Basic and advanced report settings

Last update: 2023-09-29
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Tab Parameter Description
n/a Name (Optional) A name for the report and for the template (if you save the report as a template). If you apply an existing template, the template name is filled in by default. If you don’t apply a template or enter a name, then the report is named <client name>-<date and time>-<report type> (such as “acme - Apr 3, 2009 11:25:19 AM PDT - Keyword”) by default.

You can optionally enter a custom name, but don’t use a file extension.

If you’re creating a template to send reports to an FTP directory, then you can optionally include “CSV” (in uppercase letters) anywhere in the file name to create files in CSV format rather than the default TSV format. See file name requirements for reports sent to an FTP directory.
Save as template (Optional unless you want to run the report according to a schedule) Saves the report settings as a template, which is available in the Reports > Report Templates view and can be reused to create new reports. To save the report as a template, select the check box.

To run the report according to a schedule, you must save the settings as a template.

Note: You can save the current set of parameters as a new template even if it’s based on an existing template.
Type The report type to generate.
Basic Settings Template (Optional) A report template to apply, which pre-populates the report options according to the template. All templates saved for the report type and available to you are listed.

If you select a template, you can still change the report options, and you can even save the report as a new template.
Data Aggregation (Forecast Accuracy Report only) The time unit that should be represented on each row of the report: Summary (the default), Daily, Weekly (and then specify the first day of the week), Monthly, Quarterly, Yearly, or Day of Week (basic reports only).

The report shows one row for each keyword or other item for each time unit in the specified date range. For example, if you select Summary and a date range of Last 7 Days for a keyword report, the report includes one row for each keyword, each summarizing the totals and averages across the seven days. The same report with Daily data aggregation includes one row for each keyword for each of the last seven days (seven rows per keyword).

Notes:
  • When you aggregate data hourly, using either the “Hourly” or “Day of Week (Hourly)” aggregation:
    • You can view up to the last 14 days of data. The report shows data by hour on a 24-hour clock. “0” includes 00:01-00:59 (12:01-12:59 a.m.) and “23” includes 23:01-23:59 (11:01-11:59 p.m.) in the advertiser’s time zone.
    • The “Device” column isn’t supported.
    • For the Ad Group Report, the “Data Based On” option “Portfolio Configuration During the Specified Dates” isn’t supported.
    • For the Ad Group Report, you can base hourly data only on the current portfolio configuration (using the “Data Based On” option “Current Portfolio Configuration”), not the portfolio configuration during specified dates.
By Keyword Classification | By Ad Classification (Label Classification Report only) Whether to aggregate data by label classifications on the keyword or by label classifications on the ad.
Conversions Based on How to report conversion data:
  • Transaction date (the default): To see transactions whose transaction date occurred during the specified time period. This option shows you how much revenue was earned within the specified time period.
  • Click date: To see transactions that resulted from a click that occurred during the specified time period. When a portfolio has significant delay between clicks and transactions, this option is useful for computing the historical revenue per click for the portfolio, which indicates the revenue behaviors to expect over time.
Date Range The date range for which to generate data:
  • [Preset range]: A list of common time increments, ranging from Today to Last 180 Days. The default is Last 7 Days, which reports the last seven days for which data is available. Note: Last Month, Last 3 Months, and Last 6 Months show data for the previous calendar months.
  • Custom Date Range: Specify the beginning date and end date. Enter dates in the format MM/DD/YYYY or M/D/YYYY, or click Calendar next to a field and select a date.
Compare With Compares data for the specified date range with data for a second date range. When you select this option, two additional columns are added for each regular data column. For example, instead of including just one column for “Impressions,” the report includes columns for “Impressions Range 1,” “Impressions Range 2,” and “Impressions Difference.”

