Overview

The View Reports page allows users to access, manage, duplicate, edit, and review all available performance reports.

Reports are grouped into:

• System Template Reports

• Custom User Reports

This section serves as the central hub for report management and quick access.

Accessing View Reports

Steps

1. Navigate to Performance Reports

2. Click View

The View Reports page opens.

Report Sections

The page is divided into multiple report groups.

Examples include:

• LayerFive Template Reports

• Organization Reports

• Custom Reports

LayerFive Template Reports

Template Reports are predefined reports created by the system. These reports help users quickly analyze commonly used business and advertising metrics.

Available Template Reports

Examples include:

• Klaviyo Report

• LayerFive Report

• TikTok Ads Report

• Meta Ads Report

• Google Ads Report

• Shopify Report

Template Report Actions

Template reports support the following actions:

Viewing a Report

To open a report:

1. Click View

2. The report opens with its configured metrics and visualizations

Users can then:

• Analyze report data

• Apply date filters

• Review trends

• Export data if enabled

Copying a Report

The Copy option creates a duplicate of the selected report.

This is useful for:

• Creating report variations

• Modifying templates

• Building custom versions without changing the original report

Steps

1. Click Copy

2. A duplicate report configuration is created

3. Modify the report as needed

4. Save the copied report

Your Reports

Custom organization reports appear below the template section. These are reports created by users within the organization.

Example Reports

Examples include:

• Meta ROAS

• Google Target Vs Actual

• Facebook Ads Daily Conversion Report

• Google Ads Conversion Rate Report

• CAC, CPA, ROAS Reporting

• MOM New Customer Analytics

Report Source Tags

Reports display connected source tags for quick identification.

Examples:

• Facebook Ads

• Google Ads

• Shopify

• LayerFive

• Klaviyo

Custom Report Actions

Custom reports support additional management actions.

Available Actions

Editing Reports

The Edit option allows users to modify:

• Metrics

• Sources

• Dimensions

• Attributes

• Grouping

• Report titles

• Descriptions

Steps

1. Click Edit

2. Update report settings

3. Save changes

Deleting Reports

The Delete option permanently removes a report.

Steps

1. Click Delete

2. Confirm deletion

3. The report is removed from the report list

Important Notes

• Deleted reports cannot be recovered

• Template reports cannot be deleted

• User permissions may restrict deletion access

Best Practices

• Use descriptive report names

• Add clear report descriptions

• Avoid duplicate report naming

• Organize reports by business function

• Copy templates instead of recreating common reports

• Regularly review outdated reports

Common Use Cases

Advertising Performance

Track:

• ROAS

• CPA

• Spend

• Conversion Rates

• Campaign Trends

Ecommerce Reporting

Analyze:

• Gross Sales

• Orders

• Returning Customers

• Discounts

• Revenue Trends

Attribution Analysis

Compare:

• Platform contribution

• Blended ROAS

• Cross-channel performance

Executive Reporting

Create simplified high-level reports for stakeholders and leadership teams.

Troubleshooting

Unable to Edit a Report

Verify:

• User permissions

• Report ownership

• Access role configuration

Missing Reports

Check:

• Report filters

• User access permissions

• Organization workspace

Report Not Loading

Verify:

• Data source connectivity

• Active integrations

• Date range settings

Duplicate Reports Appearing

This may occur if multiple copies were created. Review report names and descriptions to identify the correct version.

Related Articles

• Create Performance Reports

• Create Custom Metrics

• Create Custom Dimensions

• Manage Goals