Overview

Branch data is valuable when it comes to truly understanding your campaign performance. One way to understand Branch data at a granular level is through Branch Custom Exports. Users with the correct permission can access Custom Exports via the Branch Dashboard (this guide) or via the Custom Exports API.

Custom Exports through the Branch Dashboard will be outputted in CSV or JSON.

Limitations

🚧

Apple requires users to opt in to sharing their device data through Apple's AppTrackingTransparency framework. When an install is attributed to paid ads, a 2nd install event will fire post user opt-in

Opt-ins will affect your final install count. Our recommendation is to use a different identifier (ex. IDFV) to de-dupe install events on your internal systems.

For additional information on changes post iOS 14.5, visit our FAQ Pages.

If more records are required, please make multiple requests with smaller intervals to pull the necessary data in "batches".

Prerequisites

In order to access Custom Exports, you need to have completed the following:

1. Created a Branch Dashboard.
2. Enabled Data Feeds for your Branch account.
   • Contact your Branch account manager or visit https://branch.io/pricing
3. Implemented the Branch SDK into your mobile app (iOS | Android)
   • Track events
4. Have Sensitive Data and Export access.

Agency Access

If you work with an agency that runs your advertising campaigns and you want to give them access to export the subsequent data, you can provide them with access to the Custom Exports

To provide an agency team member with access to the Custom Export API:

1. In the left-hand navigation, under Configure, click on Account Settings.
2. On the Account Settings page, click on the Agencies tab.
3. Expand the agency in question, find the agency team member you want to give access to, hover on the button in the Actions column and click Edit.
4. In the Edit Agency Team Member modal:
   • Under Access Level, check the Export box.
   • Under Permissions, check the Sensitive Data box.
5. Optional: add data filters
   • Under Data Filters, toggle any necessary data filters on/blue. Exported data will be filtered accordingly.
6. Click Save.

Pre-Configured Exports

Use pre-configured exports to quickly access specific exports configured by Branch or created by other users who have access to your Branch Dashboard.

After logging in to Branch Dashboard, in the left-hand navigation, under the Exports section, click Custom Exports. Pre-configured exports should be accessible through the dropdown, and selecting one will overwrite anything set in the Create Custom Exports section with pre-configured settings (topic, dimensions, filters).

Default Pre-Configured Exports

Branch supplies a set a pre-configured exports that will make getting started easier:

Create Custom Exports

After logging in to Branch Dashboard, in the left-hand navigation, under the Exports section, click Custom Exports.

1. Set Dates, Times, and Timezone

When setting your date, time, and timezone, be sure that your export is within the limitations.

2. Set Topic

The topic you select should be based on what you are looking to export. For most cases, you will want to select the topic that matches your event name. See below to outline which topic to select based on the event:

Topic Event Mappings:

📘

Fraud

You can also set the Topic to any of the Blocked events to filter for any fraudulent events with device IDs.

3. Select Columns

The columns you select are dependent on what you are looking to understand out of your export.

4. Configure Filters

You can add filters to get even more granular with what you are exporting. Filters help you specify the values for the columns you are looking to export.

Example Custom Exports

There are many purposes for initiating a Custom Export depending on the type of data you are looking to analyze. Below are a few examples:

Android & iOS Installs with Device IDs

Purchase Event Data