Optmyzr

Geetanjali Tyagi

Rishabh Singh Jasrotia

Anshika Srivastava

Create custom report template that help you showcase the value of your campaigns

Report on Your Account's Performance

Navigating the New Reporting Experience

Accessing Templates Across Accounts

Custom Conversion Data in Reports

Setting Up a Custom Domain for Your Reports

This guide explains how to create, customize, and share reports using Report Designer. Learn how to use templates or AI, configure widgets, apply branding, reuse reports across accounts, and send…

Report Designer - User Guide

Create and Edit Reports - FAQs

This article covers common issues with creating, configuring, exporting, and interpreting reports in Optmyzr, including zero-data reports, campaign selector setup, date ranges, display issues, and metric discrepancies.

Create and Edit Reports - Troubleshooting

Data Discrepancies in Reports

Multi-Account Report - User Guide

Advanced Reporting Features

Create, customize, and troubleshoot reports for single and multi-account performance

Create and Edit Reports

Change History Widget

PPC Narrator Widget

Spend Projection Widget

Performance by Platform and Optmyzr Labels widget

Multi-Account Data Widgets

Top Performers Widgets

Conversion Types Widget

Audit Widgets for Reports

Performance Comparison Widget

User Guide for the Spreadsheet Data Table and Chart reporting widgets

Spreadsheet Data Import Widgets

Table Widgets

Chart Widgets

Dynamic Insertion

Explore the full range of report widgets available

Widgets in Reporting

Report Scheduler - User Guide

Pausing or Deleting Report Schedules

Ensuring the data for Scheduled Reports is Complete

Accessing your Scheduled Reports

Why do Scheduled Reports Fail?

Report History

Schedule, manage, and troubleshoot automated report delivery

Scheduling Reports

Amazon Single Account Reports

Set up and use single-account reports for your Amazon Ads campaigns in Optmyzr

Amazon Reporting

Report Designer for Meta & LinkedIn - User Guide

Reporting for Meta and LinkedIn - Portfolio Widgets

Reporting Widgets Available for Meta and LinkedIn Ads

Meta Reporting Widgets - FAQs & Troubleshooting

Meta Reports - Meta Results, Conversions, and Conversion Types

Build and manage reports for your Meta and LinkedIn campaigns using Optmyzr's reporting tools

Meta and LinkedIn Reporting

Google Analytics 4 - Data Table Widget

Google Analytics - Troubleshooting

How to Use Google Analytics in a Report

Google Analytics 4 - Chart Widgets

GA4 Transition

Add Google Analytics and GA4 data to your Optmyzr reports

GA4 & Analytics

Read our Blog

YouTube Channel

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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