Madgicx's Automated Reporting can help you save time, scale your account, and communicate with clients or team members.
With Automated Reporting, you can generate a document summarizing your Madgicx performance. You can customize the metrics, decide who to send it to, and how often they should receive it. You can also white-label the reports completely, and brand them as you wish.
The Automated Reporting feature is invaluable for tracking performance; especially if you are an agency with multiple clients. It's the best way to keep them updated.
Click the Automated Reporting button on the top right-hand side of the Dashboard, or open the window through the menu.
Choose your report frequency and schedule. You can receive the report daily, weekly, or monthly, or any combination of them. You can also decide what time you want to receive the report.
Choose recipients by entering their email addresses. You can also add 'CC' (secondary) recipients.
Customize the PDF view by choosing the report metrics and customizing the logo and background color.
(Optional) Add a name stamp to white-label the reports.
Go to Settings and click on the Advanced Settings tab. Then press the pencil icon next to the relevant account to set a name stamp for reporting.
That's it—now you'll start receiving Automated Reports. Feel free to go in and edit these settings whenever you want.
Yes! You can customize your reports with your company’s branding, color, and KPIs.
To do so, click on the tab titled Edit PDF View. This is where you can choose the metrics you want to display, upload your company logo, and choose a color.
Please Note: If you send the reports straight from Madgicx Automated Reporting, they would be sent from the Madgicx email address. To circumvent this, you can download the report PDF file and attach it to an email manually.
Don't worry—the report is still correct. The reason for the difference is that the Automated Reporting system and your Ads Manager might generate the reports at different hours of the day, resulting in value changes.
With Automated Reporting, you can choose the timing and frequency of the reports you receive.
If you are not interested in receiving the reports, you can simply deselect your email and the sending times, and you will stop receiving the report.
If you keep receiving reports after removing your email, it’s possible that you have an additional account with Madgicx that still has some old settings in place. If that is not the case, please reach out to the support team for further assistance.