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Home > English > Marin University > Marin On-Demand > Training: Recurring Reports

Training: Recurring Reports

What You'll Learn

In this training article, we'll show you how to:
 

  • Set up recurring reports directly from the Platform's grid.
     
  • Use the Report Builder to create high-level reports with multiple components. 
     
Did you know? By default, reports run at 8:00 am in your account's time zone, or after cost data has been downloaded from the publishers, whichever is earlier. However you can also set a specific time to run the reports.


What Are Recurring Reports?


If you're a busy marketer, you need access to information, quickly. Recurring reports can save you time by setting up reports on your most important metrics to run on a daily, weekly or monthly basis. Not only will this give you at-a-glance access to key information right from your inbox or desktop, but it'll also free up your time to spend on more important things. Handy, right? 

See it in action


Join a member of the Marin Software team as we show you how easy it can be to set up a recurring report for the data you access most frequently. 

Click the play button to get started.  (Length: 2:22). 
 

How to


There are two ways to create recurring reports: either from the grid itself, or using the Platform's Report Builder.

Below, we'll explain how to do both. 

From The Grid        

  1. Go to the grid that contains the data you'd like to report on; for example, the Keywords tab.
     
  2. Use the View Buildeto add or remove columns to the grid. The columns you choose will be reflected in the final layout of your report. You can also add filters as necessary. 
     
  3. In the upper-right of the grid, click Create Report.
     
  4. In the bubble, select the Recurring radio button, then give your report a name and select whether to add it to an existing template or begin from scratch with a New Template
     

     
  5. At the bottom of this section, choose from a couple of additional options, including how to display your data (by day, week, etc.) Then click Continue.
     
  6. 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; please see the Want to Know More? section below for an in-depth article explaining this.
     
  7. Finally, click either Close to save your recurring report, or Run Report to run it immediately. Completed reports will be visible in the Completed Reports sub-tab.
     

Using The Report Builder    

  1. Click Reports in the upper-right corner of the screen.
     
  2. Next, click the Create button ('plus' icon) and select Custom Report to start building a recurring report from scratch.
     
  3. Once you're on the Report Builder screen, you can click the Name or Description to edit these fields directly. 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.
     
  4. The next step is to add the relevant Components to your report and choose the data source and what you'd like to report on. 
     
  5. Once your first component is complete, you can add as many as you'd like. 
     
  6. You can run the report immediately by clicking Run Report. Click Close to save the report.
     
  7. All done! Your report will now be delivered to the Completed Reports sub-tab as per the schedule you've requested. 

 

Try it yourself


Want to try your hand at recurring reports without even logging into the Platform? With our interactive section below, you can do just that. Don't worry, none of the results are recorded; this is purely a practice exercise, so feel free to take your time. 

Click below to get started. 
 


 

Want to know more?


These are the basics of setting up recurring reports, but there's plenty more to know. Try the link below to explore recurring reports in more detail. 
 

 

 


 

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