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Run a custom report and download it

4 stepsUpdated 13 Oct 2026

Press View on the report to run it now, change its dates if you need to, and download the results as CSV or Excel.

Before you start

Who can do this: Agency Owner or Admin
Where in Orbit: Sidebar › Workspace › Reports

Steps

Tick a step’s number when it’s done. We’ll remember where you were.

Open View Reports from your Dashboard’s Quick Links.
Press View on the report. It runs straight away.
To change the dates, set Range to Custom Dates, pick From and To, and press Refresh.
Press CSV or Excel above the results to download them.

When it worked

The [[Results]] card shows the rows and how many there are, up to 500.

If something goes wrong

Orbit showsNo data available for the selected date range.
Choose a wider range, or edit the report to loosen its filters.
Orbit showsData source connection not found
The connection it used no longer exists. Press Edit and pick another connection.
Orbit showsFailed to execute report
Press Refresh to try again. If it keeps failing, press Edit and Run Preview to see the error.
Results stop at 500 rows.
Each run returns up to 500 rows. Add filters or fewer dimensions to narrow it.

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.