Documentation

The Trade Desk (TTD) data source in Improvado supports Standard and Custom report templates. Follow these steps to configure and extract data using the My Reports custom extraction template.

Step-by-Step Guide

Step 1. Log in to The Trade Desk Platform

• Use your credentials to access your TTD account.

Step 2. Locate and Copy the Template ID

• Navigate to the Reports section in TTD, find your desired report template, and copy its Template ID.

For more details, visit the Partner Portal.

Step 3. Log in to Improvado

• Access the Improvado platform using your account credentials, navigate to the established TTD connection, and select the My Reports template on the 2nd step of the Extraction Flow.

Step 4. Enter the TTD Template ID

• Paste the Template ID (copied in Step 2) into the Report Template ID field in Improvado.

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1. Once created, the Report Template ID cannot be edited.

2. Only CSV report format is supported for custom templates. Excel format is incompatible.

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Step 5. Select the Extraction Level

Choose one of the following extraction levels:

• Partner Level: Extract data for the entire partner account. No additional filters are needed.
• Advertiser Level: Extract data for specific advertisers. If selected, proceed to Step 6 to configure filters.

Step 6. (Advertiser level only) Configure Advertiser Filters

Filter Mode:
Determines how advertisers are filtered.

• Include: Extract data only for specified advertisers.
• ~Enter the advertiser IDs in the Filter by Advertisers field (separated by ```ENTER```).
• Exclude: Extract data for all advertisers except the ones specified.
• ~Advertisers are excluded based on the IDs provided in Filter by Advertisers.

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If Filter by Advertisers is empty, Improvado retrieves all available advertisers.

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(Optional) Filter by Advertisers:

• Specify single or multiple advertiser IDs, separated by ```ENTER```.

Step 7. Select Timezone:

• Choose the timezone that aligns with your reporting requirements to adjust data offsets accordingly.

Step 8. Name Your Data Table

• Provide a descriptive name for the custom data table in Improvado for easy identification.

Step 9. Wait for Data Extraction

• Once setup is complete, Improvado will begin extracting data based on your selected parameters and report template.