Reports
Saved views over your campaign data — pick placements, pick metrics, pick a date range, and ship a number stakeholders can trust.
A report in Level is a saved configuration that says: for this client, pull these placements, group rows by X, show these metric columns, in this currency, over this date range. Once saved, it stays live — new platform data lands, the report reflects it.
Reports are per client. Open the Reports page to see the list.
Four report types
Every report is one of four types, picked at creation and locked thereafter:
| Type | Rows are | Best for |
|---|---|---|
| Segments | One row per segment you assign to the report | Stakeholder views — what did Acquisition do this quarter? |
| Campaigns | One row per campaign across the chosen placements | Operator views — drilling into individual campaigns by metric |
| Months | One row per calendar month | Period-over-period trend views |
| Placements | One row per placement group you define inside the report | Channel rollups — paid social vs paid search vs PMax |
Different report types ask for slightly different inputs in the create form — Segments needs segments, Placements needs groups, the others don't. See Creating a report for the full flow.
What you'll see on the Reports page
The list at the Reports page has these columns (desktop):
- Name — clickable, opens the report.
- Currency — the report's reporting currency badge.
- Placements — count badge.
- Updated —
Jan 01, 2026style. - Actions — Open, Edit, Delete in an overflow menu.
Above the table you have Search (debounced 300 ms, matches name) and Create Report (only visible if your role grants report management on the active client).
If the client has no reports yet, an empty state offers Create your first report.
Per-report access
Different reports inside the same client can have different access levels. If you don't have edit permission on a specific report, you'll see it in the list but the Edit / Delete actions are hidden — you can still open and view it.
In this section
- Creating a report — the report drawer, end-to-end, for each of the four types.
- Viewing a report — KPI cards, type-specific tables, the date range picker, the report switcher.
- Customizing a report — column order, hidden metrics, segment order, placement groups.
- Date ranges — the date picker, presets, and persistence rules.
- Report types — Segments, Campaigns, Months, Placements — when to pick which.
What's not here
- Exporting reports — Level doesn't currently expose a self-serve export action. Reports are viewed in the app and shared via direct link to teammates with access.
- Scheduled email digests — not a feature today.
- Cross-client reports — every report is scoped to one client. If you need an agency-wide rollup, build the same report per client.