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.

You can add or remove columns, including custom columns, from a predefined report. To be able to view a predefined report you’ve customized at a later time, click Save as to save the report

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.

Saved reports that you haven’t accessed in over 18 months are automatically removed from your account. You can restore a report by opening or downloading it.

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.

For now, reports that you’ve saved while downloading them from pages other than the Report Editor won’t function the same way as the reports you’ve created in the Report Editor. Some of these reports will open in the page from which they were downloaded, while others will be available for download only.

Are some reports missing?

The Reports page displays reports that are owned by the manager account or sub-manager account that you are signed in to. For example, if you are signed in to a sub-manager account, reports that are owned by the manager account above the sub-manager account won’t be visible to you. Learn more about owner accounts.

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.

Reports for individual accounts begin running at 3 A.M. in your designated time zone. Reports for accounts without a designated time zone begin running at 3 A.M. Pacific Standard Time.

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