How to pick your One-Click Report template

If you’ve just started using One-Click Report, you may wonder which report will be most meaningful to you. This article will help you choose wisely so you can access meaningful data about your business and see the true power of this reporting tool.

Choose the best reports for your type of business

Whether you’re an e-commerce business selling digital or physical products, a lead generation business offering professional services, or an agency managing multiple client accounts, we have prebuilt report templates to suit your unique needs. In this article, we’ll review the best Madgicx prebuilt report templates for e-commerce, lead-generation businesses, and agencies.

E-commerce 

  • Business Dashboard

This super-handy report gives you an overview of your multi-channel business performance on one page. It’s a great place to start. Find the Business Dashboard template in ‘All Templates’ and click ‘Use This Template.’ 

Business Dashboard report template.

In the next screen, you’ll be asked to select the data sources for this report. You can choose them by platform. Then click ‘Create Report.’

Business Dashboard template in Madgicx One-Click Report.

Depending on the amount of data, your report will take a minute or two to populate.

Main metrics in the Business Dashboard report in One-Click Report.
View of the lower part of the Business Dashboard report

The Business Dashboard gives you a report on your business's status quo. It uses metrics from Facebook, Shopify, and Google to provide a detailed snapshot of your company.

Lead generation 

  • Lead Gen Brand - Ultimate Meta Ads Performance

This report template is lead-centric for businesses that rely on lead generation. Once you’ve found it in ‘All templates, ' click ‘Use This Template. '

Meta Ads Lead Gen Performance template.

It breaks down your ad performance using lead-generation metrics and can indicate trends when analyzing and comparing results.

Meta Ads Lead Gen Performance template in One-Click Report.

This template also allows you to view more details about how your lead funnel is performing based on your campaigns.

Lead Funnel and Insights in the Meta Ads Lead Gen Performance report template in OneClick Report.

Monitoring engagement is vital if you’re focused on generating leads, as post or ad interactions could provide additional opportunities to connect with your audience. 

View of video ads engagement in the Meta Ads Lead Gen Performance template in One-Click Report.

Agencies

  • Monthly Facebook Ad Report

This monthly report gives you the low-down on your Facebook ad performance. The template includes data from the last 30 days, including ROAS, website sales, and revenue, your cost metrics, and all your engagement data, including clicks, impressions, and reach, as well as your CTR and frequency. 

Monthly Facebook Ad Report template view of the top half.

Scroll down, and you’ll see graphs comparing key metrics like ad spend versus revenue, clicks versus reach, and ROAS. 

Facebook ROAS and Clicks and Reach graphs included in the Monthly Facebook Ad Report template in One-Click Report.

Furthermore, you can easily edit these settings, add or remove widgets, or change your metrics from regular to blended to incorporate additional accounts. This allows you to have a consolidated view of a portfolio of client accounts or all the accounts you manage in one report. 

Below is an example of a customized report that includes the main metrics on each line and each time frame next to it so you can easily see the progress. 

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Blended revenue, ad spend, and Facebook ROAS in the Monthly Facebook Ads Report template on One-Click Report.
Ad spend and revenue graphs in One-Click Report.

In this report, each agency client is included with the above metrics. You can do the same by adding more metrics and connecting the relevant data sources.

One-Click Report: Tips, hints, and tricks

If you haven’t already, you should check our guide for setting up One-Click Report for your account. However, here are a couple of hacks straight from our team of expert media buyers.

  1. Incorporate multiple time frames of the same metric in your report to track performance over time, such as 3 days, 7 days, 14 days, and 30 days. This makes it much easier to spot trends and see how the numbers flow, enabling you to identify your most profitable times.
View of the same metric horizontally with differing time frames.
  1. Compare metrics against each other for illuminating insights. For example, in the image below, you can compare Facebook ad spend and Shopify sales during the last 14 days. Analyzing this data helps you spot trends or instances where the performance peaked so you can identify and replicate what happened. You can also see that your ads are profitable as the ad spend remains consistently lower than your revenue. 
Graph comparing Shopify revenue and Facebook ad spend over the last 14 days.
  1. Make your reports your own with custom text you can use to create headings and sections.
Customizable text block for headers and notes.

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