# Free Meta Ads report templates and checklists

> Free Excel workbooks, PDF checklists and sample reports for Meta Ads, with no signup. Each file works on its own with an export from Ads Manager.

These are separate files. They work on their own with an export from Meta Ads Manager, they are not a DashOps export, and nothing you paste into a workbook leaves the file. No signup is needed. Demo tabs and sample reports use made up numbers for fictional companies.

## The full files

Start here if you want more than one job done. The files further down each do one job.

- [Meta Ads report workbook](https://dashops.io/downloads/meta-ads-report-template.xlsx) (Excel workbook, 215 KB). Monthly, weekly and single campaign reports, targets against actual, a dashboard, Black Friday, year-end, quarterly, year over year and creative reports, and a ROAS worked example, with demo tabs to compare against. Paste an Ads Manager export and the tabs fill. Some tabs need an export broken down by day.
- [Instagram ads report workbook](https://dashops.io/downloads/instagram-ads-report-template.xlsx) (Excel workbook, 48 KB). Instagram feed, Stories and Reels side by side, a KPI scorecard by goal, ROAS by placement, and Facebook against Instagram, with a demo report tab.
- [Meta Ads spend plan and tracker](https://dashops.io/downloads/meta-ads-spend-plan-and-tracker.xlsx) (Excel workbook, 67 KB). A media plan, a year plan, a Black Friday plan, a daily spend tracker, a daily report, plan against actual, and a budget table for a proposal. The tracking tabs need an export broken down by day.
- [All five Meta Ads checklists](https://dashops.io/downloads/meta-ads-checklists.pdf) (PDF, 180 KB). Account audit, launch, weekly and monthly optimization, Black Friday and compliance in one PDF. You can type in the audit on screen or print it.
- [Sample Meta Ads report](https://dashops.io/downloads/sample-meta-ads-report.pdf) (PDF, 64 KB). A finished monthly report for a fictional design studio, then one for a fictional online shop. Every number is made up. It shows a layout and is not a DashOps export.

## Report templates

One job each. Most fill from an export you paste in.

- [Facebook ads dashboard template](https://dashops.io/downloads/facebook-ads-dashboard-template-excel.xlsx) (Excel workbook, 172 KB). Eight number tiles and three charts for the dates you pick. It comes with demo rows, so it shows numbers as soon as you open it. With your own export, the charts need it broken down by day.
- [Facebook ad campaign report template](https://dashops.io/downloads/facebook-ad-campaign-report-template.xlsx) (Excel workbook, 64 KB). One campaign: its numbers, placements, best ads and next steps, with a filled in demo tab beside it. Best ads needs a second export, from the Ads tab.
- [Black Friday Facebook ads report](https://dashops.io/downloads/black-friday-facebook-ads-report.xlsx) (Excel workbook, 38 KB). The sale days against the weeks before and last year's sale, compared per day. It needs an export broken down by day.
- [How to calculate ROAS in Excel](https://dashops.io/downloads/how-to-calculate-roas-in-excel.xlsx) (Excel workbook, 25 KB). The ROAS formula, the totals mistake to avoid, and ROAS worked out from your own export.
- [Facebook ads report from an export](https://dashops.io/downloads/facebook-ads-report-from-an-export.xlsx) (Excel workbook, 181 KB). Paste an export and get a monthly report. It comes with demo rows in the paste tab, so you can see a worked report first. With your own export, the charts need it broken down by day.
- [Meta Ads performance report template](https://dashops.io/downloads/meta-ads-performance-report-template.xlsx) (Excel workbook, 24 KB). Your own targets beside the real numbers, by goal, with the change from the last period and a place for next steps.
- [Year-end Facebook ads report template](https://dashops.io/downloads/year-end-facebook-ads-report-template.xlsx) (Excel workbook, 34 KB). The year month by month, the best campaigns, and what changed. It needs an export broken down by day.
- [Why reach does not add up in an export](https://dashops.io/downloads/why-reach-does-not-add-up-in-an-export.xlsx) (Excel workbook, 8 KB). Which export columns can be added up, which cannot, and how to get a total that holds up.
- [Social media ads report template](https://dashops.io/downloads/social-media-ads-report-template.xlsx) (Excel workbook, 41 KB). One month against the month before for paid ads from Meta Ads Manager: key numbers, campaigns, placements and charts. It does not cover organic posts or other ad platforms. The charts need an export broken down by day.
- [Meta Ads report format](https://dashops.io/downloads/meta-ads-report-format.xlsx) (Excel workbook, 50 KB). A monthly report with a filled in demo tab, so you can see the layout before you paste your own export. The charts need it broken down by day.
- [Ecommerce Meta Ads report example](https://dashops.io/downloads/ecommerce-meta-ads-report-example.xlsx) (Excel workbook, 182 KB). A monthly report filled with demo rows for a fictional online shop. To use your own, clear the paste tab and paste your export.
- [Quarterly Facebook ads report template](https://dashops.io/downloads/quarterly-facebook-ads-report-template.xlsx) (Excel workbook, 31 KB). Three months side by side, the best campaigns, and what changed. It needs an export broken down by day.
- [Facebook ads creative report template](https://dashops.io/downloads/facebook-ads-creative-report-template.xlsx) (Excel workbook, 50 KB). One row per ad from an export of the Ads tab, with a format and a note you type.
- [Facebook ads year over year comparison](https://dashops.io/downloads/facebook-ads-year-over-year-comparison.xlsx) (Excel workbook, 36 KB). This year against last year, month by month, from two exports. Each needs to be broken down by day.

