Advanced Reporting Features - User Guide

The Advanced Reporting Features are improvements in the Report Designer that will make your reporting tasks easier. These features are available to Pro and Enterprise plan users.


Comments in Reporting

You can use the comments to add extra information or to highlight important observations in each of the pages of your report.


How to add comments

After creating a report template, you can generate the report by clicking on the template name on the Report Designer page.  In the report, you can hover over the headings/titles in the report to see the comment box and add comments.

* Comments are not available in the Landscape mode

You can also use the rich text editor format for the comments in reports.

  • Bold: Ctrl + B
  • Italic: Ctrl + I
  • Underline: Ctrl + U

Report Snapshot

A report snapshot is a version of a report that is saved with comments, allowing the account managers to spend less time adding observations that help their customers.

How to use the snapshot feature?

You can add comments to reports and save them as a snapshot with the comments. You can later access the snapshots and edit the comments (you can't modify the template, just the snapshot). Report snapshots can be downloaded and emailed as PDF files or shared as links with customers and stakeholders.

You can check your Report Snapshots here.


Use Calculated Metrics

The Calculated Metrics widget allows you to add custom parameters as columns in all the table widgets in the reports. You can customize the name of the calculated metric and fill in a formula using different parameters to get the statistics you want to display in the report.

How to add calculated metrics?

The metrics that you can currently use to create calculated metrics are:

  • Impressions: Impressions
  • Clicks: clicks 
  • Cost: cost 
  • Average Position: avgPosition
  • Conversions: conv1PerClick
  • Conversion value: totalConvValue

Some examples

  • ROAS: totalConvValue/cost 
  • Avg. Order Value: totalConvValue/conv1PerClick
  • 110% Cost : cost*1.1

Points to keep in mind

  1. Custom Metrics are supported in reporting and in the main dashboard
  2. You can use multiple calculated metrics in the same formula
  3. Formulas can include basic operations (addition, subtraction, multiplication, and division), numbers and brackets
  4. In reporting, once you create the calculated metric, it will show up along with other metrics in the table widgets (for you to select it).
  5. Calculated metrics are available in Tables widgets in Reporting, and as a column on the main dashboard

Share Report by Link

You can share reports as links and also schedule reports to be emailed as links on a daily, weekly and monthly basis. Read more here.


With the Enterprise plan, you can create custom domains for the report links, and with the Pro plan, you can use a generic domain like reports-access.com for your report links. Ask our support team to set this up for you (support@optmyzr.com).

When scheduling the Report to be sent as a link, you have two options:

  • You can send the latest report
  • You can send the latest report and include the option to view the last 10 reports as well


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