Training Resources

Jimmy Documentation

Getting Started

Signing in

Login

Step 1: on the top right hand side of the website, you will see the blue ‘sign in’ button:

signin_button

Step 2: Click on Sign in with Google to login with your registered e-mail address.

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Once you are logged in you will be prompted to ‘Authorize’ Jimmy to access your Adwords account. To use Jimmy, you are required to do this.

authorise google
authorize Google

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Adding a client

How to add a client?

Step 1: Click on ‘Add New Client’ button in the top right corner of the screen under with Dashboard or Clients section.

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Step 2: Select the primary traffic source you want to use to analyse data and build reports for this client. (you can add more change traffic sources later)

Step 3: Now pick the account you want to use for the data

chooseaccount

Step 4: Allow the app to authorise the Adwords/Analytics account

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Step 5: Select the account/client and name your client whatever you like. Save changes and you are good to go!

name client

You also now have the option of adding your clients logo. You can drag and drop the logo or select from a file on your hard drive.

add client logo

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Paying Subscriptions

Paying users

For those serious about looking after a number of clients and reducing reporting costs, then chances are at some stage, you will need to upgrade to one of our packages.

How do I upgrade?

You can upgrade on our pricing page or you can simply do it within the app itself. You will notice when you are logged in, on the top right hand side, you will see the option to upgrade along with the number of templates/reports you have remaining. Select the upgrade link and then choose the package you want to upgrade to. Obviously the more reports you get the better value Jimmy becomes.

Payments are taken securely through the eWay merchant gateway

Future updates

We want JImmy to be a valuable tool for all subscribers so as it stands, all future developments and functionality will be included in your package.

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Free trial Signup

About the Trial

Jimmy’s free trial is not really a ‘Trial’ at all. Jimmy’s Free trial gives you 1 templates/reports that you can do whatever you like with, without any limitations compared to what you would get as a fully paying customers.

Why so generous?

We want you to understand how convenient using Jimmy is compared to other reporting methods. You only really get the benefits of using Jimmy when you are able to build and share a few reports. If you only need one, then that’s fine, Jimmy is free for you! However if you need more, there are a variety of plans to suit most digital agencies.

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Customizing Reports

Adding different sources into a report

You can add either Analytics or Adwords sources into any report via widgets. This is really easy to do.

You can do this in several places.

1. In the client view -> View Client profile -> Add Source

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Adding a source client view

Currently the above example shows that a Google Adwords account has already been activated (info@jimmydata.com). We can now choose to add another source to this client whether it be Google Adwords or Google Analytics.

2. Even if you don’t add a new source from the client view, you can still add a new source directly when you add a report widget:

Add client from Widget View

In the example above, if you wanted to add a new source to your report, you can simply select ‘add new source’.

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Creating a Report

Step 1: In your dashboard or within your client’s report list, click on ‘Add Report’ button on the top right-hand side to add a new report.

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Step 2: Name your report and select your client.

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Adding Widgets

Jimmy creates reports through the creation of widgets and adding them into your report template. Jimmy allows a total of 20 widgets per report and if you need more, well, you probably should be breaking the report up a little!

There are several types of KPI’s you can now create:

  1. KPI
  2. Graph
  3. Tables
  4. General Notes

To create a widget you need to have clicked the large ‘add widget’ icon in the report sidebar, and then proceed to select your traffic source and client:

On selection you will be prompted to choose what type of widget you would like to use:

Move onto Step 3 where you can customise your widget.

Customise your widget

Once you have selected your custom options, select ‘Finish’ on the top right and enjoy your first widget!

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KPIs

Key performance indicators (KPI’s) give you whole numbers and totals for particular client campaigns you are running.

You will find the KPI widget option in step 2 of the widget creation process

From there you will be able to run the following performance indicators:

  1. Traffic (clicks)
  2. Efficiency (CTR)
  3. Conversions
  4. Cost per conversion
  5. Conversion rate
  6. Exposure (impressions)
  7. Avg Position
  8. Average CPC
  9. Cost
  10. Search Impression Share

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Compare date ranges

When creating KPIs, you can easily compare to data with the previous period or using a custom period.

Comparing date ranges is super easy, just ensure you select the ‘Compare Dates’ then choose whether you want to select the previous period or you can just choose custom comparison dates.

