---
title: Reports & Analytics Dashboard | Flyweel Docs
description: Create shareable reports from connected Google Ads, Meta Ads, TikTok Ads, CRM, and finance data.
url: "https://www.flyweel.co/docs/features/reports-analytics"
type: static
generatedAt: "2026-09-18T05:57:35.689Z"
---

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# Reports & Analytics Dashboard

## What is Reports & Analytics?[Link to this section](#what-is-reports--analytics)

Reports turn a completed AI Agent request into a saved, shareable view. Use them for campaign summaries, platform comparisons, trend reviews, and stakeholder updates across the data connected to your workspace.

## Key Benefits[Link to this section](#key-benefits)

 - Single source of truth — Everyone sees the same KPIs across platforms.
 - Faster alignment — Share report URLs to keep teams aligned.
 - AI-powered — Ask the AI Agent to generate reports in seconds.

## How It Works[Link to this section](#how-it-works)

Reports in Flyweel are generated through the AI Agent Chat. Ask a question, generate a report, and share it.

### Connect platforms

Authenticate Google Ads, Meta Ads, or TikTok Ads from [Integrations](/docs/integrations).

### Ask the AI Agent

Open [AI Agent Chat](/docs/features/ai-agent-chat) and ask for a report or analysis.

### Generate a report

Ask the AI to generate a report. It costs 2 credits per report.

### View in report history

Generated reports are saved to your report history for future reference.

### Share via URL

Each report has a unique, shareable URL you can send to teammates or stakeholders.

## Related Resources[Link to this section](#related-resources)

 - [AdGrid Campaign Manager](/docs/features/adgrid-campaign-manager)
 - [AI Agent Chat](/docs/features/ai-agent-chat)
 - [Integrations](/docs/integrations)
 - [Getting Started](/docs/getting-started/quickstart-guide)

## Reports vs. AdGrid (When to use which)[Link to this section](#reports-vs-adgrid-when-to-use-which)

| Scenario | Use Reports | Use AdGrid |
| --- | --- | --- |
| Executive overview / KPIs | Yes — generated summaries | — |
| Trend analysis over time | Yes — AI-generated charts | — |
| Campaign-level data | — | Yes — side-by-side view and filters |
| Sharing with stakeholders | Yes — shareable report URLs | — |
| Day-to-day monitoring | — | Yes — live campaign data |

---

## Generating Reports[Link to this section](#generating-reports)

### Using the AI Agent[Link to this section](#using-the-ai-agent)

Reports are created through the [AI Agent Chat](/docs/features/ai-agent-chat). Ask for what you need in plain English:

 - *“Generate a report of my campaign performance for the last 30 days”*
 - *“Create an executive summary of advertising ROI”*
 - *“Compare Google Ads vs Meta Ads performance this month”*
 - *“Show me spend trends over the last quarter”*

### Report Output[Link to this section](#report-output)

Each generated report includes:

 - **Charts and Visualizations** — Bar charts, line graphs, and tables
 - **Key Metrics** — Aggregated KPIs across platforms
 - **Analysis Text** — AI-generated insights and observations
 - **Shareable URL** — A unique link for sharing

**Report Credits**: Each report generation costs 2 credits. Check your credit balance in Settings > Billing & Subscription.

### Report History[Link to this section](#report-history)

All generated reports are saved in your report history:

 - View previously generated reports
 - Re-share report URLs
 - Access reports from the Reports section in your dashboard

## Example Report Prompts[Link to this section](#example-report-prompts)

### Performance Summaries[Link to this section](#performance-summaries)

 - *“Summarize my campaign performance for this month”*
 - *“Show my top 10 campaigns by ROAS”*
 - *“What’s my total spend and conversions across all platforms?”*

### Platform Comparisons[Link to this section](#platform-comparisons)

 - *“Compare Google Ads, Meta Ads, and TikTok Ads performance side by side”*
 - *“Which platform is delivering better CPA this month?”*
 - *“Break down spend efficiency by platform”*

### Trend Analysis[Link to this section](#trend-analysis)

 - *“Show me spend trends over the last 90 days”*
 - *“How has my conversion rate changed month over month?”*
 - *“Identify any significant performance changes this week”*

### Stakeholder Reports[Link to this section](#stakeholder-reports)

 - *“Create a summary I can share with my team about this month’s ad performance”*
 - *“Generate a client-ready performance report for Q3”*

## Best Practices[Link to this section](#best-practices)

### For Executive Stakeholders[Link to this section](#for-executive-stakeholders)

When generating reports for leadership:

