Create, edit and review custom reports

To see a custom view of your metrics there are two types of reports you can create. 

  • One-time custom reports: Create a one-time custom report if you have a specific use case and won’t need to reuse the same report later.
  • Report templates: Create a report template to save custom reports that you use frequently. To easily re-run reports, you can schedule your report to run daily, weekly or monthly.

Once you’ve created a report template or schedule, you can edit it in the custom reports page.
 

Create and run a custom report

Decide which type of custom report you'd like to run (one-time custom report, report template with no schedule or report template with a schedule). Then, create, run and schedule a custom report.
 

Create a one-time custom report

This type of report will allow you to select which metrics you want to analyze, but won’t be saved for later.

  1. Log into your Pinterest business account
  2. Click Ads or click Export above the reporting table, then click Custom reports
  3. Click Create new report at the top-right of your screen
  4. Edit the fields in Report details
    • Under Template, make sure that Custom is selected from the dropdown
    • Add a Name for your report
    • Under Visibility select who you'd like to be able to see your report (Visible for me only: Only you will be able to see the template or Visible for ad account: Anyone with access to reporting for that ad account can see the template)
  5. Edit the fields in Scheduling and timeframe
    • Under Report frequency select One-time only
    • Select a Timeframe that you'd like to see reporting for
  6. Edit the fields in Data filters
  7. Edit the fields in Columns
    • Search for a column by name in the search bar
    • Find a column by clicking the right caret icon to open a specific group
    • Remove a column by clicking the x icon next to its name
    • Reorder columns using drag and drop under Selected columns
  8. Click Run report

When you click Run report, you'll land on your custom reports page. To see if your report has successfully completed, check the All reports column on the right-side of the page. 

Create a report template with no schedule

This type of report allows you to select which metrics you want to analyze and save them in a template, but won’t be scheduled to run on a recurring basis. 

  1. Log into your Pinterest business account
  2. Click Ads or click Export above the reporting table, then click Custom reports
  3. Click Create new report at the top-right of your screen
  4. Edit the fields in Report details
    • Under Template, make sure that Custom is selected from the dropdown
    • Add a Name for your report
    • Under Visibility select who you'd like to be able to see your report (Visible for me only: Only you will be able to see the template or Visible for ad account: Anyone with access to reporting for that ad account can see the template)
  5. Edit the fields in Scheduling and timeframe
    • Under Report frequency select One-time only
    • Select a Timeframe that you'd like to see reporting for
  6. Edit the fields in Data filters
  7. Edit the fields in Columns
    • Search for a column by name in the search bar
    • Find a column by clicking the right caret icon to open a specific group
    • Remove a column by clicking the x icon next to its name
    • Reorder columns using drag and drop under Selected columns
  8. Click the down caret icon next to Run report, then select Run & save as
  9. Review your template Name
  10. Click Save as

When you click Save as, you'll land on the custom reports page. To see your report template, check the Templates column on the left-side of the page. To see if your report has successfully completed, check the All reports column on the right-side of the page.

Create a report template with a schedule

This type of report allows you to select which metrics you want to analyze, save them in a template and schedule when you’d like the report to run. 

Note that all reporting is in UTC, not in local time. This is also true for delivery of scheduled reports. Depending on your time zone, you may see your scheduled report run in the evening, when the new UTC day begins.

  1. Log into your Pinterest business account
  2. Click Ads or click Export above the reporting table, then click Custom reports
  3. Click Create new report at the top-right of your screen
  4. Edit the fields in Report details
    • Under Template, make sure that Custom is selected from the dropdown
    • Add a Name for your report
    • Under Visibility select who you'd like to be able to see your report (Visible for me only: Only you will be able to see the template or Visible for ad account: Anyone with access to reporting for that ad account can see the template)
  5. Edit the fields in Scheduling and timeframe
    • Under Report frequency, select if you want the report to run Daily, Weekly or Monthly (monthly reports will be delivered on the 1st of each month)
    • Select a Timeframe that you'd like to see reporting for
  6. Edit the fields in Data filters
  7. Edit the fields in Columns
    • Search for a column by name in the search bar
    • Find a column by clicking the right caret icon to open a specific group
    • Remove a column by clicking the x icon next to its name
    • Reorder columns using drag and drop under Selected columns
  8. Click Run & save as
  9. Review your template Name
  10. Click Save as

