How to Create a Scheduled Report
How to create Scheduled Reports for your Facebook Ads.
- Click on Facebook Accounts in the lefthand sidebar.
- Click on an active Facebook Ad account.
- Viewing campaigns below, select the blue Manage button at far right.
- Select New Scheduled Report. Here you can choose the Time Period, Report Type, Frequency type (CSV, XLSX, PDF). Choose a report name, report notes, and craft the email (subject, body, recipients.
Yes - you can set up scheduled reports to automatically be received by your clients!
- That's it!