Manage default and custom views

Your default views and custom views allow you to customize the performance data that is displayed within the search campaign data views. View settings include the columns to include, filters, date range, conversion attribution settings, and other advanced settings — and you can either apply the settings temporarily or save them. (Exception: You can’t save filters for default views.) Each default and regular custom view is applicable for a specific entity view (such as Campaigns) and specific advertiser account only. Each universal custom view is applicable across entity views for a specific advertiser and therefore can’t include property columns (such as entity name or status), which vary by entity type.

Default views are displayed by default each time you log in. You can create additional custom views and apply them anytime. You optionally can share any custom view you create with all other users who can view the advertiser’s data. In your view lists, each view that another person is sharing is italicized, such as “Top-performing Campaigns.” Only the person who creates a custom view can delete it.

Each view is available as a shortcut in the Custom Views section of the left panel.

Apply a default or custom view

  • (Default views) In the main menu, click Search > Campaigns > Campaigns. In the submenus, click Live > [entity type].

  • (Custom views) From the left navigation panel:

    1. In the left panel, click the Custom Views menu to expand it.

      Views are sorted by applicable entity.

    2. Expand the available menus.

      “Universal Views” includes custom views that can be used across all entity views. All other custom views are grouped by entity type.

    3. Click the view name.

      If the view is universal or applies to the current entity, then the data table is re-displayed according to the view configuration. If the view applies to a different entity, then data for the applicable entity is displayed according to the view configuration.

Create a custom view create-custom-view

Custom views are applicable to the campaign management views only.

NOTE
In addition to the view settings that you specify for the custom view, the current column sort order is also saved.
  1. On the right side of the toolbar above the data table, click the name of the current view (which might be “Default”).

  2. Specify the custom view settings:

    1. (Optional) To make the data settings available across all entity views (for Campaigns, Ads, and so on), select Universal View.

      Once you enable or disable this option, you can’t save the change to the existing view but can create a new view with the change.

    2. (Optional) To make the view available to all other users who can view the advertiser’s data, move the Shared slider to Yes.

    3. (Optional) On the Columns tab, change the columns available for the tab, their order, and how to sort the rows.

    4. (Optional) Click the Filters tab, and then specify any filters to apply.

      Applying filters returns rows only when the value for a metric meets specified criteria, whether or not the metric is included as a column in the report.

    5. (Optional) Click the Date tab, and change the default date settings.

    6. (Optional) Click the Additional Settings tab, and change the settings.

  3. Click Save as New.

  4. Enter the name of the new view, and then click Save.

    note tip
    TIP
    Use a name that will help you identify the tab and the information to which it applies (such as “Paused Campaigns” or “Top 50 Ads”).

Edit a default or custom view

  1. Open the view settings:

    • (If you’ve already applied the view) On the right side of the toolbar above the data table, click the name of the current view (which might be “Default”).

    • (Custom views that aren’t applied) In the left panel, click Custom Views to expand the Custom Views menu. Click the custom view name.

  2. Edit the view settings:

    1. (Optional) To enable or disable the data settings across all search entity views (for Campaigns, Ad Groups, and so on), select or deselect Universal View.

      You can’t save the change to the existing view but can create a new view with the change.

    2. (Optional; custom views that you created only) If the view isn’t already public, make it available to all other users who can view the advertiser’s data by moving the Shared slider to Yes.

    3. (Optional) On the Columns tab, change the columns available for the tab, their order, and how to sort the rows.

    4. (Optional) Click the Filters tab, and then edit the filters to apply.

      Applying filters returns rows only when the value for a metric meets specified criteria, whether or not the metric is included as a column in the report.

      note note
      NOTE
      You can apply but not save changes to filters to your default view settings.
    5. (Optional) Click the Date tab and change the default date settings.

    6. (Optional) Click the Additional Settings tab and change the settings.

  3. Apply or save the settings:

    • To apply the settings temporarily without saving them to the view, click Apply.

      The settings are applied to the tab until you move away from the top-level management view or (when applicable) view data for another advertiser.

    • (For default views and custom views that you created) To save the settings to the current view, click Save.

    • To save the settings to a new, custom view, click Save As. In the Enter New Custom View Name window, enter the name of the new view, and then click Save.

Reset a default view to the system default settings

Restoring the default view settings removes all settings you have saved and reapplies the system default settings.