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Graphs

Adding graphs add some cool graphic representation to your reports. At the moment Jimmy only supports line graphs however more graphical options will be available shortly.

You will find the graph widget on the left hand side of the report creation page. You will need to select click on the graph icon to start using it.

You can compare up to 2 metrics using the graph widget. We recommend trying to compare metrics such as Clicks vs Avg Position, Conversions vs Avg positions for some really cool correlations to relay back to your clients.

Bar Charts

You can also toggle between line graphs above or bar charts. You will notice a small Bar chart toggling option at the top of your graph widget (see below).

Once you have selected your preferred graph, this will automatically be saved as a default in your report.

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Table Widget

Of course Jimmy allows you to create tables with ease. Tables are by far the most popular way to represent campaign performance as you can dig into the detail to really understand what is going on within the campaign.

You will find the table widget on the left hand side of the report creation page. You will need to select click on the table icon to start using it.

You can create the following type of reports using the Table widget

  1. Campaign Report
  2. Adgroup report
  3. Adcopy report
  4. Keyword report
  5. Search Query report

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Adding Notes & Comments

Notes are exactly that, notes. Jimmy has a built in WYSIWYG editor which enables you to add a bit of colour to your notes. You can add colours, font sizes, links and even images to spice up your report.

WYSIWYG Editor

Think outside the text-box (pun intended) and start getting creative with your comments.

WYSIWYG is also available in all comment sections of each widget.

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Google Adwords reports

Adcopy reports

Clients love these reports as they not only look cool but give a load of information about campaign performance.

Run these today and start a constructive conversation:

 

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Campaign Report

Create campaign reports for accounts with multiple campaigns using the table widget:

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Search Query Reports

Jimmy is constantly learning and has now mastered the search query report.

Its super easy to do and is available in the table widget. So what you need to do is simply add a new ‘Table Widget’ in a new or existing report template. You will now notice that a new report type has been added called ‘Search Query':

Search Query report table example

As usual from there, you simply select the Metrics you want to compare. As a default Jimmy has included Campaign, Adgroup and Keyword in this report so you don’t have to.

And thats it! Search Query report in seconds… the way Jimmy likes it!

What can you do with search query reports?

A search query report is probably one of the best reports you can pull out in order to improve your Adwords campaign. They show you exactly what search query your visitors type in that triggered your keywords/adgroups, and therefore you ads, to show. They should not be confused with basic Keywords, as keywords are more of an instruction as to what type of queries should trigger ads and what queries shouldn’t.

What most good PPC marketers do with this report is build out a negative keyword list, or flesh out their current adgroups and keyword lists for better targeting. It helps you understand key themes you may want to take advantage of, or themes you want to stay clear of completely.

For example, if you are a financial advisor and you have bid on the term ‘financial advice’ then you might find in your search query report that a lot of your traffic comes from people searching for ‘free financial advice’. If you don’t want to provide ‘free advice’ and in fact charge for your services, you may wish to consider including ‘free’ as a negative term. On the other hand if a lot of your traffic has come in from people typing in ‘super financial advice’, then you may consider creating a specific ‘super’ campaign or adgroup and target these users more effectively.

Having a search query report for internal reasons is a great way to make use of a Jimmy template. Set it to measure previous month or last 30 days and check it regularly to make sure your campaign is running well.

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Keyword Report

Keyword reports are made easy and automatically include match types for more clarity within the report. See below an example:

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Adgroup Report

A report at the adgroup level can be created easily with the table widget. Select ‘Adgroup’ as the ‘Type of Report’ that you want to run.

Then just select your Metrics in the reports and you are done.

Adgroup Report Table example

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Features and Functionality

Easily modify widgets within reports

Step 1: Go to your report

Step 2: On each widget you will see a small ‘edit; icon (circled in red below). Click this icon to edit the widget.

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Overview

Jimmy is not just a reporting system but a change in the way that you will report to your clients for good. It is design to promote calibration, transparency and provide value added features that you can offer your clients today.

Some of these features include:

  1. Adding multiple co-workers to your JimmyData account
  2. Cloning report templates
  3. Searching within report tables
  4. Downloading branded reports
  5. Easy widget editing and modifications
  6. Sharing of real time reports **Super cool.. a must use!