Notes:
  • The difference column isn’t shown for custom/derived metrics.
  • Reports that compare large date ranges take longer to generate.
Show Comparison Data as (When “Compare With” is selected) How to express the difference between data in the two selected date ranges in the “[Data field] Difference” column:
  • Variance (the default): Shows the difference as a numeric value.
  • % Change: Shows the difference as a percentage.
Data Based On (Some report types; applicable only when you filter data by portfolio) How to report campaign data:
  • Current portfolio configuration (the default): Shows data for campaigns that are currently mapped to the specified portfolios. The report doesn’t include data for campaigns that were in the portfolios during the date range but aren’t still there.
  • Portfolio configuration during the specified dates: Shows data for campaigns while they were mapped to the specified portfolios. The results may include data for campaigns that are no longer in the portfolio but were in the portfolio at any time during the specified date range. When you select this option, you can’t filter the report by ad network. For the Ad Group Report, this option isn’t supported when you aggregate data hourly using either the “Hourly” or “Day of Week (Hourly)” aggregation.
Note: When you filter the report by ad network, the report shows data for campaigns within the specified ad network accounts during the specified date range, whether or not they were ever mapped to portfolios.
Search/Content (Basic Reports except Label Classification Report) The types of channels on which to report:
  • Separate sections for each: To include data from both the search and content/display channels, but show each in different rows labeled by the channel type.
  • Combined: To combine data from both the search and content channels.
  • Search only: (Applicable to ad network accounts only) To include data from only the search channels.
  • Content only: To include data from only the content channels, including all data for display and social campaigns.
Filter By (Most basic and advanced reports) Whether to report on data for specific portfolios or for specific ad networks:
  • Portfolio (the default): To include data for campaigns in one or more portfolios.
  • Search Engine: To include data for campaigns in one or more ad networks, as applicable for the report type.
[Primary Filters] The data components to include. If you don’t make a selection, data for all portfolios (when applicable) or for all applicable ad networks and their subcomponents are included in the report. You optionally can narrow down the data to be reported by specifying individual components and subcomponents. Depending on the report type and (when applicable) whether you are filtering by portfolio or ad network, indicate the components to include:
  • Portfolio: One or more portfolios or their subcomponents (campaigns or ad groups). To select a component and all of its subcomponents, select the check box next to the component name. To select a subcomponent, select the check box next to the subcomponent name, and then click >> to move it to the Selected Filters column. For example, to get data for Portfolio 1 and all of its campaigns and ad groups, select the check box next to Portfolio 1. To get data when at least one event occurred in Campaign 1 in Portfolio 1, expand Portfolio 1 and then select only the check box next to Campaign 1.
  • Search Engine: One or more ad networks or their subcomponents (accounts, campaigns, or ad groups). To select a component and all of its subcomponents, select the check box next to the component name, and then click >> to move it to the Selected Filters column. To select a subcomponent, select the check box next to the subcomponent name, and then click >> to move it to the Selected Filters column. For example, to get data when at least one event occurred in any Google Ads account, campaign, and ad group, select the check box next to Google AdWords. To get data only for Campaign 1 in Google Ads Account 1, expand Google Ads and then Account 1, and then select only the check box next to Campaign 1.
Notes:
  • To expand a component in the list (such as to list the accounts on an ad network), click right arrow icon next to the component.
  • To see what type of component any item is, hold your cursor over it.
