How to add custom report items

Mathias Freudendahl Updated by Mathias Freudendahl

Watch the Tutorial Video - How to create custom report items here.

If you want to create a reporting item without using one of our integrations, you can create a custom report item. Start by creating a new report from the Reports tab. Then select ‘Create and add custom items’.

To create a new custom reporting item, just type in the name of the item you want to create, in the field at the top and hit enter. 

Pro-tip: if you have a long list of placements you have to create, you can copy a list of placements from a column in excel and paste it directly into the field for creation. This will create all your custom reporting items at once. 

You now have a couple of options to group and modify your reporting items. 

First, you have the possibility to add your custom reporting items to different groups. This could help you e.g. to have a better overview of your items by media type. To create a new group, simply click ‘Create new custom group’

Type in the name of the group you want to create and press save. 

You can now move existing reporting items or add new reporting items to this group. Simply select the item(s) you want to move, and click ‘move to custom group’.

Next, you have the option to assign your group or your reporting item to a specific channel. The channel you select will influence the view of your reporting items in your report.

To assign a channel to a reporting item or group, click ‘select’ in the channel column, and select the channel you want to assign to your item. You can learn more about working with channels here.

In this example, we have both video and display activities on the campaign, but we want to report only the totals of each channel.

After assigning your reporting items to groups and channels, it’s time to add the tracking codes for each item. You can read more about getting tracking codes here.

Once you are done, click on the lower right button to continue to the report settings.

If you have questions in relation to custom items and how to add them, feel free to reach out to us at support@audiencereport.com.

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