Frequently asked questions
Reports
49 questions
- I got a message that the report limit was reached. What do I do?
- How do I add Instagram data to the report?
- How do I add a manual (custom) metric to the client report?
- How do I put my own notes (as the manager) at the top of the client report?
- How do I create a full report I can share?
- How do I disable a report link without deleting it (overdue client or paused contract)?
- How do I send a quick Google Ads summary to my client on WhatsApp?
- How do I export Manager data to CSV or PDF?
- How do I export Google Ads data to CSV or PDF?
- How do I create a report to send to my client?
- How does Period Analysis (AI) work in the report?
- How do the Best Campaigns and Best Ads criteria work?
- How do I generate a quick report to send to the client's WhatsApp?
- How do I include Google Ads in the report? Do I also need a Meta account?
- How do I show the audience's age, gender, states, placements and best times in the report?
- How do I show spend with tax included in the report (Spend + Tax)?
- How do I change the data period in the report?
- How do I password-protect the report?
- How do I use Copy report to send the results to my client on WhatsApp?
- Can I add my agency's logo (white label) to the report?
- Can I deactivate or reactivate a report through MCP or AI Copilot?
- Can I export the report as a PDF?
- Can I turn report sections (age, gender, states and times) on or off for all reports at once?
- Can I tell if my client opened the report?
- Where do the UTM Purchases, UTM Revenue and Profit metrics in the report come from?
- Can I schedule the report to be emailed to my client automatically?
- Can I connect a CRM to the reports to bring data from the CRM?
- Can I hide my clients' names on the Reports screen while sharing the screen?
- Can I show Instagram Stories in the client report?
- I closed the report editor without saving. Did I lose my changes?
- My client sees "This report is temporarily unavailable." What happened?
- Does my client need to create an account or pay to see the report?
- Can my client choose the metric for the audience panels (age, gender, states) on the report link?
- What can I do in the report's Ad Grid?
- What are Simple mode and Advanced mode in the report editor?
- What does the Reword with AI button do in the report's Manager's Notes?
- What changes when I choose Campaigns, Ad Sets, or Ads as the data level?
- What are report templates and how do I use them?
- What does the Results metric mean in the report?
- What does the With delivery filter mean in the report?
- The report opened but says the Meta account isn't connected by its creator. How do I fix it?
- Where do I find the report link, and how does my client open it?
- Why doesn't the States panel in the report show purchases, leads, or conversions?
- Why is Instagram data in the report limited to 90 days?
- Can I create more reports beyond my plan limit?
- Can I include more than one ad account in the same report?
- What metrics can I show in the report and how do I choose?
- What sections does the report have and how do I change their order?
- If I delete a report, what happens to the link I already sent?