Scheduled Reports

Scheduled Reports automate data monitoring by notifying you of specific changes in the search engine results page (SERP) that may impact your campaign performance and business goals. By leveraging Saved Filters, scheduled reports utilize the platform’s advanced filtering options to create customized reports. These can be automatically delivered to your inbox on a daily, weekly, or monthly basis.

Example Alerts You Can Receive:

• A new competitor appears for a specific search term
• New ads are running that include specific text you've defined
• Competitors, affiliates, or partners use your brand terms in their ad copy
• A specific competitor or group launches new ads

Note: Before setting up a Scheduled Report, you must first create a Saved Filter that defines the criteria the report will use. 

• Navigate to Scheduled Reports
• Scheduled Reports Table
• Create New Scheduled Report
• Edit Scheduled Report
• Stop Scheduled Report
• Report History

Navigate to Scheduled Reports

To access Scheduled Reports, go to the left-hand navigation menu, click on the Scheduled Reports tab, and select Scheduled Reports from the dropdown list.

Scheduled Reports Table

The Scheduled Reports table displays all created reports along with their current status. It shows how often each report is scheduled to be sent, the last sent date, and provides options to pause, activate, edit, or delete reports.

Create New Scheduled Report

Follow these steps to set up a Scheduled Report and receive automated insights based on your chosen filters:

1. Click Create New Scheduled Report.
2. Report Name: Name your report for easy reference.
3. Email: Add the email addresses of the recipients and click Add after each one. Choose whether to receive emails even if there is no data that matches the selected Saved Filter. 
4. Frequency: Select the report Frequency (daily, weekly, or monthly). 
5. Day: What day would you like to receive the report.
6. Report Type: Select the report type you’d like to receive. Please note that once the report is created and saved, the report type cannot be changed. To modify this setting, you'll need to create a new report.
7. Report Format: Select whether to receive the report in PDF or CSV format. Some reports may only be available in specific formats. Once saved, the format cannot be changed. PDF files (for Market reports) are sent as attachments to any email address, while CSV files are sent as a link, requiring the recipient to have an Adthena login to download.
8. Saved Filter: Select the Saved Filter you want the report to use.
9. Date range: Select the time period for your report—Yesterday, Last 7 Days, Last 14 Days, or Last 30 Days. Once data for "Yesterday" is processed in your region (typically by 9 AM), the report will be sent to your email.
10. Click Save at the top of the page to schedule the report. 

Tip: Since AI-managed groups are dynamic and may change over time, we recommend using User-Managed Groups in your Saved Filter for better control over the search terms being tracked.

Edit Scheduled Report

You can update a scheduled report in two ways:

1. From within the Adthena platform: In the actions column, click Edit next to the report you want to modify. Make the necessary changes to the report settings. Click Save to apply your updates.
2. From the Report Notification Email: Open the email notifying you that your report is ready. Click the link provided to update the report settings. As long as you are logged into Adthena, you'll be taken directly to the scheduled report. Make your changes and click Save. 

Stop Scheduled Report

To temporarily stop a scheduled report, click Pause in the Actions column. To permanently remove the report, click the trash can icon.

Report History

Report History is a list of all reports sent to you via email from Adthena. Since the reports are downloadable, they remain easily accessible to your entire team at any time. For more information, refer to the scheduled reports history help article.