When you oversee media investments across multiple platforms, you must ensure a consistent flow of data into your dashboard. The Account Manager provides a centralized workspace to monitor active connections, identify missing pages, and resolve connection errors. Let's explore how to navigate this interface and maintain your data pipelines.
Note: The platform restricts visibility based on your profile permissions. You will only see ad accounts associated with your specific assigned partner.
Step 1: Navigate the Primary Workspaces
The system splits your connections into two distinct tables to help you organize your data flow:
- Ad Accounts: This table manages your direct platform connections. It automatically prioritizes alerts and highlights accounts with a "Needs Reconnecting" status first so you can quickly restore broken data flows.
- Brand Pages: This table lists all your linked Facebook pages. It highlights active links alongside any missing page connections required for video extraction.
Step 2: Execute Dynamic Searches
Locate specific accounts instantly with the dynamic search box. Type an exact ID or keyword to filter the table in real-time. The system highlights the matching text and searches across specific fields based on your active tab:
| Active Workspace | Searchable Fields |
|---|---|
| Ad Accounts | Platform, Account ID, Brand, Market, Partner, Owner |
| Brand Pages | Brand Page ID, Brand Page Name, Date Linked |
Step 3: Refine and Sort Data
Use the drop-down menus to isolate specific data segments. You can filter the workspace by Brand, Market, Channel, Partner, and Owner to narrow your view. To reorganize the layout, click any column header to sort the data in ascending or descending order.
Step 4: Extract Custom Reports
Once you establish your exact search parameters and filters, click the export option located within both the Ad Accounts and Brand Pages tabs. The system generates a custom CSV file that matches your precise table view, which allows you to share exact connection statuses with your external teams.
Troubleshooting
Did you encounter a roadblock with your ad account manager?
- Absent Ad Accounts: If you cannot locate a specific ad account in the table, check your partner assignment. The system strictly restricts your view; you cannot view accounts tied to a different media agency or partner than your own.
- Incorrect Export Data: If your downloaded CSV contains unexpected data, verify your active filters and search terms. The export tool strictly captures your current screen configuration, so clear any accidental searches before you click export.
Please contact support@creativex.com if you have more questions.