SOP 125: How to Create an Automated Facebook Ads Report

Goal: 
Create an automated report for your campaigns that you can share with your clients or team.

Ideal Outcome: 
Your team or your client will get a report containing the latest campaign data and results to analyze ad performance .

Prerequisites or requirements: 

You need to have access to the Facebook Business Manager of the ad account you’re sending the report for. If you don’t have access, ask your client or your colleague to grant you access following SOP 062 (web version): Granting access to Facebook Business Manager.

Why this is important: 
An automated report will help you and your team analyze (and optimize) the current ad performance effectively.

Where this is done: 
Facebook Business and Ads Manager.

When is this done: 
After you have launched your campaign and have enough data on the reporting period.

Who does this: 
The person responsible for media buying or analytics.

1. Login to your Ads Manager account .

2. Open the sidebar and click “Ads Reporting”.

3. Click the green plus button or “+ Create”.

4. Select the “Pivot Table” layout. You can change this layout any time in the future.

5. At the top of the page, hover over “Untitled Report” and click on it to write a new report name. For example:

1. “Weekly Report”

2. “Ad campaign Report Summary”

3. “Business_Name campaign report”

6. In the “Customize Pivot Table” sidebar (right hand side), select “Campaign Name” and “Ad Set Name”.

7. This will give you the ad campaign data grouped by “Campaign Name” and “Ad Set Name”.

8. Alternatively, you can select one or more of the groupings available.

9. Next, click “Metrics” and select the metrics you’d like to see in this report.

You can select whichever or any combination of metrics you want. A good starting point would include:

Once you’ve selected the metrics, your report will show on the left in real time.

11. Update the Date for the report. If this is a weekly report, select “Last 7 days”. Otherwise, select the period you want to report.

12. You will need to save your report in order to share the report to others.

1. Login to your Ads Manager reporting dashboard .

2. Select the report that you want to share.

3. In the top right corner, click “Share”.

4. You can copy the report link and manually share with others via email or other communication channel.

5. If you want to schedule the report instead, toggle “Share with others”. And select the date which you want the report to be sent.

Important: This feature is disabled for cross-account reports. More info here .

1. Login to your Ads Manager reporting dashboard .

2. Select the report that you want to share.

3. Click the link right below the report name.

4. Toggle the “Schedule Email” button, set a delivery date, add the person’s email (client, colleagues, manager, etc) in the subscriber’s field and click “Apply”.

5. Your weekly report is now scheduled!