  • By default, only a) active and optimized portfolios and their active components or b) active and enabled ad network accounts, campaigns, and their active components are listed. To view paused and deleted components, click down arrow next to Show and select All.
  • When you generate an advanced report by portfolio, the resulting data is for campaigns that are currently mapped to the specified portfolios. The report doesn’t include data for campaigns that were in the portfolios during the date range but aren’t still there.
Columns Use revenue and derived metrics from (All basic and advanced reports except the Ad Variation Report, Keyword Report, and Product Group Report) Populates the report with all revenue and custom (derived) metric columns that are common to one of the following sets of default views (that is, using the lowest common denominator):
  • All: To include the superset of columns shared by the default views for all tabs within the Portfolios and Campaigns views, as applicable for the advertiser’s product configuration.
  • Portfolios: To include columns shared by the default views for all tabs within the Portfolios views.
  • Search: To include columns shared by the default views for all tabs within the Campaigns views.
  • Display: Obsolete
  • Social: Obsolete
    • Notes:
      • You can optionally remove or rearrange any of the available revenue or derived metric columns.
      • The properties columns are predefined for the report, although you can add more columns.
      • Make sure that the column set you choose is applicable to the ad networks that you select on the Basic Settings tab.
      • To change the columns in your default views, see “Edit a Default or Custom View.” You can optionally save the settings to all other tabs within the same top-level view.
Columns [Report Columns] The columns of data that are displayed in the report, and their order:
  • To add a column, click the metric name in the left column, and then click Right arrow.
  • To remove a column, click the metric name in the right column, and then click Left arrow.
  • To move a column to the left within the report, click the metric name in the right column, and then click Up arrow.
  • To move a column to the right within the report, click the metric name in the right column, and then click Down arrow.
Notes:
  • To list only a specific type of data, click any of the icons above the list:
      Properties for property names and IDs for ad network account or portfolio components, such as Campaign Status
    • Traffic Metrics for standard traffic metrics, such as impressions and clicks
    • Revenue metrics for conversion metrics tracked for the advertiser, including conversion and site engagement metrics synced from Adobe Analytics
    • Derived metrics for custom derived metrics created by the advertiser
    • Label Classifications for label classifications in Campaign, Ad Group, Ad Variation, Keyword, and Product Group Reports only
  • By default, all monetary data in reports is shown in the format for US dollars (such as 1,000.00). To display the value in the correct currency format (but without any currency symbols in CSV and TSV formats), add the “Currency” column to the report. If the report includes data for accounts with different currencies, then any “Total” monetary values are simply the sum of all numbers in the column, regardless of currency.
  • Reports that include many conversion metrics, or custom derived metrics that include many conversion metrics, may take longer to generate.
  • To add, create, or edit new metrics, see “Create a Custom Metric,” “Edit a Custom Metric,” and “Delete a Custom Metric.”
  • For descriptions of all available columns, see “Basic and Advanced Report Columns.”
Order Results/Limit Rows by Sorts the report by up to two columns included in the report. The default values are different for each report type. To customize the sort order, select a report column, and then select Ascending (to show results from A to Z or from 1 to 100) or Descending (to show results from Z to A or from 100 to 1). Specify at least one column by which to sort. If you sort by two columns, then the report is sorted first by the first column specified and then by the second column specified.
Include rows with no performance data (All basic reports and the Domain Referral Report) Includes rows for which no performance data is available for the specified dates, inserting values of zero (0) for the missing data. By default, this option isn’t selected and rows are shown only when data (whatever the value) is available.

