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Pivot Report

The Pivot Report feature in Pingtree (PT) allows organization owners to create and save fully customizable reports based on campaign performance, traffic sources, devices, geography, and more.

By default, the system loads a Default Report, but owners can generate personalized dashboards with filters, metrics, and summaries that match their specific goals.

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🔍 Overview

With Pivot Reports, you can:

• View real-time campaign activity
• Customize columns and filters
• Choose from multiple field types (system, custom, device, geo)
• Save, load, and export tailored reports

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⚙️ Key Features

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✅ Create Pivot Report

• Navigate to Analytics > Pivot Report.
• Use the Custom Column Filter dropdown to enable:
  • Campaigns
  • Custom Sources
  • Marketing Partners
  • Media Channels
  • Advertisers
  • Custom Endpoints
  • Parent Labels
  • Media Types

You can also enable/disable toggle buttons per requirement to generate highly focused reports.

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🧠 Add Filter Dropdown

Use the Add Filter dropdown to refine your data:

• Target specific campaigns or sources
• Apply metric-level conditions
• Segment by device, geolocation, or custom fields

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🎨 Use Metric Filters and Color Highlights

You can use color indicators to visually represent data points in the Pivot Report for better analysis and pattern recognition.

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📊 Summary Columns Section

Choose which Summary Columns (e.g., total leads, accepted leads, profit, margin) to include using the Summary section selector.

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🌍 Timezone & Date Range

• Select a Timezone using the dropdown
• Define a Time Interval using the Date Picker

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💾 Save, Load, and Export Reports

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📌 Save a Report

1. Click the three-dot menu (next to Date Picker)
2. Select Save As
3. Enter a name for your report

   Timezone and time interval are pre-filled by default

📍 Saved reports are stored in:
Analytics > Pivot Report

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📂 Load a Saved Report

1. Click the three-dot menu
2. Select Load
3. Choose a saved report from the dropdown

You can also directly access saved reports via the Pivot Report list view.

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📤 Export a Report

1. Click the three-dot menu
2. Select Export
3. Your report will be automatically downloaded as a file.

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📑 Detailed Report View

Once a report is generated:

• A Summary Section appears at the top.
• Below that, you’ll see the Detailed Data Table.
• Click on Columns Popup to show/hide custom columns and tailor the report to your analysis needs.

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✅ Use Case Examples

• Compare performance across campaigns and traffic types
• Highlight high-converting sources using color filters
• Track daily lead submissions by state or device
• View performance breakdowns by Media Channels or Partners