How to open the Create report modal
There are three ways to start a new report, and all open the same 'Create report' modal:
Create new button: Click 'Create new' at the top of the left sidebar (visible at all times).
Boards + button: Click the + icon to the right of 'Boards' in the sidebar.
Board-level + button: Hover over any board name in the sidebar — a + icon appears to its right. Click it to add a report directly to that board.
Whichever entry point you use, the same modal appears asking: 'What would you like to do?' — choose the report type that fits your goal.
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Report types at a glance
| Report type | What it opens |
⭐ | Discover top performers | Our 'standard' report that opens with your last ad account and an Ad Name grouping already applied. |
⇄ | Compare custom groups | A standard report with the custom breakdown panel already open, so you can immediately define groups to compare. |
📋 | Creative categorization | A different report format that automatically sorts your ads into defined categories (e.g. New, Scaled, Winners, Losers) based on rules you can customize. |
Discover top performers
This is the most common report format and a good starting point for most use cases. The report opens pre-configured with a default account and grouping, so you're looking at real data immediately.
What you get
One ad account pre-selected (you can change this at any time from the account selector)
A default Group By already applied. For Meta, TikTok, and LinkedIn this is Ad Name / Creative.
Gallery view by default — browse your ads visually with Scores and metrics
Full access to all breakdowns: standard, custom, and AI tagging.
The account, date range, grouping, and metrics are all editable after the report opens. See 'Navigating the report interface' for a full walkthrough of the report controls. |
Good for
Finding your top-performing ads by ROAS, CTR, Conversion Score, or any other metric
Analysing creative performance by hook type, format, content creator, or any breakdown
General-purpose reporting and ad performance review
Tip: If you're not sure which report type to choose, start here. You can always add breakdowns or switch views once the report is open. |
Compare custom groups
This opens the same standard report as 'Discover top performers,' but with the custom breakdown panel already expanded and ready for input.
You can create (and save) custom groups manually or use the suggestions from our AI.
Good for
Comparing performance by creative attribute encoded in your naming convention (e.g. hook type, market, content creator)
Once you've defined your groups, the report behaves exactly like any other standard report — you can change the date range, add more breakdowns, adjust metrics, and share it. |
Creative categorization
Creative categorization is a distinct report format that automatically sorts all your ads into categories based on rules, which is specially useful to analyze batches of ads. Imagine you want a report to see the 'funnel' stages of your new ads: which ones are winning and which one aren't. You can use this categorization report for this.
Creative categorization report showing four tabs: New, Scaled , Winners, Losers, with rules shown under each tab name |
Default categories
The report comes pre-configured with four categories. Each has a default rule, which you can customize:
Category | Default rule | What it means |
🚀 New | Launched within the last 14 days | All your ecently live ads |
📈 Scaled | Amount spent exceeds your defined threshold | Ads with significant spend behind them |
🏆 Winners | ROAS above threshold + spend above threshold | High-performing ads that have proven themselves at scale. |
🥉 Losers | Conversion Score below threshold | Underperforming ads |
Customizing the rules
The thresholds and conditions for each category are fully customizable. For example, you might define 'Scaled' as spend > $1,000, or 'Winners' as ROAS > 3.0. To edit a rule simply click the Edit button.
Good for
Daily or weekly creative reviews — instantly see what's new, what's working, and what to pause
Creative teams who want a simple, opinionated view without setting up complex filters
Scaling decisions — Winners tab surfaces ads ready for more budget
Pruning decisions — Losers tab surfaces ads to pause or iterate on
After the report is created
Regardless of which type you chose, the report is immediately editable and saved to your board. You can:
Rename it by clicking the report title
Change the account, date range, filters, or groupings at any time
Share it via a link
Add it to a board or rearrange it alongside your other reports
Reports don't auto save. You'll need to hit Save in top right corner to save them