Create and manage reports from the Reports page

Reports help you view, organize, and analyze your data. Reports allow you to place large amounts of data into multi-dimensional tables, and charts so you can visualize meaningful patterns and trends.

In this article, you’ll learn how to create and save reports, how to open your saved reports, and how to schedule reports to be emailed to you and others who have access to your account.

Instructions

How to open a predefined report

To save you time, Search Ads 360 comes with “predefined reports,” a set of ready-made reports to answer specific questions about your data. You can use predefined reports as a starting point for a new saved report that you can edit, schedule, and share.

To open a predefined report:

1. Sign in to your Search Ads 360 experience.
2. Click the reports icon in the navigation menu.
3. Select Predefined reports (Dimensions), click a report category such as Basic or Conversions, then choose a predefined report to open in the Report Editor.

Predefined reports for manager accounts

At the manager account or sub-manager account level, any predefined report you open includes the following additional columns: “Account" and the “Customer ID” associated with the account.

You’ll also find an additional predefined report, the “Account” report, in a manager account or sub-manager account. This report contains information from your “Accounts” page.

How to create a report

If you want to fully customize the data that appears in a report, you can create a report from scratch. Unlike a predefined report, when you create a standard report, you’ll need to use the Report Editor tool to choose which columns, rows, and values to include in the report and in which type of table or chart they’re presented.

How to manage your reports

The reports icon allows you easy access to your saved reports. Your reports are visible to everyone with access to your account. You have the option of seeing all reports, or only those reports that you created. Any of these reports can be edited, saved, scheduled, and shared.

How to open a saved report

1. Sign in to your Search Ads 360 experience.
2. Click the reports icon , then click Reports.
3. All saved reports are listed by default. To see the reports that you created, click the 3-dot icon on the far right side, and click Show your reports only.
4. Find the report you want to view, then click the title to open it.

How to schedule report emails

You can send a one-time email of your reports, or schedule reports to be emailed to you, people with an email-only account, and other people who have access to your account at specific intervals.

1. Sign in to your Search Ads 360 experience.
2. Click the reports icon , then click Reports.
3. Find the report you want to view, then click the title to open it in the Report Editor.
4. Click the schedule icon on the top right side.
5. Complete the following settings:
   • Select one or more account users to send the report to.
     • You can select individual email accounts, or you can choose to send your report to all users for the desired manager account level.
   • Choose the frequency (examples: daily, weekly) that the reports are sent and in what format (examples: CSV, XML).
6. Click Save.

To edit a saved schedule, complete the following steps.

1. In the "Schedule/Format" column on the Reporting page, click the pencil icon and change the settings.
2. Click Save.

Related link

• Create reports in Report Editor