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Create and Edit Reports with the New Designer - User Guide
Create and Edit Reports with the New Designer - User Guide
Geetanjali Tyagi avatar
Written by Geetanjali Tyagi
Updated over a week ago

On this page:

What is it?

With the Report Designer, you can easily design and create report templates for your different ad accounts. You can choose to use our instant report templates or create your own.

You can reuse templates across accounts, customize them with your company's logo, and schedule reports to be emailed automatically as PDF attachments or links.

Why should you use it?

You can use the Report Designer to:

  • Create custom report templates specific to your company/agency/client within minutes.

  • Add widgets with unique data that is not easily available, like Quality Score, Hour of the Week, Geo HeatMap, and PPC Investigator.

  • Re-use templates across accounts and share them with your team.

  • Include complex segment performance data, and make comparisons between different networks and devices.

  • Get ready-to-share PDF reports that can be scheduled to be emailed on a daily, weekly, or monthly basis.

  • Whitelabel to remove Optmyzr branding.

Creating a Report

You can create two types of reports in Optmyzr; Single account reports and multi-account reports.

Single account reports can be used to report on a single Google/Microsoft account. This template would be available for use across all your Google and Microsoft accounts. Multi-account reports can be used when you want to include multiple accounts from different platforms in a single report.

Different platforms that can be reported on in this type of report are Google, Microsoft, Amazon, Analytics, and Facebook.

When you create a report from scratch, the template is blank with information and will display options for Report selectors, Report theme, and Cover Page.

Configure report selectors

Report selectors include three different selectors used overall in the report: Account or campaign selector, date range selector, and calculated metrics being used in the report. You can add multiple selectors in this section and use them later in different widgets.

The Account/Campaign Selector allows you to create reports for the whole account, a group of campaigns or labels, or a single campaign. It's possible to add multiple Campaign Selector widgets and set different levels for them in the same report.

For example, you can compare the performance of a group of campaigns against another.

Points to keep in mind:

  • Like the Date Range Selector, the Campaign Selector widget is at the report level, and you can add more than one campaign to a report.

  • All data widgets default to the first Campaign Selector widget setting. That is why it is advisable to set the first Campaign Selector widget at the overall account level.

  • To use it for a group of campaigns, you can select a Google Ads label from the drop-down, or you can select an Optmyzr label. If you don't have Google Ads labels, you can create new Optmyzr labels under the ‘Manage Labels’ tab. Once you create a label, it will automatically start showing up in the Campaign Selector widget.

Important Note: It's recommended to use all campaigns in the first campaign selector (CS1), as all the tools are set to the first campaign selector by default.

Add reporting widgets

Get started with adding widgets to your report. The window contains all the widgets supported by the selected platform. When working for multi-account reports, the Multi-tab has widgets that can be used to aggregate data from multiple platforms. You can select multiple widgets at once and add them in bulk. Read here to know about all the available widgets in detail.

Configure widget settings

Once you’ve added the desired widgets, you can configure its settings to view the right data. You can instantly preview the widget while you’re changing its settings. To configure a different widget, you just need to click on its preview.

The widget data includes all configurations like widget title, campaign selector, date range selector, column selector, and the rest of the available options related to it. You can add a new campaign or date range in the respective selector straightaway in the widget settings. The filters tab shows all the network and device filters for the selected platform.

Once you’re finished, click on the apply button to see the changes.

The widget header includes different options to move, duplicate, or delete widgets. Once you click on the widget preview, it will show an option to start a new page if required.

Outline or Table of Contents

As the title sounds, you can find a Table of Contents on the left-hand side of Report Designer, and it will list all the title widgets you've added to the report. To jump to any widget, you can click on its title in the outline section.

Report theme

Different report themes are available in the top left corner of the designer. Selecting a theme will change the base color of the charts and text in the report.

Cover Page

You can add report information here, such as report title, branding information, choose what information to show, as well as the top and bottom logo. There is also a checkbox available at the end to hide the Optmyzr logo. If required, you can also upload and use your own preferred style option for your report.

Note: Use tag {br} in multi-account reports if you want to add multiple accounts in the 'Account' field and separate them into different lines. For example, you can enter {AC1}{br}{AC2} to have account one show in the first line and then account two in the second line.

Report Actions

Once you have saved and previewed your report, you can schedule it to be sent out on designated frequencies, email it as a PDF, or download a copy as a PDF or Excel file.

The Excel file will display a tab for each widget with the details of each. You can find these options when opening the report and pressing Report Actions.

When emailing the report as a PDF file, you can add the {link} tag in the body of the email to include the direct link to the report, as shown below.


Use cases for Campaign Level Reporting:

  • Report and compare the performance of different types of campaigns based on strategy, targeting, geography, etc. For example, branded and non-branded campaigns, various product campaigns, etc.

  • Compare the performance of a group of campaigns to the rest of the account.

  • Create a report for a single newly-created campaign.

Demo Video

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