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Scheduled Reports

The Rokt Scheduled Reports feature is available for Rokt Ecommerce partners. This feature allows you to select multiple dimensions and metrics, order the columns in your preferred format, and rename the dimensions and metrics based on your preferences. The current release of the feature supports CSV file formats only.

Creating scheduled reports#

  1. Log in to One Platform.

  2. From the left navigation, go to Reports > Scheduled Reports.

  3. Click Get started to create your first report, or select New report for additional reports.

  4. Configure the report Name, Type, and Recipients.

    1. If relevant, configure the report Currency and Time zone under Advanced options.
  5. Click Next.

  6. Configure the report’s delivery Frequency and Reporting period. For View data for, choose whether you want the report to contain data for specific pages and/or placements or for all activity within the reporting period.

  7. Select the Dimensions for how you would like to break down your data.

  8. Select the Metrics for what you would like to understand about your data.

  9. Preview your report with mock data by clicking Preview CSV.

  10. Click Save.

  11. Check your inbox and spam folder for an email confirming that the configuration was successful.

  12. Your report will be sent in the morning of the time zone you selected in Step 4 and at the frequency you selected in Step 6.

Editing scheduled reports#

  1. Log in to One Platform.

  2. From the left navigation, go to Reports > Scheduled Reports.

  3. Click the edit icon under "Actions" on the right-hand side.

  4. In Step 1, you may edit the report name and recipients.

  5. In Step 2, you may edit the frequency of the report’s delivery and rename dimensions and metrics.

  6. Check your inbox and spam folder for an email confirming successful edit.

  7. The edited report will replace the previous report and will be sent in the morning at the frequency you selected in Step 5.

Deleting scheduled reports#

  1. Log in to One Platform.

  2. From the left navigation, go to Reports > Scheduled Reports.

  3. Click the delete icon under "Actions" on the right-hand side.

  4. Confirm you wish to delete.

  5. Your report is deleted and you will not receive it by email going forward.

  6. Check your inbox and spam folder for an email confirming successful deletion.

FeatureBehavior
NameSelect the name of your report. The report name will also be the CSV file name as shown once a report name is entered.
TypeSelect Transactions for Rokt Ecommerce partner transaction data.
Delivery methodThe report is emailed as a CSV attachment.
Delivery timeThe report is sent in the morning of the selected time zone.
RecipientsSelect the recipients that you want to receive your report. Users associated with the account may be selected from the dropdown. If an email address is added that is not a user on the account, you will receive a security email notification.
Advanced: CurrencyConfigure your report’s Currency.
Advanced: Time zoneConfigure your report’s Time zone.
FrequencyConfigure when you receive the report. You have the option of daily, weekly or monthly delivery.
Reporting periodConfigure the time range of the report. Your report will contain data for the selected period for completed days.
View data forFor Transactions, configure whether you would like only live data or data for specific pages or placements.
DimensionsSelect the dimensions for how you would like to break down your data. You may select up to 6. The order of the dimensions will correspond to the report file. Rename any dimensions to your preferred nomenclature.
MetricsSelect the metrics for what you would like to understand about your data. The order of the metrics will correspond to the report file. Rename any metrics to your preferred nomenclature.
Preview CSVPreview your report with mock data to ensure the column order and names are accurate.

Dimensions and metrics glossarys#

Dimensions#

  • Day: The date of activity.
  • Age range: The age bracket of the customer.
  • Country (campaign country): The country that was selected for the campaign.
  • Device: The device type of the customer.
  • Gender: The gender of the customer.
  • Offer layout: The type of offers displayed on a partner's page.
  • Page name: The name of the page defined by partners to represent different stages of the Transaction Journey.
  • Page ID: The ID of the page defined by partners to represent different stages of the Transaction Journey.
  • Placement name: The name of the placement where offers are displayed on the page.
  • Placement ID: The ID of the placement where offers are displayed on the page.
  • Subvertical: A more granular breakdown of vertical.
  • Vertical: A way of categorizing similar companies based on industry or service provided. Verticals are used by partners to control what types of offers are eligible to be displayed, and by advertisers to specify what types of partner sites their creatives should display on.

Metrics#

  • Impressions: A count of the number of offer impressions recorded. Occurs when a page or an element on the page (e.g., variant, placement, offer) completes loading and is visible to a customer.
  • Placement impressions: A count of the number of placement impressions recorded. A placement impression is recorded when a placement completes loading and renders for a customer.
  • Positive placement engagements: A count of placements where a customer has interacted with (clicked) positive response button(s).
  • Positive placement engagement rate: Measures the number of positive placement engagements compared to the number of placement impressions. Positive placement engagement rate = Positive placement engagements / Placement impressions.
  • Purchases: A purchase is recorded each time a customer successfully completes a transaction journey that results in the exchange of goods or services (e.g., ticket purchase, booking, subscription). This metric is unavailable when placement or offer layout is selected as a dimension as it is calculated at the page level.
  • Referrals: A count of the positive outcomes of a customer's interaction with an offer. For example, the customer opts in to subscribing to an email list, downloading a mobile app, or being directed to a website.
  • Referrals per transaction: Measures the number of referrals generated per transaction. Transaction referral rate = Referrals / Transactions. This metric is unavailable when placement or offer layout is selected as a dimension as transactions are calculated at the page level.
  • Referral rate: A measure of the likelihood that an offer impression results in a referral. It is calculated by dividing the total number of referrals by the total number of offer impressions. Referral Rate = Referrals / Impressions.
  • Revenue: The revenue that has been generated for the account through customer engagement with Rokt offers. Excludes any commissions that may accrue.
  • RPM: Revenue per thousand placement impressions. Measures the revenue generated by Rokt per thousand placement Impressions. RPM = (Revenue / Placement Impressions) x 1000.
  • RPP: Revenue per purchase. Measures the revenue generated by Rokt per purchase completed by a customer. RPP = Revenue / Purchase. This metric is unavailable when placement or offer layout is selected as a dimension as purchases are calculated at the page level.
  • RPT: Revenue per transaction. Measures the revenue generated by Rokt per transaction completed by a customer. RPT = Revenue / Transactions. This metric is unavailable when placement or offer layout is selected as a dimension as transactions are calculated at the page level.
  • Transactions: A transaction is recorded each time a customer successfully completes a transaction journey. For journeys that can result in a purchase, a transaction is recorded when the purchase confirmation page is loaded. For journeys that do not result in a purchase, a transaction is recorded when a positive placement engagement takes place on the specified page. This metric is unavailable when placement or offer layout is selected as a dimension as it is calculated at the page level.
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