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  Article updated: October 20, 2021

Create PDF reports for ad campaigns

Create custom PDF reports for your ad campaigns with the Report Generator. Start from a template, or create custom reports from scratch. Reports for Facebook are built using data at the campaign, tag, or ad account level. Reports for Google can be built at the campaign or ad account level. You can also create quick reports from a campaign's dashboard.

Reports can be saved and downloaded as needed, or scheduled to be delivered to specified email addresses on a monthly, weekly, or daily basis.

Create a custom report

  1. Select Tools on the main navigation bar, and then select Report Generator.
  2. Select Create New Report.
  3. Choose the network you want to report on. Select Facebook or Google Ads.
  4. Select the Blank report, and then select Setup report.
  5. Enter a report name, and then select the data you want to report on (campaigns, ad accounts, or tags for Facebook; campaigns or ad accounts for Google).
  6. Select a Time Range and Theme for the report (instruction follows), and then select Config modules.
  7. Select Aggregated Modules, to report on data aggregated from all campaigns based on the initial data selection (campaigns, tags, or ad accounts), or Campaign Modules, to display data for each campaign separately, and then select Add Module.
    Aggregated and campaign modules can be combined in the same report.
  8. Select a module to add to the report, and then populate its data by selecting a detail level field and a performance or conversion field from the lists on the left.
    Demographics breakdowns at the ad level are not available for Google reports.
  9. Enter a title for the module, and then click Add. Repeat steps 7- 9 until your report is complete.
  10. Hover over each module in the report to access the delete, resize, reconfigure, and rearrange buttons.
  11. When you have finished adding and arranging modules, select Next Step in the top-right corner and preview your report.
  12. Click Back in the top-right corner to continue editing, or select Next Step.
  13. Click Download PDF, or click Configure to set up a recurring email delivery of the report. More details follow.

Tip: Click Save Draft in the top-right corner at any time to continue building your report later.

Create a report from a template

  1. Click Tools on the main navigation bar, and then click Report Generator.
  2. Click Create New Report.
  3. Choose the network you want to report on. Select Facebook or Google Ads.
  4. Select one of the following templates, and then click Setup report.

    Facebook:
    • Revenue Performances: A conversion-focused report to analyze your spend and revenue generated across campaigns.
    • Audience Analysis: Quickly understand who your best customers are and how every audience is performing.
    • In-depth Report: A huge report with everything you need to analyze every aspect of your Facebook Ads.
    • Website Traffic Performances: Review the impact of your traffic campaign on your business; understand its performance in terms of how many clicks it's generating and how much they cost.
    • Social Media Engagement: Review the performance of an engagement campaign, including reach, impressions, and engagement metrics.
    • Conversion Reporting: Review the impact of your conversion campaign on your business; understand its performance in terms of conversion actions, conversion rate, and other conversion metrics.

    Google Ads:
    • Keywords Performance Report: Review the performance of your campaign including insights into the associated keywords.
  5. Enter a report name, and select the data you want to report on (campaigns, ad accounts, or tags for Facebook; campaigns or ad accounts for Google).
  6. Click Config modules. Your report modules will be preselected and filled with data.
  7. Review and customize as necessary, and then click Next Step.
  8. Export or configure the report for delivery.

Create a customized theme

Create customized themes for your reports, including custom fonts, colors and logos.

  1. Edit or create a new report, and then click Create New Theme on the first report creation page.
  2. Enter a Theme name, select the custom colors for the theme, and a custom font.
  3. Optional: Enter Header and/or Footer text that will display on each page of the report.
  4. Optional: Click Add Logo to upload a file from your computer. 640 x 136 pixel PNG files are recommended. If you have a logo included in your account settings, it will appear in all themes by default.
  5. Click Save in the bottom-right corner.

Export or schedule report delivery

On the last step of report creation, you can choose to download your new report, or configure it to be delivered on a regular basis. These options are also available from the Saved Reports list at any time.
Reports can be delivered to as many email addresses as you need. The report links in emails expire after 30 days.

The delivery options include:

  • Monthly - first or last day of the month
  • Weekly - specific day of the week
  • Daily

You can also select the time of day in a specific timezone that the report email is delivered. Ensure that the selected timezone corresponds to the timezone of the ad account used in the report. The reports can be sent with a custom email subject and message.

Configure delivery of a report

  1. From the Saved Reports list, click Configure Delivery Status or click Configure after creating a new report.
  2. Enter the email address(es) that will receive the report on a regular basis, separated by commas.
  3. Enter an email subject and message.
  4. Set the delivery frequency and time.
  5. Click Save.