Data guide

API sync — limits, previous month & metrics

• NextReport billing: API sync costs the same as CSV upload — unlimited report generation on both plans. No per-sync credits.
• Meta API limits: Each sync uses a small number of read-only Marketing API calls (typically a handful per account). Meta applies hourly rate limits per ad account — normal weekly reporting is well within these. If sync fails with a rate-limit message, wait a few minutes and retry, or upload CSV that week. The 15,000/day figure applies to Google Ads API, not Meta.
• Two date ranges, not one file: API sync pulls last 30 complete days ending yesterday for the main report (weekly slides, MTD row, chart). Previous calendar month is fetched separately when missing or stale — you usually do not need a manual previous-month CSV upload after a successful sync. If the account had no spend last month, the previous-month row is simply skipped — no error. Upload previous month manually only if auto-sync did not run or you prefer a custom export.
• Previous-month campaign selection:After sync or upload, the wizard shows a checkbox list of campaigns detected in last month's data. Uncheck any campaigns you don't manage (e.g. run by another agency) — only checked campaigns appear in the Combined Total previous-month row. Your selection is saved per client and preserved on re-sync; newly appearing campaigns default to included.
• Report types supported: Weekly, Monthly, Daily, Quarterly, YTD, Comparison, Multi-month Historical, and Demo reports all work from API sync the same way as CSV. Creative reports still require an Ad-level CSV export (API sync is campaign/ad-set level only).
• How metrics are chosen:API sync does not use Ads Manager's column picker. It pulls a fixed standard column set (same as our CSV download guide — spend, reach, impressions, frequency, link clicks, results, lead columns, landing page views, etc.). After sync, the wizard runs the same pipeline as CSV: objectives are detected per campaign, then Step 3 (Metrics) pre-selects eight chips per objective (e.g. Frequency + CPM for Reach, Meta form leads + cost per lead for Instant Forms). You can add or remove chips on Step 3 — but only from metrics present in the synced data. CPM and cost per 1K reach are computed from spend/impressions/reach even when not separate columns.
• Mixed objectives: An account with Reach, Instant Form, and Landing Page View campaigns gets the correct default chips per campaign, not one global set.
• When to use CSV instead: Video metrics (ThruPlays, 3-second views), purchase conversion value, CPC (all), or any column not in the standard API export — download from Ads Manager with those columns and upload manually for that report.

Multi-Month Historical reports

When a client asks for the last few months (e.g. May through August), choose Multi-Month Historical Report in Step 5 — not a Monthly report and not four separate uploads. Export one daily CSV whose date range covers every complete month you need (Custom date range in Ads Manager, Day breakdown).

• Each month gets campaign slides with a month header (e.g. "May Performance"), then a month total slide.
• The deck ends with a comparison table — one row per month.
• Campaigns under $10 spend in a month are excluded (same as other report types).