Jepto
Help Center
Close


Data Sources

General

Data Sources | General

Fields & Formulas

Data Sources | Fields & Formulas

Connections

Data Sources | Connections

Reports

Creating & Sharing

Reports | Creating & Sharing

Report Editing

Reports | Editing

Report Config

Reports | Report Config

Chart Cards

Reports | Chart Cards

Content Cards

Reports | Content Cards

Data Chat

General

Data Chat | General

AI Visibility

General

AI Visibility | General

AI

General

AI | General

MCP

AI | MCP

Clients

General

Clients | General

Integrations

General

Integrations | General

Webhook — Local & Reviews

Integrations | Webhook — Local & Reviews

Webhook — Automation Payloads

Integrations | Webhook — Automation Payloads

Webhook — Other

Integrations | Webhook — Other

Settings

Account & Billing

Settings | Account & Billing

Users

Settings | Users

Comments & Notes

Settings | Comments & Notes

Notifications

Settings | Notifications

FAQ

Settings | FAQ

Other

Settings | Other

KPI Forecasting

General

KPI Forecasting | General

Settings & Status

KPI Forecasting | Settings & Status

Seasonality

KPI Forecasting | Seasonality

Metrics by Source

KPI Forecasting | Metrics by Source

Budget Tracking

General

Budget Tracking | General

Anomaly Detection

General

Anomaly Detection | General

Automation Jobs

General

Automation Jobs | General

Change History

Automation Jobs | Change History

URL & Page Checkers

Automation Jobs | URL & Page Checkers

Local & Reviews

Automation Jobs | Local & Reviews

Search Console

Automation Jobs | Search Console

Insights

Managing Insights

Insights | Managing Insights

Change History

Insights | Change History

URL & Page

Insights | URL & Page

Local & Reviews

Insights | Local & Reviews

Other Insight Types

Insights | Other Insight Types

Local Listings

General

Local Listings | General

Profiles & Content

Local Listings | Profiles & Content

Performance & Activity

Local Listings | Performance & Activity

Media

Local Listings | Media

Categories & Services

Local Listings | Categories & Services

Reviews

General

Reviews | General

Social Posts

General

Social Posts | General

Creating Posts

Social Posts | Creating Posts

Managing Posts

Social Posts | Managing Posts

Data Warehouse

Pipelines

Data Warehouse | Pipelines

Access & Credits

Data Warehouse | Access & Credits

Source Fields

Data Warehouse | Source Fields

Data Studio

Data Warehouse | Data Studio

BigQuery

Data Warehouse | BigQuery

General

Clients | General

General

Integrations | General

MCP

Integrations | MCP

Webhook — Automation Payloads

Integrations | Webhook — Automation Payloads

Webhook — Local & Reviews

Integrations | Webhook — Local & Reviews

Webhook — Other

Integrations | Webhook — Other

Account & Billing

Settings | Account & Billing

Users

Settings | Users

Comments & Notes

Settings | Comments & Notes

Notifications

Settings | Notifications

FAQ

Settings | FAQ

Other

Settings | Other

Account Settings

Settings | Account & Billing

Acknowledging and Resolving Insights

Insights | Managing Insights

Add comment from Slack

Integrations | General

Add comment from Zapier

Settings | Comments & Notes

Adding a User

Settings | Users

AI Analysis Generation

Reports | Creating & Sharing

AI Credits

AI | General

AI Models

AI | General

AI Visibility Insights

AI Visibility | General

AI Visibility Overview

AI Visibility | General

AI Visibility Settings

AI Visibility | General

AI Visibility Webhook Payload

Integrations | Webhook — Other

Analysis Card

Reports | Content Cards

Anomalies Bulk Action

Anomaly Detection | General

Anomaly Algorithm

Anomaly Detection | General

Anomaly Detection

Anomaly Detection | General

Anomaly Detection Insight

Insights | Other Insight Types

Anomaly Detection Settings

Anomaly Detection | General

Anomaly Detection Webhook Payload

Integrations | Webhook — Other

Anomaly Job Common Errors

Anomaly Detection | General

An overview of Local Listings

Local Listings | General

An overview of Reviews

Reviews | General

Answers

AI Visibility | General

Area Chart Card

Reports | Chart Cards

Attributes

Local Listings | Profiles & Content

Automatic Schema Updates

Data Warehouse | Pipelines

Automation: Facebook Ads Destination URL Checker

Integrations | Webhook — Automation Payloads

Automation: Google Ads Change History

Integrations | Webhook — Automation Payloads

Automation: Google Ads Destination URL Checker

Integrations | Webhook — Automation Payloads

Automation: Google Analytics Change History

Integrations | Webhook — Automation Payloads

Automation: Google Business Profile Answer

Integrations | Webhook — Local & Reviews

