Reporting
Dashboards and reports
The Performance report, the advanced report suite, saved reports, dashboards and share links.
Performance report
Reporting → Create report. Choose the model, the date range, the sources to include and the columns, then run. Results show every source with cost, revenue, profit, ROAS, leads, calls, sales and any custom metric.
- Nested view groups by campaign → ad set → ad (or category → source).
- Tabs view drills into one level at a time with scoping chips.
- Click a revenue figure to open Sale details: every sale, the customer and the full journey that produced it.
- Save a report to reuse its settings; saved reports appear under Your Reports.
Advanced reports
| Report | Answers |
|---|---|
| Ad level | Which creatives and keywords win, with thumbnails |
| Trends | How a metric moved day by day |
| Geo | Where buyers are, by country and state |
| Lead journeys | The full path of each lead, touch by touch |
| LTV family | Revenue 30, 60, 90 days after acquisition by source |
| Cohort analysis | Retention and value by acquisition month |
| Total sales | Volume and revenue by product and date, without attribution |
| Creatives | Performance by creative asset across ad sets |
Scheduled reports email a PDF or CSV daily, weekly or monthly. Exports live under Reporting → Recent exports.
Dashboards
Dashboard → Create view makes a tab. Add widgets: a report widget (any saved report, any metric), source overview, single metric, top table or live stream. Drag to arrange, resize from the corner. Templates such as Source stats, Call funnel and E-commerce give you a head start.
Share creates a read-only link, optionally password protected, that you can send to a client.