The Trade Desk walkthrough

Prerequisite

The Trade Desk connection.

You can import data from The Trade Desk using an Entity Report or an Existing Template Report.

Entity Report

Selecting a report

Choose the desired report from the following:

• Advertisers
• Campaigns
• Ad Groups
• Creatives
• DMP
• Audience
• Audience Information

Applying filters

Select the appropriate filters to refine your report:

• Click any input to view a list of available objects in The Trade Desk.
• Objects of a higher level filter the objects of lower levels. For example, selecting an advertiser filters the campaigns related to that advertiser.
• Leave inputs empty to include all available values for the filtered higher levels.

Availabilities

Choose the availability options for the report.

Template report

Selecting a template

Choose the report template. If you select an Excel template, specify the report sheet number.

Applying filters

Select the appropriate filters to refine your report.

Configuring report formats

• Numeric Format: Choose between US and International formats.
• Date Format: Select the date format (US/International).
• Timezone: Specify the timezone for the report.

Scheduling reports

The Trade Desk lets you schedule reports at a specified frequency. This option is helpful if your river operates with permanent filters.

Procedure

1. Enable the Schedule Report option.
2. Fill in the schedule frequency, date range, and start date.
   • Leave the Schedule Start Date empty to start from the current time.
3. Click Schedule Report to create the schedule.
4. A success message appears if the schedule is set up correctly.

Important

• Clicking Schedule Report deletes any existing schedule and creates a new one.
• Save the river after setting up the schedule to retain the settings.

Click Cancel Schedule to cancel an existing schedule in The Trade Desk.

Report time periods

For unscheduled reports that run only once, select the time period:

Time period options

1. Date Range

   • Pulls data between the start and end date. Leaving the end date empty pulls data up to the current time.
   • Use timezone offsets and Last Days Back For Each Run to adjust the date range.

2. Predefined Date:

   • Day: Yesterday
   • Week: Various options from current to previous weeks
   • Month: Various options from current to previous months
   • Year: Year to date

Interval chunks

Data Integration supports chunking data to improve performance. Chunking options include:

• Don't Split: Pull data in one bulk.
• Daily: Chunk data daily.
• Monthly: Chunk data monthly.
• Yearly (Less Recommended): Chunk data yearly.