Automation: Google Business Profile Change History

Integrations | Webhook — Automation Payloads

Automation: Google Business Profile Pending Updates

Integrations | Webhook — Local & Reviews

Automation: Google Business Profile Question

Integrations | Webhook — Local & Reviews

Automation: Google Review

Integrations | Webhook — Local & Reviews

Automation: Google Review Change History

Integrations | Webhook — Automation Payloads

Automation Job Common Errors

Automation Jobs | General

Automation Jobs

Automation Jobs | General

Automation: Microsoft Ads Destination URL Checker

Integrations | Webhook — Automation Payloads

Automation: Page Status Checker

Integrations | Webhook — Automation Payloads

Automation: Robots.txt Change Detection

Integrations | Webhook — Automation Payloads

Automations Bulk Action

Automation Jobs | General

Automation: Search Console Activity

Integrations | Webhook — Automation Payloads

Automation: Search Console Keyword Movement

Integrations | Webhook — Automation Payloads

Auto Resolving

Insights | Managing Insights

Bar Chart Card

Reports | Chart Cards

Branding

Reports | Creating & Sharing

Budget Campaign Dynamic Filter

Budget Tracking | General

Budget Common Errors

Budget Tracking | General

Budget history

Budget Tracking | General

Budgets Bulk Actions

Budget Tracking | General

Budget Settings

Budget Tracking | General

Budget Status

Budget Tracking | General

Budget Tracker Webhook Payload

Integrations | Webhook — Other

Budget Tracking

Budget Tracking | General

Budget Webhook URL

Budget Tracking | General

Bulk Action

Local Listings | General

Bulk Upload Images

Local Listings | Media

Calendar

Social Posts | General

Cancel Subscription

Settings | Account & Billing

Card Chat

Reports | Editing

Card Data Filters

Reports | Creating & Sharing

Categories

Local Listings | Categories & Services

Categories Bulk Action

Local Listings | Categories & Services

Category and Service List

Local Listings | Categories & Services

Change email address

Settings | Users

Claims

AI Visibility | General

Client Filtering

Clients | General

Client Info

Clients | General

Client Settings

Clients | General

Column Chart Card

Reports | Chart Cards

Comment notification settings

Settings | Notifications

Competitors

AI Visibility | General

Connect a data source

Data Sources | General

Connecting to Slack

Integrations | General

Connecting Zapier

Integrations | General

Connect to Google BigQuery

Data Sources | Connections

Connect to Google Business Profile

Data Sources | Connections

Connect to Google Sheets

Data Sources | Connections

Connect to Instagram Ads

Data Sources | Connections

Connect to LinkedIn Ads

Data Sources | Connections

Connect to Microsoft Ads

Data Sources | Connections

Connect to TikTok Ads

Data Sources | Connections

Connect to Xero

Data Sources | Connections

Connect to X (Formerly Twitter) Ads

Data Sources | Connections

Cover Photo Guide

Local Listings | Media

Create a Report

Reports | Creating & Sharing

Create Theme

Reports | Report Config

Creating a Card

Reports | Creating & Sharing

Creating a Client

Clients | General

Creating a Data Studio Report

Data Warehouse | Data Studio

Creating and configuring a KPI

KPI Forecasting | General

Creating a Pipeline

Data Warehouse | Pipelines

Creating a Social Post

Social Posts | Creating Posts

Creating Automation Jobs

Automation Jobs | General

Creating Social Posts with Liquid

Social Posts | Creating Posts

Custom Visualizations

Reports | Editing

Data Chat Overview

Data Chat | General

Data Model

Data Sources | General

Data Query

Data Sources | General

Data Sources

Data Sources | General

Data Studio Parameters

Data Warehouse | Data Studio

Data Warehouse Access Control

Data Warehouse | Access & Credits

Data Warehouse Common Errors

Data Warehouse | Access & Credits

Data Warehouse Credits

Data Warehouse | Access & Credits

Delete or Archive Client

Clients | General

Deleting a User

Settings | Users

Difference between comments and notes

Settings | Comments & Notes

Disconnect Data Source Connection

Data Sources | General

Donut Chart Card

Reports | Chart Cards

Draft Posts

Social Posts | Managing Posts

Edit default Data Studio Report

Data Warehouse | Data Studio

Edit Email and Slack Notification

Settings | Notifications

Editing a Pipeline

Data Warehouse | Pipelines

Editing or Deleting a Comment

Settings | Comments & Notes

Email Notifications

Settings | Notifications

Email preferences

Settings | Notifications

Email Template

Reports | Creating & Sharing

Error Posts

Social Posts | Managing Posts

Execution Webhook

