5.3.3 Schedule Delivery Data Reports (Legacy Feature)

Attention:

We've introduced a new feature to plan and manage your delivery imports from third party systems. Please use the new version as the delivery reports settings here are considered legacy and will only receive limited support from our end. 

Find out more about the new Deliver Report Center: 5.3.2 How to schedule and manage Delivery Reports / Programmatic Data Imports from AdServers, SSPs, DSPs (new interface)

Attention Breaking Change:

With version 2.130 we're introducing a breaking change for the configuration of delivery reports. This might affect the user taken to import the delivery data and could influence your results. Please see section 1.1 for details about these changes and what you might need to do.



1. Delivery Report Settings

In your ADvendio.com system, you can schedule at what date and time you wish to receive delivery data from your ad server(s). Use the app launcher to open the Delivery Report Settings page. Alternatively use All tabs menu, you find the tab Delivery Report Settings or check the ADvendio Overview Tab. The Delivery Report Settings page has 4 sections:

1.1 Login Settings - Breaking Change with ADvendio Summer 2020 (2.130)

Version 2.130 and higher

With ADvendio Version 2.130, we're updating the way Delivery Reports are scheduled. Now you don't need to enter any Salesforce Login Credentials anymore, in order to plan you Delivery Imports! All the needed information, will be taken automatically from the user planning the import.

Why are we doing this?

As the delivery reports are updating data within Salesforce, it is always required to have a connection open to Salesforce. In the past we did this by using the login credentials of your administrator user (or similar). With the new version we're utilizing the oAuth capabilities of Salesforce, which means you won't have to enter and save Salesforce password anymore into ADvendio. Also you won't need to keep your delivery settings in synch anymore with your login credentials, further preventing the reports from crashing and now not every Salesforce User with access to the delivery settings page, will be able to automatically see and copy those login credentials.


What does this mean for you?

First of all, there will be less steps involved in planning your delivery imports and also you won't need to make sure, that the login credentials are up to date, thus lowering the risk of errors in the process.

If you're updating from an existing version to 2.130 it depends on your current configuration what step you will need to take. We're switching from the user that is entered in the settings, to the one who has planned the configuration as user we take to perform the import actions. It is important, that the user which performs the import, has authorized ADvendio to use OAuth to manage the data and that the user has enough access right to all relevant ADvendio objects and records. We recommend to use a System Administrator profile for this.

  1. You used your System Administrator User to plan the delivery report settings and have also entered his login credentials in the login settings section. Then everything is working like before for you. 
  2. You entered a different user into the login settings section of your Delivery Reports. In this case you will need to follow these steps:
    1. Log into Salesforce as this specific user, you want to use for your Delivery Imports
    2. go to the Delivery Report Settings / Delivery Report Center, click edit and save the settings again without changing anything
    3. Make sure the user has authorized ADvendio to use OAuth. If not, you can do this be performing any ADvendio Connect related action, like going to a connection record and click the check login button.


Attention:

With the new configuration, it will currently not be possible to use an API only Salesforce user for the delivery imports. If you currently have such a configuration, please contact your Technical Account Manager or support@advendio.com before updating to 2.130, so we can work on a solution.



Before Version 2.130

In order to transfer data from the external ad server to your ADvendio.com system, you need to enter administrator salesforce login credentials. Enter your credentials at the top:


Prerequisites

Prerequisites for any Delivery Reporting

When trying to schedule Delivery Data Reports the system ALWAYS checks whether an Adserver login records exist before you can enter your the Delivery Data Settings. Otherwise the section is not visible. 



1.2 Schedule Delivery Data for you standard AdServer(s)

Use this section to schedule all logins with the record type:

  • DFP,
  • Smart,
  • AdsWizz,
  • AppNexus, 
  • FreeWheel
  • AOL One.

This schedule will import data for ALL active AdServer Logins.

