Saved reports and templates
Save a view for one client, or as a template for every client, and edit its layout.
- Set up the filters you want on a client report.
- Click Save report and give it a name.
- Under For, pick the client only, or Any client (template).
- Click Save.
- A report for one client keeps every filter, including campaigns, ad sets and ads.
- A template keeps the date range, platforms, objectives and layout. Campaign, ad set and ad picks are left out, so it works for any client.
- Lumina also has ready templates, like Executive overview, Campaign performance, Monthly client report and Sales and ROAS.
- On a saved report, click Edit layout to add pages, a cover, number tiles, charts, tables, audience splits and notes for the client.
Share links, scheduled emails and the client portal work with saved reports. Save a report first to use them.
Open in Lumina:Reports