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Tracking & measurementBeginner5 min read

Reporting cadence: what to check daily, weekly, monthly

The schedule that keeps you on top of your account without falling into the dashboard-staring trap.

The biggest mistake new advertisers make: checking ad reports every hour for the first week, then never again after month two. The right cadence is steady — and depends on what's actually changing on each timescale.

Daily — under 5 minutes

The "is anything on fire" check. Your job is to spot the catastrophe, not optimize the campaign.

  • Are ads running? Most platforms show "No impressions in last 24h" warnings. Disapprovals, suspended accounts, and budget exhaustion all show up here.
  • Did spend pace as expected? If you budgeted $100/day and spent $10, something blocked delivery. If you spent $300, your daily budget got blown — check campaign-level pacing.
  • Did anything error out? Suspended ad? Failed payment? Tracking pixel firing zero events?

That's it. Don't change bids, don't pause campaigns, don't add keywords daily. The platforms need 7 days minimum to learn.

Weekly — 30-60 minutes

The optimization session. Pick a recurring time (Monday 9 AM) and stick to it.

  • Search Terms report (Google). Add 5+ negatives, promote 1-2 search terms to exact-match keywords. Full guide.
  • Per-campaign performance. CPA over the last 7 days — which campaigns are above target? Below? Adjust budgets accordingly.
  • Ad creative refresh. Pause the worst-performing ad in each ad group. Write a new variation to test.
  • Audience insights. Mobile vs desktop, age groups, geographies. Adjust bid modifiers if one is much better.
  • Landing page metrics. Bounce rate, time on page, conversion rate. Spike anywhere?

Resist the urge to make 20 changes. Make 3 confident ones. Watch them next week.

Monthly — 2-3 hours

Strategic review. Zoom out from "what to change in the campaign" to "is this whole approach working?"

  • CPA and ROAS by platform. Compare Google to Meta to Microsoft to Nextdoor. Reallocate budget toward the winners.
  • Cumulative LTV vs CAC. Are the customers you've acquired the last 90 days renewing / repeating at a healthy rate?
  • Top-of-funnel vs bottom-of-funnel split. Is too much spend going to retargeting (cheap, looks good, not incremental) vs cold acquisition?
  • Audience saturation. Frequency capped? Impressions plateaued? Time to expand to new audiences or new platforms.
  • Conversion tracking audit. Pull total conversions from each platform, compare to your CRM/Stripe. Are the numbers within 20% of each other? If not, tracking has drifted.
  • Big campaign decisions. Should this campaign even continue running next month? Is there a new angle / offer to test?

Quarterly — 4-8 hours

The "should we even be doing this" review. Once a quarter:

  • Recompute LTV across cohorts.
  • Audit account structure — are campaigns still themed correctly?
  • Test a new platform you've been resisting.
  • Run an incrementality test on your highest-spend channel.
  • Refresh creative across all campaigns. Old ads decay.
What NOT to do
Don't change bidding strategy more than once per month. Each change resets the learning phase. Operators who fiddle daily underperform operators who set good defaults and leave them alone.

Reporting to your team / clients

If you're an agency or a marketer reporting to leadership, package monthly summaries:

  • Top-line: Spend, conversions, CPA, revenue (if applicable).
  • Breakdown: By platform.
  • Trend: Last 3 months side by side.
  • What changed: Decisions you made and why.
  • What's next: Tests / changes planned for next month.
In SEM by CGMIMM
The dashboard's "Spend by platform" widget is your weekly view. The campaigns page is your weekly drilldown. For monthly reviews, export the campaigns table and layer it onto your CRM data for the full LTV picture.

One dashboard for every weekly review.

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