Scheduled Reports

  • Updated

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

  1. In the navigation bar, go to Reports and Alerts > Scheduled Reports
  2. Click Create New Scheduled Report
  3. Give the report a name
  4. Enter each email address you want the report sent to and click Add
  5. Decide to be notified even if there is no data matching selected Saved Filter
  6. Select the Frequency
  7. Select the Report Type
  8. Select Report Format
  9. Select the Saved Filter* for this report
  10. Decide on the Date range
  11. 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.

 

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How to edit a Scheduled Report

Either, in the application:

  1. In the navigation bar, go to Reports and Alerts > Scheduled Reports
  2. From the Actions box on the right side of the table, click Edit on the report you wish to amend
  3. Update report settings as required
  4. Save the report

Or, from the email you received telling you your report is ready:

  1. Click the link to update report settings
  2. Providing you are logged into Adthena, you will be taken directly to the Scheduled Report
  3. Update report settings as required
  4. Save the report

How to stop a Report from being sent?

  1. In the navigation bar, go to Reports and Alerts > Scheduled Reports
  2. From the Actions box on the right side of the table, click Edit on the report you wish to amend
  3. Click Pause to temporarily stop the report from being run
  4. OR Delete to remove it completely

 

FAQs

Why can't I change the Report Type of an existing Scheduled Report?

Once a report has been created, you cannot retrospectively change the report type or format.  If you want to want to change this criteria, you will need to create a new one.

 

- We will now no longer be able to edit report format and report type for an existing scheduled report.
3 replies
nathalie  5 months ago
So if the user has set up a report and want to refine it, we will be asking them to set up a brand new report because they will not be able to modify? Apologies if I'm missing something!
lindsay  5 months ago
Correct Nathalie.  A user will no-longer be able to change the report format or type of an existing report...they'll now be required to delete and create a new one instead.

 

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.

 

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.

 

 

 

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