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Vera overview
Vera is a sophisticated AI-driven assistant. Vera serves as a versatile partner that simplifies and streamlines complex operations across the campaign lifecycle.
Refer to Vera overview to get started with Vera.
Reports overview
The Reports app surfaces data and analytics that you can use to assess your campaigns’ performance. Apply these insights to make informed decisions about where to adjust budgets, refine targeting dimensions, optimize ad creatives, and more.
Refer to Reports overview for more information.
Generate a custom report with Vera
More on dimensions and metrics: Refer to “Reporting and analytics collection” overview to find resources related to the dimensions and metrics you can include in your data dashboards and custom reports. |
Follow these steps to generate a new report with Vera:
Open the Vera app.
Select Reports.
Use the chat box to ask Vera to create a new report.
Describe the report’s details such as which campaigns and metrics it should include, and which dates it should cover.
No need to include everything–Vera will prompt you to enter your preferences if you’ve missed any details.
Click the submit button. This will redirect you to a new conversation with Vera.
Review the dashboard’s settings summary and, if desired, use each dropdown menu to apply any changes.
You can also use the chat box to specify your changes or add more details and requirements.
Select Generate Report.
Vera will immediately begin processing your request and generating the report’s data based on your requirements.
Manage a report with Vera
Vera can assist you with managing an existing report in the following ways:
Save a report
Follow these steps to save a report so you can access it later in the Vera app or Reports app:
Select Save.
You can also use the chat box to tell Vera that you’d like to save the report.
Enter a name for the report.
Download a report
Follow these steps to download an existing report with Vera:
Select Download.
You can also use the chat box to tell Vera that you’d like to download the report.
Choose your preferred file format.
Edit a report
Follow these steps to edit an existing report’s details:
Use the chat box to ask Vera to apply your desired changes.
These changes can include adjustments to the report’s dimensions, metrics, and dates, for example.
Select Update Changes ensure your edits are captured in the Reports app.
Send and schedule a report with Vera
More on sending and scheduling reports: You can email a report once or set up recurring delivery to a list of recipients. Refer to Reports overview: Delivery frequency for a full list of supported delivery frequencies and their descriptions. |
Follow these steps to send a one-time report or set up a recurring delivery schedule:
Select Schedule.
You can also use the chat box to tell Vera that you’d like to schedule the report.
Add each recipient’s email alias into the provided field, separated by commas.
Choose to email the report as an XLSX or CSV file, depending on your preference.
Open the Delivery Frequency dropdown menu and select how often Vera should send this report to the recipients you entered.
Refer to Reports overview: Delivery frequency for more information on each delivery frequency.
If you choose a recurring delivery frequency, Vera will ask a series of follow-up questions to gather your preferences.
Click Submit.
Change an existing report delivery schedule
You can change a report’s delivery schedule or stop recurring delivery at any time by locating an existing chat, then using the chat box to ask Vera to apply your desired changes. These changes can include different recipients, file formats, and delivery frequencies, for example.
Manually generate, manage, or send a report
You can manually create or adjust custom reports at any time. Follow the steps outlined in Generate, manage, or send a report for step-by-step instructions.
Locate additional Vera resources