Report Scheduler - User Guide

What does the Report Scheduler do?

The Report Scheduler feature automates the process of scheduling and delivering the AdWords, Bing Ads and Analytics reports to multiple stakeholders. You can schedule one of our instant reports or create custom reports using the Report Templates & Designer tool. 

Reports can be scheduled to be emailed as PDF attachments or dynamic links on a daily, weekly or monthly basis. 


How does Report Scheduler work?

To schedule a report, Optmyzr fetches data from AdWords and Bing Ads in real time to generate the report for a specified period. 

To set it up, you have to go to the Report Templates and Designer page and view the report you wish to schedule (Actions column). Make sure the correct AdWords/Bing Ads account is selected at the top (the report will be scheduled for the chosen account).


Schedule a Report

Before scheduling, we recommend checking if all the widgets are placed well, and the layout you want to for the report.

Orientation

By default, the tool will display the report on portrait, but if you want to send it as Landscape, you need to change it before scheduling.


Scheduling a Report

After you view the report, click on 'Report Actions' in the top right corner as shown below. Click on 'Schedule Report' from the drop down menu (this option won't be available if you 'Preview' the report).

Creating a schedule

After you click on 'Schedule Report', a new window will pop up requesting to fill in the following details:

  • Frequency: daily, weekly, or monthly. Select the date of the month for a monthly report; day of the week for a weekly report; time of the day for a daily report.
    You can also send a report multiple times in a month by clicking on all the required dates from the drop down menu as shown below 

  • Format: Select the format (PDF or Link) in which the report should be delivered. Note: Interactive link is a feature available only in the Pro plan.
    By default, the file name will include the Account Name and Date ({accountid}_{date}). You can also customize the PDF attachment name, but if you want to use more than one work, you'll have to separate them using ( _ ). Spaces are not supported in the name. 
  • Recipient and email body: Enter the email addresses the report should be sent to. Use a comma to separate email addresses.
    You can also choose to get a copy of the report in your inbox by selecting the check box 'send a copy to'

  • Advanced Features: You can create a rule to get a notification if a key metric deviates more than expected (base on the numeric value you choose). The system will send the email only to your address and not to the recipients. 


Recommendations and Tips

We recommend you to schedule reports after the 2nd of the month. This will ensure that the reports have all the data for the previous month because AdWords has a time lag of at least a few hours. Also, the AdWords servers are very busy on the first of the month which sometimes causes reports to fail.


Demo Video


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