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IHM Reports

This card provides an overview of How to Use the IHM Reports Tab

Overview: The IHM Reports tab is an easy way to quickly pull reports directly from the Dashboard. This view is accessible to all internal IHM users and Unified (Managed Service) users.

Note that when pulling a report for iAN Podcast and iAN Streaming, the VCR and video view through metrics will represent Listen Through Rates.

See this Guru Card for Information on Data Availability per ad server/publisher in these reports.

IHM Reports can be pulled directly from the Campaign and Company Dashboards as well as the IHM Reports tray.

Available Report Templates

The following are the available report templates. See below for types, descriptions + sample reports.

  • Xandr Geography Report - DMA
  • Xandr Geography Report - Zipcode
  • Xandr Geography Report - DMA & Zipcode
  • Xandr Advertiser Analytics Report
  • Xandr Attributed Conversions Report
  • Groundtruth Location Based Daily Stats Report
  • Groundtruth Location Based Geo DMA Stats
  • Groundtruth Location Based Geo Zipcode Stats
  • Groundtruth Landing Page Performance
  • Cross Publisher - Daily
  • Cross Publisher - DMA
  • Cross Publisher - Region
  • Cross Publisher - City
  • Cross Publisher - Zipcode
  • Cross Publisher - Device
  • Cross Publisher Demo - Age
  • Cross Publisher Demo - Gender
  • Cross Publisher - Creative
  • Cross Publisher - Line Item
  • Cross Publisher - Lifetime Reach & Frequency
  • Cross Publisher - Daily Reach & Frequency
  • Cross Publisher - Salesforce Dimensions & Performance
  • Broadcast Report
  • Amazon Delivery/Conversions Report

Link to video tutorial

How to Create a One Time Report

  1. Click on the Hamburger menu in the upper left corner of the dashboard to navigate to the menu. Click on the IHM Reports tab.
  2. Choose a Report from the list of available reports in the Report tab on the screen.
    1. Note: If you do not see any reports, make sure all filters are cleared
    2. blob
  3. The right tray will pop open on the right side of the screen. Click the “By Order” or “By Dashboard Name” Data Configuration option.
  4. Search for the order or orders to export in a single report in the Search bar. Click the + icon to add the order(s) to the Selected Orders. Click Save in the bottom right corner.
    1. To remove a Selected Order, click the X under the Selected Orders to remove the order from the selection.
  5. Select a date range to export for the report for. Pre-set date ranges are available as well as custom reporting ranges.
  6. From here, you can either use the Email Report button in the bottom right corner to immediately email the report to yourself. Or you can create a Schedule Report. (see below for steps)

How to Create a Multi-template Report

Multi-Template Reports allow users to use multiple report templates from different publishers in one Report Export. Mutli-template reports are now available to IHM users. Note that users can choose multiple templates from the same publisher or different publishers.

Please refer to these loom video recordings to pull a report using multiple templates:

How to Set up a Scheduled Report

  1. Users have the option to Create a Scheduled Report. To do so, follow the One Time Report steps until Step 6. Instead of clicking the “Email Report” button, select the “Create Schedule Report” option under the Date Range picker.
  2. Select the Schedule Start Date and Schedule End Date.
  3. Select the Frequency of the scheduled report. The options are Daily, Weekly, Biweekly, Monthly or Quarterly.
  4. Select the Delivery Time and the Timezone for the delivery
  5. Enter the email addresses to which the Scheduled Report should be delivered.
  6. Enter a Schedule Name, or keep the pre-populated name in the text box.
  7. Once you have completed all the fields, click the “Schedule Report” button in the bottom of the tray.
    1. Note: all fields must be filled out in order for this button to be enabled.

How to Edit a Scheduled Report

  1. Once you have set up a Scheduled Report, you are able to edit them from the “Schedules” tab.
  2. Search for the name of the scheduled report in the Search bar.
  3. Click on the Schedule Name. The right tray will appear to the right of the screen.
  4. Edit the fields in the tray as needed (Start Date, End Date, Frequency, Delivery Time, Timezone, Filename, Schedule Name, Email and Email Details).
    1. Note: To save, the Start Date must be greater than or equal to the current date
  5. Click Update Report to update your scheduled report
  6. To stop the report from running, change the End date to a date less than or equal to the current date.

