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Generate performance and insights data from a dashboard
Generate performance and insights data from a dashboard

Create custom reports and Insights reports from a dashboard.

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Written by Team IQM
Updated over 3 weeks ago

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Performance and insights overview

Monitor your campaigns’ real-time performance at a glance, or generate detailed custom reports and Insights reports—all directly from the Dashboard app.

Review Create or manage a dashboard to learn how to apply your preferred filters before generating reports and insights from a dashboard, or Dashboard metrics and definitions to understand the data featured in a dashboard table or report.

Generate reports and insights

Does certain data appear to be incorrect?: The time zone and date range that you select limits all reporting data to the events that occurred during that timeframe. Refer to Select a time zone and date range, and adjust your selection to review data across a wider or narrower reporting window.

You can complete the following reporting actions from a dashboard:

Export data from a dashboard

You can download a dashboard table to your device as a CSV or XLSX file, or save a spreadsheet directly to your Google Drive. Either choice will include each column and row shown in your dashboard’s current view based on the filters you’ve selected.

Locate the three spreadsheet icons next to the row of dashboard filters. Select the first spreadsheet icon to save the dashboard table to your Google drive, or the CSV icon or XLSX icon to download the dashboard table in your preferred file format.

Generate a custom report from a dashboard

Follow these steps to generate a custom report from a dashboard:

  1. Search or filter the dashboard table and locate the campaign(s) that you’d like to include in a report.

  2. Select the checkbox(es) next to the campaign(s).

  3. Open the More menu.

  4. Click Create Report. This will redirect you to the Create New Report page of the Reports app.

The new report will automatically include the Campaign row, and filter the row to include the campaign(s) you selected in the Dashboard app. Refer to the instructions included in Generate, manage, or send a report for details on customizing and running the report.

Generate an Insights report from a dashboard

Insights report requirements: Your campaign must meet certain eligibility requirements before you can generate Insights reports for it. Refer to Audience Insights report overview, Voter Level Data (VLD) Insights report overview, and Campaign Bidding Insights report overview for more information on the data included in each report and to review their individual eligibility criteria.

You can generate Insights reports for one campaign at a time. Refer to these resources to learn how to generate a particular Insights report from the dashboards you create in the Dashboard app:

Apply dashboard data to a campaign

Now you have the performance details necessary to improve your campaigns. You can apply optimizations to them directly from a dashboard. Refer to Manage a campaign from a dashboard for more details.

Locate additional dashboard resources

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