The MCC report gives a thorough overview of all of your accounts.
Who is it for?
Agencies with multiple clients
Large companies with multiple AdWords accounts
Freelance/independent PPCers with multiple accounts to manage
What does the output look like?
The MCC report template gives you a clean and concise view of all your selected accounts in one spreadsheet. Not only can you utilize any of the standard API metrics, but you can also use any of our custom metrics (i.e. PNO, ROAS, sparkline, trend, etc.). You can even create multiple MCC reports, one for e-commerce accounts and one for CPA accounts, and using labels you can quickly and easily update which accounts are included in which report. Even if you have hundreds of accounts and utilize a number of different metrics, your report output will be easily viewable in a clean and concise report; for this reason we recommend using the Google Sheets output for ease of viewing, sharing, and updating.
Step by step guide to setup MCC reports
Before creating your first MCC report, we recommend that you add a label (for example “MCCscript”) to all your accounts in AdWords that you want to include in the MCC report. To do this simply go to the Accounts page in AdWords, select the accounts you want to label, click the “Account labels” drop-down and click “Create new”.
Anytime you add or remove accounts be sure to update the label so that your report will have all your current accounts.
Step 1: Select MCC report template
From the Reports overview screen in PPC Robot, click on “+ Create A New Report” and then select the Managed Accounts Report template.
Step 2: Choose your metrics
In addition to all the standard AdWords API metrics, you can also utilize some of our custom metrics for the MCC report. You can also create 2 different types of MCC reports, one for CPA and one for ROAS, and add the appropriate metrics for each.
To add a metric to the report, simply click on the search field and start typing the name of the metric. Then click “+ Add To Report”.
Or, if you aren’t sure what you are looking for by name, you can click on “Show All” and see a list of all available metrics by category with descriptions. Once you have found the right metric, simply click and drag it to the list on the left.
You can also click and drag to rearrange the metrics in the left column. This is the order that the metrics will appear in your report.
Step 3: Set duration
From the drop-down menu select the duration of time for how far back the data will go. You can select all of the standard durations (i.e. All Time, Today, Yesterday, This Week, This Month, etc.), and you can also utilize our custom date range where you specify how many days or weeks you would like the data to go back.
Please keep in mind, if a metric has a specific duration specified in it’s name or description, then the duration you select will have no effect on that metric.
You can use this to your advantage by selecting a date range that is not covered in the metric and including the default metric along with the other date range metrics to see how the data has changed over time.
For example, you can set the duration to 90 days and include the metrics CPA, CPA 30 days, CPA 7 days, CPA yesterday and in your report you will have 4 CPA columns right next to each other with data from the last 90 days, 30 days, 7 days, and yesterday for easy comparison.
Step 4: Setup conditional formatting (optional)
Conditional formatting allows you to quickly identify positive or negative trends in your data, and with PPC Robot you can add as many custom conditional formatting rules as you would like. Simply click on the Conditional Formatting drop-down menu and select the metric you would like to focus on.
Then, in the next drop-down menu, select the formatting type, either Gradient or Condition. If you select the gradient type, you will get a series of drop-down menus that allow you to customize the Start, Middle, and End values to fit any desired outcome. The default, which gives you a nice gradient between the highest and lowest value, is seen here:
You will most likely not use the gradient type for MCC reports because this formats the data in the selected metric’s column by comparing all the data in the column and applying the color based on the number of impressions (highest = green, middle = orange, lowest = red, with gradient colors in between). This would be more useful in a Custom Report where the data comes from only one account, instead of comparing multiple accounts. But, if you would like to compare the performance of certain accounts, the gradient style can be useful.
If you select the Condition formatting type, you will get a series of drop-down menus that allow you to specify the condition (<, <=, >, >=, =, !=, Is Between), the value, the background color, and whether or not the data will be in bold.
The Condition formatting type can be very useful in, for example, easily spotting which accounts have zero impressions yesterday, which can mean a depleted budget or another urgent problem.
Once you have created a conditional formatting rule, simply click the “Add Formatting Rule…” drop-down under the first rule to add as many additional rules for other metrics as you desire.
