Saved reports and CSV export
How to save report settings under your own name and get all of the report's rows as a CSV file.
A saved report keeps the report builder settings under a name, and CSV export gives you all report rows as a file. Both are in the Reports («Отчёты») section on the Builder («Конструктор») tab and open with the More («Ещё») button. They are available to all roles as long as the Reports section is not hidden by access restrictions.
Save a report
- Set up the report: groupings, filters, period, columns.
- Click More.
- Click Save report («Сохранить отчёт»).
- Enter a Report name («Название отчёта») — up to 120 characters.
- Click Save («Сохранить»).
The report appears in the list to the left of the button and is selected. The label next to it shows Saved («Сохранено») while the settings match the saved ones, and Unsaved changes («Есть изменения») when they differ. The Save report button creates a new report every time, even if another report is already selected in the list.
Saved reports are personal: only the user who created them sees them — from any device after logging in to the panel.
What a saved report includes
- groupings and their order;
- columns and their order;
- filters and condition groups;
- period and time zone;
- View («Вид») — Table («Таблица») or Tree («Дерево»);
- Date («Дата») — how conversions are assigned to the period;
- sorting and the number of rows per page.
A preset period is saved by name: a report with the Today («Сегодня») period opened tomorrow shows the new day. For Date range («Интервал дат») and Time range («Интервал времени»), the dates themselves are saved. For details, see Period, time zone and attribution.
If you save a report in the Tree view at a nested level, that slice is saved: the levels you went through become filters.
Data is not part of a saved report: the report is calculated anew every time it is opened.
Open, update, rename, delete
To open a report, click More and select it in the list. The settings are applied immediately. The Current settings («Текущие настройки») item clears the selection and leaves the builder as it is.
While a report is selected, there is an Actions («Действия») menu next to the list.
| Item | What it does |
|---|---|
| Revert to saved («Вернуть сохранённое») | Discards your edits and restores the saved report's settings. The item is shown only with the Unsaved changes label |
| Update saved («Обновить сохранённый») | Writes the current settings to the selected report under the same name. Active only with the Unsaved changes label |
| Rename («Переименовать») | Opens a field with the name. Enter a new name and click Save. The report settings stay the same |
| Delete («Удалить») | Deletes the report after the confirmation “Delete saved report ‘…’?” («Удалить сохранённый отчёт «…»?») |
The selection in the list is not remembered: after a page reload the list shows Current settings again, and the builder settings stay the same.
Export a report to CSV
- Set up the report.
- Click More.
- Click Export CSV ↓ («Экспорт CSV ↓»). The CSV exports («Выгрузки CSV») block under the buttons expands automatically.
- Wait for the Ready («Готово») status in the export row.
- Click Download CSV («Скачать CSV»).
The browser saves the file report-<id>.csv.
The file is generated in the background. You can close the page and come back later: while the More block is open, the export list refreshes automatically. The report settings and period boundaries are taken at the moment you click Export CSV ↓ — edits made after that do not get into the file.
In the Tree view, only the current level — one grouping — gets into the file. Branches expanded in the table are not included. To export all groupings as one table, switch View to Table.
Comparison with the previous period is exported with a separate CSV of all rows ↓ («CSV всех строк ↓») button — see Period comparison and daily trend. Such an export goes into the same list with the Period comparison («Сравнение периодов») type.
The CSV exports list
To open the list later, click More and expand the CSV exports block. Its heading shows the number of ready exports and exports in progress. Each user sees only their own exports.
| Column | Value |
|---|---|
| Created («Создана») | The date and time the button was clicked |
| Type («Тип») | Report («Отчёт») or Period comparison |
| Status («Статус») | Queued («В очереди»), Generating («Формируется»), Ready or Error («Ошибка»). The reason is shown under the Error status |
| Rows («Строк») | The number of rows in the ready file |
| Available until («Доступна до») | The moment after which the export is deleted automatically |
The Download CSV button is active only in the Ready status. The Delete button removes the export from the list after confirmation; the ready file becomes unavailable.
