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reports templates - for all the clients

         

strumf007

12:23 pm on Aug 20, 2008 (gmt 0)

10+ Year Member



hy,

is there a way to create some report templates for all the accounts that I manage?
I need this because most of the reports for my clients are the same, so it would be very helpful to have the same templates for all (at MCC level).

thanks.

poster_boy

6:33 am on Aug 24, 2008 (gmt 0)

WebmasterWorld Senior Member 10+ Year Member



is there a way to create some report templates for all the accounts that I manage?

Hi Strumf007 - Are all of your client accounts in one MCC? Reports are available at the MCC level which cover all connected accounts - and you can easily opt accounts in and out of inclusion in each of your report templates.

If they're not in the same MCC, then I believe you'd need to recreate each one...

strumf007

3:18 pm on Aug 28, 2008 (gmt 0)

10+ Year Member



hi,
all my clients are in the same mcc.

But if I create a mcc level template and I choose all the clients I need to be included in that report, all the data will be in the same report. (and I need separate reports, because I have to send a report to each client)

I use to send some reports to each of my clients, so they can figure out what's going on with their campaigns. The reports I send are the same (let's say every client receives a campaign report every monday). Sometimes, I decide to change something in the Campaign report. And I have to open all the client templates to do that change.

So, I thought that if I could have a Campaign Report Template at mcc level, then when I need to change something, I would have to change only that mcc level template.

but I guess it's not possible.

Thanks for your answer, poster_boy.