data Explorer may not be consistent with the data found in the Manage tables, which update in real-time.
How to use Data Explorer
To see reporting data for specific accounts, follow the instructions below. To see data for all accounts, go to Insights in the top menu and select Data Explorer.
Go to Manage in the top menu.
Check the box(es) for one or more accounts in the list.
Click Data Explorer in the bulk edit menu.
Select a date range by clicking on the dates (e.g., Aug 1, 2024 - Aug 31, 2024), and click Apply to confirm.
A default report (Performance Metrics) is generated, providing you with metrics such as cost, clicks, impressions, conversions, etc. Scroll to see which metrics the report shows.
Alternatively, choose a different Report Type. Each report type is configured to provide you the most common metrics associated with that data set.
Click Apply to generate the new report.
Note: To organize your columns, click the gear icon next to Applied Columns on the right.
Customizing a report
Add additional columns to a report by checking/unchecking the boxes next to the metrics.
Click Apply.
Filtering data for specific metrics
By filtering the entries in each column, you can drill down into your data for more insights. To filter a column, click on the filter icon next to the heading of a column. Select a Rule, enter a Value, and click Apply.
Downloading a report
Once you've finalized a data set, you can click Download in the Data Explorer top menu to export it in either CSV or PDF format for further analysis or sharing.
Saving a data set
No need to reload your field and filter preferences each time you access Data Explorer. You can save a data set definition to fetch data again at a future date.
Pull up the data set you would like to save.
Click Save Preset (disk icon) to the left of the date.
Enter a title and complete the rest of the form. Note: When you save a data set, you'll also set permissions for who can access it (only you, everyone at your company, or specific users).
Click Save.
Loading a data set
Expedite your work in Data Explorer by loading a previously saved data set or a data set that has been shared with you. You can also use an example from the Fluency library. To load a data set:
Click the cloud icon in the Customize Data drawer on the right.
Select a data set (Your Data Sets, Shared With You, or Fluency).
Click Load.
Generating a data set link
If you prefer using your own reporting tools, such as Excel, Tableau, or Power BI, to analyze data, you can generate a link from Data Explorer and directly connect it to your chosen tool.
Important: Ensure you set up a signed key before generating your first link. This is done through Settings & Tools > Customer Info > Secure Customer Key. This key will be used in your link to access the shared data set.
Load an existing data set.
Click Connect Data in the Data Explorer top menu and select Generate Data Connect URL. If the link is grayed out, you need to set up a secure customer key as noted above. Remember to click Save to finish.
(Optional) Select an expiration date for your data set link.
Click Generate.
Under Format URL As, select a link format (JSON Download, JSON Response, CSV Download, CSV Response).
Click Done.
(Optional) Click List URLs to see a list of all existing data set links. From here, you can edit the expiration date and open and copy the URL.
Creating custom date ranges
To create your own date range in addition to the default options:
In Data Explorer, click the date range in the top-right.
Select + Add.
Under Show the Last, enter the number of days of data you'd like to display.
Under Starting From, enter the number of days from which to start the range. The Preview Title and Preview Date Range will generate automatically.
Select Create Custom Range. The custom range will appear in the Date Ranges list.
To edit or delete the custom range, click the pencil icon next to it.