Reports

A report in Level is a saved configuration that says: for this organization, pull these ad accounts, 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 organization. Open the Reports page to see the list.

Six report types

Every report is one of six types, picked at creation and locked thereafter:

Type	Rows are	Plan	Best for
Segments	One row per segment you assign to the report	Pro and above	Stakeholder views — what did Acquisition do this quarter?
Campaigns	One row per campaign across the chosen ad accounts	All plans	Operator views — drilling into individual campaigns by metric
Months	One row per calendar month	All plans	Long-run trend views
Ad accounts	One row per ad-account group you define inside the report	All plans	Channel rollups — paid social vs paid search vs PMax
Videos	One row per individual video	Business and above	Creative reviews — which videos hold attention?
Creatives	One row per individual ad	Business and above	Creative testing across formats

Types your plan doesn't include simply don't appear in the type selector. See Plans & limits for what each plan unlocks.

Different report types ask for slightly different inputs in the create form — Segments needs segments, Ad accounts needs groups, the others don't. See Creating a report for the full flow.

What you'll see on the Reports page

Reports page listing saved reports with name, currency, ad account count, and updated date — Every saved report for the active organization lives here.

The list at the Reports page has these columns (desktop):

Name — clickable, opens the report.
Currency — the report's reporting currency badge.
Ad accounts — count badge.
Updated — Jan 01, 2026 style.
Actions — Open, Edit, Delete in an overflow menu.

Above the table you have Search (matches name) and Create Report (only visible if your role grants the Create Reports permission in the active organization).

If the organization has no reports yet, an empty state offers Create your first report.

Favorites

Reports you open every day don't have to live behind the list — mark a report as a favorite and it's pinned to the app sidebar, one click away from anywhere. Unpin it the same way when the project wraps.

Export to Excel

Every report has an Export button that downloads the current view as an Excel file. The export respects what you're looking at right now — active filters, sort order, and your visible metrics — and works for all six report types.

Exporting requires the Export Reports permission. If you don't have it, the button doesn't appear.

Per-report access

Different reports inside the same organization can have different access levels — report access is granted from roles under Users & Teams. 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 six 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, ad-account groups.
Date ranges — the date picker, presets, and persistence rules.
Report types — Segments, Campaigns, Months, Ad accounts, Videos, Creatives — when to pick which.

What's not here

Scheduled email digests — not a feature today. Export to Excel and send the file, or share a direct link with teammates who have access.
Cross-organization reports — every report is scoped to one organization. If you need an agency-wide rollup, build the same report per organization.
Period-over-period comparison — there's no compare mode inside a report. If you need MoM or YoY deltas, export the numbers to Excel and compare there.