## Instagram ads

Paid Instagram placements, from an Ads Manager export broken down by placement. These do not cover organic posts.

- [Instagram ads KPI scorecard](https://dashops.io/downloads/instagram-ads-kpis.xlsx) (Excel workbook, 23 KB). KPIs by goal, each with its formula, for each Instagram placement group. It shows your own numbers and holds no target or average.
- [Export Instagram ads data to Excel](https://dashops.io/downloads/export-instagram-ads-data-to-excel.xlsx) (Excel workbook, 24 KB). The export steps for a placement breakdown, and a report of Instagram feed, Stories and Reels side by side.
- [Facebook vs Instagram ads: compare your results](https://dashops.io/downloads/facebook-vs-instagram-ads-compare-your-results.xlsx) (Excel workbook, 25 KB). The two platforms side by side, for your own numbers.
- [Instagram ads ROAS by placement](https://dashops.io/downloads/instagram-ads-roas-by-placement.xlsx) (Excel workbook, 25 KB). Purchases, value and ROAS for each Instagram placement.

## Spend plans and trackers

Nothing is preloaded. You type every cost figure from your own numbers.

- [Black Friday Facebook ads budget plan](https://dashops.io/downloads/black-friday-facebook-ads-budget-plan.xlsx) (Excel workbook, 26 KB). Daily and weekly budgets around the sale, with actual spend beside them. Actual spend needs an export broken down by day.
- [Facebook ads spend by day](https://dashops.io/downloads/export-facebook-ads-spend-by-day.xlsx) (Excel workbook, 28 KB). Spend for each day against your daily budget, and a week check. It needs an export broken down by day.
- [Facebook ads daily report template](https://dashops.io/downloads/facebook-ads-daily-report-template.xlsx) (Excel workbook, 32 KB). One row per day for spend, results and cost, and what changed since the day before. It needs an export broken down by day.
- [Meta Ads media plan template](https://dashops.io/downloads/meta-ads-media-plan-template.xlsx) (Excel workbook, 27 KB). Budget by campaign and week, with goals from your own cost per result. The plan against actual tab shows what was really spent, and needs an export broken down by day.
- [Facebook ads budget plan for 2027](https://dashops.io/downloads/facebook-ads-budget-plan-2027.xlsx) (Excel workbook, 9 KB). The year split by month, with your sale periods added.
- [Budget table for a proposal](https://dashops.io/downloads/facebook-ads-proposal-template.xlsx) (Excel workbook, 8 KB). Two tables to paste into a proposal. Goals and fees are yours to type, and the file holds neither.
- [Going over a daily budget](https://dashops.io/downloads/meta-ads-going-over-daily-budget.xlsx) (Excel workbook, 28 KB). Spend for each day against your daily budget, whether it went over or under, and a week check. It needs an export broken down by day.
- [Facebook ads budget distribution](https://dashops.io/downloads/facebook-ads-budget-distribution.xlsx) (Excel workbook, 10 KB). Split a total budget across campaigns from your own cost per result, in a media plan you fill in.

## Checklists

To print or tick through. Menu names can change, and Meta's own Help Center is the final word.

- [Facebook ads account audit](https://dashops.io/downloads/facebook-ads-audit-checklist.pdf) (PDF, 149 KB). Each line says where to look and what a problem looks like. Type in the boxes on screen or print it, and hand over the one page summary. There is no score to reach.
- [Black Friday Facebook ads checklist](https://dashops.io/downloads/black-friday-facebook-ads-checklist.pdf) (PDF, 27 KB). Weeks before, days before, during and after the sale, including ad review.
- [Facebook ads launch checklist](https://dashops.io/downloads/facebook-ads-launch-checklist.pdf) (PDF, 29 KB). Tracking, budget, audience, creative, URLs and review. Print one for each campaign.
- [Weekly and monthly optimization checklist](https://dashops.io/downloads/meta-ads-optimization-checklist.pdf) (PDF, 39 KB). A routine across budget, audience, creative and placements, and a log for each change.
- [Facebook ads compliance checklist](https://dashops.io/downloads/facebook-ads-compliance-checklist.pdf) (PDF, 34 KB). Pointers to Meta's own Advertising Standards, special ad categories and landing page rules. It is not legal advice.

## Sample reports and demo data

Every number here is made up for a fictional company.

- [Meta Ads report format, page by page](https://dashops.io/downloads/meta-ads-report-format.pdf) (PDF, 50 KB). The sample report with a note on what each page is for: summary, key numbers, trend, campaigns, placements and next steps.
- [Ecommerce Meta Ads report example](https://dashops.io/downloads/ecommerce-meta-ads-report-example.pdf) (PDF, 49 KB). A finished report for a fictional online shop, with purchases, ROAS, average order value and next steps.
- [Demo Ads Manager export](https://dashops.io/downloads/meta-ads-demo-export.csv) (CSV file, 346 KB). Made up rows laid out like an Ads Manager export. Paste them into a workbook to try it before you use your own numbers.

---

Full page: https://dashops.io/downloads