Export error reasons
An export with the Error status has no file. It stays in the list until it is deleted or expires.
| Text under the status | What happened and what to do |
|---|---|
| “The 100,000-row limit was exceeded or the settings are invalid. Narrow the report” («Превышен лимит 100 000 строк или некорректные настройки. Сузьте отчёт») | The report has more than 100,000 rows. Shorten the period, add filters or remove a grouping with many values, for example IP or Click ID |
| “The file is larger than 32 MB. Narrow the report” («Файл больше 32 МБ. Сузьте отчёт») | The file exceeded the size limit. Remove unneeded columns or split the period into parts |
| “Could not generate the report. Check the settings and try again” («Не удалось сформировать отчёт. Проверьте настройки и повторите») | The tracker could not calculate the report. Use the ↻ Refresh («↻ Обновить») button to check that the report builds on screen, and create the export again |
| “Access rights changed — create a new export” («Изменились права доступа — создайте новую выгрузку») | The user's permissions changed after the export was created — see Why the file became unavailable |
| “Generation was interrupted several times. Create a new export” («Сборка прерывалась несколько раз. Создайте новую выгрузку») | Building the file failed to finish several times. Click Export CSV ↓ again |
Limits and retention
| Limit | Value |
|---|---|
| Rows per file | up to 100,000 |
| File size | up to 32 MB |
| Retention | 24 hours from creation |
| One user's exports in the Queued and Generating statuses | no more than 2 |
| Unexpired exports of all team users | no more than 20 |
Exports are generated one at a time, in order of creation.
What's inside the CSV
- The encoding is UTF-8, the separator is a comma.
- The first row has column keys:
campaign,clicks,roi, not the panel labels. Built-in metric keys are listed on the Report metrics and formulas page. - The campaign, stream, offer, landing page and source columns contain IDs, not names.
- Numbers have no
$and%signs. Amounts are in USD. - The file has all report rows in the selected sort order, not one page.
- The file has no “Total” («Итого») row.
- A text value that starts with
=,+,-or@is written with an apostrophe in front so that a spreadsheet does not treat it as a formula.
Why the file became unavailable after a permissions change
An export is tied to the user's permissions at the moment it was created. A ready file cannot be downloaded, and an export in the queue ends with an error, if anything from this list changed after you clicked Export CSV ↓:
- the user's role, login, team lead or password;
- access restrictions: sections, campaign groups, restricted report fields;
- the set of campaigns visible to a user who does not have access to all campaigns: for example, they created a campaign or someone shared a campaign with them.
When you try to download such a file, the panel shows “Access rights have changed. Create a new export.” («Права доступа изменились. Создайте новую выгрузку.») Create the export again — it will be built with the current permissions.
If something went wrong
No more than 2 active exports per user and 20 saved in the workspace. Delete unneeded exports or wait for them to expire. («Не больше 2 активных выгрузок пользователя и 20 сохранённых в workspace. Удалите ненужные выгрузки или дождитесь истечения срока.»)
The message appears under the report settings, and the export is not created. Wait for your exports in the Queued and Generating statuses to finish, or delete unneeded ones with the Delete button. The limit of 20 also counts exports of other team users — they are not in your list.
Check the groupings, columns and filters before saving («Проверьте группировки, колонки и фильтры перед сохранением»)
A report with the current settings cannot be saved. Check that at least one column is selected, that the metric filters have numbers, and that both dates are set for Date range and Time range.
Access to the section is restricted by the admin («Доступ к разделу ограничен администратором»)
Your account has View («Просмотр») access to the Reports section. You can build reports and create CSV exports. You cannot save, change or delete saved reports or delete exports. Permissions are changed by an owner or admin — see Section access.
This report contains unsupported settings («Этот отчёт содержит неподдерживаемые настройки»)
The panel could not apply the settings of the selected report, and the builder stayed unchanged. To write the current settings to this report, click Actions → Update saved. To remove the report, click Actions → Delete.