So, what is the Executive Report?
Manually downloading raw data, segmenting/inserting it into several different Excel tabs and making it look presentable for a weekly or monthly report – it’s a blast from the past that still makes me shrug to this day!
As a PPC’er, there comes a time when big chunks of our days become heavily invested in reporting, feeling like machines when we’re churning out daily, weekly and monthly reports for our clients.
Fancy a breath of fresh air from this? Well, we’ve got the answer.
DS (DoubleClick Search) executive reports feature is the holy grail of setting up customised reports within the DS interface, making them easily-accessible and ready to send – all before you’ve sat down at your desk on a Monday morning!
Top 5 Reasons for Using Executive Reports
- Real-Time Reporting
- Custom Metrics
- Schedule & Sharing
(1) Real-Time reporting
DoubleClick executive reports are almost real-time and updated every 15 minutes, which means that any clients who require daily reports will be kept fully up-to-date through DS reports.
(2) Custom Metrics
In DS, there’s no restriction to creating your own formulated columns that hold significance to each individual client you work with. You can report on whatever you want! From attribution models, custom formula columns to cross-device data – you can present the data that suits your clients’ needs.
(3) Schedule & Sharing
Once you’ve set up your executive report, you can schedule it to be sent to the client, yourself, or the whole team – you have the power to decide!
You can set the report to run on a regular basis (i.e daily, weekly or monthly), as well as being able to select a specific day and time. You can also share a link to the report via a direct URL or simply download the report in an Excel or PDF format.
With DS executive reports, you can create reports that cross between agency, advertiser and engines. If you’ve ever been curious about comparing metric performance between Google and Bing without the hassle of pulling data from both engines manually, then sit back and relax and watch DS do its magic!
It takes minimal time to set up an executive report in DS if you know exactly what you need in it. Once you’ve created a report that consists of everything you need, you’re good to go and you might never need to touch the report again!
However, we know that it doesn’t always work that way and there may be a time when you need to add another table, metric or graph. With DS reporting, this is simple to do. You can copy and paste an existing report and replicate its reporting template, meaning that you’ll only need to make a few minor adjustments to the settings to pull the correct data.
Are you ready to create a DS report?
Now we have the basics covered, you can see the benefits of using DS executive reports and how it can save you time – so, you’ll want to get stuck in and set up your own reports! Here’s how:
Go to the executive reports tab and click on the “create reports” button and another pop up box will appear. You can set the title of the report and you then need to select the agency, advertiser and account. It’s important to note at this stage that you can also select the currency format and the level of reporting you need (i.e. account, campaign or keyword level).
Once you’ve created the report, you can start tailoring it to your needs. Here, you can select from a range of illustration formats for the data. Select your preferred layout.
Now that you’ve created your tables and graphs, you can go ahead and start to segment the report based on your client’s needs. Standard reporting may include a summary, brand and generics split. You can then go further and start creating tabs for daily, weekly or monthly reports.
Automate your report by setting up scheduling, so it’s programmed to be sent to you, the team, or the client on a frequent basis.
You can also share the report via a link URL.