How NextReport Works
From client setup to a branded client deck in under 2 minutes — API sync or CSV upload
Supports Meta Ads, Google Ads, TikTok Ads, and Google Analytics (GA4)
Watch the 5-step flow
This animated walkthrough mirrors the actual report wizard in the app. Each step auto-advances — click the dots to jump ahead.
Add your ad data
Connect Meta, Google, TikTok, or GA4 via official API — or upload a CSV export.
Prefer a live walkthrough with your own accounts? Book a demo.
Before your first report
Three one-time setup steps — then every report reuses the same client and connections.
- 1
Create your free trial account
Sign up in under a minute — no credit card required. You get 7 days to try the full wizard.
- 2
Add a client with branding
From My Clients, add the client name and upload their logo. Every slide and export uses that branding automatically.
- 3
Connect ad accounts (optional)
In Account Settings, connect Meta, Google Ads, TikTok, or GA4 once. After that, choose Sync from API in the wizard instead of uploading CSVs.
How you get data in
NextReport syncs with Meta Marketing API, Google Ads API, TikTok Marketing API, and GA4 Data API. Connect once in Account Settings, then choose Sync from API in step 1 of the wizard — no CSV needed. Prefer a manual export? CSV upload follows the same 5-step wizard.
TikTok Ads
Connect TikTok Ads in Account Settings, then choose API sync or upload a TikTok CSV export. Campaign spend, results, and KPIs land in the same branded deck as your Meta and Google reports. TikTok appears in the wizard for supported regions; availability may vary by location.
Website Traffic (GA4)
From any client page, open Website Traffic Report to generate a GA4 deck — sessions, channels, landing pages, device and geo breakdowns, and more. Connect GA4 in Account Settings, link a property to the client, then choose API sync or upload a GA4 CSV export.
If you use CSV (Meta)
Two optional uploads power the full weekly Meta workflow:
File 1 — upload once per month
Previous Month CSV
Last full calendar month from Meta. Adds the previous month row on the Monthly Overview slide — so clients see how campaigns performed last month alongside this month's MTD. Not a month-over-month comparison.
File 2 — upload every week
Last 30 Days, Day by Day
Powers weekly slides, MTD row, visual chart (last 30 days), and comparison reports. On the 1st, export Previous Month with Day breakdown instead — see the CSV Export Guide.
Step-by-step export instructions: CSV Export Guide
Report types available
Weekly Performance Report
Last 7 days vs month to date — the default for agency weekly check-ins.
Monthly Performance Report
Full calendar month summary with MTD context where applicable.
Bi-weekly Report
Custom 14-day reporting window.
Comparison Report
Compare any two periods side by side — this week vs last week, this month vs last month, or any custom range.
Custom Date Range
Any start and end date you choose.
The 5 wizard steps
These match the report wizard exactly — same order, same labels you see in the app.
Add your ad data
Step label in the app: Upload
Open New Report on a client. Pick Meta, Google Ads, TikTok, or GA4, then choose Sync from API or upload a CSV export. Meta users can also attach an optional Previous Month CSV for the overview row.
Select campaigns and ad sets
Step label in the app: Campaigns
Check the campaigns that belong in this deck. Unchecked campaigns stay out entirely. Ad-set slides are optional — campaign totals still include their spend.
Confirm objectives
Step label in the app: Objectives
NextReport detects whether each campaign optimised for leads, purchases, traffic, reach, or other goals. Confirm or correct anything flagged — wrong objectives mean wrong metric cards.
Review metric cards
Step label in the app: Metrics
See the KPI chips that will appear on each campaign slide. Remove metrics you do not need or add extras from the CSV columns available.
Choose report type and generate
Step label in the app: Generate
Pick weekly, monthly, comparison, or custom dates. Review the summary, then generate. Download .pptx, share a live browser link, export PDF, email, WhatsApp, or save to Google Drive.
What you get
Download as PowerPoint (.pptx)
The same format your clients already expect — with your agency branding and AI-written insights.
Share a live browser link
Clients open the report on any device. No PowerPoint install required.
Export PDF
Print-ready PDF from the same report data — ideal for email attachments.
Save to Google Drive
Automatic upload to your Drive with a shareable folder link.
Share via WhatsApp or Email
One click from the download screen after generation.
Ready to try it yourself?
Start a free 7-day trial — or book a live demo if you want us to walk through your workflow first.