Client Campaign Report

Purpose

The Client Campaign report provides a client-facing dashboard with your client's current performance metrics. By sharing this report with clients, you can keep them updated on the progress of their campaign metrics toward your agreed upon goals/KPIs.

This report will default to showing all accounts you have associated with your datasources linked to Shape. To filter this report to show one client, you'll need to filter by your client's ad account names (as they are named in the ad platforms). Please see the "Filtering by Account" section below for more information.

 

Creating a New Client Campaign Report

NOTE: If you have not used BigQuery or Data Studio before, you will need to grant access to these tools when creating your first report. 

1. If you have not already, add ad platform data sources to Shape. Then, activate your Shape Data Warehouse and make sure your email has been granted permission to access it

2. Navigate to the Report Template tab on the Shape ADI section of the platform 

3. Choose Client Campaign Report - [Template]

4. You'll be asked to sign in with a Google login. If you do not have a google account, sign up for one for free or contact support@shape.io for further assistance. 

5. Select Preview Template. Grant Data Studio permissions as needed.

6. Make copy of report using the copy button in the upper right-hand corner.

 

7. When asked to select a New Data Source, click the "Select a datasource" field.

8. Click "Create New Data Source" link. **If you've already linked BigQuery to Data Studio, choose the "_daily_campaigns" view from the drop down and move to step 11.

9. Select "BigQuery." Grant BigQuery permissions as needed.

10. From the "My Projects" list, select "shape-warehouse-####"

11. Select the "compiled_views" dataset and the "_daily_campaigns" table. 

12. Click "Connect" in the upper right-hand corner of the screen.

13. On following screen, click "Add to Report" in the upper-right-hand corner of the screen.

14. Ensure _daily_campaigns is listed as the "New Data Source." Click "Copy Report."

 

Video Walkthrough - New Client Campaign Report

Expand to full-screen for best viewing experience.

 

Filtering by Account

Because this report is designed to be a dashboard shared between you and and a single client, it's likely that you do not want this report to show data for all of your clients at the same time. 

To filter this report to show data for the ad accounts of just one of your clients, follow the steps below.

1. After you've made a copy of this report, click File-->Report Settings.

2. On the menu that appears, select "+ Add a Filter"

3. Name your filter as desired. We suggest using the client's name in the filter at a minimum to differentiate it.

4. Select:

  • Include/Exclude: "Include"
  • Select a Field: "name_account" 
  • Select a Condition: Select the appropriate condition (typically "Equal to (=)" or "Contains") 
  • Example: value:  Enter account name

5. Save. Confirm data has been filtered properly.

6. Replace/remove branding as desired on report, and click "+Share" -> "Invite People" to share with your clients.

 

Video Walkthrough - Filtering by Account

Expand to full-screen for best viewing experience.

 

Troubleshooting

Please see the “Troubleshooting Shape Data Studio Templates” article for additional help.