How-To Guide · Analytics & Tracking

Monthly Facebook Ads Report: How to Build, Schedule, and Share One

Learn how to build a monthly Facebook Ads report in Meta Ads Reporting, schedule automated exports, and share performance data with your team or clients.

TL;DR A monthly Facebook Ads report pulls 30 days of performance, spend, and audience data into one structured snapshot. Meta Ads Reporting lets you build it from a template, export as CSV, schedule recurring delivery, and share via email or direct link. Coinis Advertise gives you a live dashboard so you skip the manual pull entirely.

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Originally published .

A monthly Facebook Ads report answers the question every stakeholder asks: is the budget working? It pulls performance, spend, and audience data into one structured snapshot you can review, share, and act on.

What Is a Monthly Facebook Ads Report?

A monthly Facebook Ads report is a 30-day summary of your campaign performance. It covers what ran, what spent, and what delivered results.

Why monthly reporting matters for strategy review

Weekly data is noisy. Monthly data reveals trends. A monthly cadence gives you enough signal to make real strategy decisions. You can spot declining ROAS before it eats next month's budget. You can catch winning ad sets worth scaling before the window closes.

Key use cases: stakeholder updates, performance analysis, budget planning

Monthly reports serve three main purposes. First, they keep leadership and clients informed without requiring Ads Manager access. Second, they surface which campaigns earned budget and which did not. Third, they give finance teams a clean spending record for budget planning.

Key Metrics to Include in Your Monthly Report

Choose metrics that answer the specific questions your team is asking. More is not better. A focused report gets read.

Performance metrics: impressions, clicks, conversions

Start with reach and impressions for awareness campaigns. Add link clicks, CTR, and landing page views for mid-funnel activity. Track purchases and conversion events for bottom-of-funnel campaigns. Per the Facebook Business Help Center, delivery reports show impressions, clicks, and other performance data as bar charts you can download directly from Ads Manager.

Financial metrics: spend, CPC, ROAS

Track total spend, cost per click, cost per result, and return on ad spend. These numbers connect ad performance to actual business outcomes. Finance and leadership both understand spend and ROAS. Include them in every report.

Audience and placement breakdowns

Break results by age, gender, placement, and device type. Placement breakdowns show whether your budget is working on Feed, Reels, or Stories. Audience breakdowns reveal who is actually converting, not just who is clicking.

How to Generate a Monthly Report in Meta Ads Reporting

Per Meta's Ads Reporting documentation, you can create, customize, share, export, and schedule reports at the ad, ad set, or campaign level. Here is how to do it step by step.

Step 1: Access Meta Ads Reporting

Open Meta Ads Manager. Click "Reports" in the top navigation bar. This opens the Meta Ads Reporting interface where all report creation happens.

Step 2: Choose a template or create a custom report

Per the Facebook Business Help Center, you can start from a pre-built template or build a report from scratch. Templates include common metric sets already configured. Pick the one closest to your goal, then customize from there.

Step 3: Customize metrics and breakdowns

Use the column editor to add or remove metrics. Apply breakdowns by placement, age, gender, or time of day. Set the date range to the previous calendar month. Reports can be generated at campaign, ad set, or individual ad level depending on the detail your audience needs.

Step 4: Export as CSV

Per Meta's Business Help Center, Meta Ads Reporting supports exporting in CSV format. Click Export at the top right of your report. Download the file and share it by email or upload it to a shared drive. This format works for any stakeholder who does not have Ads Manager access.

Setting Up Scheduled Monthly Reports

Scheduled reports eliminate the manual pull every month.

Creating recurring reports for automation

Per Meta's documentation, you can manage, duplicate, delete, and schedule recurring reports directly in Ads Reporting. Open any saved report. Find the schedule option and configure it for monthly delivery. Meta handles the rest.

Setting frequency and delivery schedule

Set frequency to monthly. Choose your preferred delivery date and enter the email addresses of your recipients. Meta sends the completed report automatically at the close of each reporting period.

Managing saved reports

All saved reports appear in your Ads Reporting dashboard. Duplicate a report to create versions for different clients or campaign types. Delete outdated reports to keep the dashboard clean and easy to navigate.

Sharing and Distributing Your Report

Sharing via email with team members

Per the Facebook Business Help Center, Meta Ads Reporting lets you share any report by email or direct link. Click Share on the report. Enter your team members' email addresses. They receive a link to the live report view inside Meta.

Managing access and permissions

Recipients need Business Manager access to view shared report links. Add new team members through Business Settings before you share. For external parties without a Business Manager seat, the CSV export is the right format.

Using CSV exports for external stakeholders

Export a CSV and send it directly. No account access required. Clients and agencies can open it in any spreadsheet tool. Keep a folder of monthly exports organized by month for historical reference.

How to Speed Up Monthly Reporting

Manual reporting takes time. These two approaches cut that time significantly.

Automate exports with Coinis Advertise

The Coinis Advertise page gives you a live performance dashboard for your Meta campaigns. Track spend, review results, and check performance without logging into Ads Manager each time. Reporting lives alongside the creatives and campaigns that drove the results, so context is never missing.

Reduce manual Ads Manager pulls

When your creative, copy, campaigns, and reporting all live in one platform, monthly reporting stops being a chore. Coinis keeps performance data connected to the ads that generated it. You can see what worked, refresh what did not, and move on faster every month.

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Frequently Asked Questions

How often should I run Facebook Ads reports?

Monthly reporting is the standard for strategy reviews, budget planning, and stakeholder updates. Weekly reporting is useful for catching immediate issues like a crashing CTR or runaway spend. Most teams run both: a quick weekly check and a structured monthly summary.

What metrics should every monthly Facebook Ads report include?

At minimum: impressions, link clicks, CTR, total spend, cost per result, and ROAS. Add conversion events if you run performance campaigns. Include placement and audience breakdowns to show where results came from, not just how many there were.

Can I schedule automatic monthly reports in Meta Ads Manager?

Yes. Meta Ads Reporting supports scheduled recurring reports. Build and save a custom report, then set the schedule to monthly and add recipient email addresses. Meta delivers the report automatically at the end of each reporting period.

What is the best format to share a Facebook Ads report with clients?

CSV export is the most practical format for external stakeholders. It requires no Business Manager access and opens in any spreadsheet tool. For internal team members with Business Manager access, a shared live report link inside Meta Ads Reporting works well.

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