Short answer: to automate client ad reports, connect each client's ad accounts to a reporting tool with read-only access, pick a report template per client, schedule it weekly or monthly, and add two sentences of your own commentary before it goes out. Agencies typically save 20 to 40 minutes per client per report.
The six steps
- Connect every ad account with read-only access. Link each client's Meta, Google, TikTok, LinkedIn, Microsoft, Pinterest and Snapchat accounts once. Read-only access is enough for reporting and keeps clients comfortable.
- Choose a template for each client. Match the template to the goal: an ecommerce report for online stores, a lead generation report for lead-gen clients, an executive one-pager for owners.
- Set the period and comparison. Weekly reports compare with last week; monthly reports compare with last month and the target.
- Let the tool rank creatives. Automated creative rankings show which ads to scale, keep or cut, with thumbnails clients recognise.
- Add two sentences of human commentary. Automation builds the numbers. You add what changed, why, and what you will do next.
- Schedule delivery. Send each report by email on the same day every week or month, and give clients a portal for anything in between.
What to automate and what to keep human
| Automate | Keep human |
|---|---|
| Pulling spend, results and ROAS from every platform | Explaining why a number moved |
| Period comparisons and trend charts | Choosing next period's actions |
| Ranking creatives | Briefing new creative ideas |
| Formatting and sending on schedule | Calls with the client |
Doing it with Adsorra
Adsorra connects to seven ad platforms through their official logins, builds reports from 50 templates, ranks every creative and emails each client on schedule. It recommends optimisations but never launches or edits ads. See features or pricing.
Frequently asked questions
Can client ad reports be fully automated?
The data, charts, creative rankings and delivery can be fully automated. The best reports still include two or three sentences of human commentary on what changed and what happens next.
How long does it take to set up automated reports?
Not long. You connect each ad account once with read-only access, pick a template and a schedule, and every report after that is built automatically.
Do automated reporting tools need access to change ads?
No. Reporting only needs read-only access. Adsorra, for example, never creates ads, and any pause or budget change it suggests needs the owner's approval.