AgencyAnalytics

Have 30 minutes to spare? Then sit back and watch our onboarding video guide! After watching this video, you'll have an excellent understanding of how our platform works, and how to navigate through our features. <br>​<br>For more information, scroll past the video, where you will find links to articles covering what we discuss in the webinar. 

Step 1.<a href="https://help.agencyanalytics.com/en/articles/2173094-create-a-campaign">Create a Campaign</a>

Step 2. <a href="https://help.agencyanalytics.com/en/collections/140338-integrations">Connecting integrations</a>

Step 3. <a href="https://help.agencyanalytics.com/en/articles/4603849-custom-dashboard-overview">Custom Dashboards</a>

<a href="https://help.agencyanalytics.com/en/articles/1915627-add-widgets-on-dashboards">Add a widget</a>

<a href="https://help.agencyanalytics.com/en/articles/4820116-add-a-widget-from-anywhere-to-your-custom-dashboard">Add a widget from anywhere to your custom dashboard</a>

<a href="https://help.agencyanalytics.com/en/articles/3186121-add-multiple-custom-dashboards">Add multiple custom dashboards</a> (Agency/Premier users)

<a href="https://help.agencyanalytics.com/en/articles/4627988-how-to-filter-data">Filter widgets</a>

<a href="https://help.agencyanalytics.com/en/articles/2908764-set-a-different-date-range-for-each-widget">Set a different date range for each widget</a>

<a href="https://help.agencyanalytics.com/en/articles/6771471-add-totals-to-table-widgets">Add Total to table widgets</a>

<a href="https://help.agencyanalytics.com/en/articles/6366742-how-to-add-a-custom-stat-widget">Add a custom stat widget</a>

<a href="https://help.agencyanalytics.com/en/articles/5083754-custom-textbox-overview">Textbox widget</a>

<a href="https://help.agencyanalytics.com/en/articles/4596217-embed-content-on-dashboards-and-web-reports-via-our-embed-widgets">Embed widget</a>

<a href="https://help.agencyanalytics.com/en/articles/6048849-add-images-to-reports-and-dashboards">Image widget</a>

<a href="https://help.agencyanalytics.com/en/articles/5394857-create-custom-metrics">Custom Metric</a>

<a href="https://help.agencyanalytics.com/en/articles/5395216-create-custom-goals">Goals</a>

<a href="https://help.agencyanalytics.com/en/articles/5002071-add-any-dashboard-to-a-report">Create a report using an existing dashboard</a>

- <a href="https://help.agencyanalytics.com/en/articles/1915627-add-widgets-on-dashboards">Add a widget</a>
- <a href="https://help.agencyanalytics.com/en/articles/4820116-add-a-widget-from-anywhere-to-your-custom-dashboard">Add a widget from anywhere to your custom dashboard</a>
- <a href="https://help.agencyanalytics.com/en/articles/3186121-add-multiple-custom-dashboards">Add multiple custom dashboards</a> (Agency/Premier users)
- <a href="https://help.agencyanalytics.com/en/articles/4627988-how-to-filter-data">Filter widgets</a>
- <a href="https://help.agencyanalytics.com/en/articles/2908764-set-a-different-date-range-for-each-widget">Set a different date range for each widget</a>
- <a href="https://help.agencyanalytics.com/en/articles/6771471-add-totals-to-table-widgets">Add Total to table widgets</a>
- <a href="https://help.agencyanalytics.com/en/articles/6366742-how-to-add-a-custom-stat-widget">Add a custom stat widget</a>
- <a href="https://help.agencyanalytics.com/en/articles/5083754-custom-textbox-overview">Textbox widget</a>
- <a href="https://help.agencyanalytics.com/en/articles/4596217-embed-content-on-dashboards-and-web-reports-via-our-embed-widgets">Embed widget</a>
- <a href="https://help.agencyanalytics.com/en/articles/6048849-add-images-to-reports-and-dashboards">Image widget</a>
- <a href="https://help.agencyanalytics.com/en/articles/5394857-create-custom-metrics">Custom Metric</a>
- <a href="https://help.agencyanalytics.com/en/articles/5395216-create-custom-goals">Goals</a>
- <a href="https://help.agencyanalytics.com/en/articles/5002071-add-any-dashboard-to-a-report">Create a report using an existing dashboard</a>

Step 4. <a href="https://help.agencyanalytics.com/en/articles/4706526-report-overview">Create Reports</a>

<a href="https://help.agencyanalytics.com/en/articles/2372380-add-widgets-to-a-report">Add a widget to reports</a>

