Scheduled Reports

Anna Forlenza

Updated June 22, 2023 19:45

What are Scheduled Reports

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.

Some of these reports are customizable, meaning you can adjust the specific metrics and filters. These reports will help you further understand the performance of your advertising Playbooks and your Campaigns.

Types of Scheduled Reports available

Report Name	Customizable?	Description
Account-based Engagement & Advertising	✅	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	❌	Includes where people are seeing your ads (Publisher) by Campaign.
Ads Performance	✅	Includes performance grouped by Ad.
Campaigns Performance	✅	Includes performance grouped by Campaign.
Granular Conversions	❌	Includes details around each individual Conversion.

Who can access

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 to download a report

Log in to RollWorks, go to Advertising > Reports, and click the tab Scheduled Reports.
Click on the name of the report you want to export.

Scheduled

Select the date range.
Click Export.

Within minutes you should receive the report in your email inbox. The report could take up to an hour to arrive in 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

Schedule reports to be emailed to your team

Scheduled

Hover over the specific report name and click Schedule.
Select the Frequency:
- - Daily: Previous day's data is delivered each day.
  - Weekly: Previous week's data is delivered each week on whichever weekday you choose.
  - Monthly: Previous month's data is delivered on the first day of each month.

UTC Time zone is used for all reports

The RollWorks platform and all report datestamps operate in UTC (Universal Time Coordinated)

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.

Add users to your RollWorks account to send them reports

You can send scheduled reports to the email addresses of users that have been set up with access to your RollWorks account. To add additional users to your RollWorks accounts go to this help center article.

Customize a report

Click on the name of the report that you want to customize. Depending on the report, the customization options will differ as shown in the table below:

Report Name	Description
Account-based Engagement & Advertising	This report can be customized to include RollWorks Advertising Impact on: Advertising Metrics Engaged Visitors Journey Stage Opportunity Data* To learn how to customize your definition of RollWorks influence on opportunities go to this guide and go to 'How to use this report' section 'Step 4'.
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

Metrics available by report type

Metrics in the last 48 hours are not final

Please know that the metrics in the last 48 hours are not finalized yet. The data from the last 48 hours might be showing discrepancies in the Campaign/Playbook section. For comparing and verifying the metrics it is recommended to keep the date range prior to the last 48 hours to be in line with all the data.

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

Category	Field	Ad Placements Report	Ads Report	Campaigns Report	Granular Conversion Report	Account-based Engagement & Advertising
Ads	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	❌	❌	❌	✅	❌
Conversions	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	❌	❌	❌	❌	✅
Revenue Impact	Total Revenue	❌	❌	❌	❌	✅
	Ad influenced Revenue	❌	❌	❌	❌	✅
	Closed Won Opportunities Revenue	❌	❌	❌	❌	✅
	Ad influenced closed won opportunities revenue	❌	❌	❌	❌	✅
	Open Opportunities Revenue	❌	❌	❌	❌	✅
	Ad influenced open opportunities revenue	❌	❌	❌	❌	✅
	Closed Lost Opportunities Revenue	❌	❌	❌	❌	✅
	Ad influenced closed lost opportunities revenue	❌	❌	❌	❌	✅
	Total Opportunities	❌	❌	❌	❌	✅
	Ad influenced Opportunities	❌	❌	❌	❌	✅
	Closed Won Opportunities	❌	❌	❌	❌	✅
	Ad influenced closed won opportunities	❌	❌	❌	❌	✅
	Open Opportunities	❌	❌	❌	❌	✅
	Ad influenced open opportunities	❌	❌	❌	❌	✅
	Closed Lost Opportunities	❌	❌	❌	❌	✅
	Ad influenced closed lost opportunities	❌	❌	❌	❌	✅

I did not receive my report via email

The report could take up to an hour to arrive in 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.
Add support@rollworks.com to your inbox safe sender list.

Facebook & Instagram advertising reporting limitations

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

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

LinkedIn advertising reporting limitations

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.