Daily reports via direct upload

To remain compliant with data security laws and regulations and be able to address any issue you might experience efficiently, The Trade Desk requires that daily reports from supply partners be submitted via uploads to a designated Amazon Simple Storage Service (S3) bucket folder.

To get started, you must have your S3 bucket folder set up and then use the provided Excel report template to facilitate the uploading process and the subsequent validation and processing of your data.

Initial setup requirements

To set up your access to the designated S3 bucket for daily reports, be sure to communicate the following information to your Technical Account Manager in response to their email:

The time when you anticipate being ready to upload reports.

After you provide the required information, your Technical Account Manager will do the following:

1. Create a designated folder /{SUPPLYPARTNERNAME}/ in the thetradedesk-openpath-supply-vendor-reporting S3 bucket where you will upload your reports.
2. Set up your S3 access and send you a one-time link for you to access your file path in The Trade Desk S3 bucket.
3. Communicate to you the actual folder name and any other appropriate details.
4. Test your setup and access to the folder.
5. Review and validate your first upload delivery to ensure the correct usage of the report template.

Upload a report

After you have completed your S3 bucket folder setup, you can upload your daily reports.

To upload a daily report to The Trade Desk, complete the following steps:

1. Download the report template.
2. Fill out the template with the data for the last 31 days. For details, see Report template guidelines and requirements.
3. Save the Excel file, using the following file naming syntax: {YYYY-MM-DD}_daily-report_{SUPPLYPARTNERNAME}_{HH-MM-SS}. For example, 2022-08-13_daily-report_meredith_21-45-23. For details, see Report template guidelines and requirements.
4. In the AWS Console, navigate to your designated folder in following S3 bucket: thetradedesk-openpath-supply-vendor-reporting/{SUPPLYPARTNERNAME}/.
5. Upload your completed daily report file.

Report template guidelines and requirements

To prevent any failures of the automated tasks associated with processing your reports, be sure to adhere to the following guidelines when filling in the report template for uploading your data:

• Do not change the column names.
• Be sure to provide data for all required columns indicated in red. The optional columns are helpful for troubleshooting.
• Always provide rolling 31-day data. Even if it's the beginning of the month, be sure to include data for the last 31 days. In other words, a minimum of 31 rows is required per report.
• Save your report as one of the following file types: CSV or XLSX.
• When saving your report, use the following file naming syntax: {YYYY-MM-DD}_daily-report_{SUPPLYPARTNERNAME}_{HH-MM-SS} with the following placeholders:
  • {YYYY-MM-DD} is the date of the report.
  • {SUPPLYPARTNERNAME} is the name of the publisher or SSP for whom the report is created.
    IMPORTANT: This must be the same name as the name of the designated folder created for you in the S3 bucket.
  • {HH-MM-SS} is the timestamp of the report in hours, minutes, and seconds.
    For example, 2022-08-13_daily-report_meredith_21-45-23.

The following table explains each column in the report template.