<a href="https://help.agencyanalytics.com/en/articles/1939864-add-sections-to-a-report">Add a report section</a>

<a href="https://help.agencyanalytics.com/en/articles/2393442-add-a-campaign-dashboard-section">Add a campaign dashboard section</a>

<a href="https://help.agencyanalytics.com/en/articles/2456595-add-a-blank-report-page">Add a blank section</a>

<a href="https://app.intercom.com/a/apps/nlfe6xjz/articles/articles/2018476/show" rel="nofollow noopener noreferrer" target="_blank">Customize Report Sections</a>

<a href="https://help.agencyanalytics.com/en/articles/2392859-toggle-between-sample-data-and-live-data-in-the-report-editor-preview">Toggle between sample and live data on reports</a>

<a href="https://help.agencyanalytics.com/en/articles/2389534-download-a-report-on-demand">Download report as a PDF</a>

<a href="https://help.agencyanalytics.com/en/articles/3860343-email-a-report-on-demand">Email a report on demand</a>

<a href="https://help.agencyanalytics.com/en/articles/3027535-create-a-shareable-link-to-a-report">Generate a report link</a>

<a href="https://help.agencyanalytics.com/en/articles/1939768-create-a-scheduled-report">Create a scheduled report</a>

<a href="https://help.agencyanalytics.com/en/articles/3928938-approve-reports-before-sending">Approve reports before sending</a>

<a href="https://help.agencyanalytics.com/en/articles/2392957-view-report-logs">Report Activity</a>

- <a href="https://help.agencyanalytics.com/en/articles/2372380-add-widgets-to-a-report">Add a widget to reports</a>
- <a href="https://help.agencyanalytics.com/en/articles/1939864-add-sections-to-a-report">Add a report section</a>
- <a href="https://help.agencyanalytics.com/en/articles/2393442-add-a-campaign-dashboard-section">Add a campaign dashboard section</a>
- <a href="https://help.agencyanalytics.com/en/articles/2456595-add-a-blank-report-page">Add a blank section</a>
- <a href="https://app.intercom.com/a/apps/nlfe6xjz/articles/articles/2018476/show" rel="nofollow noopener noreferrer" target="_blank">Customize Report Sections</a>
- <a href="https://help.agencyanalytics.com/en/articles/2392859-toggle-between-sample-data-and-live-data-in-the-report-editor-preview">Toggle between sample and live data on reports</a>
- <a href="https://help.agencyanalytics.com/en/articles/2389534-download-a-report-on-demand">Download report as a PDF</a>
- <a href="https://help.agencyanalytics.com/en/articles/3860343-email-a-report-on-demand">Email a report on demand</a>
- <a href="https://help.agencyanalytics.com/en/articles/3027535-create-a-shareable-link-to-a-report">Generate a report link</a>
- <a href="https://help.agencyanalytics.com/en/articles/1939768-create-a-scheduled-report">Create a scheduled report</a>
- <a href="https://help.agencyanalytics.com/en/articles/3928938-approve-reports-before-sending">Approve reports before sending</a>
- <a href="https://help.agencyanalytics.com/en/articles/2392957-view-report-logs">Report Activity</a>

Step 5. <a href="https://help.agencyanalytics.com/en/articles/2728635-white-label-overview">White Label</a>

<a href="https://help.agencyanalytics.com/en/articles/1915540-set-up-a-white-label-url-custom-domain-or-subdomain">Set up a white label URL</a>

<a href="https://help.agencyanalytics.com/en/articles/2562084-configure-multiple-white-label-profiles">Configure multiple white label profiles</a>

<a href="https://help.agencyanalytics.com/en/articles/1907188-create-client-accounts">Create a client user</a>

<a href="https://help.agencyanalytics.com/en/articles/1899115-assign-permissions-for-client-users">Assign permissions for client users</a>

- <a href="https://help.agencyanalytics.com/en/articles/1915540-set-up-a-white-label-url-custom-domain-or-subdomain">Set up a white label URL</a>
- <a href="https://help.agencyanalytics.com/en/articles/2562084-configure-multiple-white-label-profiles">Configure multiple white label profiles</a>
- <a href="https://help.agencyanalytics.com/en/articles/1907188-create-client-accounts">Create a client user</a>
- <a href="https://help.agencyanalytics.com/en/articles/1899115-assign-permissions-for-client-users">Assign permissions for client users</a>

Features referenced in this video

Step 1.Create a Campaign

Step 2. Connecting integrations

Step 3. Custom Dashboards

Step 4. Create Reports

Step 5. White Label