Setting up automated finance reporting in Google Ad Manager

This guidance assumes that you are either running basic Google Ad Manager (free) or do not have Ad Manager Data Transfer Reports activated on your premium GAM.

If you do have this service, please advise your Customer Success Manager or support and we can help you configure automated reporting using this service instead.

This guidance enables the setting up of an automated Google Ad Manager report to be sent to Anonymised on the first of every month for finance purposes.

The report should include the following:

• Dimensions

  • Order

  • Line item

  • Creative

  • Key-values

• Metrics

  • Total (this will include:)

    • Total impressions

    • Total targeted impressions

    • Total clicks

    • Total targeted clicks

    • Total CPM and CPC revenue

    • Total CTR

Report set-up guidance

1. Log into Google Ad Manager.

2. Navigate to Reporting > Reports.

   

3. Click on the New report button.

4. Under Report type be sure to select Historical.

5. Under General Settings, name the report, for example: [Publisher name] - Anonymised - Monthly Finance Report.

6. Set the Timezone to (GMT) Greenwich Mean Time

7. Edit the Date range to be Dymanic and Last Month.

8. Under Report currency be sure to select your local currency.

9. Under Filters choose Set the option Line Item, and then choose either:

   1. Select is any of and choose all the line items on which the Anonymised key-value is used

   2. Where you have added ‘Anonymised’ to the name of the line item(s), select contains and type Anonymised using the naming convention used when setting up the line items

10. Under Dimensions, select the following options:

    1. Order

    2. Line item

    3. Creative

    4. Key-values

11. Under Metrics, search for and select:

    • Total impressions

    • Total targeted impressions

    • Total clicks

    • Total targeted clicks

    • Total CPM and CPC revenue

    • Total CTR

12. Under Editors and scheduling, set the Schedule to Monthly.

13. Set the Date range:

    1. to start on the first of the month.

    2. and ending on the last date the filter allows (this should be one year from the date you create the scheduled report).

14. Keep the File format as CSV and leave all the following options enabled:

    1. Include header,

    2. Include IDs,

    3. Notify creator

15. Under Add recipients, include the email address gam.reporting+{Network ID}@anonymised.io. Where the Network ID can be found in GAM - see: https://support.google.com/admanager/answer/7674889?hl=en. An example of the email address could be: gam.reporting+12345678@anonymised.io.

16. Click on the Save button.

17. Navigate back to Reporting > Reports to see that the report has been created and scheduled.

The final report configuration should resemble:

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