Report Builder: Create and manage custom data exports

Report Builder: Create and manage custom data exports

Create and export custom reports from our database using complex, multilayered criteria. 



Navigation

Open Report Builder from the Connect sidebar menu. Choose Ranking, Trend or Metro Radio/Streaming to build a report. Click Management to see past and scheduled reports. 






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Build a report

Report Builder supports three report categories: Ranking, Trend and Metro Radio/Streaming. 


Ranking Reports

Ranked lists of up to 50,000 artists, songs or releases based on activity within a designated time frame and location. You set the parameters for a Ranking Report; CONNECT compiles and ranks entities for you. Included items and list order are determined by one activity (i.e. Streams, Product Sales) at a time. 


Read more: Build a Ranking Report


Trend Reports

Performance snapshots for custom selections of up to 500 musical entities. You choose the items to include in a Trend Report; CONNECT compiles data on those items within your parameters. Trend Reports allow for detailed tracking and custom comparisons of anything in our database. 


Read more: Build a Trend Report


Metro Radio/Streaming Reports

Dynamic, contextual rankings of songs based on radio play at the format, station or national level. The Metro Radio/Streaming tool generates scrollable rankings directly in the CONNECT interface, so you can browse or refine results without exporting. 


Read more: Metro Radio/Streaming: Build Airplay Reports






Manage reports

From the sidebar menu, choose Report Builder > Management to see the Report Manager tool.



The REPORTS HISTORY tab (default selection) lists every Trend and Ranking report you’ve created or scheduled in reverse chronological order. (Metro Radio/Streaming Reports do not appear in the Management tool). 

Check the box(es) at left to export one or more reports. Click in the Actions column to see report details, export, clone or schedule any report.


Report Manager grid with scheduled and completed reports

Report Manager grid options

CONNECT automatically saves every report you run and displays them in the Report Manager grid (REPORTS HISTORY tab). 


Drag and drop column headers to change their order in the grid, if desired.




View or hide columns by opening the Columns menu on the far right and checking or unchecking the fields you want to see. 



At this time, CONNECT does not support hiding or deleting reports. All your reports are accessible via the Report Manager. 


Actions: Report Details

Clickin the Actions column at the far right of the grid (you may have to side-scroll to see it) and select Details. 


You’ll be taken to a Report Details page with the parameters used to build the original report.




Beneath the report parameters, the Runs grid lists every version of the same report you've run or scheduled. Use the Actions menu to clone, export or create a schedule.



Note that Runs applies only to scheduled reports, not cloned reports. Cloned reports appear in the Report Manager as their own "parent" report entities, not as runs of the original report.


Actions: Clone Report
Click to open the Actions dropdown and choose Clone Report to start a new report using the same filters as presets. That way, you can quickly request multiple reports using the same parameters in different locations or time frames.




You can clone a report even if the original hasn't finished running yet.

Cloning a report makes it easy to create multiple Trend Reports or Ranking Reports with slightly different criteria. Use cloned reports to compare and contrast similar data across locations, time frames, activity types and genres.



Report IDs and (internal) sharing

Just like musical entities in our database, each report is assigned a unique ID. Report IDs help with tracking and disambiguation. Copy/paste IDs and include them when contacting Support about any report.


In the Report Manager, IDs are listed in the Report Name column.



In Report Details, the ID can be found at top right. Click the ID to automatically copy it to your clipboard. 




Sharing reports

You may use Report IDs and/or URLs to share reports internally–that is, within your business entity. 

Copy/paste the URL of the Report Details page to share it with someone else at your company. You can also use the Report ID to generate a URL by pasting it to the end of our standard CONNECT report address: 


app.luminatedata.com/report-builder/management/YOUR REPORT ID


The recipient must be an authorized, logged-in CONNECT user within your organization. Otherwise, the link won’t work. 



 





Schedule reports 

The SCHEDULED REPORTS tab lists all your schedules.


If you haven’t scheduled any reports yet, this tab will display a "No reports scheduled" message. 
Empty Scheduled Reports tab

Return to the REPORTS HISTORY tab to start a new schedule from an existing report.

 

 Create a new schedule

You can create a schedule from any completed report. Go to the Reports History grid, then:



1. Open the Actions menu and select Schedule

Only completed reports can be scheduled. If a report is still in progress, failed or hasn’t run yet, the Schedule option will be grayed out. 


Click Schedule to open the Report Scheduler pop-up. 



