When you first open an ad account, Atria sets up about ten system reports, such as top spending ads, top performing creatives and top video hooks. Build a custom report when you need a view those don't cover.
System reports and custom reports
System reports are built by Atria, such as Top spend ads. The breadcrumb reads Brand name / System reports / Report name, and each has a description of what it's for. Their grouping is fixed, so Group by is greyed out.
Custom reports are ones you build. The breadcrumb reads Brand name / Custom reports / Report name, and you can change everything: grouping, filters, metrics and date range.
Use a system report for standard questions. Use a custom report when you want to change how the data is grouped. You can share either as a snapshot.
1. Create the report
Go to Analytics & Launch, pick the ad account, and open the Reports tab. In Custom reports, click +.
The new report is called Untitled. Click the title to rename it, and click Add description… to add a description.
It starts with the last 14 days, grouped by Ad name, no filters, sorted by highest spend. You can choose date ranges up to Last 365 days or Overall.
2. Choose Group by
Group by sets what each row is.
Group by Ad name to see each ad. Group by Creative asset to see each image or video, with results combined across every ad that uses it. Other options are Copy, Headline (Meta), Landing page, Campaign name, Ad set name (Ad group name on TikTok), Ad format and Custom tag. See Group-by options in Analytics reports.
3. Add filters
The toolbar has the date range, Group by, Dimension filter and Metric filter.
Dimension filter filters by details of the ad, such as campaign name, ad name, format, status, launch time or custom tags. A rule reads Where → Launch time → is → your value.
Metric filter filters by numbers, such as spend, ROAS or CPA. A rule reads Where → Spend → > → your number, with operators
>,≥,<,≤,=and≠.
Click + Add filter rule for a single condition, or Add filter group for a group of conditions. Each group can use And or Or, and groups are combined with And. For example: (Summer Sale or Back to School) and (Video or Carousel).
Examples:
To report on creator ads only, filter Ad name contains whatever marks a creator ad in your naming, such as
UGC.To find a specific ad, filter on Ad name. There's no search box in Reports.
If your ad names follow a structure, set up a naming convention to filter by each part. See Turn your ad naming conventions into insights.
You can also ask Raya to build the report, for example: "show me ads in the Summer Sale or Back to School campaigns that are video or carousel, build an Analytics report".
4. Add metrics
Click + Add metric above the chart. Each metric appears as a chip with an × to remove it. To edit the table columns, open Custom columns → Customize table columns. Column presets save sets you use often. See How to add metrics in Analytics reports.
5. Choose a view
The icons at the right of the metric row switch between bar chart, line chart (trend over time) and card view (creative next to the numbers). The table stays underneath. Click a row to open that ad's details, with breakdowns by age, gender and platform.
To compare several segments side by side, such as UGC, studio and static, use custom groups. See Define custom groups in Analytics reports.
6. Save and share
Reports don't save automatically. Click the orange Save button in the report header. You'll get a warning if you try to leave with unsaved changes. The header also has Share report, a … menu, your Default attribution setting, and a Synced note showing when the data was last updated.
Once saved, you can:
Share a link. The person doesn't need a seat.
Export to CSV. There's no PDF export.
Share a snapshot, a fixed copy people can comment on. See Share and collaborate.
A snapshot lists its date range, grouping, sort and attribution under the title. Under the chart it shows its scope, for example 8 results (Color formatting based on 420 results). The 8 rows are what you shared. The 420 is the full set used for the colour shading, which is why a snapshot can have fewer rows than the original report.
Current limits
A report covers one ad account. You can't combine several accounts in one report yet.
There's no period-over-period comparison. To compare months, change the date range.
Both are on the roadmap. If either is blocking you, let us know. If you'd like help building your first report, contact us.