Introduction

You can create a one-time report from any grid within the Platform. Below we'll explain the steps you'll need to take to do just this.

How to Set Up a One-Time Report

1. Navigate to the grid view for the desired report. Select the appropriate columns, filters, date range, etc.
    
2. Click Create Report at the top of the page.
    
3. Select the One-Time option.
    
4. Enter a name for your report.
    
5. Select the format. A one-time report can be created in CSV (for Excel) or PDF format. If you wish to include a chart in the report, you must use the PDF format.
    
6. Select Report Options:
   • Run In: Select This Client or All Clients in the Customer. You may also see other reporting options for Custom Client Tags. Please see this Help article for more information on Multi-Client Reporting.
   • Email Report: Enter an email address for where you'd like the completed report to be sent. You can select the email addresses from the client's assigned users. The report will also be available on the Completed Reports tab.
   • Include Items with Zero Clicks: By default, the report will exclude any rows in the report that do not have any clicks for the selected time period. If you wish to override this option, check the Include items with zero clicks check box.
   • Show Data by Day/Week/Month: If checked, the report will include one row for each object – date range combination. When unchecked, the data will be rolled up across the date range selected in the report. 
   • Adjust Report Dates: To run the current report for a different date range, check the Adjust Report Dates option and enter the desired dates. These dates will override those currently selected in the calendar.
      
7. Click Continue. You will receive a confirmation message above the grid. Once the report has compiled, it can be reviewed in the Reports > Completed Reports section of the application. A link to this page is displayed in the success message at the top of the grid.

Creating a Report from The Reports Tab

To create a report from the template view:

1. Click into the Reports link; this is located on the top right corner of the Platform.
   
   
2. Select the Create button.
    
3. Select Custom Report.
    
4. Select Report Settings options: Type, Layout (if selecting a PDF), Run time (Unscheduled for a one-time report), Email Report (enter an email address for where you'd like the completed report to be sent).
    
5. Name your report.
    
6. Select a component (table, line chart, pie chart, bubble chart, scatter chart). 
    
7. Select your Component Settings (list here) and select Save. You may add additional components as necessary.
    
8. Select Run Report.
    

Note: Although you may be running a one-time report, creating the report in the Report Template section will create a template that will have to be manually deleted if you do not want it in the account.

Important notes

• When applying filters for your report, be aware that this will reflect the overall date range selected. This will not apply to individual Show Data By day/week/month settings. For example, you could have a Keywords report with an overall date range of a month selected, and a filter of Impressions > 0. This filter will reflect the entire selected month. If you also add the report setting to Show Data By Day, you will most likely see keywords that have 0 impressions on a given date, but over a month period this keyword should have at least 1 impression total.
   
• If metric columns (i.e. the Impressions column) is included in a one-time and/or recurring report, a summary totals row will also appear in the report near the top of the data.
   

• When exporting a report, Excel has a 1 million row limit. This limitation may require you to break your report into smaller pieces. You can use a tool like this CSV Splitter to split your report into smaller documents.
   
• If you chose to Show Data by Day/Week/Month, the report will include one row for each object – date range combination. When unchecked, the data will be rolled up across the date range selected in the report.
  • Also note that showing data by day/week/month will override any Sort By filters. For example if showing data by week and sorting for Click in descending order, the order of weeks override the order of clicks.
     
• If you plan to create a report with filters, keep your character count within your filters to 512 characters or fewer, More than 512 characters and the Continue button will become unresponsive.