How to export Meta Ads reports to Excel or CSV

When you prepare results for your team or a client, you need to get your Instagram and Facebook ad data into a spreadsheet. You get those results from Meta’s advertising tools; downloading your profile information is a separate tool. Here you will set up a report with the right dates, metrics and breakdowns, then download it or receive it by email on a schedule.

Choose the delivery method and check your access

You need administrator, advertiser or analyst access to the ad account associated with the report. You can save a report and export it as .xlsx for Excel or .csv. For recurring email delivery, use a single-account report: cross-account reports cannot be scheduled for email. See Meta’s export instructions and recurring report requirements.

Prepare the data in Ads Reporting

1. Under Business tools, open Analyze and report, then Reports. Alternatively, open the Reports dropdown in Ads Manager and select Create custom report.
2. Create a custom report or use a template. Check the ad account at the top left and the date range at the top right. Meta limits reporting to the previous 37 months from the date of your request, so choose dates within that window.
3. Open Metrics in the left column and select the data you need. Meta lists reach and impressions, engagement, conversions and configuration metrics. Match your choices to the purpose of the report.
4. Choose the reporting level: campaign, ad set or ad. To separate Instagram and Facebook results, select Platform under Delivery breakdowns. Add a time breakdown if you need daily, weekly or monthly detail.
5. Review the filters and save your report. The default Had delivery filter shows ads with at least one impression. Check that this scope matches the results you intend to share.

Meta explains breakdowns and filters in its report customization guide.

Download the saved report

1. In Ads Reporting, find your saved report and click its name to open it.
2. Click Export and choose the format you need, XLSX or CSV. Meta also documents selecting the checkbox beside a report in the saved report list and clicking Export.
3. Open the downloaded file and compare its dates, metrics and breakdowns with your report settings. Before sharing it, check that you can identify each platform’s results if that was your goal.

If rows you expected are missing, recheck the account, date range and filters before downloading again.

Schedule email delivery from a single-account report

Recipients of the recurring report need ad account permissions to access it. To give results to someone without those permissions, export the report and send the file, as Meta explains in its scheduling guidance.

1. Open the saved report in Ads Reporting.
2. Depending on your version of Ads Reporting, click the link under the report title at the top left, turn on the schedule email, add the people who should receive it and click apply. In other versions, select the cog icon at the top right, toggle on schedule email in report settings and click apply.
3. Click Save to confirm.

If you were looking for a different download

The Instagram information download gives you a copy of what is on your profile, such as photos, videos or activity. For your campaign results, use Ads Reporting. If your report also covers ads on another network, follow the LinkedIn Ads CSV export guide and use the same period for each file so you can compare them.