To create a Google Ads report in Opteo you'll first need to fill out a few bits of information which our algorithm will use to create custom slides for your account:
1. Edit Report Settings
When you hit 'Create Report', you'll be taken to Report Settings. Here you should give your report a title (which will appear on the cover slide), choose the time period for the report, and select the design theme (5 to choose from).
You'll also see 3 different Report Templates to choose from. Each includes a different set of slides. For more information about Report Templates, check out the help document here.
2. Complete Your Sender Profile
A little further down this page, enter your Sender Profile. Upload your logo, and add your name and contact details to appear in the footer of each slide. Use the Footer Preview to review the information you have provided here.
3. Add A Recipient Profile
Here you can enter your recipient's logo and brand colours to make the report feel more personal for 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 spend and CPA targets. Opteo will use this information to generate report slides that show Google Ads performance about those targets. 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.
3. Conversion Types
Next, choose which Conversion Types the report should include. By default, Opteo will auto-select the conversion types you have selected in your largest Campaign Group within Campaign Groups.
5. Google Analytics Integration
Connect a Google Analytics account and corresponding view to generate a Google Analytics Summary slide in your reports. This will display an overview of 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.
5. Set a Report Schedule
Set up a schedule to automatically generate new reports. Opteo will then send you an alert via email or Slack whenever a new report is generated. 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.
6. Click Create Report
When ready, hit 'Create Report', and Opteo will generate a 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.
Click 'Back' at any tie to change the Report Settings, Sender Profile, or Recipient Settings (note: any changes you make will override any edits you have already made to your report slides).