Custom reporting and automated dashboards
Custom reports deliver actionable insights directly to stakeholder inboxes. Here is how to configure dimensions, schedule delivery, and build executive reporting decks.
By Katie Delaney · 2026-08-28 · 4 min read
The architecture of Microsoft custom reporting#
Standard campaign overview tables only scratch the surface. The Reports tab in Microsoft Advertising provides access to over 30 specialized report types covering search queries, publisher URLs, conversion latency, and competitive share.
As explained in Microsoft Reporting Documentation, 2026, custom reports can be saved as reusable templates across client accounts.
Essential operational report templates#
Configure these four foundational reports for recurring account governance:
- Search Term Query Report: Identifies emerging negative keyword opportunities and winning exact terms.
- Website URL (Publisher) Report: Audits individual syndicated partner domain quality.
- Geographic Location Report: Evaluates CPA efficiency across cities and postal districts.
- Auction Insights Report: Tracks competitor impression share and top-of-page overlap as detailed in Microsoft Reporting Service API, 2026.
Scheduling automated recurring email delivery#
Set reports to generate automatically every Monday morning at 06:00 UTC, delivering fresh Excel or CSV spreadsheets directly to marketing stakeholders.
Schedule weekly Search Term reports directly to senior analysts to maintain aggressive negative keyword exclusion routines.
Connecting reports to Microsoft Power BI and Looker Studio#
Connect Microsoft Advertising directly to Power BI using the native Microsoft connector, or stream data into Looker Studio via certified partner connectors.
Consult our Microsoft Ads Hub for reporting templates.
Core report catalog and optimization focus#
The table below summarizes top operational report types and their governance focus.
| Report Type | Primary Dimensions | Key Governance Output |
|---|---|---|
| Search Term Query | Search Term, Keyword, Match Type | Harvest exact keywords & add negatives |
| Website URL (Publisher) | Domain URL, Placement, Clicks, Spend | Identify and block spam syndicated sites |
| Geographic Performance | Country, City, Postal Code, CPA | Calibrate geographic bid adjustments |
| Ad Extension Performance | Extension Type, Headline, CTR | Optimize sitelink and action button copy |
Frequently asked questions#
Can I schedule automated reports in Microsoft Advertising?
Yes, you can schedule reports to run daily, weekly, or monthly, with automated delivery via email in CSV, TSV, or Excel formats.
Where do I find the Search Term report on Bing Ads?
Navigate to the Reports tab, select 'Search Term' report under the Performance category, and customize your date range and columns.
Can I connect Microsoft Ads directly to Microsoft Power BI?
Yes, Microsoft Power BI offers a free, native Microsoft Advertising connector that syncs campaign performance data automatically.
How do I see which third-party websites my ads appeared on?
Run a Website URL (Publisher) report under the Reports tab to view impressions, clicks, and conversions across all syndicated partner domains.
Can I save custom report templates for my team?
Yes, customize your columns, filters, and sorting, then click 'Save this template' to reuse the report configuration across accounts.
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