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All You Need To Know About Automated Reporting
All You Need To Know About Automated Reporting

Your reporting dashboard consolidates all of your campaign data from third-party platforms into one view – saving you time and minimising reporting errors.

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Written by Avid Admin
Updated over 2 months ago

Read time: 15 mins

IN THIS ARTICLE


What Is Automated Reporting?

Our Automated Reporting tool automatically generates reporting dashboards for each campaign. You’ll get a detailed breakdown, allowing you to track the performance of each product and content piece, so you always know what’s driving results. This comprehensive view means you can quickly identify what’s working, make adjustments where needed, and focus your efforts where they’ll have the most impact.


What Is A Reporting Dashboard?

The Reporting Dashboard consolidates and automates campaign data to provide insights into:

  • Overall pacing: Tracks delivery progress against campaign guarantees outlined in the campaign form.

  • Performance: Measures the effectiveness of your campaign content.

  • Delivery distribution: Shows how content delivery is spread across platforms or formats.

How Does It Work?

Through API integrations, the dashboard automates data updates daily, providing a full view of campaign delivery and performance with minimal manual effort.


What Are The Different Dashboard Views?

There are four different dashboard view available.


What Is A Distribution?

A distribution refers to where your content is delivered, covering both primary and supplementary placements.

Example of Distributions For A Written Article Product:

  • Website post (e.g., the article’s web page)

  • Facebook feed post

  • Instagram feed post

  • Instagram Story

  • Email (EDM)


Which Channels Can The Automated Reporting Integrate With Via API Connections?


What Is An API?

An API (Application Programming Interface) allows software platforms to “talk” to each other and share data.

Why Does It Matter?

When you connect your platform accounts to Avid PubSuite via API, it can:

  • Extract campaign data automatically.

  • Provide daily updates without manual effort, establishing efficiencies and reducing the chance for human error.


How Does Automated Reporting Integrate Data Sources?

  1. Go to “Data Source Accounts” in the Campaign Reporting Accounts & Settings accessed via the Reporting Center

  2. Select Data Source Accounts and follow the unique setup instructions per data source

    • Note: Avid PubSuite leverages our integration partner, Supermetrics, to retrieve and consolidate data


What If I Don’t Want To Integrate My Data?

The extent to which you decide to integrate platforms is highly flexible and up to the publisher’s discretion.

You can still use the dashboard without API integrations by entering data manually at a defined cadence, leveraging simple data forms.

How Do Manual Updates Work?

  • Use simple data forms provided in the platform.

  • Update your data on your preferred schedule.

  • The guided fields and cadence ensure the process is easy and efficient.

Where Do I Go To Create And/Or Update Manual Entry Record?

Manual Entry Records can be created and/or updated via:

  • The Linked Data Warehouse Record section within the Distribution List tab of the content piece (The little orange box next to the “edit” button)

  • The Live Content Without Data Record/s section in the Daily Reconciliation process

For more information, visit How-To: Create A Manual Data Record.


Where Does The Dashboard Data Come From?

The dashboard pulls data from four sources:

  1. Publisher Page Post Records (API)
    Organic social media posts, such as Facebook Feed posts or Instagram Stories.

  2. Publisher Website Records (API)
    Data from website analytics tools like Google Analytics (GA).

  3. Ads Platform Records (API)
    Data from advertising platforms like Meta Ads, DV360, or Taboola.
    Note: Boosted organic posts are counted separately as ads.

  4. Manual Entry Records
    Data manually entered using a simple form.


How Does Automated Reporting Match Data With Distributions?

PubSuite associates imported data with the correct distribution using two methods:

1. Text Matching

Across social channels where captions are leveraged, Avid PubSuite can match key elements between the API pulled data and the campaign in the platform, such as:

  • Format (e.g., post, story, reel)

  • Caption

2. Smart Labelling (Available from Dec 2024)

Smart labelling is the process of adding a custom Avid PubSuite provided unique suffix to campaign or content names in the amplification set ups to automate the data matching between the amplification platform/s and Avid PubSuite.

Via Smart Labelling, any data that is extracted from API integrated platforms can be associated with the corresponding distribution regardless of whether there is text provided or not.

This Smart Labelling process is automated when leveraging the Campaign Manager Tool to streamline the data reconciliation process further

For more information, visit How-To: Use Smart Labelling.


How Often Is The Dashboard Updated?

  • API Data: Updated daily.

  • Manual Data: Updated at your chosen frequency/ cadence.


How Do You Define The Dashboard Metrics?

For a detailed explanation of metrics, visit Glossary: Automated Reporting Dashboard.


Need more help?

Contact PubSuite Support via the chatbot button located in the lower-right corner of your screen.

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