How to use Facebook custom ad reports! Part 1 of 3

Imagine a situation wherein you have to give a report of a campaign done on Facebook & the reporting manager asked for specific fields on the website conversions & devices. You think “ok let me ask the agency but there is no time”. After logging in the ad reports section you will see a 17 column report from which you will try to get answers from that important meeting.

traditional ad report

Well you don’t get an answer. That’s where you’ll have to look at custom ad reports. The following points may help you to get that extra edge in Facebook advertising:

  1. Customize Columns

To take the advantage of custom ad reports click on “Customize Columns” button as showed below:

customize columns 1

Then you will see a window like this:

customize columns 2

  1. Add Filters

Whenever you are running a report you would want to see an objective specific one & not generic. For example, if you have two campaigns – page likes and website conversions, then you don’t want to see the data together.

The specific attributes could be defined with the help of “Add Filters” button next to “Breakdown” drop down:

add filters 1

We can create filters based on:

  • Campaign name
  • Ad Set name
  • Ad name

There are secondary level options as follows:

  • Contains
  • Does not contain
  • Is
  • Is not

This means, you will get info on a particular campaign, ad set or ad name, plus you can dig deeper with the condition filter stated above. Say for example, if you want to look at a particular page then typing name of page will give results only pertaining to that webpage.

If you want to see only page likes campaign then type in the following manner:

add filters 2

In the above result if you don’t want to see results from lookalike audience then add another filter with ad set attribute, just like it’s done below:

add filters 3

For all the filter combos to work in best possible manner your campaigns, ad sets & ads need to have good naming conventions.

  1. Save Report

You have customized the report with proper filters. This has taken a lot of time and then you logged out. Now you will have to recreate the report with all the filters in place. That’s a disaster. Unless you have saved it.

After creating the report click on the “Save” button:

save report 1

Give the report a name as showed in the below given dialogue box

save report 2

In case the report already exists you will get a message as showed below:

save report 3

When you want to access saved reports, click on current reports dropdown as showed below. There are a few more default reports which are offered by Facebook:

save report 4

  1. Share Report

Once you have saved the report and want other colleagues to take a look at it then you can click on the share button on the top as showed below:

share report 1

You will get a link as showed below, which can be shared with your colleagues.

share report 2

  1. Schedule Report

These reports actually are pretty handy. By now you might have realised that your boss wants a specific report month-on-month. You can just schedule these reports clicking on the “Schedule” button as showed below.

shedule report 1

Once you click on the button, the below given dialogue box opens. The report can be emailed on a daily, weekly or monthly basis. Just mention the starting date and you are ready. Mentioning different email id’s who should get the reports will ensure that the report is sent to these people at designated day and time.

shedule report 2

  1. View report with timelines

The default view of the reports is 30 days. But you can select any option as stated below. There is also a custom option that will allow you to select a range. This dropdown option is located on top right side.

view report 1

You can actually do multiple selections on the “Breakdown” button showed below. This will help you analyze the performance over varied timelines plus on the basis of actions and delivery

view report 2

Next week we will see how to see reports on the basis of age, gender, country, placement, and device. Till then ciao 🙂

(Images and content courtesy Jon Loomer)


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