> Quick answer: Three methods cover every client situation. Grant direct account access for hands-on clients, schedule automated email reports for recurring updates, or export files for one-off sharing. All three live inside Meta Ads Manager.
Why You Need a Sharing Strategy for Instagram Ads Reports
Clients want proof their budget is working. A clear sharing strategy keeps them informed and keeps you in control.
Client expectations for transparency
Every client expects regular updates. Proactive reporting reduces check-in calls and builds long-term trust. Set a cadence early and stick to it. Clients who see data consistently are far less likely to question what you're doing.
Different sharing methods for different scenarios
Some clients want live dashboard access. Others just want a clean monthly file. Pick the method that fits your relationship and their comfort with data. No single approach works for every account.
Protecting account security while maintaining visibility
Never share your personal login. Meta gives you permission levels specifically to prevent that. Use them. Your billing details and other clients' data stay protected.
---
Method 1: Grant Direct Ad Account Access
This works best for clients who need ongoing visibility or manage their own campaigns alongside yours.
Understanding permission levels (Admin, Advertiser, Analyst)
Per the Meta Business Help Center, ad accounts have three permission levels. Admin controls billing and user management. Advertiser creates and edits ads. Analyst views data only. For read-only client access, Analyst is the right choice. It gives them full visibility without any ability to change campaigns or touch billing.
How to add team members to your ad account
- Open Meta Business Manager.
- Go to Settings > Ad Accounts > [Your Account].
- Click Add People.
- Enter the client's email and assign their role.
The client must have a Facebook account and be connected through your Business Manager before you can assign access.
When to use direct account access
Use this for long-term retainer clients or in-house marketing teams. For one-off projects or clients who just need a snapshot, an exported report is simpler and safer.
---
Method 2: Schedule Automated Email Reports
Set it up once. Reports arrive in the client's inbox automatically on your chosen schedule.
Creating custom reports in Meta Ads Reporting
Per Meta's Ads Reporting documentation, the tool lets you create, customize, share, export, and schedule reports on ad and campaign results. Navigate to Ads Manager > Measure & Report > Ads Reporting. Select Create Custom Report, then choose your metrics, date range, and breakdowns.
Setting up email delivery (daily, weekly, monthly)
After building the report, click the schedule icon. Pick daily, weekly, or monthly frequency. Add the client's email address. They receive the report on schedule without needing any account access at all.
Benefits of recurring reports
No manual work after the initial setup. The client gets consistent data on a predictable schedule. You stay focused on running campaigns, not building decks every week.
---
Method 3: Export and Send Manual Reports
This method works well for one-off requests or clients who want a clean file to share with their own teams.
Export format options (CSV, XLSX, PNG)
Per Meta's Ads Reporting documentation, you can export in four formats: CSV, XLSX (formatted), XLSX (raw data), and PNG. CSV works best for data processing or importing into other tools. PNG works for quick visual snapshots in slide presentations.
Steps to export performance data
- Open Ads Reporting inside Ads Manager.
- Build or open the report you want to share.
- Click the export icon in the top-right corner.
- Choose your format and click Export.
Send the file by email or drop it into a shared drive folder. No account access required on the client's end.
Delivery reports vs. custom reports
Delivery reports are a distinct export type. Per the Meta Business Help Center, they show where your ads appeared across placements during or after a campaign. Custom reports show performance metrics like reach, cost, and conversions. Use delivery reports when your client wants placement-level detail, not just overall results.
---
Best Practices for Sharing Instagram Ads Reports
Good data shared poorly loses its impact. A few habits make a real difference.
Choosing metrics that matter to your client
Skip vanity metrics. Focus on reach, cost per result, ROAS, and conversions. Align on the two or three numbers that connect directly to the client's business goal. More metrics rarely means more clarity.
Timing and frequency of reports
Weekly reports work for active campaigns with daily spend. Monthly summaries work for brand awareness plays. Ask the client upfront what cadence they want. Set those expectations before the first campaign goes live.
Using Coinis to streamline report generation
Managing multiple Meta campaigns across clients? Coinis's Advertise reporting page pulls live performance data in one place. Export it fast with CSV export. Skip the manual digging inside Ads Manager. Build clean, client-ready reports without duplicating work across platforms.
---
Or let Coinis do it.
From a product URL to a live Meta campaign. AI-generated creatives. On-brand copy. Direct publish to Facebook and Instagram. Real performance reporting. All in one platform.
Start free. Upgrade when you're ready.
15 AI tokens a month. No credit card.
Frequently Asked Questions
Can I share Instagram ads data with a client without giving them account access?
Yes. Use Meta Ads Reporting to export your report as a CSV, XLSX, or PNG and send the file directly. You can also schedule automated email reports that deliver data to any email address on a daily, weekly, or monthly basis, with no account access required on the client's end.
What is the safest permission level to give a client in Meta Ads Manager?
Analyst access. It lets clients view performance data and reports without the ability to edit campaigns, change budgets, or manage other users. Per the Meta Business Help Center, Analyst is one of three ad account permission levels alongside Admin and Advertiser.