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Reports In Marin

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

Reports

Introduction

The Marin platforms have been built to offer complete control over your data at all times, including a variety of different reporting options. 

In this article, we'll explore the various types of reports available in both MarinOne and Marin Search. 

We recommend using the Table of Contents at right to skip around between the sections that are most relevant to your workflow.

Note: Reports created in Marin Search won't automatically be carried over to MarinOne and vice versa. 

Types of reports

There are two main types of reports available in both MarinOne and Marin Search. 

  • One-Time Reports
  • Scheduled Reports (sometimes referred to as Recurring Reports)

We'll walk through both of these, splitting out instructions based on platform (MarinOne or Marin Search).

Creating One-Time Reports

In MarinOne

  1. Prior to creating your report, we recommend getting the grid set up to your liking by adjusting your date range, adding or removing columns, and applying any filters that may be needed. 
     
  2. When adjusting your date range, keep in mind that the calendar selector has several customizable date range selections that will carry over into your reporting, including: 
     
    1. Setting a date range into the future. This is beneficial for recurring reports, especially web queries, so that your new report will simply fill in with additional data each time it runs. 
       

      15r.jpg
       

    2. Last N Days, Weeks, or Quarters allows you to customize your date range to suit your needs. If included in a report, this will always be a rolling number. So, if your report runs daily, it will always run with the last 7 days, 2 months, etc. based on your needs. 
       

      16r.jpg
       

    3. Quarterly and yearly pre-sets, available from the available choices on the right-hand side of the calendar selector.
       

      17r.jpg
       

  3. Click on the Export button, located in the top-right corner of the grid.
     

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  4. In the Type section, choose between a CSV or Web Query report. 
     

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  5. In the Run in section, use the Client Name radio button to individually select the client accounts where your report will run. By default, it will run in the client account you're currently using, but you can select different client accounts from the drop-down. 

    To add additional client accounts, simply select them from the drop-down. No need to hold Control or Shift on your keyboard. You can even use the Search functionality to find additional client accounts from the list. At the top of the list, highlighted in blue, you will see the client accounts that have already been added. 

     

    m1r8.jpg

     

  6. You can also use the Client Tag radio button to run your report based on Client Tags. Simply select the radio button, then choose your tags from the list.  

    Just like with client accounts, you can add additional Client Tags to your report by simply selecting them from the drop-down. No need to hold Control or Shift on your keyboard. You can use the Search functionality to find additional Client Tags from the list. At the top of the list, highlighted in blue, you will see the Client Tags that have already been added. 

    To learn more about using Client Tags, check out our dedicated article

    Note: If you have created a client tag, but not defined its value, it will not appear in the drop-down. Additionally, you must enter the All Clients page from a client account that currently has that tag set. You may not see any custom client tag selections under Reporting if the specific account you are in before entering the All Clients page is blank.
     

    m1r9.jpg
     

     

  7. Select the desired accounts from your list to add to your cross-client reporting. Simply click into the drop-down and browse through the list of MarinOne client accounts. Check the box(es) next to all MarinOne client accounts that you'd like to include in your report. You can use the search functionality to narrow down your list.

     
  8. Give your report a name. By default, this report will take on the name of the tab where it runs, for example Campaigns or Keywords. We recommend re-naming your report to make it more easily identifiable. For cross-client reports, it can be beneficial to include 'Cross-Client' in the name of the report, as this nomenclature is not automatically added. 
     

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  9. In the Schedule section, determine whether you'd like this to be a One-time report or a Recurring report. 

    For now, we'll focus on one-time reports. We'll review the available scheduling options in more detail later in this article. 
     

    r9.jpg
     

  10. In the Email to text box, you can type in any email recipient you would like your report to be sent to. After you have entered a user's email address, press the Space bar on your keyboard to prompt MarinOne to validate the email address. 

    Note: Your report will not run until a valid email address has been entered. If a valid email address has been entered, but your report is failing to run, simply click Run Report again to force MarinOne to re-validate the email address(es).
     

    9r.jpg
     

  11. Add a Description (optional). This is a great opportunity to add key details about the report, including date ranges, filters or create a customized message.

    Note: Everything that is added in the Description box will be shared with email recipients. 
     
  12. Once all of your report parameters are set, click Run Report.
     

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  1. You will see a notification just above the grid letting you know that your report has been created. You can click the link in this notification to be taken directly to your completed reports. We'll talk more about downloading your report later in this article.

