How to Create Default Ad Reporting in CM360

How to Create Default Ad Reporting in CM360

  1. To create a default ad report, go to "Report Builder" in CM and select a "Standard" Offline report.
  2. Rename your report to something that makes sense.  DO NOT leave it unnamed.
  3. Setup the report exactly like the screenshot below.  Do not apply any filters if you intend on this being a perpetual report for your brand.  You may apply campaign filters if you want to make a new default report each time.  it's honestly easier to follow the example below and set it up and forget it:
  4. Don't forget the "Week-to-date" option for the date range and select the correct advertiser. No floodlight data necessary.
  5. Schedule the report weekly and set the report to EOY

  7. Make sure to add the account team alias to the Delivery section at the bottom under "Share with."
  8. You can add a message so that the teams know what the report is located under "+ add people."

  10. Save and Run when complete!

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