Create a scheduled report
The Rokt Scheduled Reports feature is available for Rokt Ads advertisers. 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.
Create a scheduled report
Log in to One Platform.
From the left navigation, go to Reports > Scheduled Reports.
Click Get started to create your first report, or select New report for additional reports.
Configure the report Name, Type, and Recipients.
- If relevant, configure the report Currency and Time zone under Advanced options.
Click Next.
Configure the report’s delivery Frequency, Reporting period. For View data for, choose whether you want the report to contain data for specific campaigns or for all activity within the reporting period.
Select the Dimensions for how you would like to break down your data.
Select the Metrics for what you would like to understand about your data.
Preview your report with mock data by clicking Preview CSV.
Click Save.
Check your inbox and spam folder for an email confirming that the configuration was successful.
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.
Edit a scheduled report
Log in to One Platform.
From the left navigation, go to Reports > Scheduled Reports.
Click the edit icon under "Actions" on the right-hand side.
In Step 1, you may edit the report name and recipients.
In Step 2, you may edit the frequency of the report’s delivery and rename dimensions and metrics.
Check your inbox and spam folder for an email confirming successful edit.
The edited report will replace the previous report and will be sent in the morning at the frequency you selected in Step 5.
Delete scheduled report
Log in to One Platform.
From the left navigation, go to Reports > Scheduled Reports.
Click the delete icon under "Actions" on the right-hand side.
Confirm you wish to delete.
Your report is deleted and you will not receive it by email going forward.
Check your inbox and spam folder for an email confirming successful deletion.
| Feature | Behavior |
|---|---|
| Name | Select the name of your report. The report name will also be the CSV file name as shown once a report name is entered. |
| Type | Select Campaigns for Rokt Ads advertiser data. |
| Delivery method | The report is emailed as a CSV attachment. |
| Delivery time | The report is sent in the morning of the selected time zone. |
| Recipients | Select 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: Currency | Configure your report’s Currency. |
| Advanced: Time zone | Configure your report’s Time zone. |
| Frequency | Configure when you receive the report. You have the option of daily, weekly or monthly delivery. |
| Reporting period | Configure the time range of the report. Your report will contain data for the selected period for completed days. |
| View data for | For Campaigns, configure whether you would like only live data or data for specific campaigns. |
| Dimensions | Select 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. |
| Metrics | Select 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 CSV | Preview 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. This dimension is not an option for conversion metrics.
- Audience name: The name of the segment of customers eligible to see the offers of a campaign.
- Audience ID: The ID of the segment of customers eligible to see the offers of a campaign.
- Campaign name: The name of the offer running across the Rokt partner network or across your own site. A campaign typically corresponds to a particular marketing or engagement objective.
- Campaign ID: The ID of the offer running across the Rokt partner network or across your own site. A campaign typically corresponds to a particular marketing or engagement objective.
- Campaign objective: The intended outcome of a positive interaction with a campaign. Common objectives include: visiting a website, installing an application, or signing up to an email list.
- Country (campaign country): The country that was selected for the campaign.
- Creative name: The name of the creative displayed in the Rokt placement.
- Creative ID: The ID of the creative displayed in the Rokt placement.
- Creative text: The content of an offer as displayed in the Rokt placement.
- Device: The device type of the customer. This dimension is not an option for conversion metrics.
- Gender: The gender of the customer. This dimension is not an option for conversion metrics.
- 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
- Click-thru acquisitions: A measure of the total number of unique customers who generated a conversion, where the conversion is attributed to a referral event. This metric cannot be broken down by age, gender or device.
- Click-thru acquisitions by conversion date: A measure of the total number of unique customers who generated a conversion, where the conversion is attributed to a conversion event. This metric cannot be broken down by age, gender or device.
- Conversions: A total count of conversions that can be attributed to a prior referral event. This count includes the first click-thru acquisition as a conversion.
- Conversion rate: Measures the percentage of referrals which become click-thru acquisitions (by referral date). This metric cannot be broken down by age, gender or device.
- CPA: Cost per acquisition based on referral date. Measures the cost incurred for each click-thru unique conversion (first unique action). CPA = Cost / Click-thru Acquisition by referral date. This metric cannot be broken down by age, gender or device.
- CPI: Cost per impression. Measures the cost incurred for each impression generated. CPI = Cost / Impressions.
- CPR: Cost per Referral. Measures the cost incurred for each referral generated. CPR = Cost / Referrals.
- Gross cost: The total cost incurred by campaign activity. This is inclusive of agency commission.
- 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.
- 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.
- Referral rate: A measure of how likely an offer impression will result in a referral. It is calculated by dividing the total number of referrals by the total number of offer impressions. Referral rate = Referrals / Impressions.