How can we help you?
How can we help you?
Multi-Client Reporting is a feature that allows users to run a report across multiple clients. The results are then rolled into a single report located in the All Clients view.
You can run multi-client queries on All Clients in the Customer or by using the custom client tags that you have defined (running a report on All Clients in the Line of Business, for example). You can learn more about custom client tags in our help article Understanding Client Tags.
Suppose you want to create a report showing all the campaigns across your 10 client accounts, a few key metrics, and the dimension Brand vs Generic.
Using multi-client query reporting, you could set up a grid in the Campaigns tab on one client, then click Create Report, and choose to run the report in All Clients. The report will then be run on the campaigns tab of each of your 10 clients and the results will be included in a single report, located in the All Clients view. If any client had the Brand vs Generic dimension, all results will show in the same column.
Multi-client reports can also be set up through the Report Builder to run on a recurring basis and delivered as a CSV file via e-mail or through Web Query.
You can also run a multi-client report on your custom client tags by selecting them from the drop-down menu.
Note: If you have created a client tag, but not defined its value, it will not appear in the drop-down. Additionally, you must enter the All Clients page from a client account that currently has that tag set. You may not see any custom client tag selections under Reporting if the specific account you are in before entering the All Clients page is blank.
The results look very similar to any other CSV report you would generate in the grid with the following exceptions:
If you included a dimension or custom column in the original grid, then the multi-client query will look for that dimension and custom column in the other clients it is running on and include them in the results. If a client does not have a dimension/custom column of the same name, that particular cell will be empty in the report output.
The following are the current functionalities of this feature:
This option will only show if a client has created an Advertiser tag and filled out a value for the current client.
If you select this option, the query will execute on all clients that have the same Advertiser tag value as the client you are kicking the query off from.
The other Run in options are:
To learn more about setting up the Advertiser tag, please read A Guide to the Platform Executive Dashboard.
If the user who created the report has their permissions removed for any of the Marin Client Accounts contained within the report, those accounts will no longer appear within the report.
Multi-Client query results are located in the Reports section of the All Clients view.
Multi-client query can run on the following tabs: History, Channels, Campaigns, Groups, Keywords, Creatives, Placements, and Bidding.
The feature is not yet supported on the Dimensions tab. It is also not supported if you are drilled into a specific group/campaign/account. You must be at the top level tab.
Please also note that while the app will allow you to run a cross-client report from the History tab, we do not officially support this type of reporting and the data may be inaccurate.
We do not currently support filtering on Date of Click vs Date of Conversion in the All Clients view. We are looking at implementing this feature in a future release.
This feature is not currently supported.
Multi-client reports will automatically run when the parent account where the report was originally created from has received cost information from the publishers.
When including revenue data in your report, if other clients have not received revenue, then there can be a discrepancy in the report.
To change when your report runs, you will need to adjust the time under the Parent account’s Report Templates page. At the top left there is an option to Do not run reports until. But note that this option affects all reports within that account.
Please see the section above on multi-client row limitations.
You can only edit the multi-client query report in the parent client account in which the report was made.