When you click Save as, you'll land on the custom reports page. To see your report template and its schedule, check the Templates column on the left-side of the page. Templates with a calendar icon have an associated schedule. To see if your report has successfully completed, check the All reports column on the right-side of the page.

Edit a custom report

Edit reporting templates and schedules after they’re set up. Learn how to make comprehensive edits to an existing report template, edit an existing schedule, add a schedule to an existing report template, or copy and update an existing report template.
 

Edit an existing report template
  1. Log into your Pinterest business account
  2. Click Ads or click Export above the reporting table, then click Custom reports
  3. Under Templates, click on the template you want to edit or click Create new report and select the template you want to edit from the Template dropdown
  4. Edit your template
  5. Click the down caret icon next to Run report, then select Run & save
  6. You’ll see a prompt asking if you’re sure you want to overwrite your template, click Save

When you click Save, you'll land on the custom reports page. To see a list of your current report templates, look at the Templates column on the left-side of the page. To see if your report has successfully completed, check the All reports column on the right-side of the page. 

Edit an existing schedule or add a schedule

Note that all reporting is in UTC, not in local time. This is also true for delivery of scheduled reports. Depending on your time zone, you may see your scheduled report run in the evening, when the new UTC day begins.

  1. Log into your Pinterest business account
  2. Click Ads or click Export above the reporting table, then click Custom reports
  3. Under Templates, hover over the template you want to update
  4. Click the calendar icon
  5. Under Report frequency, select if you want the report to run Daily, Weekly or Monthly (monthly reports will be delivered on the 1st of each month)
  6. Click Save to update your report

When you click Save, you'll land on the custom reports page. To see a list of your current report templates and schedules, look at the Templates column on the left-side of the page. Templates with a calendar icon have an associated schedule. 
 

Copy an existing report template
  1. Log into your Pinterest business account
  2. Click Ads or click Export above the reporting table, then click Custom reports
  3. Under Templates, click on the template you want to copy or click Create new report and select the template you want to copy from the Template dropdown
  4. Edit your template
  5. Click the down caret icon next to Run report, then select Run & save as
  6. Review your template Name
  7. Click Save as (the template you selected will not be updated, but a new template with the name you entered will be created)

When you click Save as, you'll land on the custom reports page. To see a list of your current report templates, look at the Templates column on the left-side of the page. To see if your report has successfully completed, check the All reports column on the right-side of the page.
 

Review a custom report

Review your custom reports page to see all of your existing report templates, schedules, and in progress and processed reports.
 

Review your custom reports page

The custom reports page is where you can view all of your report templates, schedules, and in progress and processed reports.

  1. Log into your Pinterest business account
  2. Click Ads or click Export above the reporting table, then click Custom reports

There are two main columns on the custom reports page: Templates and All reports.

Under Templates you can:

  • See the report templates and schedules you’ve created
  • See who a report is visible to by hovering over the person icon
  • Edit or copy a report template
  • Edit a schedule
  • Add a schedule to a report template
  • Delete a template using the trash icon

Under All reports you can:

  • See the real-time status of reports you’ve created
  • Download a completed report
  • Cancel a report while it’s processing
  • Re-run a cancelled or failed report

Reports are stored in your custom reports page under All reports for 3 days after creation. You can store a maximum of 30 reports at one time. Each user in your ad account can create a maximum of 20 templates. Note that any reports created from your reporting table won't be available in your custom reports page. Learn how to export reports from your reporting table.
 

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