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Create Custom Reports with Report Builder

Create custom reports with full control over dimensions, metrics, and filters—all in one place.

Updated over 2 weeks ago

Need more flexibility than the standard campaign report? Use Report Builder to create custom reports with exactly the dimensions, metrics, and filters you need.

Key Features

  • Choose any dimension – Organize data by campaign, advertiser, geography, channel, creative, audience segment, and more

  • Select multiple metrics – Add as many KPIs as you need (spend, ROAS, impressions, conversions, etc.)

  • Apply powerful filters – Narrow down data with date ranges, campaign status, numeric thresholds, and more

  • Save report – Create once, access forever

  • Live data previews – See your data instantly in an easy-to-read table

  • Share with your team – All users on your account can access saved reports

To access Report Builder:

  1. Navigate to the Reports section in your Vibe dashboard

  2. Click Create Report to build a new custom report

  3. Or select an existing saved report to view or edit

Building a custom report:

  1. Name your report – Give it a clear, descriptive name for easy reference later

  2. Select a date range – Choose from preset options (last 7 days, last 30 days, etc.) or set a custom range

  3. Choose your dimension – Select one dimension to organize your data by (e.g., campaign name, geography, channel, creative)

  4. Add metrics – Choose as many metrics as you need from categories like:

    • Delivery metrics (spend, impressions, CPM, frequency, completed views)

    • Conversion metrics (sessions, page views, leads, purchases, ROAS)

  5. Apply filters – Narrow down your data with filters like campaign status, advertiser, date range, or numeric thresholds (e.g., spend greater than $1,000)

  6. Run report – Click Run to generate a live preview of your data in a table

  7. Save – Save your report template to access anytime in the future

Here's the updated help center article with a Report Scheduling section added:


Report Builder

Need more flexibility than the standard campaign report? Use Report Builder to create custom reports with exactly the dimensions, metrics, and filters you need.

Key Features

  • Choose any dimension – Organize data by campaign, advertiser, geography, channel, creative, audience segment, and more

  • Select multiple metrics – Add as many KPIs as you need (spend, ROAS, impressions, conversions, etc.)

  • Apply powerful filters – Narrow down data with date ranges, campaign status, numeric thresholds, and more

  • Save report – Create once, access forever

  • Schedule automated delivery – Set up daily, weekly, or monthly email delivery

  • Live data previews – See your data instantly in an easy-to-read table

  • Share with your team – All users on your account can access saved reports

To access Report Builder:

  1. Navigate to the Reports section in your Vibe dashboard

  2. Click Create Report to build a new custom report

  3. Or select an existing saved report to view or edit

Building a custom report:

  1. Name your report – Give it a clear, descriptive name for easy reference later

  2. Select a date range – Choose from preset options (last 7 days, last 30 days, etc.) or set a custom range

  3. Choose your dimension – Select one dimension to organize your data by (e.g., campaign name, geography, channel, creative)

  4. Add metrics – Choose as many metrics as you need from categories like:

    • Delivery metrics (spend, impressions, CPM, frequency, completed views)

    • Conversion metrics (sessions, page views, leads, purchases, ROAS)

  5. Apply filters – Narrow down your data with filters like campaign status, advertiser, date range, or numeric thresholds (e.g., spend greater than $1,000)

  6. Run report – Click Run to generate a live preview of your data in a table

  7. Save – Save your report template to access anytime in the future

Scheduling automated report delivery:

Once you've created and saved a report, you can schedule it to be delivered automatically via email.

  1. Open any saved report in Report Builder

  2. Click the Schedule button

  3. Choose your delivery frequency:

    • Daily – Report delivered every day at 6pm EST

    • Weekly – Select a specific day of the week for delivery

    • Monthly – Delivered on the first or last day of the month

  4. Enable the schedule

Once enabled, you'll receive an email with a download link to your report at your chosen frequency. You can edit or disable the schedule anytime from within the report.

Note: Each report can have its own independent schedule, so you can automate multiple reports with different cadences.

Managing saved reports:

All your saved reports appear in the Saved Reports view, where you can:

  • Click a report name to open and view the current data

  • Edit – Modify dimensions, metrics, or filters

  • Copy – Duplicate a report to create variations

  • Schedule – Set up automated email delivery

  • Delete – Remove reports you no longer need

Reports are saved at the account level, so all users on your account can access them.

Use cases for Report Builder:

  • Analyze performance by geography (state, metro, city, or zip code)

  • Compare creative performance across campaigns

  • Build custom views for different stakeholders or reporting needs

  • Track campaign performance by channel or screen type

  • Create reusable report templates for recurring analysis

  • Automate weekly client reporting or monthly performance reviews

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