Report Templates Details

  • Xandr Geography Report - DMA - Sample Report
    • Description: The Geography report allows you to break down delivery and performance by geographic area
    • Breakdowns Included
      • Advertiser ID & Name
      • Initiative/Order ID & Name
      • Unified Line Item ID & Name
      • Country
      • DMA Name
      • Region Name
    • Metrics Included
      • Impressions
      • Clicks
      • Video Completions
      • Video Completion Rate
  • Xandr Geography Report - Zipcode - Sample Report
    • Description: The Geography report allows you to break down delivery and performance by geographic area
    • Breakdowns Included
      • Advertiser ID & Name
      • Initiative/Order ID & Name
      • Unified Line Item ID & Name
      • City
      • Region Name
      • Zipcode
    • Metrics Included
      • Impressions
      • Clicks
      • Video Completions
      • Video Completion Rate
  • Xandr Geography Report - DMA & Zipcode - Sample Report
    • Description: The Geography report allows you to break down delivery and performance by geographic area
    • Breakdowns Included
      • Advertiser ID & Name
      • Initiative/Order ID & Name
      • Unified Line Item ID & Name
      • City
      • DMA
      • Region Name
      • Zipcode
    • Metrics Included
      • Impressions
      • Clicks
      • Video Completions
      • Video Completion Rate
  • Xandr Advertiser Analytics Report - Sample Report
    • Description: This reports provides a basic breakdown of advertiser, order and line item metrics
    • Breakdowns Included:
      • Date
      • Advertiser ID & Name
      • Initiative/Order ID & Name
      • Campaign ID & Name (aka Xandr Line Item)
    • Metrics Included
      • Impressions
      • Clicks
      • CTR
      • Total Conversion
      • Video Completions
      • Video Completion Rate
  • Xandr Attributed Conversions Report - Sample Report
    • Description: The Attributed Conversions Report lets you see conversion pixels, when clicks or impressions were attributed, and other information related to your advertisers' attributed conversions.
    • Breakdowns Included:
      • Conversion pixel
    • Metrics Included
      • Post click/post view conversion
      • Impression Time
      • Auction ID
      • Time of Conversion
      • External Data
      • Impressions
  • Groundtruth Location Based Report - Daily - Sample Report
      • Availability: Location-based Video, Display and OTT.
      • Description: Based Location-based report for Groundtruth that includes high level metrics broken down by line item and date. Best used for basic high level report.
      • Breakdowns include:
        • Date
        • Order/Initiative Name
        • Line Item Name
      • Metrics
        • Impressions
        • Clicks
        • CTR
        • Video Completions
        • Video Completion Rate
  • Groundtruth Location Based Report - Weekly - Sample Report
      • Availability: Location-based Video, Display and OTT.
      • Description: Based Location-based report for Groundtruth that includes high level metrics broken down by line item and date. Best used for basic high level report.
      • Breakdowns include:
        • Date
        • Order/Initiative Name
        • Line Item Name
      • Metrics
        • Impressions
        • Clicks
        • CTR
        • Video Completions
        • Video Completion Rate
  • Groundtruth Location Based Geo DMA Stats - Sample Report
      • Availability: Location-based Video, Display and OTT.
      • Description: Breakdown of data by DMA. Best used when geographic reporting is requested to be broken down by DMA
      • Breakdowns Include:
        • Date
        • Order/Initiative Name
        • Line Item Name
        • DMA
      • Metrics:
        • Impressions
        • Clicks
        • CTR
  • Groundtruth Location Based Geo Zipcode Stats - Sample Report
      • Availability: Location-based Video, Display and OTT.
      • Description: Breakdown of data by DMA. Best used when more granular geographic reporting is requested or when zipcode breakdown is specifically requested.
      • Breakdowns include:
        • Date
        • Order/Initiative Name
        • Line Item Name
        • Country
        • State
        • City
        • Zipcode
      • Metrics:
        • Impressions
        • Clicks
        • CTR
  • Groundtruth Landing Page Performance - Sample Report
      • Availability: Location-based Video, Display and OTT.