When this option is selected, reports include performance data for ad network accounts without campaigns and for campaigns without active keywords, and for components that were disabled, paused, and deleted during the entire data range. In addition:
  • The Keyword Report includes rows for all keywords, whether or not they received impressions.
  • The Domain Referral Report shows rows for all keywords/ads, whether or not they received clicks.
Warning: If you select this option and create a report for a large date range for many subcomponents that don’t have data, then the report may take a long time to generate.
Share with others Allows other users with access to the same advertiser’s data to view the generated report(s) and — if you save the report as a template — to use the template but not edit or delete it. By default, this option isn’t selected. Note: Regardless of this setting, your reports and templates are always visible to all users in higher (administrator) roles and to any assigned Adobe Account Team members.
Classification [Classifications] (Campaign Report, Ad Group Report, Ad Variation Report, Keyword Report, and Label Classification Report) Any label classifications, including constraints, to include in the report. By default, all classifications and constraints are included. To report on only specific classifications, do the following:

Note: You can include only one value per classification per campaign component. For example, a campaign can have “Color=Red” but not “Color=Red and Color=Blue”.
  • For each label classification and value to add, do the following:
    • Click Add Label Classification.
    • Select the existing label classification, and then either select an existing value or enter a new value.

      The maximum length for each value is 100 characters, and it can include ASCII and non-ASCII characters.
  • To change an existing label classification value, select or enter a new value.

    The maximum length for each value is 100 characters, and it can include ASCII and non-ASCII characters.
  • To remove an existing label classification value, click X next to the value.
Advanced Filters [Advanced Filters] Returns rows only when the value for a metric meets specified criteria; the metric doesn’t need to be included as a column in the report. The list of available metrics varies by report type but may include custom derived metrics for the advertiser, the IDs and property names for each ad network and portfolio component (such as Campaign ID and Campaign Status), conversion metrics for the advertiser, and click-related metrics from the ad networks. Available operators include contains, starts with, equals, is greater than, is greater than or equal to, is less than, is less than or equal to, or isn’t equal to.

To apply one or more filters, do the following:
  • Select a metric and an operator, and then enter the applicable value. For example, to return only keywords with more than 100 clicks, select Clicks, select >, and then enter 100 in the input field.
  • (To apply additional filters) For each additional filter, click +Add Filter, select AND or OR, select a metric and an operator, and then enter the applicable value.
Keyword Filters (Keyword Report and all Advanced Reports) Includes data for only specific keywords. To apply a keyword filter, select the check box, and then select one of the following options:
  • Include keywords from comma-separated list (the default): To enter up to 100 keyword strings; the query isn’t case-sensitive. Separate multiple strings with commas.
  • Include keywords from file: To attach a text file containing a comma-separated list of up to 100 keyword strings; the query isn’t case-sensitive. Specify the file either by entering the full path and file name or by clicking Browse to locate the file on your device or network.
Attribution Rule (Advertisers with the Adobe Advertising conversion tracking service only; all Basic Reports and Advanced Reports) Within the report, how to attribute conversion data mdash; potentially across multiple ad channels and portfolios mdash; in a series of events that lead to a conversion:
  • First Event: Attributes the conversion to the first paid click in the series within the advertiser’s click lookback window or, if no paid clicks occurred, to the last impression within the advertiser’s impression lookback window.
  • Weight First Event More: Attributes the conversion to all events in the series that occurred within the advertiser’s click lookback window and impression lookback window, but gives the most weight to the first event and successively less weight to the following events. When the conversion is preceded by both paid clicks and impressions, the specified impression override weight is further applied to the impressions. When the conversion is preceded only by impressions, the impressions are weighted according to the advertiser’s view-through weight rather than to the impression override weight.
  • Even Distribution:
  • Attributes the conversion equally to each event in the series to the advertiser’s view-through weight rather than to the impression override weight.
  • Weight Last Event More: Attributes the conversion to all events in the series that occurred within the advertiser’s click lookback window and impression lookback window, but gives the most weight to the last event and successively less weight to the preceding events. When the conversion is preceded by both paid clicks and impressions, the specified impression override weight is further applied to the impressions. When the conversion is preceded only by impressions, the impressions are weighted according to the advertiser’s view-through weight rather than to the impression override weight.
  • Last Event (the default): Attributes the conversion to the last paid click in the series within the advertiser’s click lookback window or, if no paid clicks occurred, to the last impression within the advertiser’s impression lookback window.
  • U-shaped: Attributes the conversion to all events in the series that occurred within the advertiser’s click lookback window and impression lookback window, but gives the most weight to the first event and last events, with successively less weight to the events in the middle of the conversion path. When the conversion is preceded by both paid clicks and impressions, the specified impression override weight is further applied to the impressions. When the conversion is preceded only by impressions, the impressions are weighted according to the advertiser’s view-through weight rather than to the impression override weight.
Notes:
  • All attribution rules except for Last Event are available only for advertisers with Adobe Advertising click tracking and with conversion tracking from either Adobe Advertising or Adobe Analytics (with an Adobe Analytics integration).
  • Attribution rules apply to impressions on display ads and to clicks on paid ads in any channel. They don’t apply to impressions for paid search or social ads, which can’t be tracked at the event level.
  • When you report conversion data using any attribution rule except one of the “Last Event” rules, the events leading up the conversion may occur across multiple portfolios. When the events occur across multiple portfolios, the report includes data for the conversion only when the ads or keywords in those portfolios are included in the report.
  • (Transaction Report) When you report transactions using any attribution rule except for “Last Event” or “First Event,” the report includes one row for each event in the transaction path.
Impression Override Weight (For all attribution rules except Last Event or First Event) When the conversion is preceded by both paid clicks and impressions, attributes the specified percentage of a conversion value to impressions that occurred within the advertiser’s impression lookback window. By default, this value is 10%; you can change the value to any whole number from 0-100. This value is used only within the report.