2. Set Time Frame and Frequency

Select a date range and schedule cadence from the pop-up menu. You can schedule reports to run daily or weekly. 



If you opt for a weekly schedule, you’ll be able to choose which day of the week you want the report to run. Monday (M) is the default selection; choose another day by clicking a different circle. Your selected day will be highlighted in gold.

Scheduled report timing

All scheduled reports for a given date run automatically after nightly data processing is complete. Exact timing can vary based on data processing and the report queue, but we generally expect scheduled reports to run up to a few hours after 12:00 a.m. ET.


Depending on your time zone, some versions of a report may appear to have been completed the night before the scheduled date. This is because CONNECT converts timestamps to your local time, which can affect overnight date cutoffs. 


      Ex. On the West Coast, a run scheduled for July 13 could display a Completion Time of 10:30 p.m. on July 12. That report ran at 1:30 a.m. ET July 13.



 

3. Set an expiration 

Choose when you want your schedule to expire. This could be after a certain number of runs or after a date. If you select a date, the final version of your report will run on that date (for daily reports) or before (for some weekly reports, i.e. if the expiration date falls before that week’s delivery day).


Schedules can run for up to 12 weeks (weekly cadence) or 90 days (daily cadence). After that, you can set a new schedule from a completed run version. 




4. Save your schedule 

If you’re satisfied with your selections, click SAVE SCHEDULE to close the pop-up and initiate your schedule. 


You’ll be automatically redirected to the SCHEDULED REPORTS tab (see below), which lists all active and expired schedules in the same grid format as the main Report Manager. 








Manage schedules

The SCHEDULED REPORTS tab lists all your active and expired schedules.


Active schedules still have upcoming runs. Expired schedules have already ended, with no future runs.



Click in the far right column to open the Actions dropdown. Unlike the reports listed under Reports History, report schedules permit only two actions: Details or Cancel Schedule.

Click Details to see your original schedule parameters and a list of run versions.


See Schedule Details
The Schedule Details page lists the parameters used to build the original report as well as the schedule cadence, start date and end dates.


Below, the Runs grid lists every completed version of the report in descending order, with the next scheduled run on top. 

Use the check boxes at right or open the Actions dropdown to export any completed version. Go to Actions > Details to see individual report names, parameters and Report IDs.

 






Export reports

A finished report can be downloaded in CSV or Excel format.


Export reports by clicking in the Actions column or checking the box(es) at the left of the grid and choosing EXPORT TO EXCEL or EXPORT TO CSV at top right.


What's included in an exported report?
Exported report grids include all available consumption activity and relevant metadata within your parameters. Each entity in a report is identified by a Luminate ID for ease of reference. Copy and paste a Luminate ID into an ID Search or CONNECT URL to see the Dashboard for that entity. 


Ranking Report exports
For Ranking Reports, your selected ranking type determines the list order, but an export includes other key fields as well. For instance, if you rank Release Groups by Product Sales, your report will still include columns for Streams and Song Sales. 

Ranking Report Excel exports also include cover sheets with the parameters and configuration options used to build the report. (The same information can also be found in Report Details).



Trend Report exports
Exported Trend Reports are deliberately light on formatting. We optimized them to enable analysis using other tools. 

An exported Trend Report has columns for key metadata (Name, Type, Luminate ID, Release Date) as well as Quantity totals for each activity and breakout you selected when building your report. 

Trend Reports are unranked and ordered based on entity type, if applicable: Artist(s), then Release Group(s), then Song(s). Sort the data or create a pivot table to order your report by date or by consumption.




Export file naming
CONNECT automatically generates file names for reports. Export file names include your custom report title and its unique Report ID.

            Your report title_Report ID.format

For example, a CSV export of the top 500 songs ranked by streams in the U.S. / Los Angeles market, titled simply “LA YTD” in Report Builder, looks like this: 

            LA YTD_QBR258FBCC275C24B75B58615A9062A5DD6.csv 


Batch report exports
Batch export multiple reports from your grid by checking the boxes in the far left column, then choosing EXPORT TO EXCEL or EXPORT TO CSV from the buttons at the top right.
A batch export will download as a compressed .zip file.

Unzip or expand the downloaded file to see all reports in your batch.







More to know

Methodology 101: How Luminate collects, models and measures music data

How to Connect: All tutorials, walkthroughs and video demos

Client Support: Find answers and get the help you need


Read next: Build a Ranking Report 


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