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Customizing Reports

How to build and schedule reports that matter to your business.

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Direct answer

Create reports from connected data sources, select metrics and filters, and schedule saved reports for email delivery.

On this page

Turn your raw data into actionable insights with our custom reporting engine.

Creating a Report

  1. Navigate to Data Hub > Reports.
  2. Click Create New Report.
  3. Select your Data Sources (e.g., Meta + Google Ads).
  4. Choose your Metrics (ROAS, CPA, CTR).
  5. Apply filters for specific campaigns or regions.

Scheduling Automated Exports

You can schedule reports to be sent via email:

  1. Open a saved report.
  2. Click the Schedule icon.
  3. Set frequency (Daily, Weekly, Monthly).
  4. Add recipient emails.