Data Warehouse | Pipelines

Facebook Ads Data Source Metrics

KPI Forecasting | Metrics by Source

Facebook Ads destination URL checker

Automation Jobs | URL & Page Checkers

Facebook Ads Fields

Data Warehouse | Source Fields

Facebook Ads KPI

KPI Forecasting | Metrics by Source

Fast Reply

Reviews | General

Filter Date Range

Reports | Report Config

Filter Dropdown List

Reports | Report Config

Formula

Data Sources | Fields & Formulas

Getting Started

Settings | FAQ

Google Account Connection

Data Sources | Connections

Google Account Not Connecting

Data Sources | Connections

Google Ads change history

Automation Jobs | Change History

Google Ads change history Insight

Insights | Change History

Google Ads Data Source Metrics

KPI Forecasting | Metrics by Source

Google Ads destination URL checker

Automation Jobs | URL & Page Checkers

Google Analytics change history

Automation Jobs | Change History

Google Analytics Data Source Metrics

KPI Forecasting | Metrics by Source

Google BigQuery Permissions

Data Warehouse | BigQuery

Google Business Profile Change History

Automation Jobs | Change History

Google Business Profile Data Source Metrics

KPI Forecasting | Metrics by Source

Google Business Profile Fields

Data Warehouse | Source Fields

Google Business Profile Listing Answers

Automation Jobs | Local & Reviews

Google Business Profile Listing Questions

Automation Jobs | Local & Reviews

Google Business Profile Pending Updates

Automation Jobs | Local & Reviews

Google Business Profile Reporting Timezone

Data Warehouse | Source Fields

Google Drive Account Connection

Data Sources | Connections

Google Review Change History

Automation Jobs | Change History

Google Review Change History Insight

Insights | Change History

Google Reviews

Automation Jobs | Local & Reviews

Google Reviews Insight

Insights | Local & Reviews

Google Search Console Configuration Options

Data Warehouse | Source Fields

Google Search Console Fields

Data Warehouse | Source Fields

Google Sheets for Budgets

Budget Tracking | General

Google Sheets format

KPI Forecasting | Settings & Status

Grant access to BigQuery data

Data Warehouse | Data Studio

History

Data Chat | General

How to add a comment

Settings | Comments & Notes

How to apply variables to your profiles

Local Listings | Profiles & Content

How to measure AI visibility

AI Visibility | General

HTML Card

Reports | Content Cards

Image Card

Reports | Content Cards

Image Categories

Local Listings | Media

Insights

Insights | Managing Insights

Insights Bulk Actions

Insights | Managing Insights

Integrations

Integrations | General

KPI Campaign Dynamic Filter

KPI Forecasting | Settings & Status

KPI Common Errors

KPI Forecasting | Settings & Status

KPI Forecasting

KPI Forecasting | General

KPI Forecasting Webhook Payload

Integrations | Webhook — Other

KPI history

KPI Forecasting | Settings & Status

KPI Insight

Insights | Other Insight Types

KPIs Bulk Actions

KPI Forecasting | General

KPI Seasonal Trends

KPI Forecasting | Seasonality

KPI Status

KPI Forecasting | Settings & Status

KPI Yearly Seasonality

KPI Forecasting | Seasonality

Line Chart Card

Reports | Chart Cards

Local Listings Activity

Local Listings | Performance & Activity

Local Listings Performance

Local Listings | Performance & Activity

Local Profiles

Local Listings | Profiles & Content

Logo Photo Guide

Local Listings | Media

Make Authentication

Integrations | General

Managed BigQuery

Data Warehouse | BigQuery

Management - Data Studio Connector Fields

Data Warehouse | Data Studio

MCP Connector

Data Chat | General

Media

Local Listings | Media

Media Bulk Actions

Local Listings | Media

Media Description

Local Listings | Media

Media file requirements

Social Posts | General

Media file requirements

Local Listings | Media

Media Pacing

Local Listings | Media

Memories

Data Chat | General

Microsoft Ads Data Source Metrics

KPI Forecasting | Metrics by Source

Microsoft Ads destination URL checker

Automation Jobs | URL & Page Checkers

Number Chart Card

Reports | Chart Cards

Opening Hours Display

Local Listings | Profiles & Content

Page status checker

Automation Jobs | URL & Page Checkers

Page status checker Insight

Insights | URL & Page

Palettes

Reports | Report Config

Performance

Reviews | General

Pipeline Extensions

Data Warehouse | Pipelines

Platforms

Local Listings | General

Portfolio

Clients | General

Post Types

Social Posts | Creating Posts

Preview a Report

Reports | Creating & Sharing

Prompts

AI Visibility | General

Published Posts

Social Posts | Managing Posts

Questions and Answers

