Manage Reports in Ads Manager

Use this lesson to:

  • Create new or find saved reports in Ads Manager.
  • Utilize the filter function in Ads Manager reports.
  • Share out reports generated in Ads Manager.

Reach your reports

To actively manage your campaigns, you have to know how they’re performing. In Ads Reporting, you can view how your ads are performing and share this information.

To reach your reports navigate to Ads Reporting from the menu, as shown below.

To reach Ads Reporting, first click on the hamburger icon in the top left corner of Ads Manager.

Next, find the Measure & Report column and click on Ads Reporting.

This places you in Ads Reporting where you can manage your reports.

View saved reports

Ads Reporting shows a list of all of your reports after you’ve created your first. If you haven’t create one, you have the option to create

From here, you’re able to review current and past reports. Clicking on the report name will load the report. From the drop-down on the right, you have further options:

  • View Past Reports – View and download previous editions of the report.
  • Duplicate – Make a copy of the report. This is useful if you want to make small changes to a report to get additional insights about your campaigns.
  • Delete – Delete the report.

Create a new report

You can also create a new report from scratch, or make one from a template. Let’s start by making a blank report. Click Create.

The first time you visit Ads Reporting, it may appear to be blank. Depending upon how recently you launched your campaign, it may not have any data to report.

Alternately, if you are looking for data on an older campaign, it may be outside of the date range shown. In this case, you can use the date selection pull-down in the top-right corner.

Select an appropriate date range for your report data, then click Update.

Breakdowns and metrics

Once you have data available or an appropriate date range for existing data, you’ll see Breakdowns populate on the left side of your report and Metrics on the right.

Checking the boxes will add or remove columns to your report. You’ll see Breakdowns populate on the left side of your report and Metrics on the right.

For example, here’s the default view the first time you visit Ads Reporting.

Clicking the Breakdowns > Ad check box adds a matching column to the report.

As mentioned, the Metrics columns are on the right-hand side of the metrics tab. As with Breakdowns, you can add or remove columns by clicking on the check boxes.

You can search for a Breakdown or Metric by typing the first few letters in the Search field. Matches will automatically appear below, and are added to your report when you click the check box.

When you add a new column, it will appear to the right-hand side of the Breakdowns or Metrics sections. If you want to re-arrange the columns, click on the column title and drag it to where you would like it to be.

Add or remove filters

You can add or remove filters on your reporting data. By default, the Had Delivery filter is applied in Ads Reporting. This will show ads that have been delivered (ads people have seen on Facebook, including ads that are currently being delivered).

To add filters, click +.

Select the filter you’d like to apply from the drop-down menu.

Some filters may require an alpha-numeric input. For example, when you want to filter by amount spent or by number of impressions. Other filters will have options that you will need to pick from.

Regardless of the filter, click Add to apply it to your report. If you want to remove a filter from your report, click x.

Toggle views

  • Change the view with the Change Views dropdown.
  • There are two functions in the Change Views drop-down: The first, is the ability to Arrange Columns. This allows you to re-arrange or remove Breakdowns and Metrics.
  • With the second, you can Compare Attribution Windows to see how your ads performed during different time frames. You can include views and clicks, to get data on how people interacted with your ads. For example, this report below shows 1 Day View and 28 Days click windows.

Group and un-group Breakdowns

  • You can Group or Ungroup Breakdowns to enable sorting of fields. For example, Age is grouped here. To ungroup the Age Breakdown, select the arrow and click Ungroup.
  • You can sort ungrouped columns by ascending or descending values if you click on the column table. You can ungroup metrics to get more granular information.  The displayed metrics change to match your Breakdown sorting selections.

Export and save reports

If you want to share your report, you can do so with Ads Manager.

To generate a shareable copy of a report for email, Excel or similar programs, click on Export in the main Ads Reporting screen.

Choose your preferred format and click Export to download the report.

Clicking Save on the main Ads Reporting screen saves the current report. If you click the arrow button next to Save, you have the option to Save As. This gives you additional options.

In addition to changing the report name, you can regularly schedule email delivery of your report.

You can also click on the pencil icon at the top left hand corner of the Ads Reporting page near the report name to bring up the Report Settings. Here, you can update the report name, select schedule email and choose the frequency for the report.

Share your report

Share reports on a one-off basis if you don’t want to have them sent to people on a schedule.

Click on the Export button, and select Share Link from the drop-down menu.

To add someone to the list of people who have access to your ad account, review the steps in this Help Center article.

Export table data

You can Export Table Data to download a file that you can use with Excel or similar programs or services.

  • Save as .xls: Export your data to an Excel spreadsheet.
  • Save as .csv: Export your data to a comma-separated values document.
  • Include Deleted Items with Delivery: Include deleted ads that were delivered to your audience in your exported data.
  • Include Summary Row: Include a summary of the results from your ads in your exported data.
  • Export to Facebook Ads Manager for Excel: Export your data from Ads Manager to Facebook Ads Manager for Excel, which is an add-in that allows you to download and analyze your ad performance data from your Facebook ad accounts in Microsoft Excel 2016. Learn more about Facebook Ads Manager for Excel

Note: If you choose Export to Facebook Ads Manager for Excel, you can’t choose to include deleted items or summary rows.

Facebook Ads Manager for Excel

Another way to pull ad reports is with Facebook Ads Manager for Excel, a plugin available for download in the Microsoft Office Store. It allows you to download ad account data from Ads Manager so you can analyze ad performance for your ad accounts directly in Excel 2016.

With Facebook Ads Manager for Excel, you can:

  • Download performance data from any of your ad accounts using the same reporting controls (filters, breakdowns, and so on) as if you were creating a report directly in Ads Manager.
  • Create and save custom templates so you can quickly run the reports you need. Or, use a pre-set template to get started.
  • Refresh the data in your reports as often as you need to.
  • Take your ad performance data and create your own analysis using Excel’s pivot tables or other tools.

Similar to how you can create a report in Ads Manager using filters, Breakdowns and more, you can do the same in Facebook Ads Manager for Excel by creating a report template. When you create a report template, base it on the metrics you’re most interested in.

For more information about Facebook Ads Manager for Excel, please visit this Facebook Help Center article.

Knowledge Check

Key takeaways

  • Ads Manager lets you create, manage and share your campaign reports.
  • Ads Manager offers many different ways to customize your reports.
  • There are several ways you can save and share your reports. For example, you can export table data for use in other programs or services.

Keep Learning

Check out these resources to continue growing your skills.

 

 

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