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Applying Margins in Reporting
We have a feature in Reporting which allows you to increase the cost-related values by a certain margin.
For example, to increase only the cost-related fields by 50%, you need to type {margin150} in the first text box of the title widget. This will increase the cost by 50% in all the tables in the report, but it won't change the values in the graphs which are relative (the trend doesn't change at all).
If you want to add a margin with decimals, you'll have to use a dot to separate the decimals (e.g. 50,5% = 150.5)
Adding Comments in a Report
You can use comments to add extra information or highlight important observations on each of the pages of your report.
After creating a report template, you can generate the report by clicking on the template name or the view report button on the Report Designer page. In the report preview, you can hover over the headings/titles in the report to see the comment box and add comments.
* Comments are not available in the Landscape mode
You can also use the rich text editor format for the comments in reports.
Bold: Ctrl + B
Italic: Ctrl + I
Underline: Ctrl + U
What is Report Snapshot and how to use it?
A report snapshot is a version of a report that is saved with all the data and comments, allowing account managers to spend less time adding observations that help their customers.
You can add comments to reports and save them as a snapshot with the comments. You can later access the snapshots and edit the comments (you can't modify the template, just the snapshot).
Report snapshots can be downloaded and emailed as PDF files or shared as links with customers and stakeholders.
This feature is only available on demand. If you wish to enable it for your Optmyzr account, please contact support@optmyzr.com.
You can check your Report Snapshots here.
Use Calculated Metrics
The Calculated Metrics widget allows you to add custom parameters as columns in all the table widgets in the reports. You can customize the name of the calculated metric and fill in a formula using different parameters to get the statistics you want to display in the report.
The metrics that you can currently use to create calculated metrics are:
Impressions: impressions
Clicks: clicks
Cost: cost
Conversions: conv1PerClick
Conversion value: totalConvValue
All Conversions: estConv
All Conversion Value: estConvValue
Note: Calculated metrics are case-sensitive, so for example, "impressions" cannot be "Impressions".
Some examples
ROAS: totalConvValue/cost
Avg. Order Value: totalConvValue/conv1PerClick
Points to keep in mind
Multiple calculated metrics can be added to single and multi-account widgets.
Once you create the calculated metric, it will show up along with other metrics in the table widgets, and you can select it.
Calculated metrics are only available in tables right now not in charts.
If you would like to see more Calculated Metrics, send us your request to support@optmyzr.com
Share Report by Link
When scheduling the Report to be sent as a link, you have two options:
You can choose to generate a different link for the report each time.
You can choose to keep the same link each time the scheduled report is generated.
Generate a report link
If you want to share a particular report, you can choose to create a link in the Report Actions tab. The link won't be static, and every time you select this option, the system will generate a new link.
This option is also available when you schedule a report to be sent by email. In this case, the system will create a different link every time it sends the scheduled report.
Share a report by link (static)
You can also share a static link within the schedule report option by choosing to show the previous reports in the link.
Through this unique link, you'll have the option to access the latest report, plus view up to 10 previous reports. As it is a static link, you can share it and bookmark it to access the report at any time. Keep in mind that the report will only be updated with fresh data at the frequency set on the schedule and it won't be updated in real-time every time you access the link.
Note: Previous reports are available only from the time they have been scheduled.
With the Enterprise plan, you can create custom domains for the report links. If you want to set up your custom domain, send an email to the support team (support@optmyzr.com).
The Pro plan will use a generic domain (like reports-access.com) for your report links.