Roll-up Reporting & Dashboards combines performance data from multiple clients into one customizable widget. See franchise locations, regions, or your whole agency in a single view, no spreadsheets or manual work required.

Step 1: Click Reports on the left sidebar, then click Create Report in the upper right corner.

Step 2: 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.

Step 3: Choose the layout for your report. Slide Deck is best for presenting on a screen, as it's in landscape orientation, while a Document Report is best for independent review.

Step 4: 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.

Step 5: Lastly, add a title for your report, then click continue to be redirected to the report editor.

When adding new Integration Metrics, you will have access to two options:

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 automatically aggregates data from all clients connected to the report.

If you would like to select only some clients from the report, use the Clients filter to select the desired clients.

If you would also like to confirm which clients are connected to the widget, select the View More option in the widget. A side panel will open, showing all clients connected to the widget.

Step 1: Click on the Roll-Ups section in the left sidebar menu, then Edit My Dashboards.

Step 2: Click Add Dashboard in the top-left corner.

Step 3: Choose the source for your new Roll-up Dashboard. You can start with a blank section, a template, or clone an existing section.

Step 4: Name the dashboard, then click Continue in the lower-left corner. 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!

When adding new Integration Metrics, you will have access to two options:

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 whose data you'd like to display. If you select the Roll-up option, you will see a list of clients, allowing you to select multiple clients.

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 selected clients. If you select View More, a side panel will appear showing which clients are 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.

When creating Roll-up metric widgets, there will be some limitations compared to the regular single-client metric widgets:

Forecasting and Anomaly Detection features can be toggled on for Roll-up Reports and dashboard widgets, giving you deeper visibility and earlier warning signals across your aggregated data. This can be toggled on within a widget's Display tab.

Both Roll-up Dashboards and Reports allow you to add Roll-up Tables. This allows you to create a table widget and display up to 25 integration metrics broken down by individual Clients, as well as their aggregate data, similar to the table available in the Clients section.

To set up a Roll-up Table in your dashboard/report, follow these steps:

Step 1: Go to Content Blocks in the right panel, then drag and drop the Table option.
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Step 2: Once the table is added, you can go to the Data section and select the desired clients to be added to it.
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Step 3: You can then add the desired metrics you want to see from both the Metrics and Roll-up Metrics sections (up to 25).
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Step 4: In the last row of the widget, you will see the aggregated data for the added Clients. This option can be enabled/disabled in the Display section, where you can toggle the Show Roll-up Totals/Averages option.
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When checking the reports list, you can see whether the report is for a single client or a Roll-up report. In the Type column, the report type will be displayed as either Client or Roll-up.

Next to the column, you can see the name of the Client the report is related to. Roll-up reports 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.

When creating Roll-up Reports or Dashboards, you can create a blank report/dashboard, use a Template, or Clone an existing report/section.

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.

To build a template with Roll-up widgets, please create the Template from an existing Roll-up Report.

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 inherit the same limitation: all widgets will support selecting only a single client.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