 - **Focus on high-level KPIs**: Ask for total spend, conversions, ROAS, and CPA
 - **Use trend analysis**: Request month-over-month or quarter-over-quarter comparisons
 - **Keep it concise**: Ask the AI for an executive summary rather than detailed breakdowns

### For Campaign Managers[Link to this section](#for-campaign-managers)

For day-to-day optimization:

 - **Use specific date ranges**: “Last 7 days” gives actionable recent data
 - **Compare platforms**: Identify where budget should shift
 - **Drill into specifics**: Use AdGrid for campaign-level detail, reports for trends

### For Agency Teams[Link to this section](#for-agency-teams)

When reporting to clients:

 - **Generate shareable reports**: Use the report URL for easy client access
 - **Include comparison periods**: Ask for “this month vs last month” reports
 - **Focus on outcomes**: Request reports centered on conversions and ROAS, not just clicks

---

## Platform Integration[Link to this section](#platform-integration)

### AI Agent[Link to this section](#ai-agent)

Reports are generated by the [AI Agent](/docs/features/ai-agent-chat):

 - **Natural Language Queries** — Ask for specific charts and data visualizations
 - **Report Generation** — Ask the AI to create a full report (2 credits)
 - **Report Summaries** — Ask the AI to summarize performance in plain English

### AdGrid Campaign Manager[Link to this section](#adgrid-campaign-manager)

Campaign data from the [AdGrid](/docs/features/adgrid-campaign-manager) powers your reports:

 - **Unified Data Source** — All connected platform data is available
 - **Cross-platform analysis:** Reports can span Google Ads, Meta Ads, TikTok Ads, CRM, finance, and CSV data connected to your workspace.

---

## Troubleshooting[Link to this section](#troubleshooting)

### Data Discrepancies[Link to this section](#data-discrepancies)

 - **Check Platform Reporting** — Verify against native ad platforms for critical decisions
 - **Attribution Windows** — Different platforms use different attribution models
 - **Timezone Alignment** — Ensure consistent timezone settings across platforms and Flyweel

### Report Issues[Link to this section](#report-issues)

 - **Credits Exhausted** — Check your credit balance in Settings > Billing & Subscription
 - **Data Not Loading** — Ensure your ad platforms are connected and syncing
 - **Contact Support** — If issues persist, email [team@flyweel.co](mailto:team@flyweel.co)

---

## Next Steps[Link to this section](#next-steps)

 - **Deep Dive**: Explore the [AdGrid Campaign Manager](/docs/features/adgrid-campaign-manager) for campaign-level details
 - **Get Insights**: Use the [AI Agent](/docs/features/ai-agent-chat) to generate reports
 - **Connect Platforms**: Add more [Integrations](/docs/integrations) for richer analysis

---

## Frequently Asked Questions[Link to this section](#frequently-asked-questions)

### How do I create a report in Flyweel?[Link to this section](#how-do-i-create-a-report-in-flyweel)

Open the AI Agent Chat and ask it to generate a report. For example: “Generate a report of my campaign performance for the last 30 days.” The report is saved to your history and can be shared via URL.

### How much does it cost to generate a report?[Link to this section](#how-much-does-it-cost-to-generate-a-report)

Each report generation costs 2 AI credits. Chat messages cost 1 credit each. Your first prompt per session is free.

### Can I share reports with my team or clients?[Link to this section](#can-i-share-reports-with-my-team-or-clients)

Yes. Every generated report has a unique URL you can share with anyone — they don’t need a Flyweel account to view it.

### How do I access previously generated reports?[Link to this section](#how-do-i-access-previously-generated-reports)

All reports are saved in your report history, accessible from the Reports section in your dashboard.

### What’s the difference between Reports and AdGrid?[Link to this section](#whats-the-difference-between-reports-and-adgrid)

Reports are AI-generated summaries with charts and shareable URLs, ideal for stakeholder communication. AdGrid provides live, interactive campaign-level data for day-to-day analysis and filtering.

### How often is the data in reports refreshed?[Link to this section](#how-often-is-the-data-in-reports-refreshed)

Reports use the most recent data available at the time of generation. Connected platform data refreshes every 4 hours.

### Can I customize the format of generated reports?[Link to this section](#can-i-customize-the-format-of-generated-reports)

You control the content by how you phrase your request to the AI Agent. Be specific about what metrics, date ranges, and comparisons you want included.

### Why might I see discrepancies between Flyweel reports and native platform data?[Link to this section](#why-might-i-see-discrepancies-between-flyweel-reports-and-native-platform-data)

Minor differences can occur due to attribution window variations, timezone settings, or data sync timing. Always verify against native platforms for critical decisions.

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