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Build a Report & View AI Insights

Easy steps to build, visualize, and share performance reports in Upspring

Ron Dahan avatar
Written by Ron Dahan
Updated over 3 weeks ago

Timeframe

Start by selecting the period you want to analyze. Use presets or set exact start/end dates to focus your view.

Grouping

Analyze your results from any angle
Learn more about grouping in Upspring

Filters

Narrow your dataset to the precise ads or entities you want side‑by‑side. Stack multiple filters to hone in on relevant creatives or campaigns.


Metrics & Layout

Choose the performance metrics aligned to your goal (for example, spend, impressions, CTR, CPC, CPA, ROAS). Arrange column order to surface the signals you care about and save the layout for reuse.


Visualization Modes

  • Bar chart: Compare items directly.

  • Line chart: Track trends over time.

  • Card view (2 types): Quick, summarized snapshots of key metrics.

  • No chart - remove the chart completely to focus on the the table

Sharing

Produce shareable views so stakeholders can access the report—even without workspace access.

More options

Click the three dots in the top-right to duplicate, download CSV, or delete


​All set! You can now view your customized report



🤖 View AI Insights on the Report

Alongside your charts and tables, Upspring automatically surfaces AI Insights tailored to your current view.

The AI reviews performance patterns across your grouped data and highlights:

  • Opportunities for new iterations or scaling

  • Emerging trends (e.g., “UGC hooks are outperforming product demos this week”)

You can open the AI Insights panel directly from any report to get context-aware takeaways and actionable suggestions — all grounded in your live account data.

💡 Tip: Click “See More” to read the full insight, and ask anything about it



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