     

    r11.jpg

 

In Marin Search

From the Grid

 

  1. As always, the first step is to log in to the Platform as normal.
     
  2. Head to any one of the main platform grids and click into the View Builder and start building your view. Essentially, your aim here is to include all of the data that you'd like to see in your report. Take full advantage of all available columns, arrange them in the order that makes sense for your report.

    After completing the setup of your chosen view, click Save to head back to the grid.
     

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  3. The next step is to click Create Report to begin the creation of your one-time report.
     

    2r.png
     

  4. You'll see a number of different options that you can include as part of your one-time report. First, ensure that the One-time radio button is selected at the top of the bubble. Next, give your report a name and choose the format (either CSV or PDF). You can also enter an email recipient.
     

    3r.png
     

  5. Finally, you can choose to include objects with zero clicks (like new keywords), decide how to group your data using the Show data by drop-down, and alter the dates that the report covers. Once all of your options are complete, click Continue.
     
  6. You'll see a message confirming that your new report has been sent for processing.  We'll talk more about downloading your report later in this article.

From the reports tab

  1. Click into the Reports link; this is located on the top right corner of the Platform.
     

    5r.png
     

  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.

Scheduled/Recurring Reports


In MarinOne 

Creating scheduled reports begins in much the same way as creating one-time reports. We'd recommend familiarizing yourself with that process first, then you can pick up with the scheduling options from there. 

  1. Prior to creating your report, we recommend getting the grid set up to your liking by adjusting your date range, adding or removing columns, and applying any filters that may be needed. 
     
  2. When adjusting your date range, keep in mind that the calendar selector has several customizable date range selections that will carry over into your reporting, including: 
    1. Setting a date range into the future. This is beneficial for recurring reports, especially web queries, so that your new report will simply fill in with additional data each time it runs. 
       

      15r.jpg
       

    2. Last N Days, Weeks, or Quarters allows you to customize your date range to suit your needs. If included in a report, this will always be a rolling number. So, if your report runs daily, it will always run with the last 7 days, 2 months, etc. based on your needs. 
       

      16r.jpg
       

    3. Quarterly and yearly pre-sets, available from the available choices on the right-hand side of the calendar selector.

      17r.jpg
       

  3. From the Reports overlay, in the Schedule section, set this to be a Recurring report. 
     

    r9.jpg
     

  4. Broadly speaking, you'll be able to choose between Daily, Weekly, Monthly, and Intraday scheduling. We'll outline more of the specifics in the Scheduling Options section next. 
     
  5. When your schedule has been set, click Apply to add your schedule to your new report. 
     

    r10.jpg
     

  6. From here, you can complete your report just like you would with a one-time report (see the Creating One-Time Reports section, the In MarinOne sub-section of this article). Be sure to set your report criteria, emailing options, and more. When you're ready, click Run Report to save your new scheduled report. 
     

    r6.jpg
     

Scheduling Options

There are four main Recurring report options available in MarinOne: Monthly, Weekly, Daily, and Intraday. We have outlined the menu options below along with some important information about each

Monthly Reports

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Weekly Reports

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Daily Reports

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Intraday Reports

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  • Have your report run on the First, Second, Third, Fourth or Last week of the month.
  • Choose whether you'd like the report to run on a specific 
    Weekday 
    or Weekend.
  • Or, have the report run on a specific date each month. For example, Each 7th day of the month.  
  • Set the time of day you'd like your report to run
  • Determine the frequency - every month, every 2 months, etc.
  • Determine whether you'd like the report to run on Weekdays, Weekends or on a specific day of the week.
  • Select how often you'd like to the report to run. For example, set your report to repeat every Monday, Wednesday, and Friday.
  • Set the time of day you'd like the report to run 
  • Determine the frequency - every week, every 2 weeks, etc.


     
  • Set the time of day you'd like the report to run

     

 

 

 

 

 

 

 

  • Choose the start and end time of your reporting window. For a 24 hour cycle, you can leave the default times of 12:00 am.
  • Determine how often you'd like the report to run throughout the day. For example, if you'd like the report to run three times a day, repeat every eight hours.

 

 

In Marin Search

from the Grid

Creating scheduled reports begins in much the same way as creating one-time reports. We'd recommend familiarizing yourself with that process first, then you can pick up with the scheduling options from there. 

