Recurring reports & operating reviews
Organise Facebook ad reports, export history and daily team account spend for recurring reviews across members and accounts.
Open workspaceReview every buyer’s spend, including your own
Members manage their own ad accounts while the administrator reviews spend across the team. Bring account daily reports together to check costs and collection progress by responsible member and ad account.
Include the administrator
Review reporting-enabled accounts from all media buyers and the administrator, with less chasing of individual spreadsheets.
Count shared accounts once
Team totals deduplicate accounts managed by several members. Member summaries group each account under its assigned owner.
Currencies and report coverage
Total each original currency separately, use USD conversion as a reference, distinguish zero from missing data, and export CSV.
From member permission to a shared review
Connect and confirm sharing
Enable collection, sync accessible accounts and save the sharing scope. The setting persists across page reloads.
Collect when needed
The administrator selects accounts and dates. The relevant members’ online extensions run read-only collection tasks.
Review daily reports together
Check totals, trends, details and task status, then follow up on failures or missing data.
Collection requires the relevant member’s browser to be running, the extension online and a valid Facebook session. Saved reports remain available when collectors are offline.
Dates follow each ad account’s local calendar. Current-day values are snapshots taken at collection time, not a final bill.
Rebuilding account selections and reporting fields each time makes recurring reviews harder.
What this brings to your team
A reporting routine with reusable configuration and visible run results.
A practical way through
- 01
Save a report configuration with the accounts and fields you need.
- 02
Run the report and review progress for each account.
- 03
Download completed results and follow up on failed or incomplete items.
Make room for a clearer way to work.
Explore the workspace, connect the extension and start with the part of your workflow that needs attention.