What is Report Designer?
Fluency's Report Designer simplifies creating professional, easy-to-understand reports to share custom metrics. Reports can be generated automatically on a set schedule or on demand. You can also have reports sent directly to your email by entering your address as the recipient. Note: This feature is for internal use only—please do not enter client email addresses.
Generating reports in four steps
Step 1: Choose a report format and type
Start by generating a new report, and select a format and report type. These choices will determine your scheduling and design options later in Report Designer.
Go to Insights (bar icon) in the left menu.
Select Report Designer.
Select Report Designer from the dropdown.
Click the + Create a New Report button in the top-right, or if this is your first report, the You Don’t Have Any Reports. Click Here to Get Started button in the middle.
In the Get Started section, enter a Report Name.
Select a Format Type:
Data Export: Export data in CSV or JSON format to an Amazon S3 bucket or FTP server.
PDF: Email or download a PDF version of the report.
PowerPoint: You can use Report Designer or consider using Fuse, our PowerPoint plug-in.
Note: Once you start making selections in Report Designer, the format type locks. To switch to a different format type, deselect all options in Report Designer—then you can change the format type under the "Get Started" section.
Select a Report Type (field inputs beyond this point will vary depending on your choice):
Customer: A business organization is considered a "Customer." This encompasses all accounts affiliated with your business.
Portfolio: This option generates reports with data from all accounts assigned to you (i.e., your portfolio of advertising accounts).
Account: This option fetches data for an individual account.
(For PDFs only) Select a Page Layout:
8.5 x 11 Portrait
8.5 x 11 Landscape
11 x 17 Portrait
11 x 17 Landscape
Step 2: Schedule the report
Next, schedule how often and when the report will get generated, along with who will receive it.
Select a Frequency for automatic report generation and sending (Weekly, Daily, Monthly). Select Manual Only to generate and send the report at your discretion.
Note: For Weekly/Monthly reports, you can specify a particular day.Define a Date Range for the report's time frame (e.g., Last 7 Days, Last 30 Days).
(Optional) Add Recipients: Enter email addresses of those who will receive the report, separating each entry by hitting "Return" or "Enter" to create a new line.
(Optional) Specify a Destination.
Amazon S3: s3://[your region]/[bucket name]/[path]
FTP Server: ftp://[username]:[password]@[domain]/[path]
Additional Scheduling Options
You can further customize your report under the "Advanced" dropdown—including the email "Sender" address, "Reply To" address, and subject.
Step 3: Design the report
In this step, choose which data points to include in your report via a drag-and-drop builder.
Important: The full functionality of Report Designer is only available for PDF format. For Data Export format, you can still select data assets in Report Designer, but not arrange them. For PowerPoint format, you need to upload a PowerPoint template.
To design your PDF report:
Content: Arrange the content assets you want in your report using a drag-and-drop builder.
Styles: Customize accent colors, upload your logo, and more.
Sections: Add new sections and page breaks to structure your report.
Step 4: Preview and save
Finally, preview the report, save your preferences, and you're all set!
When you're finished customizing your report, you can simply click Save to finish, or you can click Preview to view a sample PDF of your report.
If previewing your report, you may need to select an Account, and then the report preview will open in a new tab (like in the image at the top of the article). Verify that the layout and content appear as desired.
Click Save to finalize and save the report.