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Getting started with the report template library

Quickly start digging into your ad account with templates that are already working for top creative teams.

Ed Ilnicki avatar
Written by Ed Ilnicki
Updated over 2 weeks ago

Staring at a blank report wondering where to start is the worst. That's why we built a template library based on the most popular questions creative strategists are digging into using Motion.

Pick a template, get an instant report, then customize it however you want. Easy.

What are report templates?

Pre-built reports that answer the questions creative teams ask most like "which audiences convert best?" or "what funnel stage is crushing it?"


Instead of building reports from scratch, you start with a proven framework and go from there. All templates are fully customizable, so you can add your own filters, metrics, and creative breakdowns once you're in.


How to use report templates

Step 1: Click Create report in your left sidebar

Step 2: Select Create from template

Step 3: Browse templates by category (more details below) to find a template for the question you need to answer

Step 4: Click Generate on any template to create your report instantly

Step 5: Tailor it to your brand's needs. Add specific metrics, filter by campaign or ad type, or dig into specific creatives


That's it. You've got a full report in seconds.


Template categories

Creative Strategy - Get insights that inform better creative development. Think persona analysis (which audiences convert best) or hook analysis (which hook tactics capture the most attention).


Finding Winners - Quickly surface your top-performing ads — highest engagement, best conversions, ads that are scaling. Find what's working so you know what to double down on.


Finding Problems - Spot underperformers and what's going wrong. See your bottom performers, catch "heavies" (high-spend creatives not pulling their weight), or track drop-off rates before they tank your budget.


Understanding Performance - Dig deeper into what's driving results. Track customer journeys from first impression to purchase, or run creative stage analysis to see how different funnel stages perform.

Pro tip: Save your customized templates

Once you've tweaked a template to fit your needs, save it as a new report. That way, you (and your team) can run the same analysis anytime without rebuilding it.


We're adding new templates based on what teams are searching for most, so check back regularly to see what's new.


Popular templates to try first

Persona Analysis - See which audiences convert best and compare them side-by-side. Perfect for understanding who your creative resonates with most.


Creative Stage Analysis - Find out which stage of your funnel (awareness, consideration, conversion) is performing best and what makes each stage unique.


If you aren't using these, they are massive upgrades for creative reviews. Start here if you're not sure where to begin.


Questions? We got you.

If you're not seeing a template for what you're trying to figure out, let us know. We can help tailor something to your brand.

We're constantly refining the template library and would love to hear what you need. Reach out to our Support team with suggestions. Your feedback helps us build templates that actually solve the problems you're facing.


FAQs about the report template library

Does the template library work with all ad accounts / data sources?

Our report template library works for Meta ad accounts only right now. It is not available for TikTok, YouTube, or LinkedIn.

If your workspace doesn't have a Meta data source, the template library should not appear.

Do the templates consider Northbeam or Google Analytics metrics?

Not right now. But we highly recommend adding those once the report is generated if your team uses them. You can read more about integrating with Northbeam (here) and Google Analytics (here).

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