1 min read
Create an automatic report and choose its sources
The report will be built from data available at each sending time.
Step by step
In Reports, open creation and choose the sender instance and destination.
Select the client instance to include pipeline data, or No client for a report without pipeline data.
When displayed, select the ad source or keep Automatic. Wait for accounts to load.
Choose accounts and metrics, review period and preview, set the schedule and save.
Check your result
The report will be built from data available at each sending time.
What you need to know
- Changing client or source clears account selections; select them again.
- Members can only use sources and accounts linked to their scope. Global sources/agency tokens are restricted to the platform administrator.
- Currently, member validation requires a linked Meta account even for a configuration focused only on Google or pipeline data.