Scheduled Reports

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?

  • Login to RollWorks, go to 'Advertising' > 'Reports', and click the tab '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'

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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 to your inbox safe sender list.

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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.


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How do I customize a report?

  • Login to RollWorks, go to 'Advertising' > 'Reports', and click the tab 'Scheduled Reports'

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*

Account-Based report cusomize.png

* 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.

Add Columns and Group by GIF.gif

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 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
& Playbook
Campaign Name
Campaign budget
Campaign Channel
Campaign Start & End Dates
Campaign Status
Campaign Type
Playbook Name
Day/Day of Week/Week/Month/Year
First Touch Timestamp & Days to conversion (first touch)
Last Touch Timestamp & Days to conversion (last touch)
Attributed Revenue  
Attribution Credit
Attribution Model
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
Cost-per-click (CPC)
Cost-per-thousand-impressions (CPM)
Click-through-rate (CTR)
Unique Visitors
Page Views
Engaged Visitors
Journey Stage
Account Name


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.


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