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How to Generate Channel-Specific Budgeting Reports: For Reseller Users
Users with a “Reseller” role are now able to generate Budgeting Reports for their clients, across additional channels in BuyerBridge, like Snapchat and TikTok.
Using the BuyerBridge navigation menu, go to Resellers > Reports, and click the individual channel you want to generate a Budgeting Report for.
From the channel-specific drop-down menu, select [Channel name] Budgeting > click Load Report.
By default, the report will display results for all clients who are actively spending money on a specific channel.
(Pro Tip: Search and filter the report by a specific client to see their individual budgeting metrics!)
The BuyerBridge Budgeting Reports provide your business visibility into a client’s Projected Spend, Spend to Date, Current Daily Budget, and more (for the channel selected).
At any time, users can click “Export CSV” to export these reports as a .CSV file.
If you have any complications or questions regarding these new reports, please reach out to your Partner Experience Manager or email support@buyerbridge.com.