Reports turn your performance data into clear and attractive Google Ads reports, complete with automated slide annotations and effortlessly surfaced insights.

To get started open an account, click Reports in the top navigation bar, and click Create New Report.

When you hit 'Create Report', you'll be taken to Report Settings. Here you can:

For more information about Report templates, check out the help document here. 

Since Opteo Reports are designed to be white labelled, you can use the Sender Profile section to fill in your details:

If you are sending the report externally (e.g. to a client), you can upload your recipient's logo and brand colours to make the report feel more personal to them.

Primary and Accent colours will be used to customise your report's data visualisations. You can either choose colours in the Colour Picker or enter specific hex codes if you have them.

We also recommend inputting your client's budget target and CPA or ROAS targets (depending on which mode you have chosen). Whatever is entered here will act as the basis for the Spend Target, CPA Target, and ROAS Target slides, which indicate to your client if your performance was below, over or right on target in this period.

Opteo will use the budgets you have set in your account centre and the CPA targets you have set in Campaign Groups to pre-populate these fields for you. If you choose to edit these fields, the new targets you have input will be used as the default for any new report you create. 

Next, choose which conversion actions the report should include. By default, Opteo will auto-select the conversion actions you have selected in your largest campaign group in your campaign group settings.

Connect your Google Analytics account to Opteo, and choose a property/app and view/data stream.

Opteo will use this data to create a Google Analytics slide in the report, where you can see an overview of key metrics such as Total Users, New Users, Percentage of Users from Google Ads, Time on Site, Bounce Rate, and Pages Per Session — across all channels (not just Google Ads). 

For more information about connecting Google Analytics to Opteo Reports, check out the help document here.

Set up a schedule to have Opteo automatically generate your reports for you each month. Opteo will then send you an alert via email or Slack whenever a new report is generated and ready for your review.

Currently, reports are generated on the third day of a given month to account for conversion lag. To learn more about automatically scheduling reports, see the help document here.

When ready, hit 'Create Report', and Opteo will generate your report for you. 

You can edit report slides on the next page, see advice and insights to help you explain performance, and preview the final version. More details here. 

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