DocumentationAdvertisingAdvertising Search, Social, & Commerce Guide

Manage scheduled reports

Last update: May 23, 2026

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Performance reports allow you to track and manage the performance of your portfolios, ad networks, and ad network account entities at as granular a level as you want. Most reports provide complete visibility into how the ads in each marketing channel contribute to the overall conversion rate.

The data for a report is compiled dynamically each time you run the report. You can optionally generate a new report from an existing report. The available report parameters vary by report type. For most reports, you have the option to preview the first 50 lines instead of generating the entire report. When you generate a report, you can send a notification with download links to one or more email addresses when a report is completed, and the recipients can manage the notifications in Notification Center.

All completed reports are available in the Latest Reports section of the Reports view, and you can either view them in table format in the browser window or open or download them as files.

Available report categories

The following report categories are available from the Reports view. You may not have access to all of them; the available reports and the data they generate are determined by your role and how your customer account is configured.

Report Category
Description
Basic Reports
Basic reports, which are available to all users, show the actual cost and click data for portfolios, ad network accounts, specific ad network accounts, campaigns, ad groups, ads, keywords, product groups, label classifications and label values, bid unit constraints, and network constraints. They are based on clicks billed by the applicable ad networks, and they optionally can include conversion data or any other metrics you create.
Advanced Reports
Advanced reports provide additional insight into your advertising configuration, helping you to identify where you would benefit by changing your geographical targeting or network settings. They also can help you validate conversion data in the campaign and portfolio management views and reports against the advertiser’s internal conversion tracking data.
Assist Reports
Assist reports provide insights into the conversion paths for all of an advertiser’s keywords and ads. They use data captured through the Adobe Advertising conversion tracking service and can be generated only for advertisers with the service.
Specialty Reports
Specialty reports consist of data collected by the ad networks (rather than by Adobe Advertising tracking).
Model Accuracy Reports
Model accuracy reports indicate the accuracy of the cost and revenue models that are used to optimize bids, campaign budgets, and bid strategy targets for a portfolio.

Report automation

Schedule customized reports to be automatically generated in either or both of the following ways:

The Scheduled Reports views

The Reports > Scheduled Reports views allows you to create and manage reports and report templates:

  • The Latest Reports tab lists all reports available to you, except those that were manually deleted, with the most recent report at the top by default. Information shown for each report includes the schedule by which it is run (when applicable), the start and end dates for which data was or will be generated, who created the report, and the report status (Finished, In Progress, or Error).

    Links next to each report allow you to open or save the report as a Microsoft Excel workbook (XLS), a tab-separated values (TSV) file, or a comma-separated values (CSV) file. Some report types can also be saved as Excel workbooks with a separate worksheet for each applicable campaign.

    From this tab, you also can create a new report (which optionally may be used as a template), create a new report based on the settings for an existing report or using a report template, cancel in-progress reports available to you by deleting them, and delete any completed report available to you.

  • The Templates tab lists all saved basic and advanced report templates available to you, including information about any schedules associated with them. The most recent template is at the top by default.

    From this tab, you create a new template, edit any template you created (including adding, changing, or removing its schedule), generate a report from a template; and delete any template available to you.

How to use reports

Purpose
Report
Performance Monitoring
Performance Troubleshooting & Trend Analysis
Identifying Business Growth Opportunities
Analytics

Generate reports

Generate a new report

  1. In the main menu, click Reports > Scheduled Reports.

  2. Click Create Report, click the report category in the left panel, and then select the report type. Click Proceed.

  3. (Optional) In the Create Report window, change the default report settings for basic and advanced reports, assist reports, model accuracy reports, and specialty reports:

    1. (Optional) Enter a custom name for the report and for the template (if you save the report as a template).

    2. (Optional) To save the report settings as a template, enable the Save as template setting.

    3. (Optional) Select a different report Type within the same report category.

    4. (Optional) On the Basic Settings tab, select an existing report template to use or change the default basic settings for the report.

    5. (Optional) Click the Columns tab, and change the default columns in the report, including the column order.

      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 the sum of all numbers in the column, regardless of currency.

    6. (Some report types, optional) Click the Filters & Attribution or Filters tab, and add data filters, (some report types) limit the report results to include only specific label classifications, and change the default attribution rule and conversion attribution settings.

    7. (Optional) Click the Scheduling tab, and change the default scheduling and delivery options.

  4. Click Create.

If you didn’t specify a report schedule, then the report is run immediately; otherwise, it’s run according to the specified schedule. The report name is added to the Latest Reports view. If you saved the report as a template, then it’s also added to the Templates view. When the report is completed, the file is available to open or save; templates are available immediately.

If you entered any email addresses for notification, each recipient receives a notification when the report job is completed or fails, based on the user’s configured notification settings for reports.

Generate a report from an existing report

  1. In the main menu, click Reports > Scheduled Reports, which opens to the Latest Reports tab.

  2. Do either of the following:

    • Hold the cursor over the report row, and click … > Duplicate.

    • Select the check box next to the report. In the bulk actions toolbar, click Duplicate.

  3. Edit the report settings if necessary.

  4. Click Create.

Generate a report from an existing template

  1. In the main menu, click Reports > Scheduled Reports.

  2. Click the Templates tab.

  3. Do either of the following:

    • Hold the cursor over the template row, and click … > Duplicate.

    • Select the check box next to the existing template. In the bulk actions toolbar, click Duplicate Duplicate.

  4. (Optional) Rename the template, and edit the report settings if necessary.

    Click Next to move between the setting sections.

  5. Enable the Save as Template setting.

  6. Click Create.

Preview or save a report

You can preview a report in the web browser, or open or save the report data as a Microsoft Excel workbook, a tab-separated values (TSV) file, a comma-separated values (CSV) file, or (some report types) a Microsoft Excel tabbed workbook.

NOTE
Adobe Account Team members and some administrator users can view reports created by advertiser and agency users.

  1. In the main menu, click Reports > Scheduled Reports, which opens to the Latest Reports tab.

  2. Do either of the following:

    • (To view a report in the web browser) Do either of the following:

      • Hold the cursor over the template row, and click … > Preview.

      • Select the check box next to the existing template. In the bulk actions toolbar, click Preview.

    • (To open or save the report data in a file) In the Export column next to the report name, click the name of a format, and then open or save the file according to your browser’s normal procedure:

      • XLS: For an Excel workbook with a single worksheet (XLSX format). The report includes one worksheet that’s labeled at the top with the parameters, with one row for each component reported when data for the component is available. Rows with no data are omitted.

        Basic reports include a total for each numeric column.

      • TSV: For a TSV file. The report includes the parameters and one row for each component reported.

      • CSV: For a CSV file. The report includes the parameters and one row for each component reported.

Delete reports

  1. In the main menu, click Reports > Scheduled Reports, which opens to the Latest Reports tab.

  2. Do either of the following:

    • (To delete a single report):

      1. Hold the cursor over the report row, and click … > Run.

      2. In the confirmation message, click Confirm.

    • (To delete one or more reports):

      1. Select the check box next to each report that you want to delete.

      2. In the bulk actions toolbar, click Delete Delete.

      3. In the confirmation message, click Confirm.

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