Simplify PPC Reporting with Optmyzr

Introduction

Clear, impactful PPC reporting starts with more than just pulling numbers—it starts with telling the right story.

Optmyzr’s reporting tools make it easy to turn raw data into insights that matter to your clients. Highlight wins, uncover trends, and answer critical questions like how performance compares month-over-month, whether leads are valuable, or if it’s time to increase budget. With customizable templates, smart widgets, and AI-generated summaries, you can build reports that inform, impress, and save hours of manual effort.

What You Will Learn

1. Automate monthly reporting for faster client insights

• Start with the Account Executive Summary with Conversions template for a snapshot of monthly performance.
• Add or remove widgets like Quality Score or customize KPIs (e.g. add ROAS, Search Impression Share).
• Saves time answering recurring questions like:
  • “Are we doing better or worse than last month?”
  • “Are the leads valuable?”
  • “Should we increase our budget?”

2. Customize reports to highlight what matters

• Set granular date ranges or filter by device/network for deeper analysis.
• Customize key metrics widget to reflect only relevant KPIs and remove noise
• Use the Performance Comparison Table to visually support top-level KPIs with detailed breakdowns.

3. Explain performance shifts clearly

• Use PPC Investigator widget to identify why metrics like cost per conversion changed.
• Combine with PPC Narrator (AI-generated summary) to add context and sentiment.

4. Visualize trends and week-by-week activity

• Use Metric Trend Charts for multi-metric, multi-period comparisons (e.g. conversions vs. impressions).
• Add Weekly Performance Tables to highlight campaign spikes or anomalies. Also to show consistent improvement or variance within the month.

5. Scale reports across client portfolios

• Use Multi-Account Reports when managing franchises or regional accounts.
  • Aggregate performance across multiple Google Ads, Facebook, Microsoft Ads accounts.
  • Add Multi-Account Summary Widgets to present holistic metrics across platforms.
• This saves hours of duplicative reporting work while keeping the story intact.

6. Deliver reports seamlessly

• Reports can be scheduled (e.g. every 5th of the month) and translated into different languages.
• Delivery via email or Slack
• Interactive links let clients explore data (e.g. zoom in on heat maps) vs. static PDFs.

Tools & Resources

• Master PPC Reporting with Optmyzr’s Tools
• Report Designer - User Guide
• Multi-Account Report - User Guide