What is a Report?
A report is a single, customizable view of your ad performance data. You choose the data source, date range, groupings, filters, and visualizations. Each report has:
- A title
- An optional description
- A customizable layout with charts, tables, and metrics
- A unique shareable link (if published)
What is a Board?
A board is a collection of reports. It’s how you group and organize related reports together.
Where to find boards:
- Boards appear in the sidebar.
- Click the arrow to expand or collapse a board and see its reports.
- Click the board name to open a view with all reports displayed together.
How to use boards:
You can create unlimited boards and add unlimited reports to each one.
Common use cases:
- Agencies: One board per client
- In-house teams: Separate boards for bottom funnel vs top funnel, or by product line, campaign, or marketing goal
Boards are 100% flexible—organize them however works best for you.
Sharing Boards
Boards can be published, just like individual reports.
When you publish a board:
- You get a single shareable URL
- Anyone with the link can access a live, interactive view of all reports inside the board
- Great for sharing with clients, teammates, or stakeholders
Summary
- A report = a single analysis
- A board = a group of reports
- You can customize, publish, and share both
Use boards to stay organized and keep everything in one place.