Are you able to track and report your Facebook metrics daily, weekly, or monthly? Do you know that within Ads Manager, you can pull your preferred metrics at first glance?
Reporting is key to your Facebook ads strategy—whether it’s reviewing the relevance of your ads, tracking your audience engagement, or the performance of your overall campaign.
In this post, we’re going to cover the following:
- What is a Custom Ad Report
- How to Create a Report Using Custom Columns
- How to Save a Report
- How to Schedule a Report
How to Create, Save, and Automate Report in Facebook Ads Manager
Before I get into the step-by-step process on how to create, save, and schedule report, let me define what a custom ad report is.
What is a Custom Ad Report?
Custom Ad Report is an awesome tool within Ads Manager a vast majority of new advertisers aren’t using. It’s NOT the default campaign reporting Facebook gives you. The default campaign has way too many metrics, which are pretty darn worthless.
In a custom ad report, you can choose the stats that matter and deliver it in a way that’s easy to understand.
The image below shows you the default campaign report.
As you can see from the image below, there are 8 pre-defined campaign columns available to you.
At the end of this blog post, there’s an infographic that you can print/pin to summarise the whole process step-by-step.
How to Create Report Using Custom Columns
To see an overview of your Facebook Ads, go to Ads Manager and click “Manage Ads”.
Here’s how you create a custom report:
1. Go to Ads Manager
2. Click the Columns dropdown and select Customize Columns.
3. Select the columns you want to see.
In the image above, you’ll notice the left side has a list of names of columns including Performance, Engagement, Videos, Websites, Apps, Events, Clicks, and Settings. This lets you navigate the columns easily. Also, the metrics are sorted already according to its relevant column. For example, if I want to show the metrics with clicks, such as CTR (All), CPC (All), Unique Clicks (All), and etc, I’ll definitely go with ‘Clicks’ column.
On the right side, you’ll see the metrics you chose. You can remove one metric by clicking the “X”. In this case, I chose four metrics: Reach, Frequency, Impressions, and CPC (All).
You can even rearrange the metrics by simply dragging the metric where you want it to be.
4. To save this customization to use again later, scroll down and check the box that says Save as preset.
5. Click Apply.
Now you have the custom column. What if you forgot 1-2 metrics you want to include? What do you need to do? Are you going to create a new report?
Don’t worry, you won’t have to repeat the entire process. There’s a solution for that.
1. Repeat the steps 1-4 from the instructions above. But there’s one thing you need to do. Use the similar present name. By doing this, your existing reset will be replaced with the new one. In the image below, I’ve added another metric which is CTR (All).
2. Click Apply.
When you click Apply, there’ll be a pop up message that asks you to replace the existing preset.
Saving a Report
There are few things you need to set before you save your report:
1. Date range - Choose the date range you want to use in your report by clicking the Last 7 Days dropdown in the top right. Take a look at the image below.
2. Filters - Filter will adjust what you see in your ads manager.
3. Customized Columns - Choose the metrics you want to appear in your report.
Once you’re all set, it’s time to save your report.
1. Near the top-left of your Ads Manager, click the image with the arrow down symbol. Then, click the Save new report.
2. Give your report a name and click Save.
How to Schedule a Report
If there’s a report that you want emailed to you and your team on an ongoing basis, you can do that by scheduling the report.
1. Near the top-left of your Ads Manager, click the image with the arrow down symbol. Then, click the Manage Reports.
2. Under Manage Reports, click Edit.
3. Tick the Schedule Email checkbox.
4. Choose the delivery period. You can have your report emailed on a daily, weekly, or monthly basis.
5. Choose Subscriber.
As a Facebook ads manager, I highly recommend using custom reporting. Not only does it give you efficiency in creating reports, but it’s also much easier to access the different levels of data you need to make informed decisions.
Have you tried out making custom reports? What are those reports? Share with us the screenshot of your report in the comment section below.
Check out this infographic.