How to Download a Performance Report for a Specific Budget Group in Shirofune

Introduction

As an agency, clients often ask for detailed performance reports on specific campaigns or budget groups. In Shirofune, it’s easy to isolate and export reports for a single tactic—such as Top-of-Funnel Google campaigns—using the Monthly Detail Report feature. This guide walks you through the process step by step.

1. Access the Report Download

• From the Shirofune dashboard, click on “Download Report” at the top of the screen.
  
  
• Select the “Monthly Detail Report” option to generate an in-depth performance analysis.
  
  

2. Choose the Optimization View

• Under the “Optimization For the Report As” setting, select “Budget Group.”
  
  
• This ensures the report is generated based on how your campaigns are structured within budget groups.
  
  

3. Customize Output Settings

• Click on “Additional Settings” and then find the “Output Setting” section.
  
  
• Click “Select Output” to define which budget group(s) you want to include.
  
  

Steps:

• Uncheck all reports initially.
  
  
• Locate and select the specific budget group (e.g., “Top-of-Funnel Google”).
  
  
• Click “Complete Selection” and then “Download.”
  
  

4. Analyzing the Downloaded Report

• Once downloaded, the Excel report will include data specific only to the selected budget group.
  
  
• The report may include:
  
  
  • Performance metrics
    
    
  • Hourly performance
    
    
  • Geo-location data
    
    
  • Device or platform breakdown
    
    
  • Agent-specific insights
    
    

5. Benefits of Targeted Reporting

• Helps spot performance trends, anomalies, and growth opportunities.
  
  
• Filters out unnecessary data from other budget groups for cleaner analysis.
  
  
• Useful for client reporting, audits, or strategy sessions.
  
  

Conclusion

Shirofune makes it simple to generate focused reports on any budget group. By selecting a specific tactic (e.g., Top-of-Funnel Google) and adjusting your output settings, you can produce clean, actionable reports that drive smarter decision-making.

Need help configuring or interpreting a custom report? Reach out—our team is happy to assist!