All guides, by feature
Filter a report by platform or channel
Use the Platform and Channel filters above the tiles. They narrow every figure, the comparison and the PDF.
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 from Reports › Performance.
Press Platform and tick one or more platforms.
Press Channel and tick one or more channels.
Press Clear filters to see everything again.
When it worked
Each filter button shows what’s chosen, such as one platform or “2 selected”, and every tile, chart and table updates.
If something goes wrong
Orbit showsNo campaigns match these filters
There’s data in this range, but not on the platforms and channels you picked. Press Clear filters.
A platform or channel isn’t in the list.
The options are the ones with data in the current range. Try a longer range.
Your client sees different numbers.
Filters change only your view. Their portal opens on the last 30 days with no filters.
How it works
Explainer: What your client sees, and what stays with your team
Your client sees the Performance view in their portal, AI reports you’ve approved, and custom reports you’ve shared. Creative Score, Sales, BI dashboards and Pacing are for your team only.
| What | Client sees it? | Where |
|---|---|---|
| Performance view | Yes | Their portal’s Dashboard, opening on the last 30 days with no filters |
| Sales, Creative Score, BI dashboards | No | Agency only |
| AI reports | Once approved and sent | Documents, and Recent documents on their Dashboard |
| Custom reports | If you share them | Reports |
| Pacing | No | No portal page |
| Your range, filters and comparison | No | They change only your view |
- The strip above each view says which it is: “This is the report {client} sees in their portal.” or “Agency only.”
- The client’s reporting goal decides which metrics their Performance view shows.
- A portal page shows only while it’s switched on for that client in Settings › Client Navigation: Documents for AI reports, Reports for custom reports.
Explainer: Why Orbit’s numbers can differ from the ad platform
Orbit and the ad platform can count the same campaign differently: Orbit’s ranges end yesterday, data arrives once a day, rates are blended from totals, and only accounts assigned to the client count.
- Today is never included. Every range ends yesterday, and yesterday is a UTC date. Compare against the same dates in the platform, without today.
- Data syncs once a day, and each sync refreshes the last 7 days, so recent days can still change when the platform adjusts them.
- The Last synced chip shows the client’s newest sync. It turns amber when that sync is more than 36 hours old.
- Rates such as CTR and CPA are calculated from summed totals, not averaged, so they can differ from an average you work out yourself.
- Purchases, leads and conversions are the ones your connection maps for Orbit, not whichever conversion columns you’ve chosen in the platform’s own reports.
- Performance Max’s auto-generated video is left out of video views, completions and video spend.
- Only ad accounts assigned to the client in Account Mapping count. An unassigned account’s data appears in no report.
- The Platform and Channel filters narrow every total, so clear them before comparing.