In this tutorial we will learn how to set up scheduled reporting for Yahoo Marketing Solutions PPC program. Since the main 3 PPC’s all operate and report differently I thought this would be a handy how To for SEO guys out there.
Configure your report
1. First off you will need to configure what type of report you would like to generate. Under the Reports tab select your preference from the left hand column. In this instance I am setting up reporting for Keyword performance.
2. Create a name for your report template here. Example, “Your Company Monthly Keyword Reporting”.
3. Select which account from the drop down here you would like to apply the reporting to.
Create New User Account
In order to assign just who receives this reporting you will need create a user account for the person who is to receive these reports.
4.Under the Administration tab select, “Master Account Users”.
5. Add a master account user here. On this page you will have the ability to set your new user permissions. Here is where you will set up if they are administrators, managers or just analysts. That is whether they can edit account preferences or just look at data.
Opt your new user in for reports
Once you have your report defined and your new user set up you will need to log out of Yahoo Search Marketing and log back in using the new user login information.
6. Under the Reports tab click on, “Saved Report Views”. Here’s where you will select the report we made earlier.
Assign reporting options
7. Select your reporting preferences and campaigns. From here you will also be able to select what type of file is sent to you CSV for Excel, TXT, XML, etc.
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