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 left menu and select Data Explorer.
Go to Manage (globe icon) in the left menu.
Select Accounts.
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 Load to generate the new report.
Note: To organize your columns, click the gear icon next to Applied Columns on the right.
Creating a data set
Add additional columns to a report by checking/unchecking the boxes next to the metrics.
Click Load.
Filtering data for specific metrics
Basic filters
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.
Note: If you're managing thousands of accounts, updating large data sets can be overwhelming and cumbersome. Use Advanced Download in Data Explorer to apply filters to narrow the data. This will help you stay within the row limit (200,000).
Advanced filters
Use filters in the Customize menu to apply multiple filters to your data set. The workflow below walks you through an example to generate a data set where the spend limit is greater or equal to $500 and conversions equal 0. Note: A filter is required before setting up a custom notification.
Click the Filter icon under Customize. Click + Create Filter Group and select Account.
In the Field dropdown, select Spend Limit (Current) ($).
In the dropdown to the right, select Greater Than or Equal, and enter 500 as the Value.
Repeat Step 4 to add a second filter group: Performance metric > Conversions > Equals > 0.
Click Load.
Downloading a report
Once you've finalized a data set, 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.
Create a data set.
Click Save in the top menu.
Enter a Name and Description.
Select Who Has Access from the dropdown to indicate who can access the data set (only you, everyone at your company, or specific users).
Click Save Data Set.
Loading a data set
Expedite your work by loading a previously saved data set or a data set that has been shared with you. To load a data set:
Click Open (cloud icon) in the top menu.
Click a data set. The data set will load automatically.
Add Ons
Add Ons show you if the data set has a custom notification, live link (list URL), or widget.
Shared Level
Shared Level indicates if the data set is available to only you, a select number of users, or everyone in your company.
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.
Applying bulk actions
Apply bulk actions with Data Explorer to a set of accounts, budgets, campaigns, etc.
Load the data you want to apply the bulk action to.
Apply a filter (e.g., Budget > Contains > Search). Note: You cannot apply bulk actions to an entire portfolio.
Select + Bulk Action and choose from the dropdown.
Click Select an Action and choose an action. Fill out additional fields as needed.
Click Apply Actions and select Apply Now to implement the changes immediately, or choose Schedule to apply them at a later date.
See applied or scheduled actions in Bulk Action Receipts.
Generating a live link
If you prefer using your own reporting tools, such as Excel, Tableau, or Power BI, to analyze data, you can generate a live link from Data Explorer and directly connect it to your chosen tool.
Important: Ensure you set up a signed key before generating your first live link. Go to 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 Edit and select Live Link.
Toggle on Enable Live Link.
(Optional) Select an expiration date for your data set link.
Click Save Data Set and select Save As New or Overwrite Existing.
Under Format URL As, select a link format (JSON Download, JSON Response, CSV Download, CSV Response).
Note: To find an existing live link, load the data set and select Edit > Live Link. From here, you can edit the expiration date and copy the URL.