Create and Edit Reports - FAQs
Geetanjali Tyagi avatar
Written by Geetanjali Tyagi
Updated over a week ago

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How to change the Language in your Reports?

Once you finished working on your report and you've saved the changes, you can select "View Report" in the actions column on the Report Template page.

On the upper right side of the page, you'll be able to choose the language for your report and widgets. 

How to integrate Optmyzr with a call tracking software?

If you're feeding data from your call tracking software into Google Analytics, we can access the information through Analytics, and you can report that data through Optmyzr in Reporting. Our system doesn't integrate directly with call tracking services.

How can I add call extensions conversions to my report?

If you are tracking the calls in Analytics, you can filter the data by event name to display only calls in the widgets.

Can I report on Yahoo or other PPC tools?

For Reporting Widgets, you can use the Filters tab to find and select the options to display the data by the source platform and medium.

Can I report on Trial Campaigns?

If the trial campaign is active, it will appear in the Top Campaigns widget in Reporting. 

Currently, they appear along with the rest of the Base campaigns, but you can use Google Ads labels and report on them separately.

If I have a report set for two date ranges, will the dates automatically change if I schedule it?  

If the date range set is relative, like last month and the month before last, then it will automatically change when the report is scheduled. But if the date range is specific (Custom Date Range), like August 17th to September 17th, then it will not change when the report is scheduled.

Can I add my own image or text comments?

Yes, you can include text observations by adding a Text Box, or a custom image or chart by adding Image Box, both under the General tab in the Widget Selector window.

It is possible to use clickable links in the Text Box widget by using the "hyperlink" button.

Can I Whitelabel the reports?

Yes, you can white-label reports on any of the paid subscription plans. Follow the steps below to rebrand your report:

  1. Launch 'Report Template and Designer' to edit a pre-built template or create a custom report.

  2. Whitelabel report on the 'Cover page' widget: 

  • Select 'Hide Optmyzr Logo' to white-label your report.

  • Add your company logo.

How do I transfer the report schedule to a different team member?

Only the Optmyzr account owner has the option to edit the owner's email of the schedule and update it for a single schedule or in bulk. So, you need to request the account owner to make the required changes for you.

Sending reports to recipients only if KPI Criteria is met

This option allows you to have a rule-based schedule of reports. With this, you can define conditions for which the reports will and won't be sent out to your recipients, given a deviation of more or less than the given value of a metric. This means that the system will send the automated report only to your address and not to any of the other recipients if the condition satisfies.

For example, if you don't want to notify others if the count of impressions is less than x, you could create a condition to achieve the same. You'll receive the automated report, but the rest of the recipients won't.

Type of Campaigns Included

The Report Designer considers both active and removed campaigns. In the selector you'll see the active campaigns, however, in the Account Level numbers in widgets you'll see data for all campaigns - active or removed.

What are the requirements to upload custom cover pages and footer images?

We support both .jpg and .png files. The required image size for cover pages is 990px (width) x 1400px (height) and the required size for footers is 990px (width) x 55px (height)

Is there any multi-account widget that supports Analytics properties?

Multi-Account Widgets don't support Analytics because this is a different type of platform.

The purpose of the Multi Account Widgets is to aggregate and combine data from multiple PPC engines, it's possible because they work with similar concepts, for example, they all have impressions, clicks, cost, etc. However, Analytics covers stats from different sources and mediums, etc. which makes it difficult to aggregate.

However, if you're tracking the data from Google Ads and Microsoft Ads in Analytics, you can try to add an Analytics widget and filter traffic by source or medium in the same multi-account report:

Source: Every referral to a website has an origin or source. Possible sources include: “Google” (the name of a search engine), “” (the name of a referring site), “spring_newsletter” (the name of one of your newsletters), and “direct” (users that typed your URL directly into their browser, or who had bookmarked your site).

Medium: Every referral to a website also has a medium. Possible mediums include: “organic” (unpaid search), “CPC” (cost per click, i.e. paid search), “referral” (referral), “email” (the name of a custom medium you have created), “none” (direct traffic has a medium of “none”)

Refer to the screenshot to check how the filters look.


I want to add multiple account names on the cover page of a multi-account report but I cannot move to the next line. How do I have different account names placed in separate lines?

You can add {br} to move to the next line. All text after the tag will automatically shift. For example, to add multiple account names, you can enter {AC1}{br}{AC2}.

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