Last Updated / Reviewed: Oct 8th, 2021

Execution Time: ~20-30 minutes

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: 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 this is 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.

• Create your report within Ads Manager

1. Login to your Ads Manager account.
2. Open the sidebar and click “Ads Reporting”.

1. Click “Create Report”.

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

1. Rename the report by hovering over “Untitled Report” at the top, click the “pencil” icon, and write a new report name. For example:
   1. “Weekly Report”
   2. “Ad campaign Report Summary”
   3. “Business_Name campaign report”