Step 5: Setup notifications (optional)
PPC Robot is able to notify you, not only within the UI, but via email as well when a specified situation occurs in a report (see the Notification Center page for more information).
There are three options in the Notifications drop-down menu, two of which you will most likely never use for MCC reports (for more on notifications see our Custom Notifications page) - “If the table is not empty” and “If the table is empty”.
However, the “If the table contains at least … matching rows” selection can be very helpful for you. For example, like the above example, if Impr. yesterday is zero then there is most likely some problem with the account and you will want to know about that right away. PPC Robot can be set to notify you via email every morning before you arrive to your office so you can see if there are any urgent issues that need your attention right away.
To set this up, once you have selected the “If the table contains at least … matching rows” rule, fill in the minimum number of rows that must contain the specified condition, select the metric by clicking the drop-down and begin to type the name of the metric, select the operator, and fill in the value or select “Compare with another field” and specify the field and multiplier. You can also combine conditions using the AND option so that all conditions must be met in order to receive a notification. Then create a custom Send message so that you know exactly which notification rule you are being notified about, and select the Category. If you would like to create more than one notification rule you can do that by repeating the process just below the first rule.
The possibilities here are quite numerous, so if you need more help or ideas on what you can do here, go to our Custom Notifications page for a more thorough explanation with examples.
Step 6: Select accounts
Select your account in the next drop-down menu. Then, with the Client Accounts drop-down you have three options: All Accounts Except Selected, Only Selected Accounts, and Only Accounts With Label.
The first option automatically selects all accounts associated with your AdWords account, and then you must select the accounts you don’t want to apply the MCC report to. With the second option you must manually select which accounts you would like to apply the report to. With both of these options there is a search bar where you can search for accounts or labels by name, and then manually add or remove accounts individually.
With Only Accounts With Label, you must have a label attached to your accounts in AdWords (see top for information on how to add account labels in AdWords) in order to use this option. If you have a label or multiple labels, you can easily apply the MCC report to all accounts with that label. The benefit of this is that when you add or remove accounts in AdWords, if you keep the labels updated, your MCC report will automatically include all active accounts with the selected label.
Step 7: Download/upload parameters (optional)
If you would like to save and share your MCC report setup, or if you would like to use someone else’s, you can easily download and upload the parameters using the options at the bottom of the report.
Step 8: Name report
Once you have your MCC report setup how you like it, click "Next" in the bottom right-hand corner to go to the Output Settings screen. Here you can add a report name that will help you to identify your MCC report in the Reports Overview screen. We recommend that you label it as “MCC CPA” or “MCC ROAS” if you have more than one MCC report.
Step 9: Select output type
There are two options for output, Google Sheets and Microsoft Excel (XLSX) stored in Google Drive.
Both of these options will create a file in your Google Drive (in the folder called PPC Robot which is automatically created by PPC Robot).
With Google Sheets you will be able to simply click on the report name in the Reports Overview screen and be taken to the online spreadsheet. With the Excel file, once you click on the report name, the report will download to your default local downloads folder on your computer.
The benefit of Google Sheets output is that it is saved online, it is easy to update, and it is easy to share with others. Also, any filtering, formatting, or additional columns added after the last column in the report will be saved even after updating the report.
The benefit of Excel output is that there is no limit to how many cells the report may contain. Google Sheets has a limit of 400,000 cells, a maximum of 256 columns, only 40,000 cells containing formulas, and other limitations.
As we mentioned earlier, due to the fact that your report will never exceed the maximum allowable size, we recommend using the Google Sheets output for ease of viewing, sharing, and updating.
Step 10: Set update frequency
You can select from Monthly, Weekly, Daily, and Hourly for the automatic update frequency of your MCC report. We recommend that you select daily and an early hour so that your report is up-to-date when you arrive at the office in the morning.
And, if you utilize the Email Notifications, we recommend that you set those to arrive in the morning after your reports have run.
Step 11: Save and run report
The final step is to click "Create" which will take you back to the reports overview screen. Then you can find the report using the search filter, and click on the play button to run the report for the first time.