Overview
As a Portfolio Admin, you can view and manage all reports assigned to advertisers within your portfolio from a single location. That means you can filter reports by type and status, assign them to specific accounts, and customize them per advertiser without jumping between accounts.
Access Reports
If you're a Portfolio Admin, you'll automatically see Reports in the left-hand navigation panel under My Admin once logged in.
In the upper-right corner of the platform, click on your account name.
Select My Admin.
Select Reports.
This shows all reports currently assigned to advertisers within your portfolio.
Filter Reports
In this list view, filter your reports by Type (Default Reports, Templates) and Status (Live, Archived, Inactive).
Manage Assignments
To manage assignments for your reports, select Manage Access. This allows you to search and toggle the accessibility of the report on or off for advertisers within your Portfolio.
Manage Report Status
Either assign reports to your advertisers' template drop-downs in Report Builder, or within your advertisers' reporting sidebars on the Reporting tab.
To update a report's status:
On the right-side of the report name, click the kebab icon.
Select Edit Settings.
From here, you can set the report status to: Live, Archived, or Inactive.
You can build a new report by selecting Customize from the menu dropdown, which will take you directly into Report Builder.
⚠️ Warning: Don’t change the Type setting under Edit Settings. Setting it to Template may cause the report to disappear and will require support to restore.
Assign a Report to An Account
You can assign reports to other accounts in your portfolio so they can access and customize them without starting from scratch.
From the Reports window:
Use the search bar in the top-right to find the report you want to assign.
Click the kebab icon to the left of the report name.
Select Manage Access.
In the Manage Access modal, toggle on each account you’d like to give access to.
The report becomes visible to the selected accounts.
⚠️ Warning: Only accounts within your portfolio will be available.