The system default settings vary by tab. For most tabs, the system default view shows data for the previous day for items in enabled accounts and that are active (for example, only active ad groups in active campaigns), with the data sorted by cost, and with conversion data based on transaction date.

  1. In the left panel, click Custom Views to expand the Custom Views menu.

    Views are sorted by applicable entity.

  2. Next to the view name, click Restore to default settings .

Delete a custom view

You can delete any custom view that you created.

If you delete a custom view that’s applied to the current tab, the tab continues to show the custom view until you move outside of the view set (for example, from views within the Search menu to the Reports menu) or (when applicable) when you view data for another advertiser.

  1. In the left panel, click Custom Views to expand the Custom Views menu.

  2. Hold the cursor over the custom view name, and then click Delete .

  3. In the confirmation message, click Continue.

Default and custom view settings view-settings

Tab
Field
Description
[Above all tabs]
Name

A unique name for the view. You can’t edit the name of a default view.

Tip: Use a name that will help you identify the tab and the information to which it applies (such as “Paused Campaigns” or “Top 50 Ads”).

Universal View

Makes the data settings available across all entity views (for Campaigns, Ads, and so on). Universal views can include metric and label classification columns — but not property columns (such as entity name and status) because they differ by entity type — as well as all other view attributes. Any filter criteria are applied to the entity view when applicable and are ignored otherwise. All metric filters are evaluated locally (for example, for clicks > 1000, the Campaigns view will show campaigns with more than 1000 clicks, and the Ad Groups view will show ad groups with more than 1000 clicks).

The property columns for a universal view are pulled from the entity’s default view. You can change the default property columns for a specific entity in the default view settings.

Once you enable or disable this option, you can’t save the change to the existing view but can create a new view with the change.

Share
(Custom views only; optional) Makes the view available to all other users who can view the advertiser’s data. Other users can’t edit or delete the view, but they can create a new view from the settings.In your view lists, each view that another person is sharing is italicized, such as “Top-performing Campaigns.”
Columns
Selected Columns & Ordering

The columns of data that are displayed, and their order:

  • (To add a column) In the Available Columns list, click a column name, and then either drag it into the Selected Columns & Ordering list or click right arrow to move it there.
  • (To change the horizontal position of a column) In the Selected Columns & Ordering list, click the column name, and then either drag it to the desired position or click up arrow or down arrow to move it there. The top column name will appear in the left column.
  • (To remove a column) In the Selected Columns & Ordering list, click a column name, and then either drag it into the Available Columns list or click left arrow to move it there.

Filter data

To list only a specific type of data, click any of the icons beside the list:

  • properties icon for property names and IDs for search components, such as Status
  • traffic icon for standard traffic metrics, such as impressions and clicks
  • revenue icon (for conversion metrics tracked for the advertiser, including conversion and site engagement metrics synced from Analytics)
  • custom icon (for custom derived metrics created by the advertiser)
  • classification icon (for label classifications).

Additional notes:

Sort By
The column by which to sort the data. The default value is different for each report type.
Sort Order
Whether to sort the data in Ascending or Descending order. Move the slider to select an option.
Filters
[Filter definitions]

(Optional) Filters to apply to data. Applying filters returns rows only when the value for a column meets specified criteria.

For each filter to apply:

  1. In the Add Filter menu, select a column name. The list includes all available columns and is sorted by column type, with property columns first.
  2. Define the filter on the column

(Filters with input fields) Select an operator from the second menu, and then enter the applicable value. Values aren’t case-sensitive. Click check icon when you’re done.

For example, if you’ve selected the “Clicks” column and want to return only rows with more than 100 clicks, then select > and enter 100 in the input field.

Depending on the data type, available operators may include greater than, less than, equals, contains, doesn’t contain, starts with, ends with,no value, or has value before, after,or no date.

(Filters without input fields) Click arrow down next to the Select list items menu, and then select the check boxes next to each value to include. Click check icon when you’re done.

Notes:

Include rows with performance data only

(Ad Groups, Keyword, Product Groups, Placements, and Auto Targets views only)

Includes only rows with performance data during the specified dates. By default, this option is selected to reduce the page load time.

Warning: If you de-select the option and the view includes many entities without performance data, the data will take longer to be displayed.

Note: You can apply but not save changes to filters to your default view settings. Default views always show only entities with performance data.

