Breadcrumbs

How-To: Create Dynamic Creative Reports

Overview

This guide explains how to create a Dynamic Creative Report as a Certified Data source, which is utilized for cross-channel Dynamic+ reporting purposes.

Currently, the dynamic_creative_performance report supports only CM360. The platform reports are as follows

CM360:

  • cm360__dynamic_creative_performance

Cross-Channel:

  • dynamic_creative_performance

Prerequisites

  1. User creds with access to client CM360 account

A shared [client]_reporting@pmg.com account is preferred over a personal account

  1. Creating the Dynamic Creative report in CM360

    1. Navigate to CM360 reporting. - using the creds from Prerequisite

    2. Go to “Reporting and Attribution“ and create a new report under the Instant Reporting tab.

    3. Add a filter for Dynamic Profile and select the client’s template for the report

      (note: you can select multiple dynamic profiles as required)

      image-20250204-044517.png

    4. Add the Dynamic reporting dimensions using the schema provided below.

      1. Link to ADL CM360 Dynamic creative report Schema

Ensure all the dimensions and metrics are added as shown in the above schema to avoid errors in the ADL report build.

e. Once dimensions and metrics are added, set up the Delivery Schedule to refresh daily and save as with name cm360_{clientname}_dynamicplus_adl_reporting.

Instructions

Creating CM360 Dynamic Creative Datasource in Alli

To enable CM360 Dynamic Creative reporting for a specific client, follow these steps:

  1. In Alli Marketplace, use the ADL 2.0 - Onboard Platform app

  2. Select the CM360 platform to create cm360_insights_dynamic_creative source (refer Tutorial: Onboarding a Platform):


image-20250204-034716.png
image-20250204-034801.png

  1. Click Save and Run. After app execution, verify that the cm360_insights_dynamic_creative data source appears in Alli.

image-20250204-042215.png

  1. Authenticate the data source using the CM360 user creds

  2. Select the proper CM360 account for PROFILE, click Next, then select the report from prerequisites step (2) for REPORT_TYPE, and click Next again

image-20250204-045917.png

  1. Ensure all dimensions are selected and match reporting requirements

  2. Click save and load data

Refresh app setup

  • To enable Dynamic creative reporting for CM360, follow the below steps

  1. Once the data source has pulled in data, navigate to the existing client’s ADL 2.0 - Refresh app

  2. Within the dbt_vars JSON file, add the following vars and set platform reporting var to True, e.g. enabling CM360:

JSON
"data_library_cm360_dynamic_creative_reporting_enabled": "True"

  1. App Setting: PLATFORMS = ALL PLATFORMS

  2. Within the app, set DEPLOYMENT to True

:light_bulb_on:

Tip
If you want to enable dynamic creative reporting for a single platform only, consider selecting the specific platform CM360 within the PLATFORMS_TO_REFRESH drop-down. This will minimize unnecessary refreshes on other platform reports and speed up the deployment of your new Dynamic report.

Just be sure to set this back to All Platforms and hit Save

  1. Hit Save and Run to execute the deployment app

  2. Set DEPLOYMENT back to False and click Save

  3. Once the app completes successfully, you should be able to query the Dynamic Creative reports

select *
from `{client}_core.dynamic_creative_performance`