Getting Started Guide
The Getting Started Guide is a set of short videos that show you where to click and how the main parts of AgencyAnalytics fit together. It's designed to help you go from a brand new account to sending your first automated report with confidence.
Get a quick tour of the main features and where to find them
Learn how to add and organize clients
Connect your first data source
Build a dashboard and a report
Set up branding and white labeling
Add users and set permissions
Welcome & Quick Start (4 minutes)
If you only watch one video, this is the one. This will introduce you to the main features and where they are.
If you have more time, we highly suggest scrolling further down and starting with the Tour and following 5 videos (28 min total).
What's covered in the Quick Start Video:
0:14 – 0:28 Client page overview
0:29 – 0:50 Adding a client + bulk upload
0:50 – 1:04 Connecting data sources
1:05 – 1:37 Dashboards (prebuilt + custom)
1:37 – 2:06 Value of centralization + collaboration
2:07 – 2:42 Reports
2:42 – 3:07 User management (Invite staff and clients, permissions)
3:08 – 3:29 White- Labeling (Branding settings)
3:30 – 3:57 Contacting Support
Quick Account Tour (4.5 minutes)
A more in-depth tour of the left navigation.
What's covered:
0:00-0:20 Intro
0:20-0:37 Homepage / Client Page
0:37-1:00 Clients tab
1:00-1:27 Analysis section (Reports and Roll-up Dashboards)
1:27-2:22 Project Management section (Goals, Tasks, Alerts, and Notifications)
2:23- 3:34 Management section (Data Sources, Custom Metrics, Templates, Bulk Actions)
3:34-4:36 Exports, Help & Support, Settings, Users
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Click the speech bubble in the bottom right corner of this page for help.
Add & Organize Clients (2 minutes)
What's covered:
0:00-0:44 Add client, and Bulk add
0:44-1:38 Advanced settings
1:39-2:05 Client Profile
Related articles to dive deeper:
Connect a Data Source (2.5 minutes)
What's covered:
0:00-0:24 Intro
0:25-0:50 Add a Data Source and Integration search
0:51-1:04 How Integrations work
1:04-1:44 Client level vs Account level Data Sources and reconnecting a data source
1:44-2:22 Requesting a new Integration or feature
Related articles to dive deeper:
Create a Dashboard (7.5 minutes)
What's covered:
0:00-0:36 Intro
0:37-1:28 Where to find dashboards, Roll-up Dashboards vs. Client Dashboards
1:29-2:02 Pre-build Dashboards vs. Custom Dashboards
2:03-2:58 Creating a Custom Dashboard and Dashboard Templates
2:59-4:42 Configuring Dashboards basics and Widgets
4:43-5:33 Best Practices for organizing and creating Dashboards
5:34-6:54 Adjusting client view permission on a Dashboard and share options
6:55-7:23 Difference between Dashboards vs. Reports
Related articles to dive deeper:
Build and Schedule a Report (4.5 minutes)
What's covered:
0:00-0:22 Dashboards vs. Reports
0:23-1:18 Create a new Report for a client and Report templates
1:19-2:49 Customizing a Report (Reorder, Rename, Widgets, Add a page, Add text, AI Summary)
2:50-3:44 Sharing and scheduling an automated Report
3:45-4:09 Create a report template and find a client report
4:10-4:42 Best Practices for Reports
Related Articles to dive deeper:
Set Up Branding / White Labeling (3 minutes)
What's covered:
0:00-0:28 Why branding is important
0:29-1:42 Adding logos
1:43-2:09 Customizing brand color
2:10-3:10 Customizing Domain (Subdomain vs Custom Domain)
Related Articles to dive deeper:
Manage Users and Permissions (4 minutes)
What's covered:
0:00-1:32 Adding a user (Staff user vs. Client user)
1:33-2:36 Adjusting permissions (Default, Customize, Clone)
2:37-2:57 What happens when I invite someone & what is the URL for logging in?
2:58-3:48 Adjusting permissions after adding a user
Related Articles to dive deeper:
Now you have the basics, let’s put them into action!
At this point, you’ve seen how to add clients, connect data, build dashboards, and automate reports. The best way to get comfortable is to log in to your account and try it yourself. Create your first client, connect a data source, and build a simple dashboard or report.
As you continue exploring, you can dive deeper into any section using the related articles above or by searching our help center. From there, customize your setup to match your workflow.
And remember, if you ever get stuck or have questions, our Support team is always just a click away using the chat bubble in the bottom right.
You’re all set, now go build something great 🚀
What to Check Out Next
Set up your first client by reading Create and Manage Clients
Connect your data by reading Enable demo data
Build your first dashboard by reading Dashboard Templates
Automate reporting by reading Send Reports to Clients
Add your team by reading Create and manage users
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄
