How to Build a Custom Report

Within Dovetail Inventory we offer you the option to create the inventory report of your wildest dreams with the Report Builder option. 

Prerequisites

  • You have a series set-up in Dovetail Inventory
  • You have set-up a campaign or flight, which ran previously or is running currently on a series or collection (group of series).

Take the following steps - replacing our demo show selection with a show you have access to in Dovetail - and you’ll build a basic report from which you can build upon based on those wildest dreams we’ve talked about!

Step 1 - Navigate into Dovetail Inventory and select Reports from the top menu.

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Step 2 - Next, select the “Build a Report” button within the Report Builder tile.

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Step 3 - Enter a Start Date and End Date for your report. For example purposes we’ll use the entire month of September 2024.

Once the dates are entered a Count column will appear in the table toward the bottom of the page. Without any other filters applied the Count column reflects the total number of impressions counted across all the podcast content you have access to in Dovetail within the timeframe you’ve selected.

Step 4 - Next, add any major filtering options you’d like to apply to your report.

For example, if you want to run a report to see how many impressions were counted so far in the month of September specifically for your show “The Dovetail Demo Podcast” you would set the following:

Start Date: 9/1/24

End Date: 9/30/24

Series: The Dovetail Demo Podcast

You can break things down by any of combination of the following, and will see the report adjust in real time:

    • Advertiser
    • Campaign
    • Creative (Ad Audio)
    • Campaign Type (Paid Direct, Paid Programmatic, House, System,)
    • Series
    • Zone Section
    • Sales Rep
    • Sales Org
    • External ID

Step 5 - Add additional Report Columns as desired to parse out particular information related to your major filter.

For example, if you want to run a report to see how many impressions were counted so far in the month of September specifically for your show “The Dovetail Demo Podcast”, across each zone section per week you would set the following:

Start Date: 9/1/24

End Date: 9/30/24

Series: The Dovetail Demo Podcast

Report Columns: Week, Zone Section

Step 6 - Scroll down and check out your custom report! Adjust the filters and report columns as needed to get exactly what you're looking for, and then download a .CSV or copy and paste the table into a spreadsheet of your choice.

Try building some reports on your own, and get a feel for what a powerful tool this can be! If you have any trouble getting data to appear feel free to reach out to podcast-support@prx.org

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