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Use Ad Reports

Create, save, and share ad and site reports using performance, keyword, asset, and segment templates. Learn about report types and the report list.

Author: Cascade

Ad Analysis and Site Analysis let you review ad and site performance by analysis method, then save and share the results as reports. Open Detailed Analysis > Ad Report or Web Report in the left menu.

Ad Analysis screen (analysis method cards and Analysis Report List)

Types of analysis methods

Select the report you want to create from the Analysis Methods cards at the top of the screen.

Screen

Analysis method

What it shows

Ad Analysis

Performance Analysis

Performance by ad platform, campaign, ad group, and ad

Ad Analysis

Asset Analysis

Performance by asset, such as images, videos, and text

Ad Analysis

Keyword Analysis

Performance by search term, and keyword and negative keyword management

Ad Analysis

Placement Analysis

Performance and exclusions by destination site, app, and placement

Ad Analysis

Ad Copy Analysis

Performance by headline and description, and ad copy editing

Ad Analysis

Segment Report

Performance by device, gender, age, region, day of the week, and hour of day

Ad Analysis

LP Analysis

Scores and areas for improvement for landing pages used as ad destinations

Site Analysis

Funnel Analysis

Drop-off at each stage leading to a purchase or registration

Site Analysis

Conversion Path Analysis

Conversion rates by on-site action

Site Analysis

Referral Analysis

Combinations of metrics by traffic source

Site Analysis

Search Performance

Clicks, impressions, and search position for each Google Search query

Site Analysis

Event Settings

Organize and name Google Analytics events

Before you begin

  • Ad Analysis is available on the Business plan. Site Analysis is available on all plans.

  • All roles, including Guests, can view reports.

  • The report creator, Owners, and Admins can save reports. Editors, Viewers, and Guests can save them when granted write permission for the report.

  • Ad Analysis is available when you connect at least 1 ad platform. If none are connected, "No ad platform connected" appears.

  • In Site Analysis, connecting Google Analytics displays the Funnel Analysis, Conversion Path Analysis, Referral Analysis, and Event Settings cards. Connecting Google Search Console displays the Search Performance card.

  • The LP Analysis card appears when you are on the Business plan and have LP Analysis permission.

Connect services from Settings > Integrations in the left menu.

Steps

1. Create a report

Click an analysis method card to open a new report.

Performance Analysis report screen
  • The title starts with "Untitled." Use the pencil icon to change it.

  • Set the date range, filters, and other conditions. See the article for each analysis method for details on its settings.

  • Click Save New at the top right to save. You can reopen saved reports from the list.

  • After changing a saved report, click Save.

2. View saved reports in the list

Site Analysis screen (analysis method cards and Analysis Report List)

Saved reports appear in the Analysis Report List at the bottom of the screen.

  • The columns are Name, Created By, Analysis Methods, Favorite, and Last Updated.

  • Use the icons to switch between List View and Grid View.

  • Use the search icon to search by name, and Rows per page to change the number of reports shown.

  • Select Edit or Delete from the menu at the far right of a row.

  • Select row checkboxes to Duplicate or Delete multiple reports at once. Duplicated reports are named "Copy of [report name]."

3. Share a report

Open a saved report to see sharing actions to the right of the title.

Report permissions settings screen
  • Click Permissions to open Report permissions. Click Edit to set Read, Write, Comment, and Share for All users and Members, then click Save.

  • Owners, Admins, and Editors and Viewers granted permission for the report can use Permissions.

  • Only the report owner can use Invite to Report. Specify an email address, Role, and permissions to send an invitation.

4. Delete a report

Select Delete from a row's menu, or select row checkboxes and click Delete. Confirm deletion in the dialog. Deleted reports cannot be restored.

Troubleshooting

Symptom

Cause

Solution

"No ad platform connected" appears in Ad Analysis

No ad platforms are connected

Connect an ad platform in Settings > Integrations

Analysis method cards do not appear in Site Analysis

Google Analytics and Google Search Console are not connected

Connect them in Settings > Integrations

You cannot click Save New or Save

You do not have write permission for the report

Ask the report owner or an Admin to grant you Write in Permissions

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