Ui.Marketing Reporting

Learn how to navigate reporting in Ui.Marketing. Within Reports, you an access reporting for your advertiser by product, campaign, or line item. You can also save reports you visit frequently and if you have the permission, view Business Analtyics for your entire organization.

Vivienne Duclos
28 steps
3 minutes

Newtab

Reports Navigation

Navigate to <https://ui.marketing/reports>

On the left-hand side, you will see the different areas in Reports. By default, you are taken to our Report Builder, where you can start creating a report for your advertiser. If you have Click "Business Analytics" access, easily navigate to it here. [Learn more >](https://support.ui.marketing/business-analytics)

To start building a report for your advertiser, you can either use the filters on the left-hand side or click the "Advertiser" field. Search for and select your advertiser.

Report Builder

You are then taken to the Advertiser Summary within Report Builder. On this page, you can see high-level metrics for your advertiser across all products they are running. NOTE: This only includes paid key performance metrics like impressions, clicks, and conversions. This does not include Organic or SEO performance metrics.

Our reports default to the past 30 days. You can easily adjust this date range by clicking on the filters at the top of the page or using the filters on the left-hand side. The report will update based on the date range selected.

Under the Snapshot metrics, you will see the Data by Timeframe chart where you can see data by day or week. You can also adjust which key performance metrics you want to track over time by selecting the drop-downs within the chart.

The **Line Items** table allows you to see performance by each specific line item you purchased. Easily compare metrics across different products. NOTE: The date range you select controls which line items are listed: a line item appears when its start and end dates fall within the range.

You can also click the Actions menu (ellipsis) next to a Line Item Name and select **View Line Item** to open that line item in the Orders section of Ui.Marketing. NOTE: This is not available when you share a report.

Under the Line Items table, you will see aggregated reporting by Product. Click a product card, such as Streaming TV / Programmatic Video / Audio, to open that product's report. This allows you to view all reporting for that advertiser within that product.

Lastly, under the product cards within Report Builder, is our Additional Reports. This is where you will find Organic SEO reporting, Foot Traffic Attribution Reporting, and other reports that may be specific to your advertiser.

Line Item Reporting

Line Item Reporting in Ui.Marketing allows you to quickly navigate to a specific line item's reporting. From Report Builder's Advertiser Summary, click on the line item name you wish to view reporting for within the Line Items table.

You are now viewing reporting specific to that line item. At the top, you will see the name of the line item you are viewing and the advertiser it is for. This report shows you the specific charts available for that product. In this example, these are all performance metrics and charts available for Facebook + Instagram.

Click the X in the Line Item field to clear the selection and return to the list of all line items.

To navigate back to the Advertiser Summary and Product Reporting, click Report Builder in the left menu to view reports by product. You can move between Report Builder and Line Item Reporting at any time.

Report Filters and Exports

When viewing a report, use Filters to create a more granular view of your report. You will find them at the top of the report or on the left-hand side under "Build a Report". Click **Filters Active** at the top of the report to see which filters are applied. Easily add or adjust your filters.

Happy with the report you've created? Easily have AI summarize the report for you! Click **Summarize**.

Depending on what page you are on, the summary will summarize what is on that page. NOTE: If you are viewing Line Item Reporting, you will see the first five line items from the Line Items table appear.

If you want to create a shareable link to send out, click here.

Choose which metrics and widgets to include. We encourage you to keep "Line Items" checked so viewers can open each line item's report from the link.

Click Copy to copy the link. You can share it with people outside Ui.Marketing.

**Pro Tip!** Open a new browser tab and paste the link to see the report the way the person you share it with will see it.

If you want to export a PDF to share, easily do that by clicking this icon.

Choose which sections to include in the PDF.

Order and Line Item Reports

When you are using Orders and Line Items in Ui.Marketing you can also easily navigate back to reports. From the [Orders table](https://ui.marketing/campaign-hub/orders), click on Actions and select **View Report**. This will open the Advertiser Summary with Line Item Reporting in a new tab.

From the Line Items table, you can do the same thing. Click the Actions ellipsis and select **View Report.** This will take you to that specific line item's report.

When you are within a line item, click the ellipsis in the upper right-hand corner and select **View Report**. This will take you to that line item's specific report.

Lastly, you can also get to the line item report by click on the "Reporting" card within a line item.

Then click **View Report** to be take to that line item's specific reporting.