This article explains how you can create reports, and collaborate with your team mates by sharing insights with them in seconds.
Getting started
You can start a fresh report from scratch using any of the available report types by clicking the “Create Report” button in the left sidepanel:
Types of reports you can create
- Top Performers Report – Find your top performing segments of ads with visual reports and advanced filters that help you drive meaningful insights in seconds.
- Launch Analysis Report – Instantly see which ads are scaling, winning, or need attention, so that you can amplify what’s working whilst mitigating wasted spend before it becomes an issue.
- Comparison Groups Report – Build segments of ads with any filter you like so that you can evaluate hypotheses, AB tests and use these to drive improvements in your creative briefs.
Saving reports
Once you’ve made changes to your report, hit the save button at the top right of your screen. Saved reports appear in the left sidepanel and are visible for other users in your workspace. If you want to share a specific report with a colleague that has access to Creative Insights, you can copy the URL in the address bar of the report you’d like to share and send it to them. They will be able to review and manipulate the report. Alternatively, you can share a static snapshot of a report, shown below.
Sharing Report Snapshots
You can share a Report Snapshot report with anyone – whether or not they have access to Creative Insights. This is especially useful if you collaborate with an external agency, or just want to instantly share an insight to a colleague without them having to log in. Note that Report Snapshots are fixed views; they cannot be filtered or manipulated.
- Click Share in the top right of the report you want to snapshot.
- Give your snapshot a name and click “create snapshot”.
- You will be provided with a shareable link – click the icon next to the right of it to copy it and share this with your colleague.