  1. In the reporting bubble, select the Recurring radio button and select whether to add it to an existing template or begin from scratch with a New Template
     

    6r.jpg


     
  2. At the bottom of this section, choose how to display your data (by day, week, etc.). Then click Continue.
     
  3. You'll now be taken to the Report Builder. On the left-hand side, you can select the format for your report, as well as the schedule for when you'd like it to be run. You can also add Components to your recurring reports.
     
  4. Finally, click either Close to save your recurring report, or Run Report to run it immediately. We'll talk more about where to find your completed reports and report templates later in this article.

From the Reports tab

Creating scheduled reports begins in much the same way as creating one-time reports. We'd recommend familiarizing yourself with that process first, then you can pick up with the scheduling options from there. 

  1. Once you're in the Report Builder, on the left-hand side, you can set the schedule for when you'd like your report to run.
     
  2. You can run the report immediately by clicking Run Report. Click Close to save the report.
     
  3. All done! We'll talk more about where to find your completed reports and report templates later in this article.

Timing for 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.

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.

Editing scheduled reports


in marinOne

Once your scheduled report has been created, you can follow these instructions to edit your report template.
 

  1. Navigate to the Reports section of MarinOne on bottom left-hand side of the screen. 
     

    m1r2.jpg
     

  2. Click Scheduled to see all reports that are currently scheduled to run. This is where you'll find all reports that have been set to run on a specific cadence -- monthly, weekly, daily, or intraday.
     

    m1r3.jpg

      
  3. Double-click on a report name to open the Side Panel, where you'll be able to edit the report criteria.

    In the top section of the Side Panel, you'll be able to update the name, email recipients, and report frequency.
     

    rt6.jpg


    In the bottom section, you'll see a report preview grid where you can change date ranges, add or remove columns, and add sorting or filters.
     

    rt5.jpg

      
  4. The Created By and Channel fields of your scheduled report are static and cannot be edited.

    Status cannot be edited in the side-panel, but it can be edited in the grid using the Resume, Pause, and Delete icons above the grid. 
     

    m1r1.jpg
     

  5. To edit a field, simply hover over the field you wish to edit, click the Edit button ('pencil' icon), and make your desired changes. Click Save or Apply to add your changes to the scheduled report (this option varies based on the specific field you've chosen to edit).
     

    m1r6.jpg

     

    m1r5.jpg
     

  6. Click Save to apply your changes or Cancel to discard your changes.
     

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    Note: Your edited reports will now be available via the FTP server as usual.

     

  7. Once your scheduled report has been updated, you can run your edited report by selecting the check-box next to the desired report and clicking the  Run Now button above the grid.
     

    rt8.jpg

 

in Marin Search

Once your scheduled report has been created, you can follow these instructions to edit your report template.

  1. Navigate to the Reports section of the platform by clicking on the Reports link in the upper right.
     
  2. Click on the Report Templates sub-tab.
     
  3. Click on the name of the report or select the check-box next to the name of the report you would like to edit and click the Edit button ('pencil' icon).
     
  4. Navigate to the Component Settings box by hovering your mouse over the top-right corner of the preview, then, in the toolbar that appears, clicking the Edit button ('pencil' icon).
     
  5. Make your changes within the component settings box, then click Save. You can run your edited report by clicking Run Report.

    Note: Your edited reports will now be available via the FTP server as usual.

Useful information

  • The Components Settings box has a number of different options you can use to tailor your reports. The Show data by allows you to choose a time period to view your report by: day, week or month. You can also select how many of your report's main criteria to show. For example, if you're creating a campaigns report, you can choose to select the top 10 campaigns; or you can choose All to see all rows of data.

downloading your reports


in MarinOne

  1. To review and download your reports, navigate to the Reports tab, located in the bottom left-hand corner.
     

    r12.jpg
     

  2. By default, you'll land on the Completed tab. You can also navigate to the Scheduled tab to take a look at your recurring reports or the Dashboards tab to configure your Dashboards. 

