Extraction templates

Learn about the advantages of using extraction templates

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Your custom extraction templates are available for extraction/auto extraction. Create them once and you won't have to customize the settings again and again.

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Extraction template is a feature that allows you to simplify the data extraction process by using the predefined set of metrics/dimensions and most common settings for such metrics/dimensions.

Global templates are available to all Improvado users.
If you create a custom template based on any global template, it is available only to your team members.

The main advantage of custom templates is that all their settings are saved. Then you can use these templates to create an unlimited number of extraction orders without any configuration changes.

The disadvantage of global templates, compared to custom ones, is the following.

When using a global template for data extraction, you configure its settings only for the current extract. These settings will NOT be saved for future use. The next time you select any global template, its settings will have default values, and you will have to customize them again.

For example, the default settings of the Ads global template for Facebook connector are the following:

Setting	Value
Use unified attribution setting	No
Load Dynamic Fields	No
Attribution Windows	7 Days Click
Historical data depth	365 days
Selected dimensions	14
Selected metrics	65

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When you select the Ads global template for data extraction from Facebook, you will see exactly these settings.

Frequently asked questions

How to select the right Extraction template?

Extraction template selection depends on the specific Data source and the type of data you want to extract. Here are some steps to help you choose the appropriate Extraction template:

Consider the frequency of the data you want to extract (e.g., daily, weekly, monthly).
Check the Improvado Data Dictionary for the available Report types.
You can also use the new Extraction templates filter by dimensions & metrics in the second step of the Data extraction setup.

If you didn’t find the needed global Extraction template, you can create a custom one:

Go to this page to create a new Extraction template.
Look for a parent template that matches the data class you need.
Configure the extraction template settings based on your requirements, such as historical data depth or specific parameters.

You can check out a more in-depth guide here.

Can you show me the list of available Report types?

You can find an extensive overview of all common Report types by Data sources in the Improvado Data Dictionary. It includes metrics, properties, dimensions, etc.

If you didn’t find Report types you were looking for - you can create a request for a new Request type via the Service Desk.