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 with information, and will display options for Report settings (date range), Report Customizations (theme, full page image, footer image) and Cover Page.

You have to then select the widgets to populate the report with information. 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, and will be added to the Table of Contents at the right side. 

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. 

It is possible to use clickable links in the Text Box widget as long as the user types in the url starting with "https://"


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.


Cover Page

You can add report information here, such as report title, branding information, choose what information to show, as well as top and bottom logo.


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

Can’t find what you’re looking for?

Our award-winning customer care team is here for you.