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(Example) Create Reports for your Clients in AgencyAnalytics

AgencyAnalytics lets you build fully customizable, white-labeled marketing reports for your clients. This article covers everything from creating a new report to managing sections, and deleting or restoring reports when needed.

Written by AgencyAnalytics Team

((feature intro/overview))Reports are how you send information to your Clients from AgencyAnalytics. Once you've customized and configured a Report, you unlock a ton of possibilities:

  • Set your Report on a schedule, the sit back and watch it automatically send with no further intervention

  • Save your Report as a Report Template to quickly apply this design and formating to other Reports in the future (Or use Bulk Actions to update many Reports at once!)

  • Save your design as a Styling Theme for quick access to saved backgrounds, fonts, and colors when building Reports and Dashboards

[[feature overview video, if it exists]]

Create a Report

Step 1: Open a Client then click the Reports tab at the top. Click Create Report in the upper right corner to open the Report builder.

[[screenshot ]]

Step 2: Start adding widgets to build your Report from scratch, or choose to XYZ.

[[screenshot]]

Step 3: So on and so forth

[[screenshot]]

Step 4: More steps

[[screenshot]]

After creating a Report, you can use it as a template to quickly build more Reports in other Clients, or use Bulk Actions to apply this design across many existing Reports at once.

Add Design Elements to Your Report

Description of what kind of things you CAN do.

Step 1:

[[screenshot ]]

Step 2: Start adding widgets to build your Report from scratch, or choose to XYZ.

[[screenshot]]

Step 3: So on and so forth

[[screenshot]]

Edit a Report

[Verb + Feature]

Step 1: Open a Client then click the Reports tab at the top. Click Create Report in the upper right corner to open the Report builder.

[[screenshot ]]

Step 2: Start adding widgets to build your Report from scratch, or choose to XYZ.

[[screenshot]]

Step 3: So on and so forth

[[screenshot]]

What to Check Out Next

💬 Need help?

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