Scheduled Reports automate the process of data segmentation, by alerting you on a granular level about changes in the SERP that directly affect campaign performance and business objectives.
By utilising Saved Filters, Scheduled Reports encompass all the advanced filtering capability available in the platform, allowing you to easily create custom reports, delivered directly to your inbox on a daily, weekly or monthly basis.
Example notifications:
- When a new competitor appears on a specific search term
- When new ads run containing specific text, defined by you
- When competitors, affiliates or other partners use your brand terms in their ad text
- When a specific competitor or competitor group have run new ads
Before you can create a Scheduled Report, you will need to create a Saved Filter for the report to run against.
How to create a Scheduled Report
- In the navigation bar, go to Reports and Alerts > Scheduled Reports
- Click Create New Scheduled Report
- Give the report a name
- Enter each email address you want the report sent to and click Add
- Select the Frequency, Day/Date, Report Type, Date Range and Report Format
- Select the Saved Filter* for this report
- If you selected a Market report in step 5, then you can select PDF as the report format
- Save the report
* Since AI groups are dynamic, we recommend applying a Saved Filter using User Managed groups only as you have greater control over the search terms being monitored.
How to edit a Scheduled Report
Either, in the application:
- In the navigation bar, go to Reports and Alerts > Scheduled Reports
- From the Actions box on the right side of the table, click Edit on the report you wish to amend
- Update report settings as required
- Save the report
Or, from the email you received telling you your report is ready:
- Click the link to update report settings
- Providing you are logged into Adthena, you will be taken directly the Scheduled Report
- Update report settings as required
- Save the report
How to stop a Report from being sent?
- In the navigation bar, go to Reports and Alerts > Scheduled Reports
- From the Actions box on the right side of the table, click Edit on the report you wish to amend
- Click Pause to temporarily stop the report from being run
- OR Delete to remove it completely
I am receiving reports even when no data is found matching my criteria; how do I stop this?
Easy! Simply uncheck the box ‘Send email even if there is no data matching selected Saved Filter’
At what time will the report be received?
As soon as data is processed for yesterday in your region (usually by 9am), the report will be emailed.
What format will the report be sent in?
You can schedule your reports in CSV. You can also choose PDF format for Market Share and Market Trends reports.
Who can these reports be sent to?
PDF files (available for Market reports) can be sent to any email address as they will be attached to the email. CSV files are sent as a link, so the recipient will need an Adthena login to download the file.
How do I create a Saved Filter and Scheduled Report for Market Trends?
Saved Filters are not page-specific, i.e. you can create a filter on one page then use it on another. With this in mind, you can create a Saved Filter on Market Share, select Mobile Organic etc.
How do I create a Total Trends Report?
Create a new Saved Filter on Market Share or Search Term Detail (since Saved Filters are not page specific), select Total device or traffic depending on which you require. Create a Scheduled Report, select the Market Trends report type required and select the Saved Filter you just created.
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