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Adding users and co-workers

Jimmy gives agencies more control over who can use the software by adding the ‘Co-worker’ feature. This means that once you sign up to Jimmy, you can add as many coworkers as you like to your account. Co-workers can add clients, create and edit templates/reports however will not have administrative access to delete co-workers or upgrade plans.

This feature is located in main left menu within the Jimmy dashboard. Go down to ‘Coworker’ and start adding users within your agency!

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Cloning and duplicating report templates

You can ‘Clone’ any report from either your Dashboard, within the client report view options or from the actual report view itself.

Step 2: You will see a pop up box. Here enter a new report name in the field and click on ‘Clone’.

Clone report name

 

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Sharing your reports

Download to CSV

Along with downloading the report to PDF, you can now download tables quickly into CSV format.

When you have created a table report, you will see a little download option in the top right of that widget (see red circle below)

Download to CSV icon

Click this little icon and your CSV will automatically download.

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Overview

Sharing reports in Jimmy is probably one of the coolest features going around. We understand that PDF downloads are important but why don’t you really impress your clients by sharing a real time, dynamic report?

One thing that we have noted is that clients LOVE this feature, and we know that you will do. All you need to do is ‘share’ your template report to your client using their email address so they will be able to login and view the report themselves.

Clients will be able to only edit date ranges but cannot build their own widgets or edit your metrics.

Sharing reports this way will clean up the mess of files and emails by putting everything into one single dashboard shared with your client. You can even let them know that the date is variable and they can look after the reporting in their own time. Otherwise, you can share custom reports based on date range, frequency and at anytime, for whatever reason, you can remove one, two or all of the reports from their dashboard.

Say hello to Jimmy’s Dash!

client login page
client login page

 

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How dynamic report sharing works

Jimmy has a unique reporting feature called ‘Dynamic report sharing’ but we simply call it Jimmy’s Dash.

Sharing reports this way is a great way to not only save you time building, downloading and sending reports, but is also feature that packs a value added punch.

Client’s are used to receiving PDF or Excel reports. Boring. They are not able to move these numbers around and have no connection with the numbers. Jimmy’s dash changes all of this because when you ‘Share’ a report, the client is given access to their own dashboard and can see, in real time, what YOU CHOOSE TO SHOW THEM.

Not all reports have to be shared and you can be selective on what the client sees and what they don’t see. Sharing works on a report by report basis and gives you the freedom to share what you want to who you want.

How does the client view the report?

Once you have shared the report with your client, Jimmy will send them an email with their own Dashboard login.

Jimmy signup email
Jimmy signup email preview

This will be completely different to your own login as they will only be able to see the reports you have shared with them. Cool uh?

What can the client do with the report?

When you share a report through Jimmy, clients can only adjust the date range of the campaign. So they may choose to view today’s date, yesterday or the last 7 days. However as soon as they leave the reporting system, the report simply defaults back to your defined setting.

 

In addition to viewing and adjusting date ranges, the client is also able to download the report to a PDF, branded with their own, as well as your logo.

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Sharing your reports

You can share any report from either your Dashboard, within the client report view options or from the actual report view itself. From the report option you will see ‘Share’ in the drop down menu.

You will then be prompted to share the report. Put the email of the contact you want to share to in the pop up box that comes up:

share report with others pop up

Your client will now be sent an email notifying them that their report is ready to view. If you have not shared any reports with them before, they will be given a unique username and password in their first email. If they forget their email, they can go to reports.jimmydata.com and click the ‘Forgot Password’ button to reset their password at anytime.

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Downloading your reports

You can of course, simply download a branded PDF from the report view directly.

You can download any report from either your Dashboard, within the client report view options or from the actual report view itself.

You can customise the report logos from the client tab (for their logo) and also your settings (your agency logo). You can have both logos on the report.

Once you select the download link, your report will begin to download as PDF.

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What our clients have been saying about us

  • We literally save hundreds of hours every month with Jimmy. Now we can focus on optimizing all the accounts and adding value to our costumers. Jimmy handles all the reporting now!

    — BlueCaribu
  • Jimmy has saves us an estimated minimum of 30hrs per week in reporting tasks, which frees up time to dedicate to other things

    — Brendon Watson, General Manager, Fabness
  • Not only does this save us time but our clients love the real time dashboard reporting. We could not go back to Excel reporting after using Jimmy

    —  Paul Mitchell, Web Marketers Crew
manuel_gil brendonwatson Paul_mitchell

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