VIDEO TUTORIAL · 0:53
Client reports
For agencies: create your clients, connect their ad channels and report on each one separately.
English AI narration · Embedded English captions · Sample demonstration data
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Follow the steps in your account
Open in platform Sign-in and access to this tool are required.
Before you start
- Available on agency accounts. The number of clients depends on your plan.
Step by step
- Click "New client", enter the business/company and optionally a contact name, then click "Save".
- Click "Connect channels" on the client and connect their Meta, Google Ads or TikTok accounts. The connection is made for that client only.
- The list shows each client's channels, accounts, 30-day spend and last sync.
- Click "Reports" to open reports filtered to that client.
- "Edit" renames the client. "Archive" hides a client you no longer serve, and "Restore" brings them back.
Common questions
- "Your plan allows up to X clients".
- You reached your plan limit. Archive inactive clients or upgrade under "Plans and pricing".