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:

2019 SEM Report Guide
Creating A New Report For A New Client
How To Create An SEM NinjaCat Account

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)!

Monthly Reports

Account Managers

ARI SEM Specialists

Monthly Report Resources

2019 SEM Report GuideCreating A New Report For A New ClientHow To Create An SEM NinjaCat Account

Facebook Reports

ARI SEM Specialists

Facebook Reporting Resources

6-Month Plan

Year-Over-Year Analysis

2019 SEM Report Guide
Creating A New Report For A New Client
How To Create An SEM NinjaCat Account

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