# Best Practices

## Recommended setup

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Match dimension to your reporting goal</strong></td><td>Use Account-level for budget overviews, Campaign for strategy analysis, Ad for creative testing. Pulling Ad-level data when you only need campaign totals creates unnecessarily large datasets.</td></tr><tr><td><strong>Use daily splits for trend analysis only</strong></td><td>If you just need period totals (e.g., monthly spend), leave the split set to "Totals only." Daily splits multiply row count significantly and slow down refreshes for long date ranges.</td></tr><tr><td><strong>Combine entities in one data flow</strong></td><td>Add both Ad analytics and List of recently collected leads as separate sources in a single data flow. Use the Append or Join transformation to analyze lead volume alongside ad spend in one report.</td></tr></tbody></table>

## Data refresh and scheduling

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Refresh leads frequently</strong></td><td>Because the leads entity only returns recently collected leads, set up a daily (or more frequent) schedule with Append mode in your destination. This builds a cumulative lead log over time without losing older submissions.</td></tr><tr><td><strong>Use completed periods for stable numbers</strong></td><td>Quora Ads can update conversion data retroactively. For reporting that needs to reconcile with Quora's UI, pull Last Month or a completed custom range rather than in-progress periods like This Month or Last 7 Days.</td></tr></tbody></table>

## Performance optimization

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Break large historical loads into chunks</strong></td><td>Pulling All Time at the Ad + Daily level for large accounts can time out. Use Custom date ranges to pull data quarter by quarter, then Append the results into a single destination table.</td></tr><tr><td><strong>Filter to specific campaigns or ad sets when possible</strong></td><td>If you only care about a subset of campaigns, use the campaign or ad set filter parameters. This reduces query size and speeds up sync time, especially for daily splits.</td></tr></tbody></table>

## Common pitfalls

{% hint style="danger" %}
**Don't rely on a one-time pull for lead data.** The leads entity has a recency limitation in Quora's API. If you pull leads once and don't set up a recurring schedule, you will lose older lead records that fall outside the API's lookback window.
{% endhint %}

{% columns %}
{% column %}
**Do**

* Set up Append mode for the leads entity to accumulate data over time
* Use the Custom period with specific dates when reconciling historical data against Quora's UI
* Pull ad-level data for creative analysis; use account or campaign level for budget reporting
* Test with a short date range first before running a large historical load
  {% endcolumn %}

{% column %}
**Don't**

* Use "All time" with daily splits at the ad level on large accounts without first narrowing scope
* Compare Coupler.io data to the Quora UI mid-period — attribution windows are still open
* Pull ad-level daily data when your report only needs campaign or account totals
* Forget to check the dimension setting — a mismatch is the most common cause of number discrepancies
  {% endcolumn %}
  {% endcolumns %}