Creating a Report
Reports are created in the Builder — a step-by-step wizard with ~14 parameters. Here's the general sequence.
Before you begin
Make sure that:
- The integrations you need are connected and active
- You have permission to create reports (Owner or a Member with access to the source)
Step 1: Open the builder
- On the home screen, click Create Report
- Or: Reports → New Report
Step 2: Name
Enter a name for the report. It's recommended to use descriptive names, for example: "Meta Ads — Spend by Campaign — 7 Days".
Step 3: Data source
Choose one or more sources from your connected integrations. For each source you can choose a specific account.
More details: Builder — Source.
Step 4: Entity
Choose the entity for the report (campaigns, ad groups, deals, etc.). The entity determines what each row of the report represents.
Step 5: Metrics and fields
Choose metrics (numeric indicators) and fields (text attributes). Available metrics depend on the selected source and entity.
More details: Builder — Metrics.
Step 6: Configuring the period
Choose the data's time range. Presets are available (today, yesterday, 7/14/30 days) as well as a custom range.
More details: Builder — Period.
Step 7: Filters (optional)
Configure filters to select the data you need. For example, only campaigns with spend > $10.
More details: Builder — Filters.
Step 8: Configuring output
Choose the Google Sheets sheet to write to and the write mode (Replace, Append, and others).
More details: Builder — Output.
Step 9: Schedule (optional)
Configure automatic runs for the report: hourly, daily, weekly.
More details: Report Scheduling.
Step 10: Review and save
- Review the configuration summary
- Click Save (configuration only) or Save and Run
How to verify
- The report appears in the reports list
- When run, a new sheet with data appears in the Google spreadsheet