How-To Guide · Analytics & Tracking

Best Way to Share Google Ads Dashboard with Client

Four native Google Ads methods to share dashboards with clients: direct access, email-only, automated reports, and PDF exports. Pick the right one for every client type.

TL;DR Google Ads gives you four native ways to share dashboards with clients: direct account access, email-only access, scheduled automated reports, and PDF downloads. Each fits a different client type and security need. For agencies running campaigns across multiple channels, Coinis Advertise consolidates reporting in one place.

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Originally published .

Quick answer: Google Ads offers four native sharing methods. Direct account access, email-only access, scheduled automated reports, and PDF downloads. Pick the one that matches your client's role and your security requirements.

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Overview: Why Dashboard Sharing Matters

Sharing the right data with the right client contact builds the relationship. It also cuts inbox clutter.

Build transparency and trust with clients

Clients who can see spend, clicks, and conversions in real time stop wondering where their budget went. Visibility earns trust faster than any monthly call.

Reduce support questions about performance

When clients check numbers themselves, they email you less. Fewer interruptions means more time to optimize campaigns.

Keep stakeholders aligned on metrics

Everyone sees the same data. No conflicting spreadsheets at the quarterly review.

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Method 1: Grant Account Access Directly

Direct access lets a client log in and view the full account. Per Google's Ads Help Center, you add users under Admin > Access and Security, then select an access level before sending an invitation.

Choose the right access level for your client

Read-only is the safest choice for most clients. They can view campaigns and reports but cannot make changes.

Add the user via Admin > Access and Security

Open the Admin menu. Select Access and Security. Click the plus button. Enter your client's email and pick an access level. Google sends the invitation automatically.

Best for: Agency partners managing campaigns

Use this when a client wants hands-on visibility into the account. Standard or Admin only if they actively manage campaigns alongside your team.

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Method 2: Email-Only Access (No Login Required)

Email-only access delivers reports to a client without giving them a login.

What email-only access includes and excludes

Email-only recipients receive scheduled report emails. They cannot log in or view dashboards directly. Per Google's Ads Help Center, dashboards are not visible to email-only users.

How to invite clients to email-only tier

Go to Admin > Access and Security. Click the plus button. Enter the email address. Choose Email-only as the access level. That address does not need a Google Account attached to it.

Best for: C-level stakeholders, non-technical approvers

Executives who want a monthly summary, not a dashboard login. Keeps your account secure and removes friction for clients who rarely need to dig into data.

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Method 3: Schedule and Email Automated Reports

Automated reports deliver data on a recurring basis with no manual work each cycle.

Create and customize reports with filters and segments

Open the Reports section in Google Ads. Build a report using custom columns, filters, and segments. Save it with a clear, client-recognizable name.

Set up automatic email delivery on a schedule

Click the email icon on the saved report. Add recipient emails, set the frequency (daily, weekly, or monthly), and confirm a start date. Per Google Ads documentation, you can schedule reports up to one year in advance. Note: only users with a direct access level can receive scheduled reports from statistics tables.

Export formats: CSV, PDF, Excel, Google Sheets

Available formats include CSV, Excel CSV, TSV, PDF, XLSX, XML, and Google Sheets. Match the format to what your client actually opens.

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Method 4: Download and Share Dashboard as PDF

No login required. A PDF works for anyone.

Download full dashboard as a single PDF file

Per Google's Ads Help Center, click the download icon on any dashboard. The full dashboard exports as a single PDF. No additional setup needed.

Share one-off snapshots for board meetings

Attach the PDF to an email or a slide deck. Useful for quarterly business reviews or any meeting where a live login is not practical.

Best for: Executive reviews, ad-hoc sharing

Use PDF exports for one-time sharing. Use scheduled reports for anything recurring.

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Access Levels Explained

Google Ads supports five access levels. Per Google's documentation on account access, each level controls what a user can see and do.

Admin, Standard, Read-only, Email-only, Payment approver

  • Admin: Full control, including adding and removing users.
  • Standard: Can create and edit campaigns. Cannot manage users.
  • Read-only: Can view all data and reports. Cannot make changes.
  • Email-only: Receives report emails only. No dashboard access. No Google Account required.
  • Payment approver: Can approve payments only.

Permissions matrix: what each level can do

| Access Level | View Campaigns | Edit Campaigns | Manage Users | Login Required |

|---|---|---|---|---|

| Admin | Yes | Yes | Yes | Yes |

| Standard | Yes | Yes | No | Yes |

| Read-only | Yes | No | No | Yes |

| Email-only | No | No | No | No |

| Payment approver | Limited | No | No | Yes |

How to change or revoke access

Go to Admin > Access and Security. Find the user row. Change the access level or remove the user entirely. Changes take effect immediately.

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Best Practices for Client Dashboards

A well-configured dashboard saves hours of client management every month.

Use email-only for external clients to avoid login friction

Most clients do not need full account access. Email-only keeps the account secure and still delivers the data they care about.

Schedule weekly or monthly reports for consistency

Pick a cadence and stick to it. Weekly works for active campaigns. Monthly works for steady-state accounts.

Pin dashboards to highlight key metrics clients care about

Build a dashboard focused on conversions, cost per result, and ROAS. Remove noise. Clients read dashboards built for them, not dashboards built for you.

Include context and KPI benchmarks in custom columns

Numbers without targets confuse clients. A custom column showing target versus actual cuts the "what does this mean?" questions in half.

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When to Use Coinis for Multi-Channel Reporting

Google Ads reporting works well for a single account. Agencies running campaigns across Meta, TikTok, and Google need one consolidated view.

Unified reporting across Google Ads, Meta, and TikTok

Coinis Advertise brings performance data together. Meta campaigns are live today. TikTok and Google Ads reporting are on the roadmap. One cross-channel dashboard is coming.

Custom branded client reports in minutes

Generate and export reports from the Advertise page. No switching between platforms. No manual consolidation.

Real-time performance tracking across all channels

Track spend, clicks, and conversions as they happen. Export to CSV or share the live view with your team.

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Frequently Asked Questions

Can I share a Google Ads dashboard with someone who doesn't have a Google account?

Yes. Use email-only access to send scheduled reports to any email address. Or download the dashboard as a PDF and share the file directly. Neither option requires the recipient to have a Google account.

What is the safest access level to give a client in Google Ads?

Read-only. Clients can view all campaigns, data, and reports but cannot edit campaigns or manage users. It gives full visibility with zero risk of accidental changes.

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