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Custom reports

Build drag-and-drop reports with 15 widget types, export to PDF, and schedule email delivery. Custom Reports lets you create branded performance reports for your team or clients.

Prerequisites​

The gallery page is your starting point. It shows three sections:

  • My Reports — reports you've created, with options to edit, rename, or delete
  • Templates — pre-built report layouts you can copy and customize
  • Scheduled Reports — active email schedules with options to enable, disable, send now, or delete

To create a new report, click Create New and enter a name. To start from a template, click any template card.

Build a report​

The report editor has three areas:

Widget palette (left sidebar)​

Browse 15 available widgets organized into four categories. Click a widget to add it to your report. Each widget can only be added once per report.

Report canvas (center)​

Your report layout. Drag widgets up or down to reorder them. Each widget has controls to remove, refresh, or configure its settings.

Toolbar (top)​

  • Report name — click to rename
  • Date range — choose a preset: Last 7, 14, 30, or 60 days, This Month, or Last Month
  • Undo / Redo — reverse or re-apply changes
  • Save status — shows when the report was last saved (auto-saves as you work)

Widget types​

Metrics (3 widgets)​

WidgetWhat it shows
Metrics SummaryUp to 12 selectable metrics (sales, spend, ACOS, ROAS, and more) with period-over-period change
ACOS TargetYour target ACOS versus actual ACOS
Branded vs UnbrandedAd spend and sales split by branded versus unbranded campaigns

Charts (2 widgets)​

WidgetWhat it shows
Daily Metrics ChartLine chart of up to 4 selected metrics over your date range
Campaign Type BreakdownPie chart showing spend distribution across SP, SB, and SD

Tables (9 widgets)​

WidgetWhat it shows
Top Spending ProductsTop ASINs by ad spend with revenue, sales, ACOS, TACOS, and ad percentage
Top Improving QueriesSearch queries with rising click share, shown as a weekly heatmap
Weekly PerformanceWeek-over-week metrics (spend, sales, ACOS, CVR, impressions, TACOS) with percentage changes
SP Placement PerformanceSponsored Products performance by placement: Top of Search, Product Pages, Rest of Search, Off Amazon
Top Campaigns (Branded)Top 5 branded campaigns by sales with campaign type and ACOS
Top Campaigns (Unbranded)Top 5 unbranded campaigns by sales with campaign type and ACOS
Top Targets (Branded)Top branded keywords and product targets with match type, spend, sales, and ACOS
Top Targets (Unbranded)Top unbranded keywords and product targets with match type, spend, sales, and ACOS
Match Type BreakdownPerformance by match type (Auto, Exact, Broad, Phrase, Product Targeting) grouped by campaign type

Content (1 widget)​

WidgetWhat it shows
Client NotesFree-text area for adding your own commentary to the report

Export to PDF​

  1. Click the Export button in the toolbar
  2. Optionally upload your company logo (PNG, JPG, or SVG, max 2MB)
  3. Click Export to generate the PDF

The PDF includes your logo, report name, date range, and all widgets formatted for A4 landscape layout.

Schedule email delivery​

  1. Click the Schedule button in the toolbar
  2. Set the frequency: Daily, Weekly, or Monthly (1st of the month)
  3. Enter recipient email addresses
  4. Choose a delivery time and timezone
  5. Click Create Schedule

Scheduled reports generate automatically and deliver via email. Use Send Now to trigger an immediate delivery. Toggle the schedule on or off from the gallery page.

Share reports​

  1. Click the Share button in the toolbar
  2. Set the Report Name shown to viewers
  3. Choose an expiration: 7 days or 30 days
  4. Click Create Share Link and copy the generated URL

Recipients can view the report without logging in. The link expires after the chosen period. You can revoke a shared link at any time from the Share dialog.

What's next​