Creating Custom Reports
Last updated February 5, 2024
Custom reports are a powerful tool to gain deeper insights into your advertising campaign's performance on Promoted.ai. By creating reports tailored to your specific needs, you can track and analyze the metrics that matter most to your business. In this guide, we'll walk you through the process of creating custom reports within Promoted.ai.
Steps to Create Custom Reports:
- Log In to Your Promoted.ai Account:
- Visit www.promoted.ai and log in using your registered email address and password.
- Access the Reports Section:
- Once logged in, click on "Reports" in the navigation menu on the left-hand side of the dashboard to access the reporting section.
- Choose the Campaign to Report On:
- From the reporting dashboard, select the specific campaign or campaigns you want to create a custom report for.
- Select Report Parameters:
- Click on the "Create Custom Report" or similar option to begin the report creation process.
- Choose Date Range:
- Define the date range for the report. You can select a specific time frame, such as a week, month, or custom date range.
- Select Metrics to Include:
- Choose the key performance metrics you want to include in your custom report. Common metrics may include impressions, clicks, CTR, conversions, cost, ROI, and more.
- Customize Visualization:
- Customize how your report data is visualized. You can choose between various chart types, such as line charts, bar charts, pie charts, and tables.
- Filter and Group Data:
- Apply filters and grouping options to segment your data for a more detailed analysis. You can filter data by audience segments, geographic locations, device types, and more.
- Save Report Configuration:
- Once you've defined all report parameters, save the report configuration for future use. This allows you to quickly generate similar reports in the future without reconfiguring everything.
- Generate and View Report:
- Click the "Generate Report" or similar button to create your custom report. The report will typically be displayed on the screen or available for download in various formats, such as PDF or Excel.
- Analyze and Interpret Data:
- Analyze the report data to gain insights into your campaign's performance. Identify trends, strengths, weaknesses, and areas for improvement.
- Export and Share:
- If needed, export the custom report to share with team members, stakeholders, or clients. Export options may include downloading a PDF or sharing a secure link.
- Schedule Automated Reports:
- Some platforms offer the option to schedule automated report generation, allowing you to receive reports at specific intervals (e.g., weekly or monthly) via email.
- Save and Archive Reports:
- Save and archive important reports for future reference. Keeping historical data can help you track campaign progress over time.
- Iterate and Refine:
- Based on the insights gained from your custom reports, iterate and refine your advertising strategies to improve campaign performance.
By following these steps and creating custom reports tailored to your campaign objectives, you can gain a deeper understanding of your advertising efforts on Promoted.ai and make data-driven decisions to optimize your results.
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