Date
Date Range

(When "Include date range is selected)

The date range for which to generate data. Choose one option:

  • [Preset range]: A list of common time increments, ranging from Today to Last 180 Days. Choose one from the list; the default is Yesterday. Note: Last Month, Last 3 Months, and Last 6 Months show data for the previous calendar months.
  • Custom Date Range: Specify the start date and end date. Enter dates in the format MM/DD/YYYY or M/D/YYYY, or click calendar icon next to a field and select a date.
Comparison

Compares data for the specified date range with data for a second date range. When you select this option, two additional columns will be added for each regular data column. For example, instead of including just one column for “Impressions,” the report will include columns for “Impressions Range 1,” “Impressions Range 2,” and “Impressions Difference.”

Notes:

  • The difference column isn’t shown for derived metrics.
  • Reports that compare large date ranges may take longer to generate.
Comparison Format

How to express the difference between data in the two selected date ranges in the “[Data field] Difference” column. Choose one option:

  • Variance (the default): Shows the difference as a numeric value.
  • % Change: Shows the difference as a percentage.
Additional Settings
Use Default
Applies the attribution settings specified in the advertiser-level conversion attribution settings.
Attribution Rule

(Advertisers with the Adobe Advertising pixel-based conversion tracking service only) Within the tab, how to attribute conversion data — potentially across multiple ad channels and portfolios — in a series of events that lead to a conversion. By default, the rule specified in the advertiser-level conversion attribution settings is selected.

  • First Event: Attributes the conversion to the first paid click in the series within the advertiser’s click lookback window or, if no paid clicks occurred, to the last impression within the advertiser’s impression lookback window.
  • Weight First Event More: Attributes the conversion to all events in the series that occurred within the advertiser’s click lookback window and impression lookback window, but gives the most weight to the first event and successively less weight to the following events. When the conversion is preceded by both paid clicks and impressions, the specified impression override weight is further applied to the impressions. When the conversion is preceded only by impressions, the impressions are weighted according to the advertiser’s view-through weight rather than to the impression override weight.
  • Even Distribution: Attributes the conversion equally to each event in the series that occurred within the advertiser’s click lookback window and impression lookback window. When the conversion is preceded by both paid clicks and impressions, the specified impression override weight is further applied to the impressions. When the conversion is preceded only by impressions, the impressions are weighted according to the advertiser’s view-through weight rather than to the impression override weight.
  • Weight Last Event More: Attributes the conversion to all events in the series that occurred within the advertiser’s click lookback window and impression lookback window, but gives the most weight to the last event and successively less weight to the preceding events. When the conversion is preceded by both paid clicks and impressions, the specified impression override weight is further applied to the impressions. When the conversion is preceded only by impressions, the impressions are weighted according to the advertiser’s view-through weight rather than to the impression override weight.
  • Last Event (the default): Attributes the conversion to the last paid click in the series within the advertiser’s click lookback window or, if no paid clicks occurred, to the last impression within the advertiser’s impression lookback window.
  • U-shaped: Attributes the conversion to all events in the series that occurred within the advertiser’s click lookback window and impression lookback window, but gives the most weight to the first event and last events, with successively less weight to the events in the middle of the conversion path. When the conversion is preceded by both paid clicks and impressions, the specified impression override weight is further applied to the impressions. When the conversion is preceded only by impressions, the impressions are weighted according to the advertiser’s view-through weight rather than to the impression override weight.

Notes:

  • All attribution rules besides Last Event are available only for advertisers with Adobe Advertising click tracking and with conversion tracking from either Adobe Advertising or Adobe Analytics (with an Analytics integration).
  • Attribution rules apply to clicks on paid ads in any channel. They don’t apply to impressions for paid search ads, which can’t be tracked at the event level.
  • When you report conversion data using any attribution rule except one of the “Last Event” rules, the events leading up the conversion may occur across multiple portfolios. When this is so, the view will include data for the conversion only when the ads or keywords in those portfolios are included in the view.
  • For default views, we recommend that you keep the default attribution rule, which is used to compute the objective value (formerly called “weighted revenue”) for each bid unit during bid optimization.
Conversions Based On

How to report conversion data:

  • Transaction date (the default): To see transactions whose transaction date occurred during the specified time period. This indicates how much revenue was earned within the specified time period.
  • Click date: To see transactions that resulted from a click that occurred during the specified time period. When a portfolio has significant delay between clicks and transactions, this option is useful for computing the historical revenue per click for the portfolio, which indicates the revenue behaviors to expect over time.
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