> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pingtree.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Pivot Report

> Create and customize campaign-specific reports using the Pivot Report feature in Pingtree.

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.

<img src="https://mintcdn.com/pingtree/VhlsITRW0O01h-Sm/assets/images/screenshots/pivot-reports.png?fit=max&auto=format&n=VhlsITRW0O01h-Sm&q=85&s=a6436830f403d8cc8ea61ede78c47445" alt="Pivot report with summary metrics, filters, and detailed campaign breakdown" width="1920" height="985" data-path="assets/images/screenshots/pivot-reports.png" />

***

## 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

***

## Key Features

### 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.

<img className="block" src="https://mintcdn.com/pingtree/x6rVi2wH1ZE3qfEN/assets/images/docs/documentations/campaign/analytics/pivot-report-1.png?fit=max&auto=format&n=x6rVi2wH1ZE3qfEN&q=85&s=f8037fa04c2e2e35e28d587cc5869483" alt="All Sources" width="1600" height="687" data-path="assets/images/docs/documentations/campaign/analytics/pivot-report-1.png" />

***

### 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**

<img className="block" src="https://mintcdn.com/pingtree/x6rVi2wH1ZE3qfEN/assets/images/docs/documentations/campaign/analytics/pivot-report-2.png?fit=max&auto=format&n=x6rVi2wH1ZE3qfEN&q=85&s=7c7ed49efe9f9a6614da86de81cff93c" alt="All Sources" width="586" height="726" data-path="assets/images/docs/documentations/campaign/analytics/pivot-report-2.png" />

***

### 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.

<img className="block" src="https://mintcdn.com/pingtree/x6rVi2wH1ZE3qfEN/assets/images/docs/documentations/campaign/analytics/pivot-report-3.png?fit=max&auto=format&n=x6rVi2wH1ZE3qfEN&q=85&s=a66b22aae7fb8bb2af5e3441efade3f1" alt="All Sources" width="598" height="825" data-path="assets/images/docs/documentations/campaign/analytics/pivot-report-3.png" />

***

### Summary Columns Section

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

<img className="block" src="https://mintcdn.com/pingtree/x6rVi2wH1ZE3qfEN/assets/images/docs/documentations/campaign/analytics/pivot-report-4.png?fit=max&auto=format&n=x6rVi2wH1ZE3qfEN&q=85&s=f2c825300cc304c440cb55d03b9cf5f8" alt="All Sources" width="571" height="826" data-path="assets/images/docs/documentations/campaign/analytics/pivot-report-4.png" />

***

### Timezone & Date Range

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

<img className="block" src="https://mintcdn.com/pingtree/x6rVi2wH1ZE3qfEN/assets/images/docs/documentations/campaign/analytics/pivot-report-5.png?fit=max&auto=format&n=x6rVi2wH1ZE3qfEN&q=85&s=ea1ac1c7e3458bb04fab8915941707b9" alt="All Sources" width="448" height="220" data-path="assets/images/docs/documentations/campaign/analytics/pivot-report-5.png" />

***

## Save, Load, and Export Reports

<img className="block" src="https://mintcdn.com/pingtree/x6rVi2wH1ZE3qfEN/assets/images/docs/documentations/campaign/analytics/pivot-report-6.png?fit=max&auto=format&n=x6rVi2wH1ZE3qfEN&q=85&s=7edb3b2c240d403ffe244e2620070672" alt="All Sources" width="309" height="163" data-path="assets/images/docs/documentations/campaign/analytics/pivot-report-6.png" />

### 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**

<img className="block" src="https://mintcdn.com/pingtree/x6rVi2wH1ZE3qfEN/assets/images/docs/documentations/campaign/analytics/pivot-report-7.png?fit=max&auto=format&n=x6rVi2wH1ZE3qfEN&q=85&s=59ecb82cc3a52de33c315bec9dde4399" alt="All Sources" width="526" height="451" data-path="assets/images/docs/documentations/campaign/analytics/pivot-report-7.png" />

***

### 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**.

<img className="block" src="https://mintcdn.com/pingtree/x6rVi2wH1ZE3qfEN/assets/images/docs/documentations/campaign/analytics/pivot-report-8.png?fit=max&auto=format&n=x6rVi2wH1ZE3qfEN&q=85&s=867738879069f95a0f8804e9c296ce9e" alt="All Sources" width="535" height="262" data-path="assets/images/docs/documentations/campaign/analytics/pivot-report-8.png" />

***

### Export a Report

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

***

## 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.

<img className="block" src="https://mintcdn.com/pingtree/x6rVi2wH1ZE3qfEN/assets/images/docs/documentations/campaign/analytics/pivot-report-9.png?fit=max&auto=format&n=x6rVi2wH1ZE3qfEN&q=85&s=b3f7293728eb6f1550697339cfd8a0cb" alt="All Sources" width="1600" height="708" data-path="assets/images/docs/documentations/campaign/analytics/pivot-report-9.png" />

***

## 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**
