Create a Report
Step One: From within a Client, click Reports in the top navigation bar, then click Create Report in the upper right corner to open the creation wizard.
Step Two: Choose a Report type:
Slide Deck (landscape) is best for presenting on a screen
Document (portrait) is best for Reports reviewed independently as a PDF or web link
Step Three: Choose a starting point for your Report.
Blank Reports start with an empty canvas, where you build everything from scratch, adding and configuring widgets as needed.
Smart Reports automatically generate a Report pre-populated with Pages for each integration currently connected to the Client. After generation, you can add, remove, or rearrange Pages and customize widgets as needed.
Clone Existing Reports copy an existing Report in your account as the starting point. Cloned reports carry over the source Report's design and structure, as well as widget settings and filters.
Step Four: Add a Report name. This appears on the cover page of the Report and in the Reports list. It can be edited at any time. Click Create to generate the Report and open the Report editor.
Add & Build Pages on your Report
In the Report editor, Pages can be added, configured, reorganized, or deleted from the left sidebar.
Step One: Click Add Page at the top of the left sidebar to open the Page selector.
Step Two: Search for and click to select the Page you want to add to the Report. A preview of the page will display on the right. Click Add Page in the bottom left.
There are a few Page types to choose from:
Blank Pages are completely empty, allowing you to start building from scratch.
Integration Pages are templates designed by AgencyAnalytics that come preset with popular metrics and headers, and is fully customizable.
Misc Pages include the Cover Page and Table of Contents, as well as your custom Client dashboards. They are fully customizable after adding.
Templates are the Report Templates you or your team have created. They are fully customizable after adding.
Step Three: Finish building your Report by configuring the preset widgets, or add new ones using the design sidebar on the right. Click a category on the sidebar, then drag and drop the widget onto your Report page.
Click any widget to view configuration options on the right, like data filters, color changes, visual annotation or thresholds, changing the widget name and more.
Note: Widgets of the same type or source can usually be multi-selected with cmd + click on Mac or ctrl + click on PC, then edited or configured in bulk.
Report Autosave & Version History
Reports autosave every second. The save status indicator appears in the upper right of the editor. Each autosave creates a version.
To review or restore a previous version:
Click the rewind icon in the upper right of the report editor.
The version sidebar opens. Click any version to preview it in the editor.
Versions can be previewed but not edited — restore the version first, then make changes.
To restore, hover over the version in the sidebar, click the ellipsis (...), and select Restore This Version.
Review the version details in the confirmation pop-up, then click Restore.
Add Internal Comments to Reports
Comment Permissions
Comments are internal only - Staff and Admin can comment, Client Users cannot
To @mention a user in a Report, they must have a user account and have access to the specific report
Step One: In the Report editor, click Comments in the top right, then click anywhere on the Report to add a comment.
Tag users in Comments to notify them in-app. Use the @ symbol, then their User profile name to tag them.
Step Two: Click the Comments button to open the sidebar, then click any open thread to jump to that comment location. Comments only display when in Commenting mode. Open threads will be visible on the right sidebar.
Step Three: Resolve comments by clicking the checkmark at the top of the comment thread. The comment will be greyed out, and will move from Open Threads to Resolved Threads in the sidebar.
Step Four: Quickly view which Reports have outstanding Comments from the Reports page by looking under the Comments column of the Reports table.
Configure & Manage Report Pages
All Page management actions are accessed by hovering over a Page in the left panel and clicking the ellipsis (...) that appears.
Edit Page Settings
Step One: Click the ellipsis (...), then click Edit in the page dropdown to open settings for the individual Page.
Step Two: Click the toggles to turn the Page options on or off. Toggling off the Header Logo and Client Information will remove those from the top of this Report page.
You can also exclude this Page from displaying in your Reports Table of Contents, or turn off widgets-auto aligning for this page. With that turned off, widgets can be freely placed anywhere without aligning upward.
Add a Background to an Individual Report Page
Note: To customize the background design across your Report pages, and save your design for future Report building, use a Styling Theme. Changing the individual background of a page will override a theme.
Step One: Click the ellipsis (...), then click Edit in the page dropdown to open settings for the individual Page.
Step Two: Click Choose Image on the left sidebar, then select an existing Image in your account or upload a new one.
Step Three: With the background changed, your widgets might need their colors adjusted for better contrast or branding. Cmd + click or ctrl + click to select multiple widgets, then change their foreground, background, text or highlight color.
Reorder Pages
Click and hold the drag handle icon next to any Page in the left panel, then drag it up or down to reposition it. Changing the order of Report pages will also change the order they appear in the Table of Contents.
Rename a Page
Page names update automatically in the Table of Contents and left panel. There are two ways to rename a Page:
Click the ellipsis (...) next to the Page in the left panel and select Rename, then type the new name.
Click directly on the heading in the report canvas — a rectangular outline appears around it — and type the new name.
Clone a Page
Click the ellipsis (...) next to the Page and select Clone. A copy is created immediately below the original, titled "Copy of [page name]."
Delete a Page
Click the ellipsis (...) next to the Page and select Delete.
Note: There is no confirmation prompt — deletion is immediate. To recover a Page deleted by mistake, use version history.
Manage Reports
Delete a report
Go to the Reports page for the relevant Client.
Check the box next to the report (or reports) you want to delete.
Click Remove.
Note: Deleted reports are not permanently removed immediately — they can be restored within a limited window (see below).
Restore a deleted report
Deleted reports can be restored by account Admins, or any user with Report & Template permissions. Staff users can only see deleted reports for clients they have access to.
Go to the Reports page for the client whose report you want to restore.
Click Add Filter, then select Status → Removed. The page now shows only deleted reports.
Check the box next to the report(s) you want to restore.
Click Restore in the upper left of the table.
Click Restore again in the confirmation window.
Once restored, clear the filter by clicking the X next to it (or Clear all) to return to the active Reports view.
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