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What Is It?
With the Report Designer, you can easily design and create report templates for the different ad accounts in your portfolio.
You can customize reports with your company's logo and schedule reports to be emailed automatically as PDF attachments or links.
Why Should You Use It?
You can use the Report Designer to:
Create custom report templates specific to your company/agency/client within minutes.
Add widgets with unique data that is not easily available, like Top Campaigns and Ads in your Portfolio, Performance Comparison, and so much more.
Share reports within your team or your stakeholders.
Include complex segment performance data, and make comparisons between different networks and devices.
Get ready-to-share PDF reports that can be scheduled to be emailed on a daily, weekly, or monthly basis.
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Creating a Report
The Report Designer allows you to create a report template for a portfolio of your choice. Get started by clicking on the '+ New Custom Template' option and giving an appropriate name to the template.
Portfolio reports let you compile performance data for all accounts within a portfolio, and they can include data from Facebook, LinkedIn, and Instagram. Once a template is created, it can be reused across all portfolios in your account.
When you create a report from scratch, the template starts blank and displays options for Report selectors, Report theme, and Cover Page.
Report Selectors
There are three settings that are used overall in the report: 'Accounts in Portfolio', 'Date Ranges', and 'Calculated Metrics'. You can add multiple options in these selectors and use them later in different widgets.
The Accounts selector lists all the different accounts that are a part of the portfolio. It automatically selects all the campaigns in your accounts so that you can include them in your widgets later on.
The Date Range selector allows you to pick custom date range(s). This enables you to specify the timeframe for an individual widget's analysis, enabling focus on specific periods of interest. Whether analyzing recent performance trends or historical data, you can customize the date range to suit your reporting needs.
Reporting Widgets
In the Report Designer, widgets let you showcase the data that matters most. Whether it’s KPI performance, a portfolio summary, or charts, widgets help you visualize and organize your report content. Each widget is customizable, so you can tailor the information to fit your needs.
Get started with adding widgets to your report. The window contains all the widgets supported by the platform in your portfolio. When working at the portfolio level, the 'Portfolio' tab includes widgets that aggregate data from multiple platforms. You can select multiple widgets at once and add them in bulk.
Read more to learn about all the available widgets in reporting.
Widget Settings
Once you’ve added the desired widgets, you can configure their settings to view the right data. You can instantly preview the widget while you’re changing its settings. To configure a different widget, you just need to click on its preview in the center of the page.
The widget data includes all configurations like widget title, account selector, date range selector, column selector, and the rest of the available options related to it. You can add a new campaign or date range in the respective selector straightaway in the widget settings. The filters tab shows all the different Campaign Type filters for the selected platform(s).
Once you’re finished, click on the apply button to see the changes.
The widget header includes different options to move, duplicate, or delete widgets. Once you click on the widget preview, it will show an option to start a new page if required.
Outline or Table of Contents
As the title sounds, you can find a table of contents on the left-hand side of Report Designer, and it will list all the widgets you've added to the report template. To jump to any widget, you can click on its title in the outline section.
Report Theme
Different report themes are available in the top left corner of the Designer. Selecting a theme will change the base color of the charts and text in the report.
Cover Page
You can add report information here, such as report title, branding information, choose what information to show, as well as the top and bottom logo. There is also a checkbox available at the end to hide the Optmyzr logo. If required, you can also upload and use your own preferred style option for your report.
Note: Use tag {br} in portfolio-level reports if you want to add multiple accounts in the 'Account' field and separate them into different lines. For example, you can enter {AC1}{br}{AC2} to have account one show in the first line and then account two in the second line.
Report Actions
Once you have saved and previewed your report, you can schedule it to be sent out on designated frequencies, email it as a PDF, or download a copy as a PDF or Excel file. The Excel file will display a tab for each widget with its details.
You can find these options by opening the report preview and clicking 'Report Actions'.
When emailing the report as a PDF file, you can add the {link} tag in the body of the email to include the direct link to the report, as shown below.
