Creating reports

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Prerequisites

Before creating a report, make sure you have:

• At least one connector set up in Settings → Connectors
• A clear idea of which metric or data pattern you want to monitor

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Step 1: Choose a report type

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Step 2: Configure the report

Configuration options vary by report type.

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Campaign Tracking

1. Select your connector — choose which BigQuery connector to query
2. Map your tables — tell the report which table contains campaign data (e.g. adwords_performance)
3. Select metrics — choose which columns to include (spend, impressions, clicks, conversions, etc.)
4. Set date range — choose a rolling window (e.g. last 7 days, last 30 days) or a fixed period
5. Add filters (optional) — filter by campaign name, channel, or other dimensions

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BigQuery Monitor

1. Select your connector — choose which BigQuery connector to query
2. Write your SQL query — enter the query you want to run on each execution
   SELECT
     campaign_id,
     SUM(spend) AS total_spend,
     SUM(conversions) AS total_conversions,
     SAFE_DIVIDE(SUM(spend), SUM(conversions)) AS cpa
   FROM `your_project.your_dataset.campaign_performance`
   WHERE date >= DATE_SUB(CURRENT_DATE(), INTERVAL 7 DAY)
   GROUP BY campaign_id
   ORDER BY total_spend DESC
   
3. Set column labels (optional) — rename technical column names to human-readable labels

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Event Monitor

1. Select your connector — choose which BigQuery connector to query
2. Select your events table — choose the table that contains event data
3. Choose the event to monitor — filter by event_name or another column
4. Set the comparison window — define the period to compare against (e.g. same day last week)
5. Configure anomaly thresholds — set percentage change thresholds that should trigger an alert

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Step 3: Schedule the report

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Step 4: Add notifications (optional)

If you want to receive an alert when the report completes, attach a notification channel:

1. In the report settings, scroll to Notifications
2. Select one or more channels (email, Slack, Teams)
3. Choose which events should trigger a notification (e.g. successful run, failed run, anomaly detected)

Set up notification channels →

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Step 5: Save and run

Click Save report. To test it immediately, click Run now from the report detail page. The first run may take a few seconds. Once complete, you’ll see the results in the report’s Run history tab.

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Editing a report

You can edit any aspect of a report at any time — including the query, schedule, and notification settings. Edits take effect on the next scheduled run.

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Report history

Every run is saved in the report’s Run history. You can view results from any past run, compare them side by side, and re-run any run manually if needed.