This article covers everything you need to customize an existing report's design, work with the editor confidently using live or sample data, and keep your branding consistent across clients. AgencyAnalytics gives you full control over how your reports look.

Once you're set up, you can:

To make any design changes to an existing report, start by navigating to the Reports tab and clicking the name of the report you'd like to edit. This opens the report editor, where you can view and modify any design settings.

While designing a report, you can choose to preview it with either live client data or sample data:

To toggle between the two options, open the report in the design editor and, in the top-left corner, choose either Live or Sample.

The editor will remember your last selection and use it as your default for future sessions.

Each report section can have its own background image and color, allowing you to match the report to your agency's or client's branding.

Step 1: Head to the Reports tab, then open the report you'd like to edit by clicking its name.

Step 2: In the left sidebar, hover over the section you want to edit and click the Elipses to open a dropdown, then click Edit. The left sidebar will update to display the background editing menu.

Step 3: Click Choose Image to open the image selector. Choose an existing image from the library, or click Upload in the top right to add a new one. Click Insert in the bottom left to apply it.

Step 4: After selecting an image, use the fit dropdown directly below to control how the image fills the section.

Choose from:

Step 5: To set a background color, click the Background Color dropdown in the same menu, then select from the color picker or enter a hex code directly.

Step 6: To apply the same background image and color to multiple sections at once, click Apply Background To.

Step 7: Select the sections you want to update, then click Apply.

Styling Themes let you save a complete set of design settings, colors, fonts, and backgrounds and apply them instantly to any report or dashboard. This is the fastest way to keep your branding consistent across clients.

Available customizations include:

Step 1: From within any report, click the Themes button at the top of the editor.

Step 2: Click Create Theme.

Step 3: Enter a name for the theme at the top to help identify it later.

Step 4: Configure your theme settings add a background image, set typography, and choose widget colors to match your brand.

To apply an existing theme, click the Themes button at the top of any report or dashboard, then select a theme from your Custom Themes or the Default Library. The theme applies instantly.

Step 1: Click the Themes button, hover over the theme you want to change until the Customize button appears, then click it.

Step 2: Click Save Custom Theme.

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