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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.

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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