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Home > English > Your Marin Account > Grids, Tabs & Columns > How To Articles: Grids, Tabs & Columns > The Clients View

The Clients View

Introduction

The Clients View is a grid in Marin that allows you to see important high-level data about all of your Marin Client Accounts in a single place, without having to click into each account individually. 

From the Clients View, you can:

  • See important account details such as currency, time zone, contact email, and notes. 
  • See high-level data associated with each Marin Client Account, such as clicks, cost, conversions, and revenue.
  • Adjust your Display Currency, allowing you to see all of your Marin Client Accounts in a single currency, even if the actual accounts are set up in difference currencies. 
  • Run high-level report of the relevant data, currency, and contact information associated with each Marin Client Account. 

Note: This article includes information on how to use this feature in either MarinOne or Marin Search. In Marin Search, however, you might see this feature referred to as 'the All Clients' view instead of 'the Clients view'

 

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The Clients view in MarinOne 

How to access the clients view

  1. The first step, as always, is to log into MarinOne. 
     
  2. Click on the Account Navigator in the top-left corner. This shows a drop-down of all of your MarinOne Client Accounts. 
     

    ac4.jpg
     

  3. From here, instead of selecting a specific MarinOne Client Account, you will select the All Clients option from the top of your list. 
     

    ac5.jpg
     

  4. That's all there is to it! We'll talk more about the various tasks you can complete from this view in the next few sections of this article. 

running reports from the clients view

  1. From the Clients View, adjust your date range, columns, and filters like usual. The Calendar Selector, Column Selector, and Filters all work in the same way as the rest of MarinOne. To learn more about how to use any of these features, check out our dedicated articles by following the relevant links.

    Note: The columns available here are reduced when compared to the Campaigns grid, as it does not support individual conversion types, Custom Columns, or Dimensions.
     
  2. Once your grid has been set up to your liking, click the Report button at the top-right, above the grid. 
     

    ac6.jpg
     

  3. From here, you will set up your report like normal. For more information about running reports in MarinOne, check out our dedicated article
     

    ac7.jpg
     

  4. When all of your report criteria have been entered, click Run Report
     

    ac8.jpg
     

  5. Your report can be downloaded from the Reports tab in the left-hand navigation. 
     

    ac9.jpg


    Note: Only reports created in the Clients View are accessible from the Reports tab within the Clients View. To access reports for individual MarinOne Client Accounts, navigate to the desired account and access the Reports tab for that specific account. Additionally, cross-client reports can be accessed from the individual MarinOne Client Account where they were created. 

Client Dashboards

Client Dashboards allow you to leverage Dashboards across multiple Marin Client Accounts. 

To access your Client Dashboards in MarinOne, simply navigate to the Client View by clicking on the Client Selector and selecting All Clients. From here, you can access your Dashboard like usual by clicking on the Home ('M' logo) tab

Note: Client Dashboards work a bit differently in Marin Search, so the method described here is specific to MarinOne. 

Returning to an individual Marin client account

There are two methods for returning to an individual MarinOne Client Account from the Clients View. We'll cover both below. 

From the Grid

From the Clients View grid, click on the name of the specific MarinOne Client Account that you would like to access. This will take you to the desired MarinOne Client Account.

From the account navigator

  1. From the Clients View, click on the Account Navigator in the top-left corner. This shows a drop-down of all of your MarinOne Client Accounts. 
     
  2. From here, select the specific MarinOne Client Account that you would like to access. You can use the Search Bar to narrow down this list as-needed.
     

    ac1.jpg

The All clients view in Marin Search

how to access the all clients view

  1. The first step, as always, is to log into Marin Search. 
     
  2. Click on the Clients drop-down in the top-right corner. This shows a drop-down of all of your Marin Client Accounts. 
     
  3. From here, instead of selecting a specific Marin Client Account, you will select the All Clients option from the top of your list. 
     
  4. That's all there is to it! We'll talk more about the various tasks you can complete from this view in the next few sections of this article. 

Running reports from the all clients view

  1. From the All Clients View, adjust your date range, columns, and filters like usual. 
     
  2. Once your grid has been set up to your liking, click the Create Report button at the top-right, above the grid. You can select from either a One Time or Recurring report. 
     
  3. From here, you will set up your report like normal. When ready, click Continue
     
  4. Your report can be downloaded from the Reports link, which is available in the top-right corner of Marin Search. 

    Note: Only reports created in the All Clients View are accessible from the Reports grid within the All Clients View. To access reports for individual MarinOne Client Accounts, navigate to the desired account and access the Reports tab for that specific account. Additionally, cross-client reports can be accessed from the individual MarinOne Client Account where they were created. 

Returning to an individual Marin client account

There are two methods for returning to an individual Marin Client Account from the Clients View. We'll cover both below. 

From the Grid

From the Clients View grid, click on the name of the specific Marin Client Account that you would like to access. This will take you to the desired Marin Client Account.

From the Clients Drop-down

  1. From the All Clients View, click on the Clients drop-down in the top-right corner. This shows a drop-down of all of your Marin Client Accounts. 
     
  2. From here, select the specific Marin Client Account that you would like to access. You can use the Search Bar to narrow down this list as-needed.

Choosing a display currency


The Clients View allows you to select a single currency in which to display monetary figures. Choose the currency you would like to see in the Display Currency drop down above the grid (in MarinOne) or on the left side of the screen (in Marin Search). In Marin Search, this drop-down will not display if all of your clients are in the same currency.

 

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To select a different currency, simply select from the list or use the Search Bar to find a specific currency.

 

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Frequently Asked Questions about display currency

Below are some of the most commonly asked questions about this feature:

How Is The Currency Conversion Calculated?

Currency conversions will be calculated based on the previous day's conversion rates.


What Currencies Are Available For Me To Convert Between?

You can convert to any of the currencies utilized by the client accounts you have access to.


How Does This Affect Saved Views?

The currency selection will not be preserved as part of any Saved View you create in the Clients View. Your Saved Views will load the last currency viewed. 


Can I Use Custom Currency Rates In This View? (Marin Search only)

Custom currency conversion rates can be uploaded at the client level, however those will not apply to the All Clients view. This view will use the default currency conversion rates for the application.

Saved Views


Saved Views can be created and loaded from the Clients View from the Saved Views button ('star' icon) (in MarinOnes) or by clicking on Saved Views on the left-hand side of the page (in Marin Search). 

 

ac11.jpg

 

Note: Only Saved Views created in the Clients View are accessible from the Clients View. To access Saved Views for individual Marin Client Accounts, navigate to the desired account and access the Saved Views button ('star' icon) for that specific account. 

 

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