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Customise your Accounts page

Choose your view, metric columns, sort order and date range, pin a group or person to the top, and hide columns you don't need.

You can set up the Accounts page to show the information that matters most to you. These choices only change your own view, not your teammates'.

Switch between views

Use the switch next to the Accounts title to choose Account Groups or Team Members.

Choose your metric columns

Each row shows two metrics, with a small graph for each.

  1. Click Settings at the top right of the Accounts page.

  2. Choose a metric for Column One Metric and Column Two Metric: Spend, Conversions, Conversion Value, Average CPA or ROAS.

  3. Click Save Changes.

The defaults are Spend and Conversions. On smaller screens, one or both metric columns may be hidden to make room.

Pin a group or person to the top

In Settings, choose a Pinned Account Group or a Pinned Team Member to keep them at the top of the page. If you don't pin a team member, your own accounts appear first in the Team Members view.

Hide columns

In Settings, switch off Show Account Group Column or Show Account Manager Column if you don't need them, for example if you manage a single ad account.

Hiding a column also hides the button inside it. To move ad accounts between groups or change who manages them, keep that column switched on.

Sort your accounts

Use Sort at the top of the page to order ad accounts by Account Name, Spend, Conversions, Budget Status, Goal Status or Last Active. Choose the same option again to reverse the order.

Ad accounts are sorted within each group or person, so your groups stay together.

Change the date range

Use the date range at the top right to choose Last 30 Days, Last 90 Days, Last 180 Days, Last 365 Days or Month to Date. This updates the graphs and totals in every row. The default is Last 30 Days.

Collapse a group

Click the minus (-) button next to a group or person's name to collapse it. Click the plus (+) button to expand it again.

What's remembered

  • Your Settings choices (metric columns, pins and hidden columns) are saved to your login, so they follow you on any computer.

  • Your view, sort order, date range and collapsed groups are remembered in the browser you're using.

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