Scheduled Reports
Automatically generate and deliver campaign reports.
Report Types
| Report | Contents |
|---|---|
| Campaign Performance | Metrics, trends, comparisons |
| Budget Summary | Spend, pacing, forecasts |
| Audience Insights | Demographics, behavior |
| Conversion Report | Goals, attribution, paths |
| Custom Report | Selected metrics |
Creating Scheduled Reports
Setup Process
- Go to Ad Campaigns → Reports
- Click Schedule Report
- Configure:
- Report type
- Campaigns to include
- Metrics to show
- Date range
- Set delivery schedule
- Add recipients
- Activate
Configuration Options
| Setting | Options |
|---|---|
| Frequency | Daily, Weekly, Monthly |
| Format | PDF, Excel, CSV |
| Timezone | Select timezone |
| Recipients | Email addresses |
Delivery Schedule
Daily Reports:
- Delivered every morning
- Previous day's data
- Good for active campaigns
Weekly Reports:
- Choose delivery day
- Last 7 days data
- Good for regular reviews
Monthly Reports:
- Delivered first of month
- Full month summary
- Good for stakeholders
Report Contents
Metrics Included
- Impressions and reach
- Clicks and CTR
- Conversions
- Cost metrics (CPC, CPA)
- ROAS and ROI
- Comparison to previous period
Visualizations
Reports include:
- Performance charts
- Trend graphs
- Comparison tables
- Platform breakdowns
Customization
Select what to include:
- Executive summary
- Detailed metrics
- Creative performance
- Audience insights
- Recommendations
Managing Reports
View Scheduled Reports
See all scheduled reports:
- Report name
- Frequency
- Last sent
- Next delivery
- Status
Actions
- Edit - Modify settings
- Pause - Temporarily stop
- Resume - Restart delivery
- Send Now - Immediate delivery
- Delete - Remove schedule
Report History
View past deliveries:
- Delivery date
- Recipients
- Status (sent, failed)
- Download copy
Email Delivery
Recipient Options
- Single recipient
- Multiple recipients
- Team distribution lists
- External stakeholders
Email Contents
- Subject line with report name
- Summary highlights
- Report attachment
- Quick metrics preview
Best Practices
Frequency
- Match to decision cycles
- Don't over-report
- Consider audience needs
Recipients
- Include decision makers
- Limit distribution
- Use appropriate detail level
Content
- Focus on actionable metrics
- Include context
- Add recommendations
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