Local Listings | Profiles & Content

Refresh data source fields

Data Warehouse | Data Studio

Refresh Report Data

Reports | Report Config

Related Insights

Insights | Managing Insights

Removed Reviews

Reviews | General

Report Chat

Reports | Editing

Report Master & Linking

Reports | Creating & Sharing

Report Settings

Reports | Report Config

Resolve or Acknowledge via 3rd parties

Insights | Managing Insights

Review Activity

Reviews | General

Review Replies

Reviews | General

Review Reply AI Models

Reviews | General

Robots.txt change detection

Automation Jobs | URL & Page Checkers

Robots.txt change detection Warning

Automation Jobs | URL & Page Checkers

Rolling Average

KPI Forecasting | Settings & Status

Rules

Clients | General

Scatter Chart Card

Reports | Chart Cards

Scheduled Posts

Social Posts | Managing Posts

Search Console Activity

Automation Jobs | Search Console

Search Console Activity Insight

Insights | Other Insight Types

Search Console keyword movement

Automation Jobs | Search Console

Search Console keyword movement Insight

Insights | Other Insight Types

Search Keywords

Local Listings | General

Select a Client

Clients | General

Send a Report

Reports | Creating & Sharing

Sending Slack Notifications

Integrations | General

Services

Local Listings | Categories & Services

Services Bulk Action

Local Listings | Categories & Services

Settings

Settings | Account & Billing

Share a Report

Reports | Creating & Sharing

Share of Voice

AI Visibility | General

Social Posts

Social Posts | General

Sources

AI Visibility | General

Submit a Ticket

Settings | FAQ

Subscribe or Update Plan

Settings | Account & Billing

Table Card

Reports | Content Cards

Template Data Sources

Data Sources | Fields & Formulas

Templates

Reports | Report Config

Text Card

Reports | Content Cards

Transfer ownership

Settings | Account & Billing

Unified Fields

Data Sources | Fields & Formulas

Unreplied Reviews

Reviews | General

Update Account Profile

Settings | Account & Billing

Update Client Profile

Clients | General

Update Data Studio Fields

Data Warehouse | Data Studio

Update user password

Settings | Users

Users

Settings | Users

UTM Tagging

Social Posts | General

Variables

Settings | Other

Visibility

Local Listings | Performance & Activity

Watchers

Settings | Comments & Notes

Webhook Logs

Integrations | Webhook — Other

Choose article...
Data Sources
|
General

Data Model

‍
‍

The Data Model is the single list of metrics and dimensions Jepto can query for a client. Define a field once and it means the same thing in a report, in Data Chat, in Claude over Jepto MCP, and in anything you build on top of Jepto.

Connected sources

Google AdsMetaGA4Search ConsoleTikTokLinkedInMicrosoft AdsBigQuery+ more

Data Model

Each field: name, key, kind, aggregation, description

Platform fieldsgoogleAds.spend
Unified fieldsunified.spend
Custom fieldscustom_…

Inside Jepto

  • Reports and AI-built cards
  • Data Chat
  • KPI Forecasting, Budgets, Anomalies

Outside Jepto · via Jepto MCP

  • Claude and other MCP clients
  • Your own agents and apps

Same field key, same definition, same number, wherever it is asked.

One model, every place you use data

Nothing that reads your data keeps its own copy of what “spend” or “blended CPA” means. Each one looks the field up in the Data Model, so a correction made once reaches all of them on the next load.

In Jepto

Reports, Data Chat and monitoring

Chart and table pickers, filters, AI-built cards, Data Chat answers, KPI Forecasting, Budget Tracking and Anomaly Detection all use these fields.

In your AI assistant

Claude over Jepto MCP

Connect mcp.jepto.com and the assistant reads this catalog (including your custom fields) before it queries, so it uses your definitions instead of guessing.

In what you build

Your own agents and apps

Any tool that can connect to a remote MCP server gets the same catalog and query engine. You don’t need to rebuild platform connectors or field mappings to build your own product on Jepto data.

Every one of these sends a data query in the same shape, built from Data Model keys. This is the query behind a report card, and it is also what Jepto MCP runs for Claude or your own agent:

Unified spend and clicks by platform, last 30 daysReport card · Data Chat · Jepto MCP · your agent
{
  "measures": ["unified.spend", "unified.clicks"],
  "dimensions": ["unified.source"],
  "timeDimensions": [
    { "dimension": "unified.date", "dateRange": ["last30days"] }
  ],
  "order": { "unified.spend": "desc" }
}
Over MCP:Client_List→Datasource_List→Analytics_Schema→Analytics_QueryAnalytics_Schema returns this Data Model.

