Clients Interface Overview

When you open Clients from the menu (Clients icon) you see the following interface:

Clients Overview
Note: By default, the Clients Overview opens in the Advertisers tab. Use the filter tabs to switch between clients.

Parts of the Clients Overview

Part Name Description
1 Filter tabs Use the tabs to filter advertisers, agencies, brands and client categories.
2 Filters and groups Filter and group clients in the client list.
3 Client list List of all the advertisers, agencies, brands or client categories, depending on which tab you select.
4 Menu Menu options for advertisers, agencies, brands or client categories, depending on which tab you select. For more information, see below.
5 Add new client Add new client or client category button, depending on which tab you select. For more information refer to Advertisers, Agencies and Brands.

Menu Options

Note: The pop up window below opens if the client is associated with any number of campaigns. If the client is not associated with any campaign, you only have the delete option.

Clicking the menu button opens a pop up window:

Clients menu pop up
  • Delivery by Day (Excel): clicking here downloads the desired report as Excel spreadsheet.
  • Show campaigns: this takes you to the Campaigns Overview and shows you a list of campaigns filtered by client.
  • Pull report: if you added an Insight report to a client's menu, you have the option to pull a report from the client's menu. If you do not have this option and want to enable it, refer to Insight Reports Menu Options.