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Custom Reports & Export

Build and export custom reports with the metrics and date ranges you need.

Table of contents

Report Builder

The Report Builder lets you create custom reports tailored to exactly what you need to see.

Building a Report

  1. Navigate to Oracle → Reports → New Report
  2. Select metrics — Choose which KPIs to include:
    • Lead volume, conversion rate, CPA, ROAS, revenue, ad spend
    • Platform-specific metrics (impressions, clicks, CPC)
  3. Select dimensions — Choose how to break down the data:
    • By source, campaign, ad set, platform, disposition, date
  4. Set date range — Use presets or pick a custom range
  5. Apply filters — Narrow results by source, campaign, client, or any other dimension
  6. Preview — See the report before saving or exporting

Saving Reports

Save reports for reuse. Saved reports remember your metric selections, dimensions, filters, and date range preferences. Access them anytime from Oracle → Reports → Saved Reports.

Export Formats

Export your reports in the format that works best for your workflow:

CSV (Raw Data)

  • Spreadsheet-ready tabular data
  • Perfect for further analysis in Excel or Google Sheets
  • Includes all data points with full precision
  • Great for importing into other tools

PDF (Formatted Report)

  • Professional, presentation-ready report with charts and tables
  • Includes your branding (if white-label is configured)
  • Ideal for client-facing reports
  • Automatically formatted with headers, footers, and page numbers
  • Generate a shareable URL that shows real-time data
  • Link stays up to date — no need to re-export
  • Set expiration dates for security
  • Password-protect links for sensitive data

Scheduled Reports

Automate report delivery so your team and clients always have fresh data without lifting a finger.

Setting Up a Schedule

  1. Open a saved report (or create a new one)
  2. Click Schedule
  3. Choose frequency:
    • Daily — Sent every morning with previous day's data
    • Weekly — Sent every Monday with previous week's data
    • Monthly — Sent on the 1st with previous month's data
  4. Enter recipient email addresses (multiple supported)
  5. Choose format (CSV or PDF)
  6. Click Save Schedule

Managing Schedules

  • View all active schedules from Oracle → Reports → Scheduled
  • Pause, edit, or delete schedules at any time
  • View delivery history to confirm reports were sent successfully
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