Role Required: Standard User, Administrator
Plans Supported: Freelance Pro and Agency
Creating a report can be achieved through 2 different methods:
- Create a report from scratch.
- Create a report using one of the templates provided.
In this article, you will learn how to build awesome reports, regardless of your chosen method.
By now, you should have created a client (the equivalent of an account), as you will be requested to select a client to generate the report.
If no clients have been created, please refer to this article for a step-by-step guide.
1. Creating a report from scratch
This option is ideal if you’re not rushing to have your report ready since you will be building the whole report from scratch, which will take longer to finish. The benefit is that you will have full creative input on what you want your report to include and how you want to include it.
- From the home page, click on the Create Report button.
- On the following prompt, click on Custom Report and then on Next.
- In step two, add the report's name and select a theme. Then proceed to the final step.
- Lastly, select the client the report belongs to, and then click on Start Report.
- If no clients are available, you won’t be able to finish the process to start the report.
- On the next page, you will have a clear canvas.
- Click the plus (+) sign on the top bar to add widgets.
- Choose the one you see fit based on your needs. There’s a large variety of widgets to choose from. Below are some of the most used.
- After you’ve selected your widget, it will be added to the page.
- Click on the gear icon at the right side of the widget to set up its Dataset, Scope, Metrics, and Dimension.
- Dataset: A map of different configurations that merge one or more data sources (Connections). Example:
- Paid media (Google Ads, Microsoft Ads, Facebook Ads).
- Lead management (CTM and CallRail).
- Scope: Specifies the level of detail that will be shown in a given widget. It can also be called a "drill-down" or "breakdown." Example:
- If you want to create a table that shows top-performing Campaigns, you'd need to choose the "Campaign" Scope. This will include all the dimensions and metrics related to any campaign.
- Dimension: A column that provides a value that typically won't change in time (or whose changes are not stored in time) and often describes a characteristic or a given "entity." Example:
- "Campaign Name" is a dimension, and so is "Campaign Status."
- Metric: A column that provides a numeric value measured over time. Example:
- "Conversions" for a given campaign are calculated over time.
- Dataset: A map of different configurations that merge one or more data sources (Connections). Example:
- Once you’ve set up everything under the Data tab, you can change the widget's title, enable transparency, change colors, and more under the Style tab.
- Click on Apply to save the changes.
- To change the name of a specific page, click on the dropdown arrow on the page’s tab and then click on Settings.
- To add more pages to your report, click the plus sign on the Navigator menu.
- Select New Page to add an empty page.
- Select From Library to add pre-built pages to the report.
- Repeat these steps to add all the widgets and pages you need until you’re pleased with your report.
- Note: The dimension and metrics available will vary depending on the dataset, scope, and widget type.
- Remember to click the Save icon after every change made on a page to save them.
2. Creating a report using a template
This option is ideal if you want to build a report with little effort and in a faster manner. In the template library, you will find pre-built reports for PPC, Facebook, and Google Analytics 4. Follow the instructions below to start your report with an existing template:
- From the home page, click on the Create Report button.
- The option Start with template will be selected by default, so you can just click on Next.
- Find the report that best suits your needs (PPC, Facebook, GA4) by scrolling through the list of templates or searching for a specific template using the search bar.
- Click on the template you want to use, and then click on Next.
- In the final, step you must add the report's name and select the client the report belongs to.
- Once this is done, click on Start Report.
- Review all the pages in the report, from the Cover page to the Thank You page, and make any changes as needed.
- Review the data to ensure it matches the data on the platforms.
- Ensure you’ve selected the same time frame in the report and the platform.
- Remember to click on the Save icon to save all the changes.
Remember that even though you’re using a pre-built report structure, nothing is set in stone, and you have full control over every report section.
The report's settings can also be changed by clicking on the gear icon at the menu at the top.
- You can change the client you selected for the report.
- You can change the theme.
- You can change the font size.
- You can change the name of the report.
Visit our YouTube channel here to learn more about creating reports and how to do specific functions on AdClicks.
Comments
0 comments
Article is closed for comments.