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Microsoft Curate - Monitor line items

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The Line Items screen displays Upcoming, In Progress, and Completed line items and metrics. It also lets you search for line items and related objects, apply filters, modify display columns, and download reports.

Access monitoring

To access the Monitoring feature from any Microsoft Curate screen:

  1. Select the Package menu and select Curated Deals.
  2. In the Line Items window, select an appropriate progress tab (Upcoming, In Progress, or Completed) to view line items.

View line items

The Line Items window displays line items in rows under three progress tabs: Upcoming, In Progress, or Completed. Line items appear under each progress tab as follows:

  • Upcoming - line items that have not started.
  • In Progress - line items between flights (start date/time of the first flight and end date/time of the last flight).
  • Completed – line items that have completed and are past their end date/time of the last flight.

Understand line item columns

The Upcoming, In Progress, or Completed progress tabs each list line items in rows. The rows include columns with the line item name and relevant metrics for the line items.

Hover over the tooltips next to each metric at the top of each column for a brief description of the metric. The metrics provide important information about upcoming, in progress, and completed line items without requiring you to run a report. The metrics are updated regularly.

Note

There might be discrepancies between the metrics displayed in the Line Items monitoring view and reporting data due to slight variations in data syncing. For more information, see Availability of Reporting Data.

Search for line items

There are several ways to search for line items from the Line Items window. You can search for line items by line item name, line item ID, deal name, or deal ID. Inactive line items are listed in gray italic text.

Use pagination

If you don't have a line item name, line item ID, deal name, or deal ID to search with, you can use the pagination feature at the bottom of the Line Items window to page through the rows of line items. The pagination feature lets you:

  • select the number of rows that you want to display per page by selecting a value from the Rows per page menu.
  • enter a specific page in the designated text field or select the arrows to navigate from page to page.

Apply filters

You can create and save filters to search for line items. Once created and saved, you can apply a filter using the Select a Filter drop-down list. To create and save a new filter:

  1. In the Line Items window, select Advanced Filters.

  2. Make your selections.

  3. Select the arrow to the right of the Apply button.

  4. Select Apply and Save As.

  5. Enter a name for the new filter in the New Filter Name field.

    Note

    You can save up to 10 filters. If you already have 10 filters and want to add a new filter, delete an existing filter and try again.

  6. Select the Make Default checkbox to apply the filter to the rows by default.

    Note

    The default filter will apply each time you access the Line Items window.

  7. Select Apply and Save As to save the filter.

    All saved filters appear in the Select a Filter drop-down. To remove an applied filter, select Clear All. To edit an applied filter, select Edit to open the Advanced Filters dialog (see Step 2 above).

You can edit saved filters at any time. To edit a saved filter:

  1. In the Line Items window, select Advanced Filters.
  2. In the Advanced Filters dialog, select a filter using the Select a Filter dropdown.
  3. Once a filter is selected, you have options to Deselect Filter, Make Default, Rename, or Delete. You can also make any changes to the filter configurations displayed as you scroll through the Advanced Filters dialog.
  4. Select Apply and Save to apply your changes and save the filter.

Sort columns

You can sort most line item rows in the Line Items window into ascending or descending order by selecting each column label.

Select column views

You can select any available column views in the Select a View drop-down. To reset the column view when a view is selected, select the drop-down arrow next to the selected view and select Select a View.

Modify and save column views

You can modify and save column views. Saving a column view makes it available in the Select a View drop-down list. To modify a column view:

  1. In the Line Items window, select Modify Columns.
  2. In the Modify Columns dialog, select an existing column view from the Select a Setting drop-down or use the current view.
  3. Select the appropriate progress tab (Upcoming, In Progress, or Completed).
  4. Select (to show) or deselect (to hide) any column checkboxes. You can also choose Select all/Deselect all to select or deselect all columns for the progress tab.
  5. Optionally, you can rearrange the columns by dragging and dropping them.
  6. Do one of the following:
    • To apply the view to the current session, select Apply.
    • To apply and save the view so it's available in the Select a View drop-down list:
      1. Select the drop-down arrow next to Apply and select Apply and Save As.
      2. Enter a name for the new column setting in New Setting Name.
      3. Optionally, check Make Default if you want this column setting to be the default view.
      4. Select Apply and Save As.

View line item details

To view the details of a line item listed in the Line Items window, select anywhere in the line item row to display the Line Item Details. See View Line Item Details for more information.

Duplicate, cancel reservation, delete, or run report for selected line items

You can duplicate, cancel reservation, delete, or run a report for selected line items by doing the following:

  1. In the Line Items window for each progress tab (Upcoming, In Progress, or Completed), select the checkbox to the left of any line items.
  2. When line items are selected, the Line Items selected bar is available at the top of the Line Items window with the following available actions you can perform by selecting on the action:

    • Duplicate - you can duplicate one or more line items simultaneously.

    • Cancel Reservation - for Guaranteed Delivery Line Items (GDLI) and Programmatic Guaranteed Line Items (PGLI), you can cancel the reservation of one or more of these line items.

    • Delete - you can delete one or more line items simultaneously.

      Warning

      Deleting a line item deletes all its child objects, including creatives, conversion pixels, segments, and splits. Deletions are permanent and cannot be reverted

    • Run Report - you can run reports for one or more line items simultaneously.