Shape Company Reports provide a high-level overview of performance for all the data in your Shape account. These reports are useful for sharing PPC performance internally across your organization with Shape users and non-Shape users alike.
We have three reports available on the Company-Level:
Live Company Dashboard
The Live Company Dashboard was designed to be a high-levelPPC agency dashboard. The report displays current PPC performance metrics for all Clients and Budgets in Shape for a company. The report utilizes the current budget cycle. Multiple graphs and tables are included to highlight trends.
Company Performance Report
This agency-level PPC report also displays PPC performance metrics for all Clients in Shape. Viewers may select a current or past date range to better understand historical performance and/or identify performance anomalies.
Historical RollOver Report
This report is designed for Shape customers who use RollOver to account for unspent budget dollars across budget cycles. This report makes it possible to view historical ppc spend, including rollover amounts, to better understand how closely budget targets were hit or missed for past budget cycles.
Who You Should (and should not) Share Company-Level Shape Reports With
These reports display data for all of the clients your company is tracking in Shape. Therefore, it is highly recommended that you only share this report with team members within your organization. We do not recommend sharing this with clients as it could result in them gaining access to your full client list.
How to Launch Your Own Company-Level Reports
Please see the section "Launching Company-Level Reports" for directions on how to create company-level reports.