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What does it 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 a 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 it 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 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. Click on 'Schedule Report' from the drop-down menu (this option won't be available if you 'Preview' the report).

You will see the option to schedule a report under the "action" button, once you click on "View and Schedule Report". Please note that this is not available while you are previewing a report, as this is just a temporary visual of what the report would look like, and not the final version.

Once you save a report, you'll need to exit the report designer and click on the menu of the same, to schedule it.

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, monthly, or yearly. Select months of the year for a quarterly report, the date of the month for a monthly report, the day of the week for a weekly report, or the 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 to which the report should be sent. 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'.

    Note: To add the link to the report anywhere in the email body, you can add the text ‘{link}’, and the system will change it to the actual report link.

  • Send your reports to Slack: You can choose to get your reports directly on Slack by selecting this option while setting up a schedule in report preview or through the edit schedule option available under Scheduled Reports. All the email recipients included in that schedule will receive the report on Slack provided they have connected it to Optmyzr.

Send reports to recipients only if KPI Criteria is met

Note: This feature is supported only for Single Account Reports on the 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 is satisfied.

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.

Editing a schedule

To change the existing schedule you can always visit the 'Schedules' tab. You can edit its settings like the frequency, name, status, or advanced rule-based scheduling. You can also change the report format from pdf to link or vice versa.

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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