Reporting Presets are created in the Settings of a category. Before you start, make sure you have created the necessary Data Connections and Data Pipelines in the Data Integrations.

Step-by-step guide to creation

Follow these steps in Mercury to create a new Preset:

  1. Navigate to the category (Root or subcategory) where the Preset should be available.
  2. In the Settings menu, open the Reporting Presets option.
  3. Click the button Create Reporting Preset in the upper right corner.
  4. A window will open:
    • First, enter a Name for your Preset.
    • Then click on Add value to create a new metric line.
  5. Now define each metric line individually:
    • Select the desired Metric (e.g., Impressions).
    • Select the Technical System from which this metric should be imported (e.g., Adform).
    • Select the Connection that Mercury should use for the import.
    • For a few systems, you must also select the User that is used for the import.
  6. Repeat Step 5 for all metrics you want to import via this Preset.
  7. Click Save.

Note: If the Save button is greyed out, you have not yet entered all required characteristics for at least one metric.

What to consider when creating

  • You can define metrics from different technical systems in a single Preset (e.g., Impressions from Facebook, Clicks from Adform).
  • Reporting Presets are inherited to lower levels. This means a Preset created in an upper category is automatically available in the underlying categories and campaigns.
  • When naming the Preset, make sure you use a clear taxonomy so that it is immediately obvious which Preset to select in the Media Plan.