Scheduled Reports

Anna Forlenza

Updated January 27, 2023 21:41

What are Scheduled Reports in the RollWorks platform?

Scheduled Reports are customizable reporting templates, inclusive of a variety of metrics, that can be exported on-demand or can be scheduled to be emailed to different users on a regular basis. These reports will help you further understand your Campaign and Playbook performance.

What type of Scheduled Reports are available?

The following are the customizable reporting templates available to be accessed on-demand or sent to your email on a regular cadence:

Scheduled Report Type	Customizable Template?	Description
Account-based Engagement & Advertising	Yes	Includes aggregated Account-level ad and engagement data for all your Campaigns and Playbooks. Performance data is aggregated by Account and Company domain
Ad Placements By Campaign	No	Includes where people are seeing your ads (Publisher) by Campaign.
Ads Performance	Yes	Includes performance grouped by Ad.
Campaigns Performance	Yes	Includes performance grouped by Campaign.
Granular Conversions	No	Includes details around each individual Conversion.

Who is eligible to access Schedule Reports?

Customers with any subscription package can access Scheduled Reports, including customers without a paid subscription package.

Access to the Account-Based Engagement & Advertising report is only available to customers with a subscription package: Starter, Standard, Professional, or Ultimate.

To find your current subscription, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.

How do I access Scheduled Reports?

Scheduled Reports.png

How do I export a report immediately?

Login to RollWorks, go to 'Advertising' > 'Reports', and click the tab 'Scheduled Reports'
Click on the name of the report you want to export
Select the date range
Click 'Export'

Export- how to - scheduled reports.gif

Within minutes you should receive the report in your email inbox. The report could take up to an hour to arrive to your inbox depending on the amount of data and date range. If you have not received your report within one hour, check your Spam folder and add support@rollworks.com to your inbox safe sender list.

Email confirmation - scheduled reports.png

How do I schedule a report to be emailed on a regular cadence?

Login to RollWorks, go to 'Advertising' > 'Reports', and click the tab 'Scheduled Reports'
Hover over the specific report name and click Schedule
Select the 'Frequency':
- - Daily: Previous day's data delivered each day
  - Weekly: Previous week's data delivered each week on whichever weekday you choose
  - Monthly: Previous month's data delivered on the first day of each month

📝 All RollWorks reporting times and scheduling are based on UTC time.

Select the email recipients under 'Email to':
- - Select your email address to send the report to you only.
  - Select an additional email address if you want to send the report to additional recipients.
  - Select 'All' to send the report to all the users set up in your RollWorks account.
Click 'Schedule'

📝 You can only select users already set up in your RollWorks account to receive reports via email. Click here to learn how to add additional users to your RollWorks account.

How do I customize a report?

Scheduled Report Type	Description
Account-based Engagement & Advertising	This report can be customized to include RollWorks Advertising Impact on: Advertising Metrics Engaged Visitors Journey Stage Opportunity Data* * Opportunity Data is only available for customers with a Salesforce Integration. RollWorks defines 'Influenced New Opportunities' as any new opportunity created within 90 days of the Account being shown at least 1 impression from advertising campaigns. To learn how to customize your definition of RollWorks influence on opportunities go to this guide.
Ads Performance Campaigns Performance	These two reports can be customized to: Add or remove metrics as additional columns Adjust the order of columns Group data by campaign, ad groups, ads, and time interval.
Ad Placements By Campaign	Cannot be customized
Granular Conversions	Cannot be customized

What fields and metrics are available in Scheduled Reports?

The table below outlines all the fields available in RollWorks Scheduled Reports by report type and field category.

