Create a Meta Ads Report with Claude AI
- Generate insights from your ad data
- Use Claude to analyse performance
- Save hours on manual reporting
Watch the step-by-step walkthrough below, then follow along with the guide to automate your Meta Ads report exports and deliver them to your team on a set schedule.
Follow these steps alongside the video to set up automated report delivery in Meta Ads Manager.
Book a 90-minute coaching session and we'll work through your Meta Ads account together!
Common questions about scheduling Meta Ads report delivery.
Only people who already have access to your Meta Ads Manager can be selected as recipients of a scheduled report. You cannot send scheduled reports to external email addresses that do not have account access. If you need to add a recipient, grant them access via Business Settings → Users → People → Invite people first, then set up the schedule.
Meta Ads supports three delivery frequencies: Daily (report sent each day), Weekly (sent once per week), and Monthly (sent once per month). Choose the frequency that matches how often your team reviews performance data — weekly is the most common choice for active campaigns.
Scheduled Meta Ads reports are typically delivered as CSV or Excel file exports via email. The report contains the same data as the Ads Manager view you configured before setting up the schedule — including the columns, date range, and filters you had selected at the time of scheduling.
Yes. To manage your scheduled reports, go to the same Export dropdown → Schedule Export area in Meta Ads Manager. You will see a list of active schedules where you can change the frequency, update the recipients, or delete the schedule entirely to stop future deliveries.
The scheduled export includes the same columns and filters you have set up in your current Ads Manager reporting view — impressions, clicks, spend, conversions, ROAS, and any custom metrics you've added. Before scheduling, customise your report view to show only the metrics your recipients need, then set up the schedule so it delivers that exact data automatically.
Meta does not publish a hard limit on the number of scheduled reports or recipients per schedule, but recipients must have existing account access. As a best practice, create separate schedules for different teams (e.g. one weekly summary for the client, one daily detail view for your internal team) rather than adding everyone to a single schedule with the same data.
More step-by-step guides to get more from your Meta Ads account.
Need a hands-on walkthrough tailored to your account? Book a 90-minute coaching session and we'll set it up together.