OpenPath outbound reporting

The OpenPath Reporting dashboard UI enables you, as an OpenPath seller, to generate and schedule reports for analyzing inventory data. From summary reports for invoicing to detailed metrics for optimization, this dashboard manages all your reporting needs, regardless of report type or scheduling frequency.

Here's what you need to know:

• When setting up reports, make sure the same time zones are used for outbound and inbound reports.
• To invoice The Trade Desk, generate a summary report and include its totals for impressions and net media cost (USD) in your invoice.

If you're new to OpenPath, see Getting started with OpenPath. For help, contact your representative at The Trade Desk Inventory Management.

Reporting templates

To access the reporting templates, in the OpenPath UI, do the following:

1. Click the Reports tab in the left navigation bar
2. Create a report or run an ad hoc report. Six different report templates are available for outbound emailed reporting.

The following table lists the metrics and grains for each report template in the order they appear in the report. If a metric or grain is available for a specific template, the template name is listed in the corresponding row. If not, "N/A" is displayed.

Schedule recurring reports

You can schedule OpenPath to generate and email reports on a daily, weekly, or monthly basis. Here's what you need to know when scheduling them:

• If reports are delivered to a third-party reporting vendor, your Technical Account Manager must enable their reporting domain before being added to outbound reporting.
• The recurring report and its settings are displayed the table of reports on the Reports tab.
• If you use reports for discrepancy monitoring, set them to the same time zone as your inbound reporting to The Trade Desk.

To schedule delivery of reports, do the following:

1. In the Reports tab, in the top navigation bar, click Schedule New Report.

2. In the Schedule New Recurring Report popup, complete the following fields:

   • Report Type
   • Timezone
   • Email Recipients (email addresses must be separated by commas and match the domain of the seller account)
   • Lookback Date Range
   • Delivery Frequency

Manage reports

After you schedule your reports, you can edit recipient lists for email addresses, delete recurring reports, and run on-demand reports as needed.

Edit recipient list

To edit the recipient list of a scheduled report, do the following:

1. In the Reports tab, click the Edit icon next to the desired report.
2. In the text box for email recipients, add or remove recipients as needed. Email addresses must be separated by commas and match the domain of the seller account.

Delete recurring reports

To delete a scheduled report, in the Reports tab, click the Delete icon (looks like a trash can) next to the desired report. This removes the report and stops future deliveries.

Run on-demand reports

To run an on-demand report, do the following:

1. In the Reports tab, in the top navigation bar, click Run New Report.

2. In the Run New Report popup, complete the following fields:

   • Report Type
   • Timezone
   • Email Recipients (email addresses must be separated by commas and match the domain of the seller account)
   • Start Date
   • End Date

The on-demand report and its settings are displayed in the table of reports on the Reports tab.