Report Designer - User Guide

Design and create report templates in minutes!

With the Report Designer, you can design and create report templates for AdWords and Bing Ads accounts. You can choose to use our instant report templates or create your own. You can reuse templates across AdWords and Bing Ads accounts, customize them 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 Quality Score, Hour of the Week and Geo HeatMap, PPC Investigator.
  • Re-use templates across accounts and share them with your team
  • 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
  • Whitelabel to remove Optmyzr branding

Widgets in Reporting

When you start a report from scratch, the template is blank, and you have to select the widgets to populate with information the report. The widgets are located in the left column and are organized by categories. When you choose a widget, it will go directly to the end of the report.

Each of the widgets allows you to select which metrics you want to include, and how to sort them. The "Campaign" and "Date Range" filters will depend on the ones you've added at the beginning of the report. Widgets are classified as under:

  1. Selector Widgets (Date, Campaign)
  2. Layout
  3. Data Insights
  4. Charts
  5. Tables
  6. Top Elements
  7. Audit Widgets
  8. Google Analytics
  9. PPC Cause Chart 


How to use Campaign Selectors?

The Campaign Selector widget allows you to create reports for the whole account, a group of campaigns or labels, or a single campaign. It's possible to add multiple Campaign Selector widgets and set different levels for them in the same report.  For example, you can compare the performance of a group of campaigns against another.

Points to keep in mind:

  • Like the Date Range Selector, the Campaign Selector widget is at report level, and you can add more than one can to a report.  
  • All data widgets default to the first Campaign Selector widget setting. That is why it is advisable to set the first Campaign Selector widget at the overall account level. 
  • To use it for a group of campaigns, you can select an AdWords label from the drop down, or you can select an Optmyzr label. If you don't have AdWords labels, you can create new Optmyzr labels under the ‘Manage Labels’ tab. Once you create a label, it will automatically start showing up in the Campaign Selector widget. For Bing Ads accounts, you can create labels in Optmyzr in the Report Designer as shown below. 

Important Note: It's recommended to use all campaigns in the first campaign selector (CS1), as all the tools are set to the first campaign widget by default.



Formatting features

Color Themes

You can choose a color theme for the report. This will change the base color of the charts and text in the report. You can also choose a custom Cover Page and Footer.

Text Formatting

You can add comments to reports using the text box widget. This text can be formatted and you can include numbered lists as well.


Table of Contents

As the title sounds, you can find a Table of Contents on the right-hand side of Report Designer and it will list all the title widgets you've added to the report. Here, you can drag and drop the widgets to reorganize them. The system will move all the widgets that are included under the title.


Recommendations

Use cases for Campaign Level Reporting:

  • Report and compare the performance of different types of campaigns based on strategy, targeting, geography, etc. Example, branded and non-branded campaigns, various product campaigns, etc.
  • Compare the performance of a group of campaigns to the rest of the account
  • Create a report for a single newly created campaign

Demo Video



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