Build reports from live marketing data

Report Builder

Create visual marketing reports with widgets, platform fields, templates, filters, snapshots, refresh jobs, and export-ready data.

Templates and saved reports

Widget filters and chart controls

Snapshots, refresh, and CSV export

Overview

What Report Builder does

Report Builder is for teams that need reusable marketing reports from connected data, not one-off screenshots or spreadsheet refreshes. Users create a report, add visual widgets, choose metrics and dimensions, apply filters, and save the report as an operating view.

The workflow supports both analyst detail and stakeholder summaries. Teams can refresh data, review snapshots, export supporting CSV data, and keep reports consistent across recurring campaign reviews.

Why it matters

Built for practical marketing work

Turn connected accounts into charts and tables your team can act on.

Use platform metrics and dimensions without memorizing every source schema.

Refresh and export report snapshots for recurring stakeholder updates.

Workflow

How Report Builder works in AKM

Start from a report

Create a report from scratch or use backend-powered templates for common marketing views.

Add live widgets

Select a connected source, choose metrics and dimensions, apply filters, and preview the result.

Publish the story

Save the layout, refresh the report data, compare snapshots, and export CSV when needed.

Build reports from connected sources

Report Builder starts from data sources that have already been authorized in AKM. This gives users a stable base for selecting fields, dimensions, filters, and visualization types without manually moving data between tools.

Choose the connected account or platform source

Select the metrics and dimensions needed for the widget

Preview charts or tables before saving the report layout

Control the reporting question

Different reports answer different questions. A campaign report, channel overview, executive summary, and client dashboard need different filters, date ranges, breakdowns, and levels of detail.

Use filters to narrow a report by account, campaign, channel, or field

Use chart and table widgets for different review moments

Keep the report layout aligned with the stakeholder decision

Refresh, compare, and export

Recurring reporting needs a reliable update cycle. Report Builder supports saved reports and refreshable data so teams can return to the same view instead of rebuilding the report for every meeting.

Refresh report data when the report is ready to review

Use snapshots to preserve reporting moments

Export CSV data for deeper analysis or offline sharing

Operational detail

What teams should expect

Widget model

Reports are built from visual widgets that combine a source, metrics, dimensions, filters, and display settings.

Template path

Teams can use report templates when a workflow has a common structure and customize from there.

Best fit

Report Builder fits recurring performance reporting, client updates, executive summaries, and cross-platform reviews.

Common use cases

Weekly campaign performance reports

Cross-platform paid media dashboards

Executive marketing summaries

Explore next

Continue through related AKM features, connector pages, or setup guidance.

Data integrations Custom Reports Power BI destinations How AKM works AKM Assistant AI Workspaces

FAQ

Common questions

Is Report Builder only for dashboards?

No. It supports reusable reporting views with charts, tables, filters, snapshots, and exports for repeated review cycles.

Does a report need connected data first?

Yes. Report Builder is most useful after the relevant marketing sources are connected and available as data sources.

Can reports support both analysts and executives?

Yes. Analysts can keep detailed tables and filters, while leaders can review summary widgets and snapshots.

Ready to see Report Builder in action?

Start with connected data, then build the reports, conversations, and workflows your team needs.

All features