1.2.1 Lifetime Data Settings

Depending on your ad server you can either receive life-time delivery data once per day or once per hour. Select the time you wish to get the report and provide an email address to receive success and failure notifications. 

For Lifetime Delivery Reports you can also select to update the current Adserver Status for positions in ADvendio. If the Update Adserver Status checkbox is set, then the field Adserver Status at the Campaign Item will be updated each time the delivery report is run.

1.2.2 Monthly/Daily Data Settings

Additionally, you depending on your 7.2.1.1 Administration Settings receive daily or monthly delivery reports. Choose the day and hour, then enter an email address for notifications. If you choose monthly delivery data (recommended!) you will see the above section in your layout.

1.2.2.1 Enhanced Delivery Data Reports

In order to receive the additional data please active the follow checkbox in your monthly Settings.


1.3 PA Delivery Report Settings

For your Programmatic SSP(s)/DSP(s)/Exchanges you can schedule a Programmatic Import in the Delivery Report Settings for PA-Server section. 

This is available for the following integrations:

  • Google Ad Manager (formally Ad Exchange)
  • Xandr SSP
  • Display & Video 360
  • Rubicon
  • Adform
  • Datorama

Attention:

Starting with version 2.120 we introduce a new licensing module for the programmatic import. You can find an overview about our new features here: 7.7.8 How to bring your Programmatic Data into ADvendio (BETA)



1.4. Third Party Delivery Report Settings

1.4.1 Adjuster - Delivery Report Settings

AdJuster

If you only have an AdJuster Login in your system, but no other login, you get an empty page or error message when clicking on Delivery Data Settings. 

Add ADJUSTER record type (on AdServer Login) for the login's user profiles:

  1. Go to Setup > Administer > Manage Users > Profiles
  2. Select your profile
  3. Go To Object Settings
  4. Locate and click the Object Adserver Login
  5. Click on edit and check the Tickbox "Assigned Record Types" for the ADJUSTER Recordtype.
  6. Don´t forget to save.

The last section to enter and schedule AdServer delivery data is for AdJuster. If you have an Adserver Login active please use the following fields:

1.4.2 Moat - Delivery Report Settings

Once you have configured your Moat AdServer connection in ADvendio (see: 7.7.6 Setup Moat (Media Analytics)), the third party data will be transferred automatically with the monthly delivery reports for the connected 'main' AdServer Login. There is no separate report to schedule.

After you've created your Moat AdServer login, we recommend to reschedule your delivery reports to prevent problems. to do so:

  1. Please open the Delivery Report Settings (via the App Launcher)
  2. Click the Edit button
  3. Without changing anything, click the submit button, to replan your delivery reports


1.5 Update Delivery Report Settings

When you want to change the data entered in the Delivery Report Settings page please go to the Delivery Report Settings Tab and click Edit.

Now you can customize your Delivery Report Settings as desired.

After pushing the Submit button your Delivery Reports will start at the previously entered dates.

1.6 Delete Delivery Report Settings

If you want to clear all your Delivery Report Settings please push the Uninstall button.

This will delete all your Delivery Report Settings and will stop the execution of Delivery Reports.

2. Activate Site Base Delivery Data or Daily Delivery Data (optional)

Use the App Launcher to navigate to the Administration Settings or

  1. Navigate to Overview.
  2. Scroll down and open the section Setup & Settings.
  3. Click the button Administration Settings.

2.1 Additional Delivery Report Relevant Settings


Here you can activate site-based delivery data or Revenue Schedules Daily for daily delivery data (default is deactivated). If you make changes, click Save


Warning

Please note: Daily Revenue Schedules and Site-Based Delivery Data cause a lot of data traffic.

3. System specific setting and features

3.1 Freewheel



3.2 Xandr - Time zone settings

For Xandr reporting, it is required to set a specific time zone, you can change which time zone is used for reporting in the ADvendio user settings:

7.3.8.4 How to configure the time zone used for Xandr Delivery Reports / Why are my Xandr monthly delivery data not matching the overall item performance?