What does the Report Scheduler do?

On the Create and Edit Reports page, you will find the option to View and Schedule a Report. This feature will help automate the process to schedule and deliver the Google Ads, Microsoft Ads, Analytics, and/or Amazon reports to multiple stakeholders.

To get started you can use one of our Pre-Built Templates (it is what we call an instant report which contains already some settings and widgets). On clicking on the Customize this report button, you will be able to rename the template, preview it and save it. Or you can create your own from scratch by clicking on + New Custom Template.

Clicking on any template name will load a preview of the report in a different tab of your browser and under Report Actions, in the top right corner, you can choose to Schedule report.

Reports can be scheduled to be emailed as PDF attachments or dynamic links on a daily, weekly, or monthly basis.

Note: Whenever scheduling a report, the tool will pick up on the system's time zone.

How does Report Scheduler work?

To schedule a report, Optmyzr fetches data from Google Ads, Microsoft Ads, and Amazon Ads in real-time to generate the report for a specified period.

To set it up, you have to go to the Create and Edit Reports page and view the report you wish to schedule (Actions column).

Make sure the correct account is selected at the top (the report will be scheduled for the chosen account).

Schedule a Report

Before scheduling, we recommend checking if all the widgets are placed well, and the layout you want to for the report.

Orientation

By default, the tool will display the report on portrait, but if you want to send it as Landscape, you need to change it before scheduling.

Scheduling a Report

After you view the report, click on 'Report Actions' in the top right corner as shown below. Click on 'Schedule Report' from the drop-down menu (this option won't be available if you 'Preview' the report).

Creating a schedule

After you click on 'Schedule Report', a new window will pop up requesting you to fill in the following details:

  • Frequency: daily, weekly, or monthly. Select the date of the month for a monthly report; day of the week for a weekly report; time of the day for a daily report. You can also send a report multiple times in a month by clicking on all the required dates from the drop-down menu. 

  • Format: Select the format (PDF or Link) in which the report should be delivered. By default, the file name will include the Account Name and Date ({accountid}_{date}). You can also customize the PDF attachment name, but if you want to use more than one work, you'll have to separate them using ( _ ). Spaces are not supported in the name. 

  • Recipient and email body: Enter the email addresses the report should be sent to. Use a comma to separate email addresses. You can also choose to get a copy of the report in your inbox by selecting the check box 'send a copy to'

Send reports to recipients only if KPI Criteria is met.

Note: This feature is supported only for Single Account Reports on Google Ads platform.

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.

You can find this option under the "edit emails" section when scheduling a report or editing an existing report schedule by opening the right-side tray.

Note: Only non-decimal values are supported in the 'Value' box of the condition.

Recommendations and Tips

We recommend you schedule reports after the 2nd of the month. This will ensure that the reports have all the data for the previous month because Google Ads has a time lag of at least a few hours. Also, the Google Ads servers are very busy on the first of the month which sometimes causes reports to fail.

Demo Video

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