Building Client Reports
[Feature or Integration Title + Action Word]
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
Create a Report
(Example Section Title) Create a Report
Step One: Open a Client then click the Reports tab at the top. Click Create Report in the upper right corner to open the Report builder.
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Step Two: Start adding widgets to build your Report from scratch, or choose to XYZ.
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Step Three: So on and so forth
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Callout to highlight other features, necessary permissions, limitations etc.
Add Design Elements to Your Report
description of what kind of things you CAN do.
Step One:
[[screenshot ]]
Step Two: Start adding widgets to build your Report from scratch, or choose to XYZ.
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Step Three: So on and so forth
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Sharing Reports with Clients
[Verb + Feature] 2nd Part of Feature Workflow
(Example Section Title) Share Reports with Clients
After building a Report, you'll want to send the Report to your Clients. You can schedule the report to send automatically, send a live-updating web report link, or download a PDF as a hard copy.
Automatically Send Reports on a Set Schedule
Step One: Steps
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Step Two: Start adding widgets to build your Report from scratch, or choose to XYZ.
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Step Three: So on and so forth
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Share a Report Web Link
Web links can be set to update automatically and are a great way for Clients who don't want to sign-in to view Dashboards to stay up to speed.
Step One: Steps
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Step Two: Start adding widgets to build your Report from scratch, or choose to XYZ.
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Step Three: So on and so forth
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Download a Report PDF
Hard copies of Reports can be downloaded as PDFs to share with your Clients. Please note that due to technical limitations of PDFs some features of live view reports, like embedded videos, will not display in the download.
Step One: Steps
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Step Two: Start adding widgets to build your Report from scratch, or choose to XYZ.
[[screenshot]]
Step Three: So on and so forth
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Edit and Manage Reports
[Verb + Feature] 3rd Part of Feature Workflow
Edit a Report
Step One: Open a Client then click the Reports tab at the top. Click Create Report in the upper right corner to open the Report builder.
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Step Two: Start adding widgets to build your Report from scratch, or choose to XYZ.
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Step Three: So on and so forth
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Delete a Report
Step One: Open a Client then click the Reports tab at the top. Click Create Report in the upper right corner to open the Report builder.
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Step Two: Start adding widgets to build your Report from scratch, or choose to XYZ.
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Step Three: So on and so forth
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Restore a Report
Step One: 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 Two: Start adding widgets to build your Report from scratch, or choose to XYZ.
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Step Three: So on and so forth
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Report FAQ
Only include the FAQ title (H1) and a section description if you're dealing with more than 3+ questions. If the feature/integration only has a couple questions, remove the H1 title and simply use H2 questions as formatted below.
❓ Here is a question?
This is the answer!
❓ Here is a question?
This is the answer!
❓ Here is a question?
This is the answer!
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