(New UI) Manage spreadsheet report feeds
For basic reports and model accuracy reports only
Spreadsheet feeds provide daily performance data for all basic reports and model accuracy reports in a custom spreadsheet format in Microsoft Excel XLSX. You can set up spreadsheet feeds using specially formatted Excel spreadsheet templates that you create from regular report templates. Each day, the spreadsheet is automatically refreshed at a specified time with new, raw data that is aggregated daily. The raw data populates any columns and graphs that you’ve included in the spreadsheet template. Once a spreadsheet feed file is available, or if the file generation fails, each email recipient in the report template receives notification, based on the user’s configured notification settings for reports.
You can configure the feed to refresh up to the last 90 days of data, and all previous existing data remains, continuing to accumulate.
The Reports > Spreadsheets Feeds view lists all spreadsheet feeds that you have created. From this view, you can create spreadsheet feeds, manually refresh a feed, or delete a feed.
Available actions
Create an Excel template for a spreadsheet report feed spreadsheet-feed-create-excel-template
To create spreadsheet feeds, you must first create specially formatted Microsoft Excel spreadsheet templates using regular report templates. You optionally can customize the Excel spreadsheet to include additional columns and graphs.
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In Reports > Scheduled Reports, generate the desired report type using a Date Aggregation unit of “Daily” and with all other data parameters you want, saving the report as a template.
note NOTE - You can create spreadsheet feeds for Portfolio, Search Engine, Search Engine Account, Campaign, Ad Group, Ad Variation, Keyword, and Forecast Accuracy reports. If you use the Ad Group Report, limit the number of ad groups included for quicker results.
- The Date Range unit defined in the template isn’t used. You’ll define the dates for which to refresh data when you configure the spreadsheet feed later.
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After the report is generated, go to Reports > Scheduled Reports and export a TSV or XLS version of the report output to a file.
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In Excel, create a custom template for the report:
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Open the report file in Excel.
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Prepare the workbook:
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Delete the top rows that show the report parameters. For XLS files, also delete the “Total” row. You can optionally delete some of the data rows, but keep a) the data header row with all columns in the original order and b) at least one data row. Don’t manually add any data.
note NOTE The final column must include non-zero values. -
Sort the data by start date in ascending order (from the oldest to the most recent).
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Change the worksheet tab name from “Sheet1” to “RAW.”
This specific tab name enables the data to be refreshed.
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(Optional) Add custom columns to the right of the columns from the report template, as necessary.
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(Optional) On a separate worksheet, create a pivot table. After you are done, right-click in any cell of the pivot table and select Pivot Table Options, click the Data tab, and then select Refresh data when opening the file.
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Save the file as an Excel spreadsheet in .XLSX format.
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Create a spreadsheet report feed spreadsheet-feed-create
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Create the spreadsheet feed:
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In the main menu, click Reports > Spreadsheet Feeds.
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In the upper right, click Create Spreadsheet.
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In the Create Spreadsheet Feed dialog, specify the spreadsheet feed settings.
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Click Submit.
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(Optional) Once the feed’s Update Status is Finished, click XLSX next to the feed, and then open or save the file according to your browser’s normal procedure.
note NOTE If the report template associated with the feed is later deleted, then the feed is also deleted. The spreadsheet feeds are automatically refreshed each day at the configured Schedule Time. If the report template includes addresses for any email recipients, then those addresses receive notifications when the spreadsheet is refreshed.
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Edit spreadsheet report feed settings spreadsheet-feed-edit
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(Optional) To update the report template or the Excel template used for the spreadsheet feed:
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(Optional) To use a different or updated report template for the feed, create a new Excel template for the report template.
You’ll upload both the report template and the new Excel file in the next steps.
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(Optional) To simply add custom columns to the Excel template, insert the columns to the right of the columns from the report template, and then save the file as an Excel spreadsheet in .XLSX format. You’ll need to upload the new Excel file in the next step.
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In the main menu, click Reports > Spreadsheet Feeds.
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Change the spreadsheet feed settings:
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Select the check box next to the spreadsheet feed name.
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In the bulk actions toolbar, click Edit.
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In the Create Spreadsheet Feed dialog, change the spreadsheet feed settings.
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Click Submit.
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(Optional) Once the feed’s Update Status is Finished, click XLSX next to the feed, and then open or save the file according to your browser’s normal procedure.
note NOTE If the report template associated with the feed is later deleted, then the feed is also deleted. Spreadsheet feeds are automatically refreshed at 08:00 each day in the advertiser’s time zone. If the report template includes addresses for any email recipients, then those addresses receive notifications when the spreadsheet is refreshed.
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Spreadsheet report feed settings spreadsheet-feed-settings
Note: If you change the report template used for the report, or you update the columns in the template, then you must create and upload a new Excel template.
For example, if the value is 7, and today is March 7, then the existing data on the RAW tab beginning with March 1 is refreshed (up until the end date specified by the Back Fill Until parameter). Existing rows of data for dates before March 1 aren’t deleted, but they aren’t refreshed.
For example, if this value is 1, and today is March 7, then the existing data on the RAW tab is refreshed up to March 6 (and beginning with the start date specified by the Back Fill From parameter). If this value is 1, the Back Fill Until parameter is 7, and today is March 7, then the existing data on the RAW tab is refreshed from March 1 through March 6. In both examples, existing rows of data for dates after March 6 aren’t deleted, but they aren’t refreshed.
Note: For performance reasons, you can’t refresh spreadsheet feeds at 09:00, when other reports are generated.
(When Email Recipients are specified) What to include in email notifications to any specified addresses:
- Attach feed — To send a copy of the completed report in XLSX format. If the file is greater than 10 MB, then the notification doesn’t include an attachment.
- Notification Only (the default) — To send only a notification of the report completion or failure, with a link to the report.
View or save a spreadsheet report feed file spreadsheet-feed-view-or-save
You can view any generated spreadsheet feed or save it to a file. Spreadsheet feed files are in Microsoft Excel XLSX format.
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In the main menu, click Reports > Spreadsheet Feeds.
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Click XLSX next to the feed, and then open or save the file according to your browser’s normal procedure.
Manually refresh spreadsheet report feeds spreadsheet-feed-refresh
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In the main menu, click Reports > Spreadsheet Feeds.
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Select the check box next to each feed that you want to refresh.
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In the bulk actions toolbar, click Run Spreadsheet.
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In the confirmation message, click Confirm.
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(Optional) Once a feed’s Update Status is Finished, click XLSX next to the feed, and then open or save the file according to your browser’s normal procedure.
Delete spreadsheet report feeds spreadsheet-feed-delete
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In the main menu, click Reports > Spreadsheet Feeds.
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Select the check box next to each feed that you want to delete.
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In the bulk actions toolbar, click Delete.
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In the confirmation message, click Confirm.