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Reports

Schedule a monthly report

Reports send themselves. Build a report once, schedule it, and AdSpectera emails it to your team or client every month with fresh numbers.

4 min read3 sections

Start from a template

  1. Open Reports and choose New report.
  2. Pick a template: Weekly performance, Monthly summary, Campaign performance or Cross-platform performance. Or start blank.
  3. Add, remove or rearrange widgets: KPI cards, line and bar charts, donuts, tables and text for headings or notes.
  4. Set the filters, such as platforms and campaigns, and give the report a name.

Schedule it

  1. Open the schedule and choose Monthly.
  2. Pick the day of the month (1 to 28, or the last day), the time and the time zone.
  3. Choose the format: PDF, Excel or CSV.
  4. Add the recipients, and a subject and message if you like, then save. Send a test email first to see exactly what they receive.
By default a monthly report covers the previous calendar month, a weekly one the previous 7 days and a daily one yesterday. You can also keep the report's own date range.

Share it with clients

Recipients don't need an AdSpectera account. If a client wants to look around themselves, invite them as a Viewer to their own workspace.

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