Optmyzr

Geetanjali Tyagi

Rishabh Singh Jasrotia

Prerna Setia

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

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.