Assist report settings
Advertisers with Search, Social, & Commerce click tracking and with conversion tracking from Adobe Advertising, Adobe Analytics (with an Analytics integration), or provided in feeds using a token (ef_id) only
<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.
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.
If you select a template, you can still change the report options, and you can even save the report as a new template.
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
(Campaign Assist Report only) 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.
(Campaign Assist Report only) The data components to include. If you don’t make a selection, then the report includes data rows for each pattern of event types in the conversion path that occurred on any applicable ad network. You optionally can filter the data reported so that rows are included only if at least one event in the series occurred in specified components and subcomponents. Depending on 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
- 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
- When you generate an assist 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.
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:
- No search traffic metrics(such as clicks or impressions) are available, and derived metrics that include search traffic metrics aren’t available.
- 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.
- Notes:
The minimum and maximum number of items (event types, keywords or placements, ad groups, or campaigns) in the pattern. The default path size is from one (1) or more items and up to five (5) items. You can optionally show only paths that include a minimum of two (2) or more items. The item type, and the maximum number of items, varies by report:
- Channel Assist Report: Itemizes data for up to the N earliest events in the conversion path that occurred within the advertiser’s click lookback window and impression lookback window. For example, if you select path sizes of one (1) or more and up to five (5), then the report includes conversion paths that included up to five events, with one row for each pattern of event types tracked (such as “search click” or “display impression”). You can include up to 30 events in the path.
- Keyword Assist Report: Itemizes data for up to the N earliest search keywords or placements in the conversion path that occurred within the advertiser’s click lookback window and impression lookback window. For example, if you select a path size of one (1) or more and up to five (5), then the report includes paths that included up to five keywords or placements, with one row for each pattern of keyword strings or placements tracked. You can include up to 10 events in the path.
- Campaign Assist Report: Itemizes data for up to the N earliest campaigns in the conversion path that occurred within the advertiser’s click lookback window and impression lookback window. For example, if you select a path size of one (1) or more and up to five (5), then the report includes paths that included up to five campaigns, with one row for each pattern of campaigns tracked. You can include up to 10 campaigns in the path.
Notes:
- To view conversion data for an assist report, you must add the appropriate conversion columns.
- When a conversion path includes more event types, keywords or placements, ad groups, or campaigns than you’re itemizing in the report, then the report includes additional rows summarizing data for conversions resulting from the higher numbers of items (such as one row for conversions resulting from more than 10 events).
- The totals when you include paths with two or more items may be lower than the totals for paths with one or more items.
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
- To remove a column, click the metric name in the right column, and then click
- To move a column to the left within the report, click the metric name in the right column, and then click
- To move a column to the right within the report, click the metric name in the right column, and then click
Notes:
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To view conversion data for an assist report, you must add the appropriate conversion column.
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To list only a specific type of data, click any of the icons above the list:
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Reports that include many conversion metrics, or custom derived metrics that include many conversion metrics, take longer to generate.
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To add, create, or edit new metrics, see “Create a custom metric,” “Edit a custom metric,” and “Delete a custom metric.”
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For descriptions of all available columns by report type, see “TheChannel Assist Report,” “The Campaign Assist Report,” and “The Keyword Assist Report.”
<campaign name> [Google Adwords]<campaign name> [Google Adwords] [Account1]<campaign name> [click] or <campaign name> [Google Adwords] [Account1] [impression](Campaign Assist Report only) 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 search engine 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.
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.
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.