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PLD overview
Provider Level Data (PLD) Insights are on-demand reports that include key details about healthcare professionals that you targeted in current and prior campaigns. Uncover ad-exposure and engagement data, demographic data, and physician-specialty data for your healthcare audiences. With these insights, you can compliantly assess your campaign’s targeting strategy while upholding stringent healthcare data-privacy regulations.
You can generate a PLD report if your campaigns and account meet certain criteria. Refer to Provider Level Data (PLD) Insights report overview for more information on eligibility requirements, metrics, and costs.
Generate a one-time or recurring PLD report
You can generate a PLD report in the following ways:
Generate a PLD report from the Insights app
Follow these steps to generate a PLD report and choose a one-time or recurring delivery schedule:
Open the Insights app.
Select Provider Level Data.
Click + Generate New. This will open the Generate and Schedule PLD pop-up window.
Enter a name for this PLD template.
Choose a unique one to differentiate this template from others you may create, and note that all recurring reports will be nested under this template’s name.
Choose whether the campaigns are Running, Paused, or Expired from the Campaign Status menu.
Search and select the campaigns for which you want to generate insights.
If a desired campaign is missing from this list, its status doesn’t match the Campaign Status you selected, you’ve already selected the maximum number of 50 campaigns, and/or the campaign isn’t eligible for PLD Insights generation.
To schedule a one-time report delivery:
Choose a One time delivery frequency.
Select a time frame from the Date Range field.
The first day of the campaign, up through two days ago, can be selected.
To schedule a daily report delivery:
Choose a Daily delivery frequency.
Select a time frame from the Start date and, if desired, End date fields.
The first day of the campaign, up through two days ago, can be selected.
To schedule a weekly report delivery:
Choose a Weekly delivery frequency.
Choose on which day of the week the Weekly report should be delivered (e.g., on Mondays).
Select a time frame from the Start date and, if desired, End date fields.
The first day of the campaign, up through two days ago, can be selected.
To schedule a monthly report delivery:
Choose a Monthly delivery frequency.
Choose on which day of the month the Monthly report should be delivered (e.g., on the First Day of the Month or on the 15th day of the month).
Select a time frame from the Start date and, if desired, End date fields.
The first day of the campaign, up through two days ago, can be selected.
To schedule report delivery for a custom time frame:
Choose a Custom delivery frequency.
Choose how often the report should be delivered. The following values are supported:
Day(s): 1-365
Week(s): 1-52
Month(s): 1-12
Choose on which day the Custom report should be delivered (e.g., on Mondays).
Select a time frame from the Start date and, if desired, End date fields.
The first day of the campaign, up through two days ago, can be selected.
Enter an email alias for each report recipient, separated by commas.
If desired, select the Data Aggregations toggle to enable aggregation.
The option to aggregate data is available for PLD reports with a Daily, Weekly, Monthly, or Custom delivery frequency.
Refer to Key terms and concepts: Data aggregation for more details.
Click Next.
Review a summary of your report selections and scheduling settings.
Select Generate (one-time delivery frequency) or Schedule (recurring delivery frequency)
The PLD Insights Cost will be deducted from your account’s available balance as soon as the report generates.
Once generated, you can find the PLD Insights on the Insights app’s Provider Level Data page. Review Manage a PLD report for details on how to review, download, send, or delete a report.
Generate a PLD report from the Campaigns app
Follow these steps to access take a shortcut to PLD report creation from the Campaigns app:
Select the Campaigns app from the homepage.
Choose the insertion order (IO), then filter or search your campaigns to locate the ones for which you want to generate insights.
Select the checkboxes next to the campaigns.
Click Generate PLD Insights from the More dropdown menu.
You can only select Generate PLD Insights if the selected campaign(s) are eligible for PLD reporting.
You’ll be redirected to the Generate and Schedule a PLD pop-up window of the Insights app, where the campaigns’ or IO’s name and date range will be auto-populated.
Follow steps 7 through 16 of the Generate a PLD report from the Insights app workflow to generate and/or schedule the report.
Generate a PLD report from the Dashboard app
Follow these steps to access take a shortcut to PLD report creation from the Dashboard app:
Select the Dashboard app from the homepage.
Filter or search your campaigns to locate the ones for which you want to generate insights.
Click the checkbox(es) next to the campaign(s).
Select Generate PLD Insights from the More dropdown menu.
You can only select Generate PLD Insights if the selected campaign(s) are eligible for PLD reporting.
You’ll be redirected to the Generate and Schedule a PLD pop-up window of the Insights app, where the campaigns’ or IO’s name and date range will be auto-populated.
Follow steps 7 through 16 of the Generate a PLD report from the Insights app workflow to generate and/or schedule the report.
Manage a PLD report
PLD report notice: You can access generated reports up to one year after their creation date. |
The Provider Level Data page displays each of your PLD report templates and their statuses. You can use the Actions column to manage your existing PLD report templates and their delivery schedules; or the Reports column to review, download, and send generated PLD reports.
