Title card with a purple background and white text that reads "GET STARTED WITH MOTION".
The title card updates to include the Motion logo and a subtitle: "How reports work + tips & tricks in Motion".
Speaker 1: In Motion, we have two different report types that you can create.
A screen recording of the Motion Plus One dashboard. The main view is a "Top Performers" report with a bar chart showing "Spend" and "ROAS" for different ad creatives. A left-hand navigation menu shows folders and reports. The speaker's video feed is in the bottom left corner.
Speaker 1: To create a brand new report, click on create report up in the top left corner of your Motion dashboard.
The cursor clicks on the "Create report" button in the top left. A dropdown menu appears with two options: "Top performing" and "vs Comparative analysis".
Speaker 1: You're going to see the option to create top performing uh reports and you're also going to see comparative analysis. How to think of these two different ones are top performing allows you to look at the individual ads and how they're performing versus a comparative analysis is a higher level view, grouping different ads together to have that higher level analysis of which group is performing better than the other. We're going to dive into both of these a little bit later on, but just to quickly mention, we have those two different styles you can play around with.
Speaker 1: A couple other things to note on this left hand side menu is you can create a brand new folder.
The cursor hovers over a plus icon next to the "Folders" heading in the left menu. A tooltip appears that says "Create folder".
Speaker 1: To do that, click this plus button. It's going to create a folder similar to this, which I can bundle reports into. So think about creating folders to stay nice and organized based on whatever makes the most sense for you. For example, maybe you're wanting to check certain reports on a weekly cadence, on a monthly cadence, and then maybe you have other reports that are for your creative team, some other reports that are for the media buying side of things. Create those folders to stay nice and organized so people know where to go check uh based on your account.
Speaker 1: Other things to mention too is if I build out a whole entire set of um reports and I want to duplicate that to another workspace or even create a whole separate uh duplication of this within this existing workspace, I can do that as well.
The cursor moves to the "Weekly Check In (Meta)" folder in the left menu and clicks on the three dots to its right. A menu appears with the options: "Rename", "Duplicate here", "Duplicate to another workspace", and "Delete folder".
Speaker 1: So click on these three dots next to a folder name and you have those two options. Think of these two options as maybe I have um top of funnel and bottom of funnel ads and I've created all my weekly reports that I want to separate by top of funnel for one, bottom of funnel for the next. Maybe I'll create those for top of funnel, duplicate that here, and then just adjust some of the filters so now I'm looking at bottom of funnel for the next set of um that folder rather than doing all of them from scratch. Um on agency side of things, if you have a bunch of different clients within your account and you've created a whole set of reports that uh work really well within that one client account, but you want to pull those over to your other clients, very easy to do by duplicating it to another workspace.
Speaker 1: So you can do that either on the folder level, but you can do it on the individual report level as well if needed.
The cursor moves down to the "High Spenders" report and clicks the three dots next to it. A menu appears with "Rename", "Duplicate here", "Duplicate to another workspace", and "Delete report".
Speaker 1: Last thing to mention is if you are in a report and say you're changing up filters, adding a different date range, maybe playing around with the metrics here, and you don't want to overwrite the existing report, you actually can click up here in the top right hand corner and select to save as a new report.
The cursor moves to the top right of the screen and clicks on the three-dot menu. A dropdown appears with the options: "Save as a new report", "Duplicate to another workspace", "Export CSV", and "Delete report". The "Save as a new report" option is highlighted.
Speaker 1: That's just going to allow you to, again, create a a brand new copy of that report without overwriting the existing one, which you can then filter into the different folders you've created. It's a quick walk through of the Motion platform uh in the sense of like the left hand side menu and editing. We're going to now dive into actually creating some different reports, some different use cases for Motion.
