Exporting Reports and Data

Learn how to export, analyze, and share your WilDi Maps campaign data effectively.

Export Options Overview

Available Export Formats

PDF Reports

• Professional presentation
• Charts and graphs included
• Executive-ready
• Print-friendly
• Password protection available

Excel/CSV Files

• Raw data access
• Custom analysis
• Pivot table ready
• Formula compatible
• Bulk data handling

API Access

• Real-time data
• Automated exports
• Custom integrations
• Programmatic access
• JSON/XML formats

Standard Reports

Executive Summary Report

Included Sections

• Campaign overview
• Key performance metrics
• Budget utilization
• ROI summary
• Top performers
• Recommendations

Best For

• C-level presentations
• Board meetings
• Investor updates
• Quick reviews

Detailed Performance Report

Data Points Included

• All campaign metrics
• Creative performance
• Geographic breakdown
• Temporal analysis
• Conversion paths
• Attribution data

Use Cases

• Deep analysis
• Optimization planning
• Team reviews
• Historical records

Financial Report

Financial Metrics

• Total spend by period
• Revenue attribution
• Cost breakdown
• Profit margins
• Budget vs. actual
• Forecast vs. actual

Ideal For

• Accounting reconciliation
• Budget planning
• ROI documentation
• Tax preparation

Custom Report Builder

Creating Custom Reports

Step 1: Select Data Range

• Predefined periods
• Custom date range
• Comparison periods
• Rolling windows

Step 2: Choose Metrics

• Impressions data
• Engagement metrics
• Conversion tracking
• Revenue figures
• Custom calculations

Step 3: Add Filters

• Campaign selection
• Geographic regions
• Time periods
• Device types
• Audience segments

Step 4: Format Options

• Table layout
• Chart types
• Color schemes
• Branding elements
• Logo placement

Saved Report Templates

Creating Templates

1. Build custom report
2. Save configuration
3. Name template
4. Set permissions
5. Schedule if needed

Template Library

• Weekly performance
• Monthly summary
• Quarterly review
• Campaign comparison
• Creative analysis
• Geographic insights

Scheduling Automated Reports

Email Delivery

Schedule Options

• Daily at specified time
• Weekly (choose day)
• Monthly (choose date)
• Quarterly
• Custom frequency

Recipients Management

• Internal team
• External stakeholders
• Client lists
• Dynamic lists
• CC/BCC options

Automation Rules

Trigger-Based Reports

• Budget threshold reached
• Performance milestone
• Campaign completion
• Anomaly detection
• Goal achievement

Data Export Best Practices

Data Preparation

Before Exporting

1. Verify date ranges
2. Check filters
3. Confirm metrics
4. Review calculations
5. Test small sample

Data Cleaning

• Remove duplicates
• Handle nulls
• Standardize formats
• Validate totals
• Check formulas

Excel/CSV Tips

Optimal Structure

• Headers in row 1
• No merged cells
• Consistent formatting
• Date standardization
• UTF-8 encoding

Excel Formulas for Analysis

=SUMIF(range, criteria, sum_range)  // Conditional sums
=VLOOKUP(value, table, col_index)   // Data matching
=PIVOT()                             // Pivot tables
=AVERAGEIF()                         // Conditional averages

Advanced Export Features

API Integration

Authentication

headers: {
  'Authorization': 'Bearer YOUR_API_KEY',
  'Content-Type': 'application/json'
}

Sample API Call

GET /api/v1/campaigns/data
?start_date=2024-01-01
&end_date=2024-01-31
&metrics=impressions,clicks,conversions
&format=json

Bulk Data Export

Large Dataset Handling

• Chunked downloads
• Compressed files
• Background processing
• Email notification
• FTP delivery option

Real-Time Data Streaming

WebSocket Connection

• Live data feed
• Minimal latency
• Event-driven updates
• Scalable solution
• Custom endpoints

Data Visualization

Built-in Visualizations

Chart Types

• Line graphs (trends)
• Bar charts (comparisons)
• Pie charts (composition)
• Heat maps (geographic)
• Funnel charts (conversion)
• Scatter plots (correlation)

Customization Options

• Colors and themes
• Axis configuration
• Legend placement
• Data labels
• Annotations

Third-Party Integration

Compatible Platforms

• Google Data Studio
• Tableau
• Power BI
• Looker
• Custom dashboards

Connection Methods

• Direct API
• CSV upload
• Database sync
• Webhook feeds
• Manual import

Compliance and Security

Data Privacy

GDPR Compliance

• Data anonymization
• User consent tracking
• Right to deletion
• Data portability
• Audit trails

Security Measures

• Encryption in transit
• Encrypted storage
• Access controls
• Audit logging
• Data retention policies

Sharing Reports Securely

Access Control

• Password protection
• Expiring links
• View-only permissions
• Download restrictions
• Watermarking

Report Analysis Guide

Key Metrics to Track

Performance Trends

• Week-over-week changes
• Month-over-month growth
• Seasonal patterns
• Anomaly identification
• Forecast accuracy

Comparative Analysis

• Campaign comparison
• Period comparison
• Geographic comparison
• Creative comparison
• Channel comparison

Actionable Insights

Identifying Opportunities

• Underperforming areas
• High-potential segments
• Budget reallocation
• Creative optimization
• Timing adjustments

Export Troubleshooting

Common Issues

Export Failures

• File size limits
• Timeout errors
• Permission issues
• Format conflicts
• Network problems

Data Discrepancies

• Time zone differences
• Attribution windows
• Filter misalignment
• Calculation methods
• Sampling effects

Solutions

• Break into smaller exports
• Use API for large datasets
• Check permissions
• Verify calculations
• Contact support

Pro Export Tips

1. Schedule regular exports for backup
2. Create templates for recurring needs
3. Use APIs for automation
4. Document export settings
5. Version control important exports
6. Test exports before sharing
7. Maintain export log
8. Archive historical data

Quick Export Guide

Daily Export

• Yesterday's performance
• Active campaign status
• Budget utilization
• Alert conditions

Weekly Export

• 7-day performance
• Week-over-week comparison
• Creative performance
• Optimization opportunities

Monthly Export

• Full month analysis
• Financial reconciliation
• Strategic review data
• Planning metrics

For API documentation and advanced export help, visit developers.wildimaps.com.