All guides, by feature
Download a client’s campaigns as CSV or Excel
Choose Download as CSV or Download as Excel from the Export menu to get the campaign table as a spreadsheet.
Before you start
- Who can do this
- Anyone at your agency
- Where in Orbit
- Sidebar › Workspace › Reports
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open the client’s report and set the range and filters.
To export only some campaigns, type in Search campaigns.
Press Export and choose Download as CSV or Download as Excel.
When it worked
The file downloads straight away, named with the client and dates. Orbit shows no message.
If something goes wrong
The file has fewer campaigns than expected.
It holds the campaign table: up to the top 200 campaigns by spend, narrowed by anything in Search campaigns. Clear the search and export again.
Rates look wrong in the spreadsheet.
They’re exported as decimals, so a CTR of 1.23% is 0.0123. Format the column as a percentage.
You need the charts and totals too.
Use Print / Save as PDF for the full report.
How it works
Limits: Performance report limits
The campaign table holds the top 200 campaigns by spend, a custom range covers up to 365 days, and the PDF prints the top 18 campaigns on US Letter paper.
- The campaign table lists the top 200 campaigns by spend, 8 at a time until you press Show all. Totals, channels and platforms always cover every campaign.
- A Custom range covers up to 365 days. A comparison window can go back up to 730 days.
- Very large ranges can take too long to load. Try a shorter range, or narrow it with filters.
- CSV and Excel hold the campaign table only, as raw numbers. Rates are decimals, so a CTR of 1.23% exports as 0.0123.
- The PDF prints the top 18 campaigns by spend, on US Letter paper. It carries your range, filters and comparison, but not your sort, search or Show all.
- The PDF isn’t offered while the report is empty, has timed out or failed to load.
- Sales and Creative Score have no PDF. Creative Score has no comparison.