      • Description: Overview of landing page performance metrics for an order. Best used when landing page or secondary conversions are the goal of the order.
      • Breakdowns include:
        • Date
        • Order/Initiative Name
        • Line Item Name
      • Metrics:
        • Impressions
        • Clicks
        • CTR
        • Total Secondary Actions
        • Total Secondary Action Rate
        • Websites
        • Coupons
        • Directions
        • Click to Calls
        • More Infos
  • Groundtruth Location Based Store Visits - Sample Report Temporarily Unavailable
      • Availability: Location-based Video, Display and OTT.
      • Description: Daily breakout of Store Visit data for an order.
      • Breakdowns include:
        • Date
        • Order/Initiative Name
        • Line Item Name
      • Metrics:
        • Store Visits
  • Cross Publisher Daily - Sample Report
      • Availability: All Digital Platforms
      • Description: Pulls a single report for all platforms
      • Breakdowns include:
        • Date
        • Order/Initiative Name
        • Line Item Name
        • Publisher
      • Metrics:
        • Impressions
        • Clicks
        • CTR
        • Video Views at 25%
        • Video Views at 50%
        • Video Views at 75%
        • Video Views at 100%
        • VCR
        • Engagements
        • Shares
        • Link Clicks
      • Notes: See Guru Card for Cross Publisher Metric Limitations
  • Cross Publisher DMA - Sample Report
      • Availability: All Digital Platforms
      • Description: Pulls a single report for all platforms for DMA breakdown
      • Breakdowns include:
        • Order/Initiative Name
        • Line Item Name
        • Publisher
        • DMA
      • Metrics:
        • Impressions
        • Clicks
        • CTR
        • Video Views at 25%
        • Video Views at 50%
        • Video Views at 75%
        • Video Views at 100%
        • VCR
      • Notes: See Guru Card for Cross Publisher Metric Limitations
  • Cross Publisher Region - Sample Report
      • Availability: All Digital Platforms
      • Description: Pulls a single report for all platforms for Region breakdown
      • Breakdowns include:
        • Order/Initiative Name
        • Line Item Name
        • Publisher
        • Region
      • Metrics:
        • Impressions
        • Clicks
        • CTR
        • Video Views at 25%
        • Video Views at 50%
        • Video Views at 75%
        • Video Views at 100%
        • VCR
      • Notes: See Guru Card for Cross Publisher Metric Limitations
  • Cross Publisher City - Sample Report
      • Availability: All Digital Platforms
      • Description: Pulls a single report for all platforms for City breakdown
      • Breakdowns include:
        • Order/Initiative Name
        • Line Item Name
        • Publisher
        • City
      • Metrics:
        • Impressions
        • Clicks
        • CTR
        • Video Views at 25%
        • Video Views at 50%
        • Video Views at 75%
        • Video Views at 100%
        • VCR
      • Notes: See Guru Card for Cross Publisher Metric Limitations
  • Cross Publisher Zipcode - Sample Report
      • Availability: All Digital Platforms
      • Description: Pulls a single report for all platforms for Zipcode breakdown
      • Breakdowns include:
        • Order/Initiative Name
        • Line Item Name
        • Zipcode
      • Metrics:
        • Impressions
        • Clicks
        • CTR
        • Video Views at 25%
        • Video Views at 50%
        • Video Views at 75%
        • Video Views at 100%
        • VCR
      • Notes: See Guru Card for Cross Publisher Metric Limitations
  • Cross Publisher Device - Sample Report
      • Availability: All Digital Platforms
      • Description: Pulls a single report for all platforms for Device breakdown
      • Breakdowns include:
        • Order/Initiative Name
        • Line Item Name
        • Device
      • Metrics:
        • Impressions
        • Clicks
        • CTR
        • Video Views at 25%
        • Video Views at 50%
        • Video Views at 75%
        • Video Views at 100%
        • VCR
      • Notes: See Guru Card for Cross Publisher Metric Limitations
  • Cross Publisher Demo - Age - Sample Report
      • Availability: All Digital Platforms
      • Description: Pulls a single report for all platforms for Age breakdown
      • Breakdowns include:
