How to Customize What Data Appears in Your BusyOcto Reports

BackFebruary 28, 2026

Key Takeaways

BusyOcto reports can be customized by scope, date range, and focus areas to ensure the generated report covers exactly the data and analysis relevant to your specific needs rather than a one-size-fits-all overview.
Scope customization lets you generate reports at the domain level (all advertising), platform level (Meta, TikTok, or Google Ads only), or campaign level (a specific campaign), giving you control over how broad or focused each report is.
Date range customization enables period-specific analysis from weekly snapshots to quarterly reviews, with period-over-period comparisons that automatically adjust to your selected timeframe.
When requesting reports through OctoChat, you can specify additional focus areas by asking the AI to emphasize particular metrics, campaigns, or analytical questions in the report output.
Customization does not change the token cost. Every report costs 2.0 tokens regardless of scope, date range, or customization level.

Why Does Report Customization Matter?

Different audiences need different information from performance reports. A client wants to know whether their advertising investment is generating returns. An executive wants to know whether the marketing team is hitting targets. A creative director wants to know which creative approaches are working. A media buyer wants to know which placements and audiences deliver the best efficiency.

A single generic report cannot serve all these needs equally well. It either includes everything (making it too long and unfocused for any single audience) or includes a fixed set of data (that matches some audiences' needs but not others).

Report customization solves this by letting you tailor the report to its intended purpose and audience. Generate a high-level domain report for executives that focuses on total ROAS and spend efficiency. Generate a campaign-specific report for the creative team that focuses on ad-level performance comparisons. Generate a platform-specific report for the media buyer that focuses on Meta placement and device breakdowns.

This customization also makes reports more efficient to consume. A focused report that covers exactly what the reader needs can be reviewed in five minutes. A comprehensive report that covers everything takes much longer and often results in the reader skimming past the sections that actually contain the information they need.

How Do You Customize Report Scope?

Report scope defines what advertising data is included in the report. BusyOcto offers three scope levels, each serving a different analytical purpose.

Domain-level scope includes all advertising data across all connected platforms and campaigns for a specific brand or domain. This is the most comprehensive scope and provides a portfolio-level view. Use domain-level scope for overall business performance reviews, executive reports, and client reports that need to cover the complete advertising program.

Platform-level scope focuses on a single advertising platform: Meta, TikTok, or Google Ads. This scope is useful when you want to analyze one platform's performance in depth without the noise of other platforms. Use platform-level scope when optimizing a specific platform's campaigns, comparing performance within a platform, or reporting to stakeholders who manage only one advertising channel.

Campaign-level scope focuses on a single campaign. This is the most focused scope, providing detailed analysis of one campaign's performance including ad set and individual ad breakdowns. Use campaign-level scope for post-campaign analysis, ongoing campaign optimization, and any situation where you need deep insight into a specific campaign's results.

Choose your scope based on the report's purpose. Ask yourself: who will read this report, and what decisions will they make based on it? The answer determines whether the scope should be broad (domain), channel-specific (platform), or deep (campaign).

How Do You Customize the Date Range?

Date range customization determines the time period your report covers and the comparison period used for trend analysis.

Common date ranges include the last 7 days for weekly performance reviews, the last 30 days for monthly summaries, the last 90 days for quarterly reviews, and custom date ranges for specific campaign periods or promotional windows.

When you select a date range, the report automatically includes period-over-period comparisons. A 7-day report compares this week to the previous week. A 30-day report compares this month to the previous month. These comparisons show whether performance is improving, declining, or stable across each metric.

For campaigns with specific start and end dates, set a custom date range that matches the campaign duration. This produces a complete campaign report that covers the entire campaign lifecycle without including pre-launch or post-campaign data that would dilute the analysis.

For seasonal analysis, set a custom date range that matches your seasonal window. A Black Friday report might cover November 20 through December 2. A back-to-school report might cover August 1 through September 15. Custom date ranges let you analyze performance during any period that matters to your business.

Consider your audience when selecting the date range. Executives reviewing performance monthly need 30-day reports. Optimization teams reviewing performance weekly need 7-day reports. Clients who want quarterly business reviews need 90-day reports. Match the date range to the review cadence of the report's intended audience.

How Do You Focus Reports on Specific Metrics or Questions?

Beyond scope and date range, you can guide the AI's analysis by specifying what you want the report to emphasize.

When generating reports through OctoChat, include specific analytical requests in your prompt. Instead of just asking for a report, tell the AI what you want to learn. For example: "Generate a report for the past 30 days. Focus especially on creative performance trends and which ad formats (video vs static) are delivering the best results." This guidance directs the AI's analysis toward the topics most relevant to your current needs.

You can ask the report to emphasize specific metrics. If ROAS is your primary KPI, ask the AI to center the analysis around ROAS trends, ROAS by platform, and ROAS by campaign. If CPA is your focus, request analysis centered on acquisition cost efficiency. The AI adapts its analytical emphasis based on your guidance.

For reports intended for specific audiences, provide audience context. Tell the AI: "This report is for our CEO. Focus on overall portfolio ROAS, total spend versus budget, and the top three opportunities for improvement." The AI tailors the language, emphasis, and recommendations to match the audience's information needs and analytical sophistication.

For competitive context, ask the report to include observations about how your performance compares to competitive activity. While the report focuses on your data, the AI can reference competitive intelligence from your tracked competitors to provide market context for your performance trends.

What Are Common Report Configurations for Different Use Cases?

Several report configurations serve common business scenarios.

The weekly optimization report uses domain-level scope with a 7-day date range. It covers all platforms and campaigns with emphasis on week-over-week changes and immediate optimization opportunities. This is the report that drives your weekly planning meeting.

The monthly client report uses domain-level scope with a 30-day date range. It presents a comprehensive performance summary with AI insights that explain results in business terms. The PDF export of this report is the primary client deliverable for agencies.

The campaign wrap-up report uses campaign-level scope with a custom date range matching the campaign's duration. It provides the definitive analysis of what happened during the campaign, what worked, what did not, and what lessons apply to future campaigns.

The platform deep-dive report uses platform-level scope with a 30-day date range. It provides detailed analysis of one platform's performance including placement breakdowns, device breakdowns, and creative format comparisons. Use this when optimizing a specific platform's strategy.

The executive briefing uses domain-level scope with a 30-day or 90-day date range, with explicit guidance to focus on high-level KPIs and strategic recommendations. The AI adjusts its language and emphasis for a non-specialist executive audience.

Experiment with different configurations to find the ones that best serve your specific needs. The 2.0 token cost per report makes experimentation affordable, so try different scopes and focus areas until you identify the configurations that produce the most useful output for your workflow.

Frequently Asked Questions

Does customization change the token cost of a report?

No. Every report costs 2.0 tokens regardless of scope, date range, or customization level.

Can I generate the same report with different date ranges?

Yes. Generate multiple versions of a report with different date ranges for different analytical perspectives.

Can I focus the report on specific metrics?

Yes. When generating through OctoChat, specify which metrics or analytical questions you want the report to emphasize.

Can I create reports for individual campaigns?

Yes. Campaign-level scope produces focused reports covering a single campaign's complete performance.

Can I configure scheduled reports with custom scope?

Yes. Scheduled reports support the same scope customization as on-demand reports.

Can I generate reports for specific platforms only?

Yes. Platform-level scope generates reports focused exclusively on Meta, TikTok, or Google Ads.