When a conversion is preceded only by impressions, then the advertiser’s view-through weight, rather than the impression override weight, is applied to the impressions.
Conversion Attribution (Applicable to display campaigns only; all reports except for the Keyword Report, Product Group Report, and Campaign Hourly Report) Which types of conversions to report when prior events occurred:
  • Clicks: To report only conversions that resulted from clicks. Each conversion name is appended with “(CT).”
  • View-throughs Only: To report only conversions that resulted from view-throughs. Each conversion name is appended with “(VT).” When you select this option, you choose what value to give to each conversion. In the View-through valuation method box, select an option:
    • Raw: To report conversions without applying a weight.
    • li>Weighted (the default): To weight each conversion according to the view-through weight specified for the advertiser.
  • Clicks + View-throughs: To report all conversions. By default, each conversion name is appended with “(CT+VT).” This conversion attribution type includes two additional options:
    • Discreet columns for click & view-through conversions: Includes three separate columns for each conversion type you include: one each for 1) click-through conversions, appended with “(CT)”, 2) view-through conversions, appended with “(VT)”, 3) and all conversions, appended with “(CT+VT).” When you choose this option, select which of the three columns to use for filtering and sorting from the 'Filter & sort using" list: click (the default), view-through, or click + view-through.

      Note: Conversions for search campaigns appear in the columns for click-throughs but not the column for view-through conversions.
    • View-through valuation method: What value to give to each conversion that results from a view-through:
      • Weighted (the default): To weight each conversion according to the view-through weight specified for the advertiser.
      • Raw: To report conversions without applying a weight.
Conversion Attribution > Discrete columns for cross device conversions Obsolete
Scheduling and Delivery Report Schedule (Optional; available only when the “Save as template” option is selected) When to run the report: Now (to run the report once; the default), Daily, Weekly on [Day of the Week], or Every Month [Day of the Month]. For all time periods except for Now, select the hour in the advertiser’s time zone, beginning with 09:00 AM.
Email Recipients Note: This setting is used only when email notifications for Reports are enabled within Notification Center.

Email addresses of registered Search, Social, & Commerce users to which to send notifications when the report is completed or is canceled because of errors. By default, the address for your user account is entered. To specify multiple addresses, separate them with commas, spaces, or new lines. When the report is scheduled to run repeatedly, a notification is sent each time a report is completed.
Email Notification Note: This setting is used only when email notifications for Reports are enabled within Notification Center.

(When Email Recipients are specified) What to include in email notifications to any specified addresses:
  • Notification Only (the default): To send only a notification of the report completion or failure, without attachments. The notification includes temporary, download links for all report formats.
  • XLS Attachment: To include a copy of the completed report in XLS format if the file is less than approximately 10 MB. Files over 1 MB are compressed.
  • TSV Attachment: To include a copy of the completed report in TSV format if the file is less than approximately 10 MB. Files over 1 MB are compressed.
  • CSV Attachment: To include a copy of the completed report in CSV format if the file is less than approximately 10 MB. Files over 1 MB are compressed.

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