Advanced Reporting-Scheduled Report

Lastest updated: 2024/12/10

 

1. Function Introduction

Scheduled Reports serve as a customizable data download center that spans across stores and different ad types. They support customization of scope, data metrics, and more. Additionally, they facilitate timely data report delivery.

 

2. Use-Cases

If you require cross-analysis of data across different ad types, utilizing scheduled reports allows for the most detailed data aggregation, meeting a variety of analysis needs.

If you need periodic data aggregation and analysis, leveraging scheduled reports can save you time on data filtering and summarization.

 

3. Use Conditions

Marketplaces restrictions: None

Supported ad types: No limitations.

Report templates limit：Each user can simultaneously enable to 10 report templates.

Currently supported report types: Profile, Campaign, Ad Placement, Keyword, Search Term, and Matched Targets. 

[New]Newly launched report types:

Targets report (including keyword targets, product targets, auto targets, audience),

Product Ads report

Label report (including campaign label, keyword label for keyword targets data, keyword label for search terms data, ASIN label for product ads data),

Product center report (including Seller and Vendor)

4. How To Use Scheduled Reports

Feature Access：[Advanced Reporting]-[Scheduled Report]

The basic workflow for Scheduled Reports is as follows: Click on [Create Report] → Select Report Type → Configure Report → Receive email /Download Report → Manage Reports.

 

4.1 Create Report

Click on [Create Report];

Select the desired report type and sub type:

Enter the name:

Set the data range: This section allows you to choose the profile, time range, ad type, etc. You can also accurately select the data scope based on supported custom filters.

Object	Instruction	Screenshot
Profile Range	All Profiles Select Profiles：You can select 200 profiles at most.
Date Range	You can select from this week, last week, this month, last month, the last several days, and custom. When selecting this week or last week, you can choose the starting date of the week is Monday or Sunday When choosing custom, you need to manually select a date range, which will not be calculated based on today. When selecting Product Center Report-Vendor, the data selection time will default to excluding the past 4 days. For example: Today is November 30th. When selecting [this month], the data range will be 11.1-11.26, totaling 26 days, with a sequential comparison period of 10.6-10.31 Today is November 30th. When selecting the next 30 days, the data range will be 10.28-11.26, totaling 30 days, with a sequential comparison period of 9.28-10.27 Due to the limited amount of data supported, the date range supported by each report varies.
Campaign Type	The optional types of campaigns will vary depending on the type of report. This will also determine the available metrics.
Custom Filters	Each type of report supports filtering at this level and above, such as the campaign report supporting filtering by ad group and advertising campaign attributes.
Currency	Currency support includes USD and other local currencies. When selecting different country profiles, only USD selection is supported.

Set the Fields：This section supports configuring the fields displayed in the downloaded table.

The available settings are detailed in the table below:

Object	Instruction	Screenshot
Time Segmentation	Xnurta will aggregate each data point according to the selected time segmentation. Support for summarizing data by date range, daily, weekly, monthly, quarterly, and yearly. Campaign reports support hourly aggregation.
Custom Columns	You can configure the fields required to display in Excel as follows: Dimensions: Attributes fields supported by this report type. Metrics: Available metrics will vary based on the selected report type and campaign type. Data Comparison: When time segmentation is selected for summary within a time range, it is available to enable data comparison for metrics. You can set up either sequential comparison or comparison against a custom period.

[New] Download Settings:

1. Download format: You can choose to download in xlsx or csv format
2. File splitting method:
   1. You can choose to merge all selected stores in this report into one file to generate a report, or split files by store.
   2. Splitting files will generate independent report files for each of your stores, and all files will be packaged into compressed files.
   3. When you select too many stores, the report generation may fail due to the large amount of data merged into one file. In this case, it is recommended that you choose to split the files by store.
3. Scheduled type: You can choose to generate recurring reports on a specified daily, weekly, or monthly frequency, or generate a one-time report at a specified time. You can also choose now, and the system will immediately generate a report for you.
4. Report sending method: You can choose to send the report to email and fill in the email addresses you wish to send it to below. You can also choose to download only on the page, and you can download the report in the push history of the custom report.

Click [Save and enable report] to complete the creation process.

 

4.2 Report Management

The created reports will be displayed in the report list, where you can perform bulk operations on report templates. This includes bulk enabling, pausing, deleting, changing schedule type and push email settings.

Other available operations include:

Edit Report: You can change the basic settings of the report template.

View the historical records of the report: When downloading fails, support for refreshing data and re-downloading is available. This will generate a new record.

Copy Report Template.

Each login account can support a maximum of 10 concurrently enabled report templates. The main account can view reports created by sub-accounts but cannot edit or delete them. Sub-accounts can only view the reports they have set up.

 

5. FAQ

Can the time range of the report be extended?

Currently, when the data volume exceeds 300,000 records, the report may fail to send. If you have a longer time range requirement, you can consider splitting reports by store, selecting fewer stores, or adding some filtering criteria to control the data volume of each file.