Create reports in Report Editor

Report editor allows you to analyse and present your performance data in more detail. You can create custom tables and charts directly in report editor in 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 visualise your performance.

On this page

• Benefits
• Report editor user interface
• Instructions

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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.
• Visualise patterns and trends: Custom charts let you visualise patterns and trends in your data.
• Advanced filtering and sorting: Filter, segment and sort your report to view a specific set of accounts, campaigns or metrics.

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Report editor user interface

The report editor user interface includes the following main sections:

• Report canvas: Your data is visualised 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.

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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 Search Ads 360 account.
2. Navigate to a manager or sub-manager account.
3. In the navigation menu, go to the Reports menu , then select Reports.
4. You'll be redirected to the 'Reports' landing page where you have multiple options to create your report.
   • (Option 1) Select + Create report and choose the type of table or chart that you’d like to create.
   • (Option 2) In the 'Generate report' panel, describe the report that you'd like to generate and Google AI will help you create a report accordingly.
   • (Option 3) In the 'Frequently used reports' section, create a report based on your most viewed, edited or downloaded reports.
   • (Option 4) Unfold the 'Saved reports' section to find all your saved reports and create a new one in that template.
   • (Option 5) In the 'Template gallery' section, select a report template from a gallery of predefined reports with descriptions.
5. (Optional) Choose the sub-manager or client accounts that you want to view in the report:
   1. Select the pencil icon next to 'All accounts'.
   2. Select the box of each account that you want to include in your report.
   3. Select Save.
6. (Optional) Filter the list of metrics, dimensions and segments to display the information that you want.
   1. In the right panel, select the 3-dot icon , then select Metrics, Dimensions or Segments.
   2. Select 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.
   • Tip: A relevant section under the table or chart type is highlighted when you select 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, select the metric, dimension or segment tile and select Delete.
11. To save your report, select Save or Save as next to the report editor toolbar.
12. Select an owner account for the report.
    • Note: You can't change the owner account after you save the report.

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

1. Select 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: Find data that meets specific criteria in your table or chart.
• Format: Add conditional formatting to highlight cells with specific values.
• Sort: Reorganise 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. Select the filter icon above your table or chart.
2. Search for and select the items that 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. Select Apply.

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

Filter a data point

1. Select 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. Select Apply. The filter is added to the applicable column or row.

Remove a filter

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

Format (table charts)

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

1. Select 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: Conditional formatting is only available for metrics with numerical values, such as clicks, conversions and impressions.

Sort

Sorting reorganises your report data for easy reading. There are 2 ways to sort your data:

1. For tables, sort a column by selecting 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 reorganised.
2. For all other charts, select the down arrow for the data points that you’ve added. Then under 'Sort by', select High to low or Low to high.
   • This method of sorting also works for tables.

Tip: 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 selecting 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.

Note: 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. Select the schedule icon .
2. Choose the frequency that 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, select Email now. Otherwise, select 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. Select the schedule icon .
2. To edit the emailing schedule, recipients and others, select the pencil icon in the pop-up window that appears.
3. To cancel the emailing of the report, select the delete icon in the pop-up window.

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Related links

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