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Saved reports

Pin any dashboard configuration to the sidebar for the whole team.

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Written by Robin Choy

When you have tuned a dashboard to the exact view you check every week (the right metrics, filter and date range), click Save as report and name it. It appears in the Reports section of the sidebar for everyone in that client.

Details worth knowing

  • Saved reports exist for Top creatives, Spend and Conversions views.

  • They are shared: a report you save is visible to everyone working in this client, and deleting one deletes it for everyone. You will be warned before that happens.

  • Typical set for a client: "Top spenders", "Top statics", "Top videos", a weekly spend view and a conversions view. That turns Monday reporting into five clicks.

Tip: pair each saved report with a routine that posts the same cut of data to Slack, and reporting becomes something you read rather than something you produce.

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