    Before we navigate away, however, let's take a closer look at what's available from the Completed tab. Here, you'll see two sub-tabs: MarinOne and Marin Search. Both of these tabs serve the same purpose -- to show you all of your completed reports. The MarinOne sub-tab shows you all reports that have run locally in MarinOne, while the Marin Search sub-tab offers a convenient location for you to download reports that were run in Marin Search, without the need to to go back and forth between the two platforms. 
     

    r24.jpg
     

  3. From both of these sub-tabs, you can browse through the list in order to find your recent report. These are sorted with the most recent reports on top, but you can also apply filters in order to identify a specific report.
     

    r14.jpg
     

  4. Download the latest report by clicking on the File icon.

 

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  1. In place of the green File icon, you might instead see a blue icon, which indicates a web query report. You can learn more about web queries in our dedicated article
     

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  2. For cross-client reports, we recommend deleting your report once it has been downloaded, as it may contain sensitive cross-client data. To do so, simply check the box next to your report and click on the Delete button ('trash can' icon)

    To learn more about how data is used in cross-client reports, check out the Important Notes section below.

in Marin Search

You can download your Marin Search reports from either the Marin Search or MarinOne platforms. In this section, we'll show you how to download them from Marin Search. To learn how to download them from MarinOne, see the previous section. 

 

  1. To download a report, click the Reports link in the upper-right corner of the platform, then ensure the Completed Reports sub-tab is selected. 
     
  2. You should see your new report at the very top of the grid. To download it, simply click the Download button in the Format column. You can also import a CSV report into a spreadsheet editor like Microsoft Excel. If you chose to have your report emailed, you should also find it in your inbox. 

    4r.png

Cross-Channel Unified Reports


In MarinOne, you can see your Search, Social, and eCommerce reporting grids by navigating to the Home ('M') tab and clicking into the Publishers or Campaigns sub-tabs. From here, you can create cross-channel reports from the Reports button, as well as Dashboards, Saved Views, charts, and so much more. 

Web Queries


Using a Web Query, with a few simple steps, you can easily import your report data into a spreadsheet editor like Microsoft Excel, then use that spreadsheet as a source of live data. This way, there's no need to drop in and out of the Marin platform, but you still benefit from the in-depth metrics only available from Marin platform. 

To learn more about creating web queries from either MarinOne or Marin Search, check out our dedicated article.

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. 

MarinOne

  1. Navigate to the tab from which you’d like to create your report (e.g. Keywords).
     
  2. Click on the Calendar Range button. 
     
  3. At the bottom of the calendar overlay, you'll a Show By: option where you can select between Date Of Click or Date of Conversion
     
  4. Once you've selected DOC or DOCL, you can run your report like normal. 

Marin Search

  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. Once you've selected DOC or DOCL, you can run your report like normal. 

Important Notes


MarinOne

  • Additional reporting features, such as multi-component reports and PDF reports, will be coming in a future release. 
  • You can run a scheduled report ad hoc by clicking the Run Now button. This can be found by going to Reports, clicking on the Scheduled sub-tab, and selecting Run Now above the grid. 
     

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  • Recurring, scheduled reports need at least one hour to begin processing. Reports created for the same hour will begin processing the next day. For example, if it's 10:30 a.m. and you schedule a report to run daily at:
    • 11:00am, it will not start processing until the next day.
    • 11:30am, it will start processing the same day.
       
  • Please be aware that reporting times are based on when a report will begin processing. For larger reports, it's possible the reporting time may take a few minutes, so please be patient.
     
  • The time of day used for your reports will be based on the time zone of your MarinOne Client Account, which may or may not be the same as the time zone where you are physically located. 
     
  • Please note that all users who have access to a given MarinOne Client Account will have access to the associated reporting for that client. This is especially important to note for cross-client reporting, as running a cross-client report within a given MarinOne Client Account will mean all users within that client account have access to that report, including its associated cross-client data. For this reason, we recommend that any cross-client report containing data that shouldn't be shared be deleted after download.
     
  • Cross-client reporting is available from the Publishers, Campaigns, Groups, Keywords, Ads, Shopping, and History tabs. Support for cross-client reporting from additional tabs will be coming in a later release. 
     
  • Cross-client reports show the currency for each MarinOne Client Account. No currency conversion will take place at the current time. For example, if Account A is in USD and Account B is in EUR, the cross-client report will show each in their respective currencies (Account A in USD and Account B in EUR). 
     
  • Cross-client reports do not include Totals rows at the current time. To include totals, we recommend adding the appropriate formulas in Excel or the spreadsheet tool of your choice.  
     
  • To see 'All Clients' reports, navigate to the Clients View, then click on Reports.

Marin Search

  • 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. 
     
  • 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 an email report, it may be because the file is too large to be sent.
     
  • It is not currently 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:
    • Click View all keywords/creatives/groups/campaigns that appear at the bottom of the grid.
    • 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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