You can see how your ads and campaigns are performing at any time by creating and running reports. Ads reports can be customized to display the information that you want. This article will detail how to create and run reports.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
CRM PRO | |||||
CRM Free | |||||
Toolbar: | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | |||||
Marketing Managers | |||||
Sales Managers | |||||
Salespersons | |||||
Jr. Salespersons | |||||
Accessing Ads Reports
Setting Basic Parameters
Ads reports, like other reports, need basic information to build upon. This information includes what kind of report it is and the period of time it covers.
To set a report's basic parameters, do the following:
Once you have set basic parameters, you can set its filters.
Setting Filters
You can configure a report to filter and display only the information that is relevant. This allows reports to be focused on a particular metric.
To set a report's filters, do the following:
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Once you have set a report's filters, you can set its dimensions.
Setting Dimensions
Dimensions allow you to display and group report criteria in a way that you choose. You can select from a number of different directions and configure in what order they are displayed.
To set a report's dimensions, do the following:
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Once you have set a report's dimensions, you can set its delivery options.
Setting Delivery Options
Reports, when run, can open in your browser window or be sent to a list of email addresses. Additionally, reports can be run as necessary in an ad hoc fashion, or scheduled to send on a given date.
To set a report's delivery options, do the following:
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Once you have set a report's delivery options—and set all other desired parameters—you can run the report.
Running Reports
Once you have set a report's main parameters, you can run it. Depending on the report's delivery options, it will either open in your browser after populating, or it will email the report to the entered list of emails.
To run a report, do the following:
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Additional Report Options for Browsers
Once you have run your report and set it to open in a browser tab, certain options will become available. You can modify the report, save it, or email it to a list of email addresses—all in the report browser tab. The available report options are as follows: |
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Setting | Description | |||
Modify Report | Opens the Ads Report configuration settings, which allows you to modify the report's information, filters, dimensions, and delivery options from the report page. | |||
Download as .CSV |
Downloads the report as a .CSV file to where your web browser saves files on your computer. | |||
Email Report | Emails the report to the emails listed in the report's delivery options panel. |
The Manage Reports Page
You can see a list of previously run reports from the Manage Reports page. To access the Manage Reports page, do the following:
The Manage Reports page provides an at-a-glance view of the following information: |
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Setting | Description | |||
Name | The report's name. | |||
Type | The report's type, as set in the Basic column. | |||
Last Run | When the report was last run. | |||
Next Run | When the report is next scheduled to run, as set in the Delivery Options column. | |||
Range | The report's defined date range, as set in the Basic column. | |||
Interval | The report's defined interval, as set in the Basic column. | |||
Options | Any available report options. |
Viewing Sent Reports
You can view the parameters of previously sent reports. You will need to run the report again if you want to see the information contained in the report.
To view, configure, and run previously sent reports, do the following:
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Running the report in this manner will display the information as it was when it was first run. The Last Run column in the Manage Reports page will display when the report was last viewed, edited, and run.
Deleting Sent Reports
You can delete previously sent reports as needed. Be aware that reports that are deleted cannot be recovered.
To delete previously sent reports, do the following:
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