Download a PLD report
Follow these steps to download a generated PLD report:
Search or filter the Provider Level Data table to locate the desired report template.
Select the number of generated reports in the Reports column. This will open the Reports pop-up window for that template.
Locate the desired generated report.
Click Download.
Choose whether you’d like to download the report as a CSV or XLSX file.
You’ll receive your insights as a single CSV or XLSX file if the spreadsheet contains 100K or less rows. Otherwise, you’ll receive them as a ZIP file containing multiple files. For example, if the report contains a total of 150K rows and you choose to download the insights as an XLSX file, then your download will include one ZIP file containing two XLSX files: one with 100K, and one with 50K rows.
Email a generated PLD report
Email notice: The email includes a link to the report rather than a file attachment when the report’s file size is greater than 25 MB. This limitation is to comply with the file-size restrictions of most email inboxes. |
Follow these steps to email a generated PLD report to yourself and other recipients:
Search or filter the Provider Level Data table to locate the desired report template.
Select the number of generated reports in the Reports column. This will open the Reports pop-up window for that template.
Click the envelope icon in the Actions column.
Choose whether you’d like to send the report as a CSV or XLSX file. This will open the Email Provider Level Data pop-up window.
Add up to 15 email aliases to the Email ID field, separated by commas.
Select Send Email.
Delete a PLD report
We limit the ability to delete most PLD reports to help avoid accidental deletions of paid insights. You can, however, delete Failed PLD reports.
Follow these steps to delete a Failed PLD report from the Provider Level Data page:
Select the checkboxes next to each Failed report you want to delete.
Click Delete.
Send a PLD report
Email notice: The email includes a link to the report rather than a file attachment when the report’s file size is greater than 25 MB. This limitation is to comply with the file-size restrictions of most email inboxes. |
You’ll set up a report’s generation and delivery schedule when you first create it. You can manage these settings at any time by following the steps outlined below.
Schedule email delivery for an existing report template
Follow these steps to schedule one-time or recurring email delivery for an existing report template:
Search or filter the Provider Level Data table to locate the desired report template.
Select the pencil icon in the Actions column.
Follow steps 5 through 16 of the Generate a PLD report from the Insights app workflow.
Edit a report delivery schedule
Follow these steps to change an existing one-time or recurring report delivery schedule:
Search or filter the Provider Level Data table to locate the desired report template.
Select the pencil icon in the Actions column.
Follow steps 5 through 16 of the Generate a PLD report from the Insights app workflow to choose the report’s new delivery schedule and apply your changes.
Stop a recurring report delivery schedule
Follow these steps to pause a scheduled report:
Search or filter the Provider Level Data table to locate the desired report template.
Select the pencil icon in the Actions column. This will open the Generate and Schedule PLD pop-up window for the existing report template.
In the Delivery Details section, select the Template status toggle switch from Active to Inactive.
Click Next.
Review a summary and apply your changes.
The template’s status will change from Active to Inactive until you resume the report delivery schedule.
Resume a paused report delivery schedule
Follow these steps to resume delivery for a report template that you previously paused:
Search or filter the Provider Level Data table to locate the desired report template.
Select the pencil icon in the Actions column. This will open the Generate and Schedule PLD pop-up window for the existing report template.
In the Delivery Details section, select the Template status toggle switch from Inactive to Active.
Click Next.
Review a summary and apply your changes.
The template’s status will change from Inactive to Active until you stop the recurring report delivery schedule.
Generate again
You can attempt to regenerate any Failed reports by selecting Generate Again from the PLD report template’s Actions column.
Note that if a PLD report features a Failed status, no PLD Insights Cost will be deducted from your balance until the report successfully generates. Refer to Provider Level Data (PLD) Insights report overview for more information.
Review past PLD report spend
You can review past PLD report spend in the following ways:
Review past PLD report spend from the Dashboard app
Follow these steps to review the total amount spent on PLD report generation from the Dashboard app:
Select the Dashboard app from the homepage.
Open the View By dropdown menu and click Campaigns, Insertion Orders, or Advertiser, depending on your preference.
Workspace admins also have the option to select Workspace from the View By dropdown menu.
Select PLD Insights Cost from the Columns dropdown menu.
The PLD Insights Cost column will populate in the table.
Workspace admins also have the option to select Workspace PLD Insights Earnings from the Columns dropdown menu.
Adjust the dashboard’s Time Zone and Date Range details to view the amount spent on PLD report generation within a specific timeframe, if desired.
Review past PLD report spend from the Reports app
Follow these steps to review the total amount spent on PLD report generation from the Reports app:
Select the Reports app from the homepage.
Click + Create Report. This will open the Create New Report page.
Locate and expand the Spending category.
Drag the PLD Insights Cost metric into the Columns field.
Complete other required or optional fields, as needed.
Select Execute Report.
Click Save Report.
Workspace admins also have the option to add the Workspace PLD Insights Earnings metric under the Earnings category to a report.
Refer to Generate, manage, or send a report for additional support related to creating a new report in the Reports app.
Locate additional PLD Insights report resources