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Creating a report

Walk through the Create Report drawer end-to-end — for all six report types.

Click Create Report on the reports page (top right). The Create Report drawer slides in. The drawer is a single form with sections that show or hide depending on the report type.

The Create Report drawer — every report goes through this single form.

General

Three fields at the top:

  • Report Name (required). Free text, e.g. Q1 2026 Performance. Used everywhere — the table, the report switcher, the report header.
  • Currency (required). The reporting currency — every monetary metric in the report is converted into this currency at display time, regardless of each ad account's native currency. 25 currencies plus USD.
  • Type (required, create-only). The options are Segments, Campaigns, Ad accounts, Months, Videos, and Creatives — types your plan doesn't include are hidden from the selector. You cannot change the type after creation — to switch, create a new report.

Ad accounts

Multi-select with search. Picks one or more ad accounts from the active organization whose data the report will aggregate.

This section is hidden for Ad accounts-type reports — there, ad accounts are organized into groups (see below), not selected as a flat list.

For all other types, at least one ad account is required.

The list shows platform icons next to each ad account so you can see at a glance which are Google Ads vs Meta, a counter — 3 / 8 — and Select all / Clear all above it.

Segments (Segments report only)

Multi-select shown as toggle buttons coloured to match each segment. Includes:

  • Select all / Clear all at the top.
  • A counter — 5 / 12.

For Segments-type reports, at least one segment is required. Campaigns inside the report's ad accounts that aren't tagged with any of the chosen segments are excluded from the rollup.

Segments-type reports are available on Pro and above — see Segments.

Ad account groups (Ad accounts report only)

When you pick the Ad accounts type on a new report that has no groups yet, Level offers to prefill them: a Total group holding every ad account, plus one group per ad account. That is the shape most such reports end up in, so it is quicker to trim than to build. Decline and you start from an empty list; the offer is made once per report, not every time you touch the type.

Offered once, on a new Ad accounts report with no groups yet.

A draggable list of ad-account groups. Each group has:

  • A name (free text).
  • An ad-account set — which ad accounts belong to this group.
  • An edit button that opens the group modal.
  • A delete button.

Drag the handle on the left to reorder; the group order on this list is the row order in the resulting report. Clear all above the list removes every group at once, after a confirmation.

Add group opens the group modal:

  • Name — required, free text.
  • Ad accounts — multi-select with filter; at least one required. An ad account can belong to exactly one group of the report.

Examples:

  • Group Paid social with 3 Meta ad accounts.
  • Group Paid search with 2 Google Ads accounts.
  • Group PMax with 1 Google Ads PMax account.

For Ad accounts-type reports, you need at least one group with at least one ad account in it.

Metrics

A searchable list of every available metric — system (Purchases, Revenue, Lead), derived (ROAS, CPA, CTR…), and custom — with a counter showing how many are selected. Drag to set the order — the order here is the default column order in the report.

Pick the metrics you want as columns. At least one is required.

Presets

The Presets row above the metric list saves the selection you have right now under a name, so the next report starts from it instead of fourteen checkboxes.

Click a preset to apply it, the × to delete it. Two slots, saved in your browser.
  • Save preset — name the current selection. Saving under a name you already used overwrites that preset.
  • Two slots. A third save asks you to reuse a name or delete one first — presets are a shortcut, not a library.
  • Presets are yours: saved per user, per organization, in your browser, and never part of the report definition.
  • Applying a preset skips metrics the organization no longer has, so an old preset can't break a new report.

Save

Click Save. Level saves the report, shows a toast, closes the drawer, and refreshes the reports list. The new report appears at the top.

Editing an existing report

Open the row's overflow menu and choose Edit. The same drawer reopens as Edit Report with everything pre-filled. You can change anything except the type.

For Ad accounts reports specifically, edit lets you reorder groups (drag), rename them, change which ad accounts belong to which group, and add or remove groups entirely.

Validation cheat sheet

The Save button stays disabled until:

  • Name is non-empty.
  • Currency is picked (on Free it's fixed to USD).
  • Type is picked (create only).
  • At least one metric is selected.
  • For all types except Ad accounts: at least one ad account is selected.
  • For the Segments type: at least one segment is selected.
  • For the Ad accounts type: at least one group exists, every group has a name, every group has at least one ad account.