Instructions for generating a Targeting Report/Model. Follow the steps below:

1. Navigate to the Targeting Tab.
2. Click New Report button.
3. Give the report/model a name.
4. Select the Advertiser to run the analysis on.
5. Select the Campaign(s) within the chosen Advertiser.
   • If no campaigns are selected, all campaigns will be included.
6. Select the Line(s) within the chosen Campaign(s).
   • If no lines are selected, all lines will be included.
7. Select the Optimization Type:
   • Conversions
     • If selected, choose the conversion pixel to be used for optimization.
   • Clicks
8. Select the analysis Start Date.
9. Select the analysis End Date.
10. Enter the desired lookback window (in days).
    • Default is 30 days.
    • This defines how far back the model will attribute conversions or clicks to ad exposure.
11. Select what Bid Request Fields are used.
    • Only the checked fields are considered when the model is built. Unchecking one removes it from the regression entirely, so it can never influence a bid.
    • All are checked by default, but users can make it customizable.
    • Fields list:
      • Geography:
        • Region / State
        • ZIP Code
      • Inventory:
        • Publisher
        • App Bundle
        • Deal ID
        • Site Domain
        • Exchange
      • Content
        • Channel
        • Series
        • Title
        • Genre
        • Network
        • Livestream
      • Device
        • Device Type
      • Time
        • Day of Week
        • Hour
      • Operating System
      • Browser
12. Select what the Inventory Scope is.
    • This looks at which impressions the model learns from. This is different from the fields above: unchecking a field removes it from the model, while unchecking inventory here removes those impressions from the analysis entirely — they influence no score, and the campaign average every score is compared against is calculated without them. No filter = the model trains on all inventory.
    • Exchanges
      • Display / App
        • Index
        • Microsoft
        • DV+
      • Video / CTV
        • Magnite
        • Freewheel
      • Audio
        • Triton
        • Adswizz
    • Device Types
      • Desktop
        • Personal Computer
      • Mobile
        • Phone
        • Mobile / Tablet (generic)
        • Tablet
      • TV
        • Connected TV
        • Set Top Box
      • Other
        • Connected Device
        • Unknown / Not Provided
13. Choose whether the report should run once or repeat on a schedule.
    • Run once builds a single report.
    • Schedule re-runs it on the chosen cadence — each run retrains the model, replaces the live model in S3 when Replace the live model each run is enabled, and is saved as a new run grouped under this report.
      • Rerun Interval:
        • Weekly
        • Every 2 Weeks
        • Monthly
      • Rerun Day of Week:
        • Monday
        • Tuesday
        • Wednesday
        • Thursday
        • Friday
        • Saturday
        • Sunday
      • Replace the live model each run checkbox
        • On: each run’s new model overwrites the live model so it goes live automatically.
        • Off: runs still produce reports and archived models, but the live model is left untouched.
14. Click the Save Report button.

Additional Notes

• Ensure selected campaigns and lines have sufficient data for reliable analysis.
  • Recommended: ~2,000 conversions for stable model performance.
• The lookback window should align with typical user conversion behavior.
• Once the report and model are generated, view the results. Users can also edit the report and models setup and rerun the report.