Field Category	Field	Ad Placements Report	Ads Report	Campaigns Report	Granular Conversion Report	Account-based Engagement & Advertising
Ad	Ad Name	❌	✅	✅	✅	❌
	Ad Channel	❌	✅	✅	✅	❌
	Ad Created Date	❌	✅	✅	❌	❌
	Ad Destination URL	❌	✅	✅	❌	❌
	Ad Placement	✅	❌	❌	❌	❌
	Ad Preview	❌	✅	✅	❌	❌
	Ad size	❌	✅	✅	✅	❌
	Ad UTM Parameters	❌	✅	✅	❌	❌
	AdGroup Name	❌	✅	✅	✅	❌
	AdGroup Status	❌	✅	✅	❌	❌
	Facebook/Instagram Ad Permalink	❌	✅	✅	❌	❌
Campaign & Playbook	Campaign Name	✅	✅	✅	✅	❌
	Campaign budget	❌	✅	✅	❌	❌
	Campaign Channel	❌	✅	✅	✅	❌
	Campaign Start & End Dates	❌	✅	✅	❌	❌
	Campaign Status	❌	✅	✅	❌	❌
	Campaign Type	❌	✅	✅	✅	❌
	Playbook Name	❌	❌	❌	✅	❌
Impressions	Day/Day of Week/Week/Month/Year	❌	✅	✅	❌	❌
	First Touch Timestamp & Days to conversion (first touch)	❌	❌	❌	✅	❌
	Impressions	✅	✅	✅	❌	✅
	Last Touch Timestamp & Days to conversion (last touch)	❌	❌	❌	✅	❌
Attribution	Attributed Revenue	❌	✅	✅		❌
	Attribution Credit	❌	❌	❌	✅	❌
	Attribution Model	❌	❌	❌	✅	❌
Conversion	Attributed Click-Through (CTC) & View-Through (VTC) Conversion	❌	✅	✅	✅	❌
	Device (Conversion)	❌	❌	❌	✅	❌
	Conversion External Data	❌	❌	❌	✅	❌
	Conversion ID	❌	❌	❌	✅	❌
	Conversion Time	❌	❌	❌	✅	❌
	Conversion Value	❌	❌	❌	✅	❌
	Country/City (Coversion)	❌	❌	❌	✅	❌
	Email (From form fill)	❌	❌	❌	✅	❌
	Influenced Click-Through (CTC) & View-Through (VTC) Conversion	❌	✅	✅	✅	❌
	Referrer URL	❌	❌	❌	✅	❌
	Segment (audience)	❌	✅	✅	✅	❌
Additional Performance Metrics	Clicks	✅	✅	✅	❌	✅
	Cost-per-click (CPC)	❌	✅	✅	❌	✅
	Cost-per-thousand-impressions (CPM)	✅	✅	✅	❌	❌
	Click-through-rate (CTR)	✅	✅	✅	❌	✅
	Spend	✅	✅	✅	❌	✅
	Unique Visitors	❌	❌	❌	❌	✅
	Page Views	❌	❌	❌	❌	✅
	Engaged Visitors	❌	❌	❌	❌	✅
	Journey Stage	❌	❌	❌	❌	✅
	Account Name	❌	❌	❌	❌	✅
	Domain	❌	❌	❌	❌	✅

Are there any limitations with Facebook & Instagram Campaign Reporting?

Facebook has limitations on what information can be sent to RollWorks during the conversion event. This results in some variables not being included with the Facebook conversion:

- - RollWorks Conversion ID
  - Conversion Touchpoint Timestamp
  - Conversion Country
  - Conversion City

Are there any limitations with LinkedIn Reporting?

LinkedIn has limitations on what information can be sent to RollWorks. Please refer to this article to learn more about the limitations of LinkedIn Reporting in RollWorks.

Schedule Reports field definitions

Attributed Conversions: The number of conversions attributed to your RollWorks ads based on your selected attribution model. If the impression or click is attributed to the conversion, the value will be 1. If the impression or click influenced the conversion, the value will be 0.
Attributed Revenue: Revenue for the attributed conversions (only populates if you either specify a fixed conversion value or have enhanced conversion tracking set up).
Attribution Conversion ID: The unique identifier for the attributed or influenced conversion.
Attribution Credit: The type of credit assigned: attributed or influenced
Attribution Model: The attribution model applied at the time of conversion.
Click-through Conversion (CTC): A conversion that happens after someone clicks your ad.
Conversion Time: When the conversion happened.
Conversion Type: There are two types of conversions: click-through (CTC) and view-through (VTC).
Conversion Value: Revenue associated with the conversion. Only populates if you have a fixed conversion audience or if you have an enhanced conversion tracking set up.
Days to Conversion (first touch): Time from first RollWorks ad impression to conversion (days).
Days to Conversion (last touch): Time from last RollWorks ad impression to conversion (days).
First-touch Timestamp: When the first RollWorks touch ad impression occurred.
Last-touch Timestamp: When the final RollWorks ad impression occurred.
Referrer URL: URL preceding the conversion.
Segment (audience): The associated conversion audience name in RollWorks.
View-through Conversion (VTC): A conversion that happens after someone views your ad without clicking
Page Views: Number of times a visitor landed on a page of your website and was served an impression on the same day.
Unique Visitors: Number of distinct users who viewed a page of your website and were served an impression on the same day.
Engaged Visitors: The number of users who viewed a page on your website 3+ times and were served an ad on the same day.
Journey Stage: Stage in the customer journey the account was in on the last day of the defined time period of the report.