Organizing Multiple Clients and Sub-Accounts
Most agencies aren’t reporting on one tidy account per client — there are sub-brands, regional variants, and programs that need their own numbers even though they live inside one parent account. Here’s how to keep that organized.
Confirm Scope Before You Build
Before building a client’s report, confirm exactly which campaigns belong to them — especially if more than one person or team touches the same ad account. It’s common for a client’s internal team to run campaigns alongside the ones your agency manages, and for those to look identical in the raw data. Get an explicit list of what’s in scope rather than assuming “all campaigns in this account” means “all campaigns we’re responsible for.”
Isolating Sub-Brands or Programs Within One Account
When a client has a sub-brand or a specific program that needs its own report — but it shares a parent ad account or social profile with everything else — filter to it using whatever consistent tag, hashtag, or naming convention the content actually carries, rather than trying to guess by keyword. For example, if a program’s posts are consistently tagged with a specific hashtag, filter to that hashtag rather than to a channel or account, since the same account may carry both in-scope and out-of-scope content.
Naming Conventions Are Often Out of Your Control
Clients frequently can’t (or won’t) change how their campaigns or line items are named, even when it would make your filtering easier. Rather than fighting for a renaming convention, build your report filters around a stable field — a tag, a platform-provided ID, a hashtag, or a metric that reliably differentiates one program from another (see Understanding Platform Data Limitations for an example using Video Starts to separate campaign types).
Keep a Running Reference Per Client
For any client with more than one platform, sub-brand, or reporting quirk, keep a short internal reference note: which platforms are connected, any filters or exclusions in place, and any open questions with the client. Revisit it whenever a client’s setup changes — new sub-brand, new platform, restructured campaigns — so report accuracy doesn’t depend on one person’s memory.