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Viewing a report

KPI cards, type-specific tables, the date range picker, export to Excel, and favorites.

Click a report row, or use the Report switcher at the top of the app, and the report opens at the report's page.

Open report showing the header with currency and type badges, KPI cards, and a row table
Header, filters, KPI cards, and the type-specific table — all in one view.

Header

At the top of the page:

  • The report name.
  • A currency badge — the reporting currency.
  • A type badge — Segments / Campaigns / Months / Ad accounts / Videos / Creatives.
  • An ad accounts count badge.
  • A groups count badge (Ad accounts reports only).
  • An Edit button (only if you have permission on this report).
  • An Export button (only if you have the Export Reports permission).

Below the header is the filters panel, then the KPI cards, then the main table.

Filters panel

Controls here depend on the report type:

  • Ad accounts multi-select — narrow the report to a subset of its configured ad accounts without editing the report. Hidden for Ad accounts-type reports.
  • Customize Segments — opens the customize panel for segments. Visible for Segments-type only.
  • Customize Metrics — opens the customize panel for metrics. Always visible.
  • Date range picker — covered below. Visible for all types except Months (where the rows are months by definition).

Filter changes are per user, per report — saved in your browser. They don't affect what other people see.

KPI cards

A grid of cards at the top of the report, one per visible metric. The layout adjusts to your screen — 2 columns on phones, more as the screen gets wider.

Each card shows the metric label and its total. Currency / percent / ratio formatting is applied automatically. Empty cells render as — so you can tell missing data from zero.

The KPI numbers are the totals across whatever rows the table shows — they update when you change the date range or ad-account filter.

The table

Different table per report type:

Segments

Rows = segments selected in the report. Each row shows the segment's icon and color dot, the segment name, then one column per metric. Desktop has a sticky left column so segments stay visible as you scroll horizontally; mobile renders cards instead.

Campaigns

Rows = individual campaigns across the chosen ad accounts.

  • Sortable — click any metric header to sort ascending; click again for descending.
  • Filterable — a search box at the top of the table filters by campaign name.

Sort state is preserved while you're viewing the report. It's not saved across sessions.

Months

Rows = calendar months in chronological order. Each row is one month; columns are metrics. The date range picker is hidden — Months reports show every month with data for the selected ad accounts.

Ad accounts

Rows = the ad-account groups you defined when you built the report. Group order is what you set in the report drawer (drag-to-reorder).

Videos

Rows = individual videos across the chosen ad accounts. Requires creative data sync — the Creatives pipeline on each ad account — which is a Business feature. See Videos report.

Creatives

Rows = individual ads across the chosen ad accounts — video, image, carousel, and the platforms' automated formats. Also backed by the Creatives pipeline, Business and above. See Creatives report.

Date range picker

A calendar with two ways to pick:

  • Free-form range — click a start date, then an end date.
  • Presets — Today, Yesterday, This week, Last 7 days, Last week, This month, Last 30 days, Last month, This year.

Step back / forward arrows next to the picker shift the selected period by its own length — one click back from Last week shows the week before, one click back from a custom April range shows March.

Future dates are blocked (the calendar greys them out). Whatever you pick is remembered next time you open this report. See Date ranges for the deep dive.

Export to Excel

Click Export and Level downloads the report as an Excel file — with your current filters, sort order, and visible metrics applied, for any of the six report types. What you see is what you export.

The button requires the Export Reports permission.

Favorites

Mark a report as a favorite to pin it to the app sidebar. Pinned reports sit one click away from any page — handy for the two or three views you check daily. Unpin the same way when you no longer need it up front.

Report switcher

At the top of the app, next to the organization switcher, the Report switcher lets you jump between reports of the active organization without going back to the list. It shows every report you have access to with name, type badge, and last updated date. Click one and you're there.

Live data

Reports refresh when you load them. Numbers reflect whatever data Level has at that moment — fresh sync data lands on your plan's cadence, so reloading the page is enough to see the latest.

Permissions

  • Open / view: anyone with access to this report (granted from roles under Users & Teams).
  • Edit: only members whose role grants edit-level access on this specific report.
  • Export: needs the Export Reports permission.
  • Customize for yourself: anyone who can view (customizations are per user, not on the report definition).