Getting Started

Clickforce DSP Report — Google Sheets™ Add-on

Thanks for installing Clickforce DSP Report! Follow these steps to set up your first report in just a few minutes.

Before You Begin

Make sure you have:

A valid Clickforce DSP account with access to campaign data
A Google Sheets™ document to store your reports (create a new one if needed)

Quick Setup (5 Steps)

Step 1

Open the Sidebar

In your Google Sheets™ document, click Extensions in the menu bar, then select Clickforce DSP 報表 › 開啟控制面板. A sidebar will appear on the right side of the sheet.

Step 2

Log In to Clickforce DSP

Enter your Clickforce DSP email and password in the login panel, then click 登入. Your credentials are encrypted and stored securely in your personal Google user storage — they are not shared with other editors of the sheet.

Step 3

Search and Select Campaigns

In the 訂單搜尋 section, enter a keyword or order ID and click 搜尋. Click any order in the result list to add it to the 已選訂單 section. You can select up to 10 orders.

Step 4

Configure Your Report

Set the date range and drag-and-drop the metrics and dimensions you want to include. The order of fields in the 已選欄位 area determines the column order in the sheet.

Common setups:

Daily overview: dimension: 日期時間 + 訂單／ metrics: 執行金額, 曝光數, 點擊數, 點擊率
Strategy breakdown: dimension: 日期時間 + 訂單 + 策略／ all metrics
Creative analysis: dimension: 日期時間 + 訂單 + 素材／ spend & CTR metrics

Step 5

Generate the Report

Click 更新所有報表 at the bottom of the sidebar. The add-on queries the Clickforce DSP API and writes results to a new tab (one tab per order) named {orderID}_{orderName}.

Tip: Report data is appended — running the report again adds new rows below existing data, so you can build up a historical view over time.

Enable Daily Auto-Update

To automatically refresh your reports every morning, scroll to the 排程自動更新 section in the sidebar and toggle it on. The add-on will fetch yesterday's report at 5:00 AM (Asia/Taipei) daily.

The last update time and result are shown directly in the sidebar so you can verify the schedule is running smoothly.

Note: Scheduled updates require valid stored credentials. If your Clickforce DSP password changes, log in again through the sidebar to re-sync your credentials.

Where to Go from Here

Experiment with different metric and dimension combinations
Use Google Sheets™ formulas and charts to visualize your data
Share the sheet with your team — each user logs in with their own Clickforce DSP account

Need Help?

If you run into any issues, visit our Support page or email catsmice@gmail.com.