Roll-up Reporting & Dashboards lets you combine performance data from multiple clients into single, customizable widgets. Whether you’re rolling up metrics across franchise locations, comparing performance by region, or building an agency-wide report, structure your reporting to match how your clients and agency operate, and unlock portfolio-level insights without spreadsheets, workarounds, or manual effort.
To ensure the privacy and security of your Client data, this type of report and dashboard are only visible to users with unrestricted Client access, meaning they have access to all Clients in the account.
Roll-up Reports and Dashboards are available on some of our plans.
How to create a Roll-up Report
To get started, click Reports on the left sidebar, then click Create Report in the upper right corner.
Next, click Roll-up Report, then choose the Clients you wish to include (your selection can include individual Clients and/or groups of Clients) to a maximum of 50 Clients. When ready, click Continue in the lower left.
Next, you can choose the layout for your report. Slide Deck is best for presenting on a screen, as it's landscape, while a Document Report is best for independent review.
Then, select a starting point for the Roll-up Report. You can start with a blank report, choose a Template, or clone an existing report. (Note: See conditions for template and cloning options for Roll-up Reports.)
Lastly, add a title for your report, then click continue to be redirected to the report editor.
Note on adding Clients to a Roll-up Report: Roll-up Reports can only include data from the clients selected during report creation. After the report is created, it will not be possible to add new clients. To increase the number of clients in the report, you can create a new Roll-up Report, use the Clone Existing Report option to clone your previous Roll-up Report, and add the desired clients. It is possible to connect up to 50 clients per Roll-up report.
Adding integration metrics to Roll-up Reports
When adding new Integration Metrics, you will have access to two options:
Roll-up: Aggregate data across the clients connected to the report with these time-based metrics (ie. daily website traffic, ad clicks, etc.).
Client: These include dimensions and filters (ie. country, device, channel, etc.) and can be used for detailed reporting on single client connected to the report.
When using the Client option, as soon as you add the widget to the report section, you will be prompted to select one of the clients connected to the report, in order to pull data into the widget.
If the selected Client doesn't have that integration connected, the widget will show a Connect button, and a message will display under the Data tab, encouraging you to connect the integration.
When selecting the Roll-up metric option, the widget will automatically aggregate the data from all clients connected to the report.
If you would like to select only some of the clients from the report, please select the Clients filter, and check only the desired clients.
If you also would like to check which clients are connected to the widget, you can select the "View more" option in the widget. A side panel will open, showing all clients connected to the widget.
If selecting multiple clients, and the integration is not connected for one or more of them, widgets will show only partial data until it is reconnected.
How to create a Roll-up Dashboard
Click on the Dashboards section in the left sidebar menu.
Click "Add Dashboard" on the bottom left.
Now, choose the source for your new Roll-up Dashboard. You can start with a blank section, a template, or clone an existing section. (Note: See conditions for template and cloning options for Roll-up Dashboards.)
Next, name the dashboard, then click continue in the lower left. The Dashboard will generate, and you'll be redirected to the dashboard editor.
With the Roll-up Dashboard created, you can add integration metrics, images, title bars, and more!
Adding Integration Metrics to Roll-up Dashboards
When adding new Integration Metrics, you will have access to two options:
Roll-up: Aggregate data across multiple clients with these time-based metrics (ie. daily website traffic, ad clicks, etc.). It is possible to select any clients from the account.
Client: These include dimensions and filters (ie. country, device, channel, etc.) and can be used for detailed reporting on a single client.
Once an integration metric widget is added, click it, and then, in the Edit Widget sidebar on the right, click Data.
Use the Client dropdown to select the Client from which you'd like to display data. If you select the Roll-up option, you will see the a list of clients, which allows you to select multiple options.
Each widget will display the name of the Client currently connected to this widget, below the metric or widget title.
If selecting multiple clients, it will show the number of clients that are being selected. If you select “View more”, a side panel will be displayed, showing which clients are being selected.
If the selected Client doesn't have that integration connected, the widget will show a Connect button, and a message will display under the Data tab, encouraging you to connect the integration.
If selecting multiple clients, and the integration is not connected for one or more of them, widgets will show only partial data until it is reconnected.
Note: It is possible to aggregate data from up to 50 clients per Roll-up metric in a Roll-up Dashboard.
Limitation on Roll-up widgets
When creating Roll-up metric widgets, there will be some limitations compared to the regular single Client metric widgets:
Limitation on filters: Currently it is not possible to apply filters or change dimensions for roll-up data.
No properties/sub-accounts filter: Sub-account filtering isn’t supported yet. All connected locations/subaccounts are automatically aggregated.
Cross-integration restrictions: Roll-up cannot combine metrics from different integrations (e.g., Meta + YouTube).
Integration coverage: Not all integrations (data sources) are currently available for Roll-up Reporting.
Data update: Totals and averages may differ slightly from single-client reports because Roll-up data updates every 12 hours. For accuracy, use data from the previous day and earlier.
Viewing Reports by Type
When checking the reports list, you are able to check if the report would be for a single client, or if it would be a Roll-up report. Under the "Type" column, it will display the type of the report as either "Client" or "Roll-up".
Next to the column, you can see the name of the Client the report is related to. For Roll-up reports, it will show the number of Clients linked to the report. If you select this option, a side panel will open, showing which Clients are linked to the report.
Applying Templates or Cloning existing reports/dashboards
When creating Roll-up Reports or Dashboards, you have the option to create a blank report/dashboard, use a Template, or Clone an existing report/section.
Applying templates
When using a pre-built template, all widgets created will be limited to selecting a single Client and cannot use the "Roll-up" option. To use the "Roll-up" feature, you’ll need to manually add new Roll-up widgets.
In order for a template to be built with Roll-up widgets, please create the Template from an existing Roll-up Report.
Cloning an existing report/dashboard
When you create a Roll-up Report or Dashboard by cloning an existing Report or Dashboard that does not contain Roll-up widgets, the cloned version will have the same limitation: all widgets will only support selecting a single client.
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