        • Order/Initiative Name
        • Line Item Name
        • Age
      • Metrics:
        • Impressions
        • Clicks
        • CTR
        • Video Views at 25%
        • Video Views at 50%
        • Video Views at 75%
        • Video Views at 100%
        • VCR
      • Notes: See Guru Card for Cross Publisher Metric Limitations
  • Cross Publisher Demo - Gender - Sample Report
      • Availability: All Digital Platforms
      • Description: Pulls a single report for all platforms for Gender breakdown
      • Breakdowns include:
        • Order/Initiative Name
        • Line Item Name
        • Gender
      • Metrics:
        • Impressions
        • Clicks
        • CTR
        • Video Views at 25%
        • Video Views at 50%
        • Video Views at 75%
        • Video Views at 100%
        • VCR
      • Notes: See Guru Card for Cross Publisher Metric Limitations
  • Cross Publisher Creative - Sample Report
      • Availability: All Digital Platforms
      • Description: Pulls a single report for all platforms with creative breakdown
      • Breakdowns include:
        • Date
        • Order/Initiative Name
        • Line Item Name
        • Creative
      • Metrics:
        • Impressions
        • Clicks
        • CTR
        • Video Views at 25%
        • Video Views at 50%
        • Video Views at 75%
        • Video Views at 100%
        • VCR
      • Notes: See Guru Card for Cross Publisher Metric Limitations
  • Cross Publisher - Line Item - Sample Report
      • Availability: All Digital Platforms
      • Description: Pulls a single report for all platforms broken down by line item
      • Breakdowns include:
        • Line Item Name
      • Metrics:
        • Impressions
        • Clicks
        • CTR
        • Video Views at 25%
        • Video Views at 50%
        • Video Views at 75%
        • Video Views at 100%
        • VCR
  • Cross Publisher - Lifetime Reach & Frequency - Sample Report
      • Supported Publishers for R&F:
          • Snapchat, TikTok, Facebook, Pinterest, LinkedIn, Twitter, Triton, The Trade Desk, Xandr, Groundtruth, DV360, GAM
        • Note: R&F is only available at the campaign level currently
      • Description: Pulls a single Lifetime Reach & Frequency report for supported platforms
      • Breakdowns Include:
        • Initiative/Order
        • Line Item
        • Campaign
      • Metrics:
        • Reach
        • Frequency
        • Impressions
  • Cross Publisher - Daily Reach & Frequency - Sample Report
      • Supported Publishers for R&F:
          • Snapchat, TikTok, Facebook, Pinterest, LinkedIn, Twitter, Triton, The Trade Desk, Xandr, Groundtruth, DV360, GAM
        • Note: R&F is only available at the campaign level currently
      • Description: Pulls a single Daily Reach & Frequency report for supported platforms
      • Breakdowns Include:
        • Date
        • Campaign
      • Metrics:
        • Reach
        • Frequency
        • Impressions
  • Cross Publisher - Salesforce Dimensions & Performance - Sample Report
      • Availability: All Digital platforms
      • Breakdowns include:
        • Initiative
        • Publisher
        • Order Line Item Name
      • Metrics:
        • Target Impressions
        • Gross Order Cost
        • Retail CPM
        • Line Item Retail Budget
        • Total Delivered Impressions
        • Clicks
        • CTR
  • Broadcast Report - Sample Report
    • Availability: Broadcast
    • Description: Pulls a report for the Broadcast portion of an opportunity.
    • Breakdowns include:
      • Date
      • Opportunity
      • Station
    • Metrics:
      • In Demo Ordered Impressions
      • Total Impressions
      • Spot Count
  • Amazon Delivery/Conversions Report - Sample Report
    • Availability: Amazon
    • Description: Pulls conversion and delivery specifically for Amazon line items within an order
    • Breakdowns include:
      • Initiative/Order
      • Line Item
    • Metrics:
      • Add to Shopping Cart
      • Sign Up
      • Subscribe
      • Lead
      • Page View
      • Applications
      • Contact
      • Checkout
      • Impressions
      • Search
      • Total Off Amazon Conversions
      • Click-Throughs
      • Video Starts
      • Videos Complete
      • Video First Quartiles
      • Video Midpoints
      • Video Third Quartiles

How to Use the IHM Reports Tab One-Sheeter

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