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Home > English > Reports In Marin > Creating Reports and Alerts > How To Articles: Creating Reports & Alerts > Recurring Reports Advanced Guide

Recurring Reports Advanced Guide

Introduction

There are two ways to create recurring reports, from the Report Builder or directly from the grid.
 

The Report Builder is designed to help you create high-level reports easily and efficiently. Use the Report Builder when you want to:
 

  1. Create high-level reports from scratch, without going to the grid.
     
  2. Create multi-component reports.
     

Alternately, create reports from the grid when you want to:
 

  1. Drill down into objects within a specific campaign or group.
     
  2. Select specific objects to chart and export.

How to create a recurring report with Report Builder

  1. Click on the Reports link in the upper right corner of the Platform.
     
  2. To create a new report, select the Create button (‘plus’ icon).
     
  3. Next, click on the report name and description to pop up an editable field. Give the report a name and description, and then add a component. You may select from a table, line graph, pie chart, bubble chart, or scatter chart.
     
  4. After you have selected your component, you can then refine the data using the choices in the widget on the left. You can:

    • Choose object type to display (Campaigns, Groups, Keywords, etc.).
    • Choose the amount of rows to display (Only a subset of the rows appear if you select more than 20 rows).
    • Choose metrics and settings columns to display.
    • Select filters. (Please note that you must apply filters using this widget, and not directly on the campaign data as you can in the grid. Please remember to select Include items with zero clicks where applicable).
    • Sort your columns.
    • Choose your date range.
       
  5. After you have refined your first component, you can add multiple other components to your report. Note that component names must be less than 20 characters, otherwise the report will fail to run.
     
  6. You can run the report immediately by clicking Run Report. Clicking Close will save the report.

How to create a recurring report from the grid

  1. In the upper right corner, click Create Report and choose Recurring.
     
  2. To create a new recurring report, select Add to (New Report). You will select the format for the recurring report on the next screen.
     
  3. Select report options. The Include Items with Zero clicks and Show Data by Day/Week/Month give you the same options as with a one-time report.
     
  4. Click Continue and you will be taken to the Report Builder where you will see the report settings and a preview of the report.
     
  5. Enter the report name and select the execution frequency and format for the report. In addition to the CSV and PDF options, a recurring report can be created as a Web Query report (covered in detail below).
     
  6. Confirm settings for the first data section. Confirm that the context, filters and time frame have been set correctly based on the view where the report was created.
     
  7. You can run the report immediately by clicking Run Report. Clicking Close will save the report.

Options for recurring reports

  • Executions Frequency: Determines how often the report will be run. The recurring report will be produced automatically as soon as the cost data has been downloaded from the publishers based on the execution frequency.
     
  • Format:
    • CSV: Basic data export for use in Excel. Does not include charts.
    • PDF: Reporting format for distribution. Can include charts and/or data grids.
    • Web Query: Basic data export that is posted to static URL.
       
  • Section Name: Header for this portion of the report. Useful for distinguishing sections when you create Composite Reports.
     
  • Grid/Chart: For CSV and Web Query reports, only the grid will be included in the report. If you are creating a PDF report, you have the option to include the chart, grid or both in the report. (If there was no chart included when the report was generated, you will not have the ability to include a chart in the report).
     
  • Columns: The columns included in the report are based on the view where the report was created. The Columns link allows you to edit the columns included in the report.
     
  • Rows: Determines how many rows will be included in that section of the report. Used primarily for creating PDF reports with the top 10 campaigns, or top 50 keywords, when sorting by a clicks, conversions or spend.
    • When showing data by day/week/month, the data rows shown will be determined by the amount of rows you select multiplied by the lookback. For example, if showing data by day for the last 5 days and you select to show 10 rows, the report will display 10 campaigns for 5 days each resulting in a total of 50 rows.
       
  • Context: The location where the report was created. Entire Account indicates that the report was created from one of the top level tabs (History, Campaigns, Groups, Keywords, Folders). Otherwise the Context will be shown as Publisher > Account > Campaign > Group.
     
  • Filters: Displays any filters used in the view where the report was created. By default, Clicks > 0 filter is set, unless you checked the Include Items with 0 clicks option when creating the report.
     
