Open the Reports page in the side menu and click New Report. Give the report a name (for example, Monthly Performance), add one or more Meta ad accounts in the Add account field and, if you want, an Instagram account and Google Ads accounts too. Choose the Data Level (Campaigns, Ad Sets or Ads), select the metrics you want to show, and turn the Report Sections on or off. Under Access, choose between Public (no password) or Password protected. Click Create Report: the sharing link is generated automatically and appears on the report card, ready to copy and send to your client.

The editor has two modes. In Simple, everything is on one screen: accounts, access and What the client sees, with ready-made styles (Overview, Sales, Leads, Messages, Reach and profile). Advanced has the Accounts, Metrics, Sections and Access tabs. If you close without saving, your changes are kept as a draft on your device, and the Discard draft button appears when you reopen it.