GuidesUse Case
Use CaseBeginner 5 min
Build a Cross-Platform Weekly Report
Generate a unified performance report across all connected ad platforms using AI.
Overview
Learn how to generate a professional cross-platform ad report covering all your connected platforms in a single Claude conversation.
The Report Prompt
Generate a cross-platform performance report for the last 7 days
covering all connected ad platforms. Include:
1. Executive summary (total spend, blended ROAS, total conversions)
2. Platform breakdown table (spend, ROAS, CPA, CTR per platform)
3. Top 3 campaigns across all platforms by ROAS
4. Bottom 3 campaigns by ROAS (candidates for review/pause)
5. Week-over-week comparison (vs previous 7 days)
6. Top recommendation for next week
Format for an agency client presentation.Scheduling This Report
The report will be automatically generated and emailed every Monday.
Customizing for Each Client
For agency clients, use this template:
Generate a weekly performance report for [CLIENT NAME].
Date range: [WEEK START] to [WEEK END]
Focus on their primary KPI: [ROAS/CPA/CONVERSIONS]
Their monthly budget: $[BUDGET]
Budget pacing status: are they on track?
Keep the report professional and under 500 words.