The All Accounts Dashboard supports the option to get a scheduled report of all the ad accounts linked to your Optmyzr account. Please note that this feature is currently not available for Yahoo Japan Ads.
You can choose to email the report as a CSV to multiple people on the team. You can schedule the report by clicking on the download icon on the dashboard and selecting 'Schedule CSV Download.'
This will open a side tray where you can:
Choose the frequency (weekly or monthly) and preferred delivery time
Enter recipient email addresses
Select whether to include all accounts or only starred accounts
The report is emailed as a CSV file and can include the full list of accounts or only data from starred accounts.
IMPORTANT: CSV automation settings on the All Accounts Dashboard are saved at the user level, meaning only the user who sets up the report will be able to see or modify the settings later.
If you require a daily CSV report, please contact support@optmyzr.com.
The downloaded file will include all the supported columns, and you can filter out directly in the Excel file any data that is irrelevant to you at the time. The following columns are currently not supported to be downloaded into a CSV:
Tasks
Audit Score
Alerts
Suggestions
Imported metrics
Calculated metrics
Custom Conversions for Google Ads
SA360 for Google Ads
New UA4 columns
Read more about the supported columns here.
If you are interested in getting an update on any of these columns, write to support@optmyzr.com for more information.