4. Reporting (ARI SEM)

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May 29, 2020
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Here you'll find the documents, tools, and training required by the ARI SEM and Juniper teams to generate monthly reports, and once implemented for the ARI SEM team, 6-Month and Year-Over-Year reports as well.


Monthly Reports

The reporting period is the 1st through the 5th of each month. All reports are emailed to our clients on the evening of the 5th, at 6:00 pm, including a scheduling link for the client to schedule a report call.

Account Managers

  • Reach out to all Digital Marketing customers, by phone, to schedule report calls
  • Accepting and directing client requests over email 
    • This isn't really a reporting task, it just occurs more often during the beginning of the month


ARI SEM Specialists

  • Prepare and generate ARI SEM Reports through our reporting tool, Ninja Cat.
  • Initial report QA
  • Upload the generated report to the monthly reporting QA folder
  • Complete any QA corrections
  • Add scheduling script to the body of the email inside Ninja Cat
  • Set reports to automatically email to their client on the evening of the 5th
  • Attach final report to their client's Digital Marketing project in the CRM
  • Double check that the budget for each account has been set-up correctly


Monthly Report Resources

Example:

Resources:


Facebook Reports

ARI SEM Specialists

  • Prepare and generate Facebook Reports through our reporting tool, Ninja Cat
  • Initial report QA
  • Upload the generated report to the monthly reporting QA folder
  • Complete any QA corrections
  • Add scheduling script to the body of the email inside Ninja Cat
  • Set Facebook reports to automatically email the final report to their client on the evening of the 5th
  • Attach final report to their client's Digital Marketing project in the CRM
  • Double check that the Facebook Ads budget for each account has been set-up correctly


Facebook Reporting Resources

Example:


Resources:


6-Month Plan

This is currently in development and we hope to implement these reports soon!


Year-Over-Year Analysis

This is currently in development and we hope to implement these reports soon!


With Reporting complete, you're ready to move on to the next phase of ARI SEM Project Life Cycle! Click here to navigate to 5. Offboarding (ARI SEM)!