Welcome to AgencyAnalytics!
Whether you're brand new or just getting everything set up, this guide will walk you through the key steps to get up and running quickly. We’ve included short videos along the way so you can follow along and see exactly where to click.
By the end of this guide, you’ll have everything you need to confidently navigate your account and start delivering polished, automated reports in no time. Let’s get started!
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
Not all features mentioned in these videos are available across all plans. Visit our pricing page to learn what’s included in your plan.
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
Looking for some guidance right now from our Support team?
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 jump into 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 🚀
💬 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 😄
