All guides, by feature
Build a custom report
Open Custom Reports from your Dashboard’s Quick Links, pick a connection and table, add the fields you want, preview it and save.
Before you start
- Who can do this
- Agency Owner or Admin
- You need
- At least one connection in Integrations.
- Where in Orbit
- Sidebar › Workspace › Reports
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
On your Dashboard, press View Reports in Quick Links, then press New Report.
Under Data Context, choose Agency (all clients) or a client. Fill in Report Name and, if you like, Description (optional).
Under Data Source, pick the Connection, then the Customer/Account ID if it’s asked for, and the Table. For Facebook AdInsights, also pick the Breakdown Level.
Under Available Fields, click each dimension and metric to add it. Choose how each metric adds up, such as SUM or AVG.
If you need them, choose a Date Column and range under Date Range, and press Add Filter under Filters.
Press to check the first 25 rows, then press Create Report.
When it worked
The report is saved and listed under [[Your Reports]] in Custom Reports.
If something goes wrong
Orbit showsNo data connections found. Please set up an integration first to start building reports.
Connect a platform in Integrations, then come back.
Orbit showsPlease select an agency or client context
Choose Agency (all clients) or a client under Data Context.
Orbit showsFacebook AdInsights requires a Breakdown Level (campaign, adset, or ad) to be selected
Pick a Breakdown Level. AdInsights also needs a Customer/Account ID.
Orbit showsPlease add at least one dimension or metric
Click at least one field under Available Fields.
Orbit showsNo data returned. Check your filters or data source.
Loosen your filters or date range, or check you picked the right account and table.
How it works
Explainer: How Custom Reports work
A custom report is one table of dimensions and metrics that Orbit runs live against one of your connections each time it’s opened. Agency Owners and Admins build them.
- It queries the connection directly when it runs, not Orbit’s daily synced data, so its numbers won’t always match Performance.
- There are no charts or widgets. The result is a single table you can download as CSV or Excel.
- Each run returns up to 500 rows. Run Preview shows the first 25, and View Generated SQL shows the query.
- Date presets such as Last 30 Days include today, and are worked out again every time the report runs.
- The date range controls unlock once you choose a Date Column.
- For Facebook, only the AdInsights, Campaigns, AdSets and Ads tables are available.
- It isn’t in the sidebar. Open it with View Reports in your Dashboard’s Quick Links. Managers and Specialists can’t open it.
Prevention: Share a custom report without exposing other clients’ data
When a client opens a shared report, Orbit filters its rows by the Client Filter Column. With No filtering, they see every row the query returns, including other clients’ rows if the table holds them.
- Build a client’s report on a connection, account or table that holds only that client’s data.
- If the table mixes clients, set Client Filter Column. Orbit keeps only rows where that column holds the client’s ID in Orbit, so it works only on tables that store Orbit’s client IDs.
- Check the Client Filter Column before you tick a client to share a report with.
- Press Run Preview and check every row belongs to that client before you share.
- Share each report only with the clients whose data it holds.