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Grouping buckets the rows of a report into groups. Each group row carries the subtotal for everything inside it, and you can expand it to see its rows. Choose a grouping from the Group by control on the toolbar.
Group by menu for a Taboola campaign report

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What you can group by

The options depend on the breakdown — each one only offers the groupings that make sense for its rows. Some breakdowns add options of their own:
  • Ad level — Landing page groups ads that point to the same URL. On Facebook, Ad name groups ads that share a name, so you can see how one creative performs across every ad set it runs in
  • Any level below campaign — Campaign rolls ad sets, ads, sites or widgets up into the campaign they belong to
  • Campaign on a native network — the network’s placement level, such as Site on Taboola. See Group by placement
Pick No grouping to go back to a flat list. Traffic source groups rows by the ad network they come from. It’s only offered with All networks selected, since a single-network report has just one.
Team member appears only when your plan includes team members. It groups ad accounts by the team members who have access to them — an account several members share appears in each of their groups.

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Group by tag

Choosing Tag opens a picker listing every tag in use at the current breakdown — campaign tags for campaigns, ad account tags for ad accounts, and so on. Each tag you select becomes one group.
Tag picker with four tags selected
  • Search the list, or use Select all and Clear
  • Select up to 20 tags. The counter at the top shows how many you’ve picked
  • Click Apply to group the report
A row with several tags appears in the group of each selected tag, so groups can overlap. Team member, Currency and Timezone open the same kind of picker, so you can group by only the members, currencies or timezones you care about.
Grouping by the same tags again and again? Click Save as group set… in the tag picker to save your selection as a custom group set, with one group per tag. It then appears in the Group by menu for every report.

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Group by placement

On native networks, a campaign’s traffic comes from sites, publishers or widgets — whatever the network calls its placements. To see which placements carry your campaigns:
1

Pick a single native network

Choose the network, for example Taboola, from the network control.
2

Choose the Campaign breakdown

Set Breakdown to Campaign.
3

Group by the placement level

Open Group by and choose the network’s placement level, for example Site.
Each group is now one site, with its total across every campaign it runs in and a count such as 4 campaigns underneath. Click the arrow on a site to see the campaigns it appears in, and what it delivered for each one.
Taboola campaigns grouped by site, with one site expanded to its campaigns

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Custom groups

Custom groups let you define your own buckets with conditions, for when tags or statuses don’t match how you think about your campaigns. Typical examples are funnel stages, verticals, geos taken from your naming convention, or testing versus scaling campaigns. A set of custom groups is called a group set. Group sets are available on the Campaign breakdown, a network’s own levels, and the Ad account breakdown.

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Create a group set

1

Open the group builder

Open Group by and choose New custom group under Custom groups.
2

Name the set

Type a name for the group set at the top of the dialog, for example Funnel stages.
3

Define each group

For each group, give it a name and a color, then click + Condition to add the rules a row must match. Conditions can use a row’s Name, its Status or its Tags — for example Campaign Name starts with US. The count on the right, such as 2 campaigns, shows how many rows the group matches right now.
Group builder with two groups defined by campaign name
4

Add more groups

Click Add group for each additional bucket, up to 20. Use the duplicate icon to copy a group and adjust it.
5

Apply or save

Click Apply to use the groups in this report right away without keeping them, or Save to library to keep the set and reuse it in any report.
Each group is an independent filter over the report’s rows, so groups can overlap — a row that matches two groups is counted in both. Net Results always shows the unfiltered totals, not the sum of the groups.

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Manage saved group sets

Saved group sets are listed under Custom groups in the Group by menu. Hover a set to reveal its actions:
  • Edit — change the set’s groups. Every report using the set picks up the change
  • Duplicate — copy the set as the starting point for a new one
  • Delete — remove the set. Reports that use it fall back to no grouping
A group set built on a single network is only offered on that network. A set built with All networks selected is offered everywhere. While you’re using groups you applied but didn’t save, Group by reads Custom, and the menu lists them as Custom with an edit icon. Finish or save those groups before starting a new set.

Build a report

Network, breakdown, filters, dates, currency, chart, columns and export.

Share reports

Which groupings a shared link can show.