The Insertion Order screen on the Seller Monitoring Workflow (SMW) grid displays settings for a specific Insertion order, essential metrics, and performance visualizations.
Locate the Insertion order screen
To access the Insertion Order screen:
- Navigate to Advertisers > Insertion Orders from the vertical navigation menu on left pane.
- Select an Insertion Order whose details you want to view.
- The SMW grid for the Insertion Order details will be displayed.
The screen contains the following sections:
- Settings: It provides basic information about the Insertions order such as budgeting, billing, supply strategy, reporting labels, etc.. See View Insertion Order Settings for more information.
- History: The History tab displays a detailed audit log of changes made to the object. It helps you track when changes were made, what fields were updated, and who made the updates. See View Change History for more information.
- Edit: It helps you edit an Insertion order.
View Insertion order settings
The settings that display here are read-only and can be edited by selecting Edit at the top of the Insertion Order Details screen. For more information, see Create an Insertion Order.
| Setting | Description |
|---|---|
| Associated Line Items | Displays a list of the Line items currently associated with the Insertion order. You can click on the line item name to see its details. |
| Budgeting | Displays budget and fee information associated with the insertion order. |
| Billing | Displays billing code and any billing periods set up on the insertion order. |
| Teams | Displays the teams that has been associated with the insertion orders. |
| Reporting Labels | Indicates whether a Trafficker, Sales Representative, and Insertion Order Type has been associated with the advertiser. If so, these labels can be used when running reports. For example, if a salesperson is associated with the insertion order, the report will be grouped by salesperson across insertion orders. |
| Comments | Displays comments entered for the line item. |
| Supply Strategy | Displays the insertion order's inventory type targeting, inventory lists, and viewability standard. |
| Frequency & Recency | Displays frequency and recency caps applied to the insertion order. |
View change history
Use the filters at the top of the page to narrow down results:
- Select Date – Filter changes by date range.
- Select Users – Filter changes made by specific users.
- Time Zone – All timestamps are displayed in UTC.
You can expand or collapse individual entries, or use Collapse All to manage visibility.
Change details Each history entry includes:
- Date and time the change was made
- Object type and ID (for example, insertion order)
- Number of fields changed
When expanded, each entry shows a comparison table with the following columns:
| Column | Description |
|---|---|
| Field Name | The name of the field that was changed. |
| Old Value | The value of the field before the change. |
| New Value | The value of the field after the change. |
Complex fields (such as objects or lists) can be expanded to view detailed JSON-level changes.
This audit history helps ensure transparency and accountability by providing a complete record of configuration and delivery changes.