Reports and Analytics

Generate comprehensive reports and analyze campaign performance with detailed insights, breakdowns, and visualizations.

Report Types

Performance Reports

Standard performance reports include:

• Campaign Performance: Overall campaign metrics
• Ad Set Performance: Performance by ad set
• Ad Performance: Individual ad performance
• Client Performance: Aggregated client metrics
• Brand Performance: Brand-level metrics

Custom Reports

Create custom reports with:

• Selected Metrics: Choose which metrics to include
• Date Ranges: Custom date ranges
• Filters: Filter by client, brand, campaign, etc.
• Breakdowns: Breakdown by demographics, platforms, devices
• Visualizations: Charts and graphs

Creating Reports

Step 1: Select Report Type

1. Navigate to Reports → Create Report
2. Choose report type:
   • Performance Report: Standard performance metrics
   • Custom Report: Build your own report
   • Template Report: Use a saved template

Step 2: Configure Report

Configure report settings:

• Name: Report name
• Date Range: Select date range
• Metrics: Choose metrics to include
• Filters: Apply filters (client, brand, campaign, etc.)
• Breakdowns: Select breakdown dimensions

Step 3: Generate Report

• Preview: Preview report before generating
• Generate: Generate final report
• Save: Save report for future use
• Export: Export as CSV, PDF, or JSON

Report Templates

Creating Templates

Save report configurations as templates:

1. Create a report with desired settings
2. Click Save as Template
3. Enter template name
4. Template is saved for reuse

Using Templates

1. Go to Reports → Templates
2. Select a template
3. Modify settings if needed
4. Generate report

Report Breakdowns

By Demographics

Break down performance by:

• Age: Age groups
• Gender: Gender segments
• Location: Country, region, city

By Platform

Break down by advertising platform:

• Facebook: Facebook performance
• Instagram: Instagram performance
• Messenger: Messenger performance
• Audience Network: Audience Network performance

By Device

Break down by device type:

• Desktop: Desktop performance
• Mobile: Mobile performance
• Tablet: Tablet performance

Data Visualization

Chart Types

• Line Charts: Trends over time
• Bar Charts: Comparisons
• Pie Charts: Distribution
• Area Charts: Cumulative performance
• Heatmaps: Performance by dimension combinations

Interactive Charts

• Zoom: Zoom into specific time periods
• Hover: See detailed values on hover
• Click: Drill down into details
• Export: Export charts as images

Scheduled Reports

Setting Up Scheduled Reports

Automatically generate and send reports:

1. Create a report
2. Click Schedule Report
3. Configure schedule:
   • Frequency: Daily, weekly, monthly
   • Day/Time: When to generate
   • Recipients: Who receives the report
   • Format: Email, PDF, CSV
4. Save schedule

Managing Scheduled Reports

• View Schedules: See all scheduled reports
• Edit Schedule: Modify schedule settings
• Pause/Resume: Temporarily pause schedules
• Delete Schedule: Remove scheduled reports

Export Options

Export Formats

• CSV: Comma-separated values for Excel
• PDF: Formatted PDF reports
• JSON: Raw data for analysis
• Excel: Excel-compatible format

Export Settings

• Date Range: Export specific date ranges
• Metrics: Select metrics to export
• Formatting: Choose formatting options
• Compression: Compress large exports

Best Practices

• Regular Reports: Generate reports regularly
• Template Usage: Use templates for consistency
• Scheduled Reports: Set up automated reports
• Data Validation: Verify data accuracy
• Documentation: Document report purposes and uses

Next Steps

• Dashboard Overview
• Custom Metrics
• Meta Integration