Predefined reports are ready-to-run templates that display campaign performance data with a couple of clicks. Each predefined report includes default dimensions and metrics, which you can customize. You can update the date range, apply filters, add metrics, export results, save the report, or schedule automatic delivery by email.

Steps to open the Predefined Reports page

1. Log in to illumin.
2. Go to the top right corner of the page and click the Reporting link.
3. Click the Predefined Reports menu option.
4. Scroll down the page and select a report option under one of these headings: Cross Channel, First Party Data Onboarding. Open Web, Digital Out-of-Home, and Facebook/Instagram.
   
5. Go to a report template and click the Open report link. The report setup page opens with default metrics and dimensions.

Steps to configure report settings

1. Click the Date range field, set the dates, and click the Apply button.
2. Set the value in each Filters field. 
3. Optionally, click the New Filter button and add one or more new filters. Note that the filters are progressive. Each filter selection narrows the available options in the next filter. For example, after you choose an advertiser and a journey, the Path / Campaign menu displays the options related to the filtered Journeys list.  

Steps to customize dimensions and metrics

The Report Configuration window displays a default set of dimensions and metrics. 

1. Click an X icon to remove an item. Items with a lock icon cannot be removed. 
2. Use the checkboxes in the Dimensions and Metrics lists to add items. (optional)

Steps to generate a report

1. Configure settings in the Report Configuration window. (see above).
2. Optionally, click and drag a dimension or metric item to change the column order in the report table.
3. Go to the top right corner and click the Generate Report button. The report table displays at the bottom of the page.
4. If required, make changes to the report table (e.g. remove a metric or change the column order), and then click the Generate Report button again.

Steps to save a report

Go to the top of the page and click the Save icon. In the pop-up, enter a unique filename and click the Save button. Later, you can open a saved report.

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FAQs

Why should marketers use predefined reports instead of building reports from scratch?
Predefined reports reduce setup time and ensure consistent metrics across teams. They provide a reliable starting point for common performance questions.

What happens if report settings change after generating a report?
The report does not update automatically. Generate the report again to apply new filters, metrics, or column changes.

Can predefined reports support cross channel analysis?
Yes. Several predefined reports focus on cross channel performance and help marketers compare results across supported environments.

Are saved predefined reports reusable later?
Yes. Saved reports remain available and open with the last saved configuration, which allows quick reuse and updates. 

Where do I access DOOH reporting?
Open the Predefined Reports page. Go to the Digital Out of Home heading and click the tile to open the template.

Where do I access Meta reporting?
Open the Predefined Reports page and scroll down to the Facebook / Instagram heading. There are several predefined report options like Meta Campaign Performance and Video Performance.

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