Create reports in Report Editor

Report Editor allows you to analyze and present your performance data in more detail. You can create custom tables and charts directly in Report Editor in the new Search Ads 360 without having to download your data in a separate sheet. The tables and charts can be saved and shared with others.

This article explains how to use Report Editor to better visualize your performance.

Benefits

• Easy tables and charts: A simple drag-and-drop interface lets you quickly build multi-dimensional tables and charts, reducing the need to download your data.
• Visualize patterns and trends: Custom charts let you visualize patterns and trends in your data.
• Advanced filtering and sorting: Filter, segment, and sort your report to see a specific set of accounts, campaigns, or metrics.

Report Editor user interface

The Report Editor user interface includes the following main sections:

• Report canvas: Your data is visualized on the report canvas based on the selected table or chart type.
• Right panel: Drag and drop metrics and dimensions from the far right panel to the relevant sections in the adjacent panel. The available sections, which could include  X-Axis, Y-Axis, or Series, are based on the type of table or chart.
• Report Editor toolbar: Use the toolbar to download, schedule, email recipients, and save a report.

Instructions

Start by creating a report. Then build your report by adding dimensions, such as campaigns, as well as metrics, like clicks and conversions.

1. Create a report

To create a report, do the following:

1. Sign in to your new Search Ads 360.
2. Navigate to a manager or sub-manager account.
3. In the navigation menu, click the reports icon , then select Reports.
4. Click  Custom and choose the type of table or chart you’d like to create.
5. (Optional) Choose the sub-manager or client accounts that you want to view in the report:
   1. Click the pencil icon  next to “All accounts.”
   2. Select the checkbox of each account you want to include in your report.
   3. Click Save. 
6. (Optional) Filter the list of metrics, dimensions, and segments to display the information that you want.
   1. In the right panel, click the 3-dot icon , then select Metrics, Dimensions, or Segments.
   2. Click the Show incompatible switch to off to display only relevant metrics, dimensions, and segments.
7. Drag and drop a metric, dimension, or segment, such as Campaign, Clicks, Conversions, Device, or Age, from the right-side panel into the “Row,” “X-Axis,” “Series,” or “Segment” section under the table or chart type.
   • The options in this section will depend on the type of table or chart you’re creating.

A relevant section under the table or chart type is highlighted when you click an applicable metric or dimension.

8. Drag and drop other metrics, such as Clicks or Conversions, into the “Columns,” “Y-Axis,” or “Value”  section.
   • The sections available will depend on the type of chart you’re creating.
9. Your chart or table will now show you values for each dimension based on the metrics you added (for example, the number of clicks and conversions for each campaign).
10. Do any of the following:
    • To rearrange tiles, drag and drop them.
    • To change the date range for your report, use the date range selector.
    • To remove a metric, dimension, or segment from your report, click the metric, dimension, or segment tile and click Delete.
11. To save your report, click Save or Save as next to the Report Editor toolbar. 
12. Select an owner account for the report. 
    • Note that you can't change the owner account after you save the report.

To change your table or chart type, do the following:

1. Click the chart type below the Report Editor toolbar.
2. Select a different table or chart.

2. Filter, format, and sort your report data

Open your predefined or saved reports to filter, format, and sort your data.

• Filter: See data that meets specific criteria in your table or chart.
• Format: Add conditional formatting to highlight cells with specific values.
• Sort: Reorganize the data in your table or chart.

Filter

You can filter and segment the data shown for the entire report, or the data shown for specific columns.

Filter an entire report

1. Click the filter icon  above your table or chart.
2. Search for and select the items you’d like to filter for.
   • For example, you might filter by “Ad type,” then select Text ads and Video ads.
   • You can't filter for a specific value, such as campaigns with fewer than 10 clicks. However, these filters can be added to individual columns.
3. Click Apply.

You can filter your report by data that isn’t in your rows or columns. For example, you can add a filter to only see ad clicks from a specific campaign, even if you haven’t added “Campaign” to your custom report.

Filter a data point

1. Click the down arrow  next to an item in the “Row,” “X-Axis,” “Column,” “Y-Axis,” or other sections.
2. Select Filter.
   • For metrics, you can filter for a specific value. For example, you can filter by “Impressions” so your report only shows data for ads that received more than 1,000 impressions.
   • For dimensions and segments, you can choose from a list of options. For example, if you’re filtering by “Ad type,” you might select Text ads or Video ads.
3. Click Apply. The filter is added to the applicable column or row.

Remove a filter

1. Click the filter icon  in the report header to display the filter row.
2. Hover over the filter that you want to remove, then click the X.

Format (table charts)

To add conditional formatting to highlight certain cells in your table charts, do the following:

1. Click the down arrow  next to an item in the “Row” and “Column” sections.
2. Select Conditional formatting.
3. Set rules for how you want specific cells to be formatted. 
   • For example, you might want to highlight all cells in green that have more than 1,000 clicks.

Note that conditional formatting is only available for metrics with numerical values, such as clicks, conversions, and impressions.

Sort

Sorting reorganizes your report data for easy reading. There are two ways to sort your data:

1. For tables, sort a column by clicking the column header at the top of the table.
   • The arrow in the column header shows whether the column is sorted from high to low (down arrow) or low to high (up arrow).
   • When you sort, nothing is removed or hidden from your table. Your data is just reorganized.
2. For all other charts, click the down arrow  for the data points you’ve added. Then under "Sort by", select High to low or Low to high.
   • This method of sorting also works for tables.

While you can sort multiple columns, keep in mind that the last column you sort will change how the rest are sorted.

3. Download your report

After you’ve created a report, you can download it by clicking the download icon . You can download your report in the following file formats: CSV, Excel CSV, TSV, XML, CSV GZ, XML GZ, PDF, or PNG.

4. Schedule and share your report

You can schedule your reports to be emailed to you, to email-only accounts, or to other people who have access to your account. For example, you might want to share weekly updates on the number of conversions your campaigns have received.

Recipients must be able to access the manager or sub-manager account or have an email-only user account.

To schedule your report for emailing, do the following:

1. Click the schedule icon .
2. Choose the frequency you’d like to share your report, such as One time, Daily, or Weekly. 
3. Select the time you want your report emailed, such as 8:00 AM. (You can't pick a time if you select One time as your frequency.)
4. Select the format for your report to be sent as.
5. Name your report.
6. Select one or more recipients.
7. Select an owner account for the report.  
8. If you selected One time as your frequency, click Email now. Otherwise, click Schedule.

To change the frequency and/or time a report is emailed, to add or delete recipients, or to cancel the emailing of a report, do the following:

1. Click the schedule icon .
2. To edit the emailing schedule, recipients, etc., click the pencil icon  in the popup window that appears. 
3. To cancel the emailing of the report, click the delete icon  in the popup window. 

Related links

• Use segments in your tables
• Create and manage reports from the Reports page