Customize the Home Page
The Home page is where you view and organize all the Clients in your account. There are two views available: List view and Tile view.
Click the icons in the upper right to switch between views. The selection you choose will be remembered the next time you return to the Clients page.
List View
The List view displays all Clients and Client folders in one sortable and searchable list. Metrics can be added to the List view to help you monitor performance indicators at a glance.
If you prefer a flat view of all Clients, click the Ellipsis in the top right corner of the Client table, then click Show Groups to turn off visual grouping.
To view Client Metrics, click the Metrics icon in the upper right, then select up to 50 metrics to display in the Client table.
Sort the List view by clicking a column header. This displays your Clients in ascending or descending order based on the values in the column.
Folders aggregate the data of Clients within them to display averaged totals. Clicking into the Folder shows the individual data for those Clients.
Tile View
In Tile view, your Clients are displayed alphabetically as large tiles with a visual website preview.
Click on a Folder to expand it, revealing the Clients organized within.
Customize Your User Profile
Staff and Admin users who sign into an AgencyAnalytics account each have a user profile that can be customized for a more personal experience. User information such as email, password, photo, and language can all be updated on the profile page.
Update User Display Name and Email Address
Open your Profile page by clicking the User Profile Icon in the lower left, then clicking Profile in the dropdown.
On the Profile page, click the appropriate fields, then type the updated information.
When ready, click Save in the bottom left to lock in these changes.
If you change your email address, please triple-check that it's correct. This will change the email you log in with and the one you receive notifications or reports to.
Admin users updating their email addresses should note that changing their profile email will also change the email associated with their subscription.
Update User Profile Photo
On the profile page, click Upload New Picture to open the file explorer on your computer. Click the image you want to use, then click Open in the file explorer.
If your profile image was uploaded successfully, a confirmation message appears in the bottom left. Click Save to finalize the upload.
Change Your Password
If you've forgotten your password, use the Forgot Password button on the login page to trigger a password reset to your email on file.
If you know your password and want to change it, sign in to your account, click your profile icon in the lower left, then click Settings in the dropdown menu.
On the Settings page, click Change Password under the Security heading, then enter your current password and your new password in the other fields. Once all fields are full, the Save button appears. Click Save to lock in your change.
Enable AgencyAnalytics Support Chat
Staff users can toggle the AgencyAnalytics support chat on or off at the bottom right of their AgencyAnalytics environment.
Click Settings on the left menu, then click Support Messaging. If the toggle is gray, the support icon is turned off. Click the toggle to enable the support chat display; the button will turn green. Click Save in the bottom left to lock in your changes.
Please note that with the toggle turned off, you may still receive in-app messages from us regarding important updates and other information.
FAQ
How many metrics can I add to the Home page List view?
Up to 50 metrics can be selected to display on the Client table in List view.
Will changing my view (List or Tile) affect other users on my account?
No. Each user account can select their own preferred view. Changing the view only affects your user account.
What happens if I change my email address in my profile?
It changes the email you log in with and the one you receive notifications or reports to. Admin users should also note that changing their profile email changes the email associated with their subscription.
What if I forgot my password instead of wanting to change it?
Use the Forgot Password button on the login page to trigger a reset email, rather than the Change Password option under Settings.
If I turn off the support chat, will I still get messages from AgencyAnalytics?
Yes. With the toggle turned off, you may still receive in-app messages regarding important updates and other information.
What to Check Out Next
Combine data from multiple Clients into one report in Roll-up Reports and Dashboards
Build reusable calculations to track alongside Health Score in Custom Metrics
Learn more about creating and organizing Clients in Create and Manage Clients
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