Reports – Microsoft Ads

Accounts

Sign in with Microsoft – add a new account to the connector.

• optional email address – if you want to log into an account other than your default Microsoft account, enter the email address here before you click the Sign in button.

Account – select a saved account to use for this query. With the selected account, you can:

• Refresh – update the saved account credentials by logging in again.
• Delete – remove the account from your computer.
• or value – enter an account reference name or a cell reference to it. A cell reference button is included to assist.

Customer/Ad Account – select the customer and ad account to use for the report

• or value – enter a ‘customerId.adaccountId’ combination or a cell reference to it. A cell reference button is included to assist. The customerId and accountId are the numeric portions only.

Preset Reports

Get started quickly by selecting a preset report. This preselects dimensions, metrics, dates and filter settings for common reports. The settings can then be modified as desired.

Fields

Type of Report – the type of report determine the dimensiones and metrics available.

Time Resolution – you can add a time dimension to your report, or select Summary.

Dimensions / Metrics – click ‘add dimension’ or ‘add metric’ to select from the available fields. The selected lists below can be reordered using drag-and-drop, or select and delete (X).

Dates

Preset Range – choose a preset date range

Date Range – select 2 of 3 date range options to define the date range (start + duration, start + end, duration + end).

• Start – Start on (date); Start of (selection); or Value (can be a date or cell reference).
• Duration – enter a number and select the period.
• End– End on (date); End of (selection); or Value (can be a date or cell reference).

Filters

Campaign / Ad Group – select a campaign and/or ad group to restrict the report to the selected item.

Add Filter – filters can be added by selecting the field, criteria and value, then clicking And or Or button depending on the logic you want.

Filter Rules – entered rules can be rearranged using drag-and-drop, or selected and deleted by clicking the X.

Sort

Add Sorting Rule – sorting rules can be added by selecting a field, with Ascending or Descending, then click Add.

Sorting Rules – Entered rules can be rearranged using drag-and-drop, or selected and deleted by clciking the X.