  • 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.
    • Note that showing data by day/week/month will override any Sort By filters. For example, if you are showing data by week and sorting for Click in descending order, the order of weeks will override the order of clicks.
       
  • Timeframe: The date range for the report. All of the time frames are relative to the date the report was run, except Custom, which uses a fixed date range.
     
  • Change vs: Used for the change columns in the report (if there are any). The Change vs. dates are relative to the timeframe for the report. 
    • Note: In order to have the change columns displayed, the report cannot be broken out by days, weeks, or months as the change columns will not appear in the report.
  • Client Scope: Specifies which client accounts the report should be run across. Either only the existing client, all clients in the customer, or all clients with the same client-level tags. The option to run the report across multiple client accounts is only available for CSV and Web Query reports with one component.

Timing your recurring reports

By Default, reports run at 8:00 am (your Client's local time) or after cost data has been downloaded from the publishers, whichever is earlier. To run reports at a specified time, check the box on the report templates page entitled do not run reports until and specify the time that the reports should run. Report delays are used when conversion and/or revenue data is available only after cost data is available. To have reports run as soon as possible, be sure to complete all revenue uploads by 2am client time.

When changing the Next Scheduled time, the time will not be updated in the grid immediately. Please rest assured that the time was successfully updated, and the time specified in the grid will update accordingly the next time the report runs.

Tip: If you check the Activity Log for when your cost/revenue data usually comes into the Platform, you will be able to better choose a time for your recurring reports to take place.

 

 

Organizing data by DOC or DOCL

There may be occasions when you would like to organize the data in one of your reports by Date of Conversion (DOC) rather than Date of Click (DOCL), or vice-versa. In that case, please follow these steps:

  1. Navigate to the tab from which you’d like to create your report (e.g. Keywords).
     

  2. Look at the Date Range box on the left of the screen. Below it you’ll see the words Show by and two icons. The first is Date of Click and the second is Date of Conversion. Click the one that suits your needs.
     

  3. Click the Create Report button in the upper-right of the grid, then choose the options for your report. You can learn more about how to set up a report from the links in the section at the bottom. Once completed and run, your report will be sorted by whichever option you chose in step two.
     

Then, download the report from Completed Reports sub-tab (available by clicking Reports in the upper-right of the screen).

Important information about recurring reports

  • It is not possible to run reports before 8:00 am (your Client's local time).
     
  • It is not possible to set up different times for individual reports.
     
  • It is not possible to email a report, if the file size is larger than 25MB. If you do not receive the email report, that may mean the file is too large to be sent.
     
  • It is currently not possible to select Year to Date as date range for recurring reports.
     
  • When adding components to reports, keep component names under 20 characters, or the report will not run successfully.
     
  • Automatically-run recurring reports in excess of 100,000 rows will be capped at 100,000 rows.
     
  • Manually-run recurring reports will process the entire report (not capped at any number of rows).
     
  • Manually-run reports before the cost data has been downloaded will show zeros. Make sure your cost data has been downloaded before running your report manually.
     
  • Reporting Week can be set by going to Admin and selecting the Clients tab.
     
  • The filters used in a recurring report are the ones selected by the user upon the creation of the report and cannot be edited.
     
  • Recurring reports that are not frequently accessed may be paused. They can be resumed later if necessary.
     
  • If you wish to view all objects in your report, ensure that you have carried out these two steps:
  1. Click View all keywords/creatives/groups/campaigns that appear at the bottom of the grid.
  2. Select Include items with zero clicks in the Create Report settings.
     
  • 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.
     
  • A filter in a recurring report is based on the full date range of the report. So when a report provides results by day, by week etc., you may see days or weeks within the report not match your filter.
     
  • In order to refresh a web query report, you will need to provide valid Platform login credentials.
     
  • For a PDF format report, you can choose page layout to be Portrait or Landscape. Due to the page width, not all of your selected columns may be included in the PDF report. If this is the case, you will see a note at the bottom of the report alerting you to which columns are removed.
     
  • 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.
     
  • 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/monthsettings. 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.

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