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Use Report Generation
Create Google Sheets or PowerPoint ad reports. Add AI comments, download Excel files, set weekly or monthly schedules, and register your own templates.
Author: Cascade
Report Generation lets you create reports from the performance data of connected ad platforms. Choose Google Sheets or PowerPoint as the format. Set up weekly or monthly scheduled reports to generate them automatically and receive chat notifications.
Open Analysis > Report Generation from the left menu.
What you can do
Item | Description |
|---|---|
Generate Report | Select a period and format to create a report immediately. |
Scheduled Reports | Automatically create a report for a specified period every week or month. |
PowerPoint Template | Register your own presentation to generate reports with its cover, frames, and color scheme. |
AI Report | Add AI comments on performance. Uses 1 AI credit. |
Report list | Open reports you have created, download them as Excel files, or delete them. |
Requirements
Report Generation is available on the Business plan.
Owners, Admins, and Editors can generate reports, configure scheduled reports, and register templates.
To generate Google Sheets reports, you need to connect Google Drive. If it is not connected when you generate a report, a prompt appears.
You do not need to connect Google Drive to generate PowerPoint reports.
You can retrieve data for up to the last 90 days.
Report contents
Reports include the following. Comparisons with the previous period are added progressively after the main report is complete.
Performance by ad platform
Breakdowns by campaign and ad group, with comparisons to the previous period
Images, performance, and comparisons to the previous period for each creative
Performance and comparisons to the previous period for each search term
AI comments for each row if you include an AI Report
Steps
1. Generate a report
Click Generate Report.
Enter a Report Title (up to 120 characters).
In Format, select Google Sheets or PowerPoint.
For PowerPoint, select a Cascade template or your registered presentation in Template.
Select a period in Date Range. The default is the last 30 days.
To include AI comments, select Generate AI Report. Your remaining credits appear.
Click Generate. "Report generation has started." appears.
If you select Google Sheets and Google Drive is not connected, the Connect Google Drive prompt appears. Click Connect Google Drive to connect, then generate the report.
When complete, "Report generation is complete." appears, and the report is added to the list.
2. Open or download a report
Open: Google Sheets reports open in a new tab. PowerPoint reports download as files.
Excel: Download a Google Sheets report in Excel format. Members without Google accounts can also receive reports this way.
Share: A warning appears if the spreadsheet could not be shared with some members.
Delete: Delete the report. This cannot be undone.
The list shows the format, file size, period, ad platforms, whether an AI Report is included, creation date, and creator. Filter the list with Search by report title.
3. Set up scheduled reports
Click Scheduled Reports.
Click Add Scheduled Report.
Enter a Report Title.
In Frequency, select Weekly (choose a day of the week) or Monthly (choose a day from 1–28).
Select a Time unit.
Select a Format and, for PowerPoint, a Template.
To include AI comments, select Generate AI Report.
Click Save.
Time unit | Description |
|---|---|
Previous week (Mon–Sun) | The week before the run date |
Previous Month | The month before the run date |
This month (1st through yesterday) | From the 1st of the month in which the report runs through the previous day |
Last 7 days / Last 14 days / Last 30 days | The selected number of days ending the day before the run date |
Reports are generated and notifications are sent around 8 a.m. Japan time. When a report is complete, a notification is sent to your connected chat service (Slack / Chatwork / Microsoft Teams). Google Sheets reports are shared with members who have the Editor role or higher. Download PowerPoint reports from the list.
You can set up to 10 scheduled reports per product. Use the switches in the list to enable or disable them. You can also edit or delete them. If you do not have enough credits, only the AI Report is omitted; the report itself is still created.
4. Register a PowerPoint template
Click PowerPoint Template.
Click Register PowerPoint and select your presentation (pptx). The limits are 50MB and 60 slides. You cannot register presentations that contain macros.
Once analysis is complete, the status changes to Registered. You can then select it in Template when generating a report or configuring a scheduled report.
You can register 1 template per product. To replace it, register a new presentation. You cannot delete a template used by a scheduled report.
Troubleshooting
Symptom | Cause | Action |
|---|---|---|
"Google Drive connection expired. Please reconnect." appears | The Google Drive connection has expired. | Follow the prompt and click Connect Google Drive to reconnect. |
Report generation fails | An ad platform is not connected, no ads ran during the period, data cannot be retrieved from the ad platform, or there are not enough credits. | Check the displayed reason, fix the connection, period, or credit balance, then generate the report again. |
A warning appears under Share | Some members have no registered email address or Google account, or sharing with them is not permitted. | Download the report with Excel and send it to those members. |
"The report is still being finished. Please try again in a few minutes." appears when you click Excel | Additional information, such as comparisons with the previous period, is still being added. | Wait a few minutes, then click again. |
You cannot download an Excel file | The file exceeds 10MB. | Generate the report again with a shorter period. |
You cannot click Add Scheduled Report | You already have 10 scheduled reports. | Delete scheduled reports you no longer need. |
You cannot delete a template | A scheduled report uses it. | Change the scheduled report's template to a Cascade template, then delete it. |
Generate Report does not appear | You are logged in as a Viewer. | Ask an Owner, Admin, or Editor to generate the report. |
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