Every marketer is required to show that what they’re doing is valuable.
The main way that’s done is with reporting and in this post, we’ll provide you with the most common AdClicks terminology that we use in our day-to-day to navigate the tool.
Clients
This is your customer or a website, that uses services from your agency.
Widgets
They enable us to graphically represent information from a specific report. Report data is easier to understand when it's represented visually through graphs like bar, column, and line charts. These and other kinds of graphs help you see patterns in the data, make comparisons, and derive meaning from the data more quickly than spreadsheets and complex tables.
We have different types of Widgets to visualize the data differently as seen below: Common, Charts and Special
From Library
We have a Widget Library with pre-defined Widgets, where you can go in and select any of your preferences. You can also add and/or create new ones and add them to your library.
Organization
This would be your sub-domain, You can add your agency’s name or whatever resonates with you and your business. This is what other clients will see when you start sharing your reports. For example your-agency.adclicks.app
Data Source
It’s the digital location where the information is obtained. AdClicks retrieves data from this place; this could be any of the integrations we currently have, whether it’s Google, Facebook, LinkedIn, you name it.
Dataset
The Dataset involves the grouped marketing efforts, whether from Paid Media, Web Analytics, or Lead Management. Basically, you decide where the widget's data will be pulled from.
Scope
After selecting a Dataset, you can choose the scope of the data, which will vary from different levels within the Dataset. For example, you've selected the Paid Media Dataset and decided to drill down to the Campaign-level Scope.
Dimension
Dimensions are the attributes of your data. For example, the dimension City indicates the city, for example, "Paris" or "New York", from which a session originates.
Metrics
Metrics are quantitative measurements of data; it is a unit of information that tells you how some aspect of your business performed during a specific timeframe. These are expressed numerically.
Tool Bar
The report toolbar allows you to perform a basic report configuration. It contains a wide variety of elements such as Edit/Preview abilities, all widgets, re-arranging of pages, page settings, present mode, sharing with users, download of the report, and the data queue. It’s important to note that you will be using this toolbar when modifying your canvas.
Navigator Bar
The navigator bar appears on the right or above your blank canvas depending on the size of your screen, helping people navigate through a hierarchy of content.
Data Queue
You will find the Data Queue in the Tooltip section, This is the place where you can see the status of all accounts connected to your report.
These are some of the most common statuses:
- Synced; your account up-to-date data
- In Queue; your account is currently in line to be downloaded soon.
- In Progress; your account is currently downloading
- Credentials Not Working; We recommend you sign in again in order to continue enjoying accurate data.
- Accounts Unlinked; Review your access to the individual account that has been unlinked. Then, hit the Refresh button.
Template
A report template is the structure that underlies any report. This means the content, formatting, look, and feel of the templates used for the reports, charts, and graphs in which the users' data is presented to the Customer. With our Template Library, you can manage, preview, browse, and use the report of your preference.
Themes
In essence, a Custom Theme helps you transform your report into a narrative. You want your reports to look good and distinctive. You might want them to comply with your company's visual branding guidelines. This means that you have to adjust individual visual elements of your reports and dashboards.
This might mean adding a different font in the title. Using a different color scheme. Maybe just a couple of special icons. Any design you make will reflect across the entire report and all pages.
You need to understand the terminology used in AdClicks in order to navigate the tool. And the more you use AdClicks and the different terminology, the better you will be at creating Custom Reports.
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