Reports

Custom reports

Build your own reusable report template: the form fields, sharing and how generation works.

A custom report is a saved template that tells Wolfy exactly what to write, instead of picking from the built-in report catalog. You write it once, under Custom reports in the "Generate a report" dialog, and reuse it on demand or on a schedule, on any Google Ads account.

The template form

Click New custom report to open the form. Every field maps directly to what Wolfy sees when it writes the report.

• Name (required, up to 60 characters). Shown as the template's name in the dialog.
• Description (optional, up to 200 characters). A short summary shown underneath the name.
• Instructions (required, up to 1000 characters). The core of the template: what the report should contain and how it should be structured. This is the main thing Wolfy follows when writing the report.
• Data guidance (optional, up to 500 characters, collapsed by default). Hints about which metrics, dimensions or date ranges to pull. Leave it blank and Wolfy decides based on your instructions.
• Examples (optional, up to 3, each up to 1000 characters, collapsed by default). Concrete samples of the output you expect, so Wolfy can match your tone and level of detail.
• Multi-account report. Off by default, meaning the report only uses your focus account. Turn it on to fetch data from every account you've selected (the focus account plus any comparison accounts) instead.
• Share with everyone at [your organisation]. Off by default, so a new template starts out personal to you.

Personal or shared

A template is either:

• Personal, visible only to you.
• Shared, visible to everyone in your current organisation. Organisation members can generate, schedule and edit it. Guests can generate and schedule reports for projects shared with them, but cannot edit or delete shared templates.

Organisation members can flip a template between the two at any time by editing it and toggling Share with everyone at [your organisation]. Guests can create and edit their own personal templates, but the sharing switch is hidden. Sharing is scoped to your current organisation, so switching organisations changes which shared templates you see.

In the dialog, a shared template carries a Shared with team badge, and a multi-account one a Multi-account badge. Pick the Shared with team filter to list only the templates shared with your organisation.

Generating, editing and deleting

A custom report generates the same way as a catalog report: click Generate on its row, and it goes through the same Pending, Generating, Completed (or Failed) lifecycle described in Reports.

Open the actions menu (⋯) on a template's row for Edit and Delete.

• Editing reopens the same form with the current values filled in. Changing a template only affects reports you generate from it afterward: it doesn't rewrite reports you already generated, and it doesn't change a schedule's cadence, only what that schedule produces next.
• Deleting removes the template for everyone who could see it (immediately, for shared templates), and cannot be undone.

Scheduling a custom report

A schedule can point at a custom report template the same way it points at a catalog report type. See Scheduling reports for how schedules work.