Set up access in Jepto MCP Server Overview and OAuth & Authentication.

‍

Three kinds of field

Added by Jepto

Platform fields

Everything a connected platform exposes, added to the catalog as soon as the source is connected. Labels match the platform’s own interface.

googleAds.spend facebookAds.campaignName

Maintained by Jepto

Unified fields

One field that maps to the matching field on each ad platform, so a cross-channel card doesn’t need manual mapping.

unified.spend = Cost on Google Ads, Amount spent on Meta, Spend on TikTok

Built by you

Custom fields

Your own metric or dimension, written as a formula by hand or drafted by AI. Use them for blended totals, fee-adjusted spend and cleaner labels.

SUM(googleAds.spend, facebookAds.spend, tiktokAds.spend)

  • Metric is a number you measure, such as spend, clicks or sessions. Dimension is what you break it down or filter by, such as campaign, device, country or date.
  • Keys are stable. Platform and unified keys are source.field in camelCase. Custom fields get a generated key such as custom_be764589f064fe7b, shown under the field name.
  • Unified coverage varies. Spend, impressions, reach, clicks, CTR, CPM, CPC and frequency map to every ad platform. Conversions, cost per conversion, view-through conversions, conversion value and ROAS don’t map to Meta, so Meta contributes nothing to those fields. Add the Data source dimension (unified.source) to see which platforms return rows. The full mapping is in Unified Fields.

‍

Every metric knows how to roll up

Aggregation is part of the field rather than a setting on each chart. That keeps totals correct no matter who builds the card or which tool asks.

Spend unified.spend

Sum. Daily amounts add up to the month.

Summed: $18,400 last month
Averaged: $613, one day’s worth

CTR unified.ctr

Average. Rates can’t be added together.

Averaged: 4.21%
Summed: 126%

Reach unified.reach

Max. The same person shouldn’t be counted twice.

Highest value: 84,000 people
Summed: 1.2m people

Available aggregations are Sum, Average, Minimum, Maximum, Count and Count distinct. Platform and unified fields come with the right default. You choose one when you create a custom metric.

‍

Create a custom field

  1. Go to Data Sources → Data Model and click +.
  2. Enter a Name and a Description. The description is the tooltip everyone sees, and AI tools read it too.
  3. Write the formula, or describe what you want and click generate to have AI draft it.
  4. Set Kind (Metric or Dimension). For metrics, set the format and aggregation.
  5. Choose the scope with Enable for All Clients, then click CREATE.

Jepto validates the formula, type and aggregation before saving. To change a custom field later, open its row menu and choose Edit or Delete. Every card, chat and MCP query that uses it picks up the change. Platform and unified fields can’t be edited.

Scope

One client

Created on a client with the toggle off. Good for testing a definition or for client-specific logic.

→can be promoted
(not demoted)

All clients

Toggle on, or created while All Clients is selected. Use this for shared definitions such as “Blended paid spend”.

‍

Find a field

Go to Data Sources → Data Model. With a client selected, you see that client’s connected sources plus any account-wide custom fields. With All Clients selected, you can manage account-wide custom fields. Search matches name, kind and type, and the source filter narrows the list to a single platform, Unified or Custom.

Data Model fields table showing source, name and key, kind, type and description

‍

Troubleshooting

ProblemWhat to check
A platform’s fields are missingThat platform isn’t connected to this client. Connect a data source, or check that you have the right client selected.
A unified field shows zero for one platformThat platform isn’t mapped for this field (for example, Meta for conversions). Break the card down by unified.source, or use the platform field instead.
A custom field is missing from a pickerIt’s scoped to a different client, or its kind doesn’t match the control (a metric picker won’t show dimensions).
Claude or your agent returns a different numberCheck which field keys the query used. A platform field like facebookAds.spend and unified.spend answer different questions.
Looking for BigQuery export or pipelinesThat’s the Data Warehouse, which copies raw rows into BigQuery. The Data Model defines what fields mean. See Creating a Pipeline.
Related Articles
Was this article helpful?
Nice one!

Thanks a lot for your feedback! If you’d like a member of our support team to respond to you, please send a message here

Please try again

Oops! Something went wrong while submitting the form.

Sorry about that. What did you find most unhelpful?
Nice one!

Thanks a lot for your feedback! If you’d like a member of our support team to respond to you, please send a message here

Please try again

Oops! Something went wrong while submitting the form.