Introduction to Report
First, let’s define some key terms:
- Report is the AdStage product where you create customizable dashboards to analyze performance data.
- A dashboard is a data visualization tool made up of widgets.
- Widgets display the performance of selected metrics over a specific timeframe. They come in various types - tables, graphs, comparison, and trend charts - that can be resized or arranged uniquely to fit your reporting aesthetic.
- A report is the sharable version of your dashboard that can be exported as a web view, pdf, or csv file (for table widgets).
Getting started with templates
To create your first dashboard, start from scratch or use one of our prebuilt dashboard templates. These were designed for both agency and in-house advertisers and can be rendered with your own ad data in just a few clicks. You can edit these reports at any time once they've been created, allowing you to generate the perfect report for your team or client.
To get started quickly, let’s use a template. Click on one of the following links, depending on what network(s) you connected:
- Facebook Monthly Performance
- AdWords Weekly Overall Performance
- LinkedIn This Week's Performance Summary
- Twitter Performance Summary
- Bing Performance Summary
- Yahoo Gemini Weekly Budget Report
- See more templates here
In the pop-up window, you can rename your dashboard, select a different date range, add a logo, or add markup. (Pro-tip: You can also leave these options as-is and just click Save. It’s easy to come back and make these changes at any time.)
Your dashboard is now ready with your performance data in the pre-populated widgets.
Edit or add widgets
To edit any widget click on the pencil icon in the upper right-hand corner. The edit menu will open in the right-hand side pane. Make the necessary changes and click Save.
To add a new widget, select the one that that best serves your data visualization needs from the side pane.
Each widget will show your data in a different way in a dashboard. For example, if you would like to compare your metrics trending over time (i.e. clicks vs impressions), we recommend using a Line Chart. Let’s say you want to see how you’re allocating budget across each network. Use the Pie Chart widget to get a clear idea of the networks where you’re spending most of your budget.
Learn about all widget types in the AdStage Report Widget Playbook.
You can also customize your dashboard further by resizing and rearranging widgets or go to the next step to learn how to share a report.