Reports help you view, organize, and analyze your campaign data. We have added a new feature for you to schedule reports to a 3rd party user who doesn't have the access to the XPO dashboard.
With this new feature, you can share multiple campaign reports all at once via a
- Report link OR
An XPO user can generate a report link and share it with a 3rd party user. With the link, that user would be able to view the campaign data on XPO dashboard without logging in. Access to other XPO dashboard features would not be visible to him/her.
If you would like to share the report in Excel format, there is an email option. Any users who receive the email would be able to download the campaign insights and save it for future use.
Both report link and email have an expiration ranging from 2 weeks to 6 months.
How to Share A Report Link?
1. Select the Reports
Log in to XPO Media Broker, click on Reports > Insights, select the campaign(s) that you wish to share and click on Share report link.
2. Select Report Duration
You can either select the default report duration options: Today, Yesterday, Last 7 Days, Last 14 Days, Last 30 Days or a Custom duration. Click on Apply.
3. Select Report Type
You can decide to only show the topline numbers by choosing Overall, or select additional metrics that you would like to share in the report by choosing Detailed.
Example - Overall Campaign Report
Example - Detailed Campaign Report
4. Share Report via Link
Choose the expiration for the report link. Once selected, copy the link and start sharing it with others.
How to Share Report via Email?
Repeat the above steps 1 to 3.
4. Share Report via Email
Key in the email address of the recipients and choose the expiration for the report. Once done, click Send.
The recipient will receive an email to download the report.