How to create a report with data from multiple Clients
You can create reports which include data from multiple Clients, allowing you to combine data from multiple websites or locations, and data from multiple instances of the same integration. Roll-up reports are available on some of our plans.
To ensure the privacy and security of your Client data, this type of Report is only visible to users with unrestricted Client access, meaning they have access to all Clients in the account.
To get started, click Reports on the left sidebar, then click Create Report in the upper right corner.
Next, click Roll-up Report, then choose the Clients you wish to include in the multi-Client report. When ready, click Continue in the lower left.
Next, you can choose the layout for your report. Slide Deck is best for presenting on a screen, as it's landscape, while a Document Report is best for independent review.
Then, select a starting point for the multi-client report. You can start with a blank report, choose a Template, or clone an existing report.
Lastly, add a title for your report, then click continue to be redirected to the Report editor.
Formatting Widgets on a Roll-up Report
With the Roll-up report created, you can add integration widgets, images, title bars, and more!
When adding new integration widgets, you will have access to 2 options:
Roll-up: This option allows you to aggregate data from up to 50 clients
Client: This option allows you to select any single client to pull data from
Once an integration widget is added, click it, and then, in the Edit Widget sidebar on the right, click Data.
Use the Client dropdown to select the Client from which you'd like to display data. If you select the Roll-up option, you will see the a list of clients, which allows you to select multiple options.
Each widget will display the name of the Client currently connected to this widget, below the metric or widget title.
If selecting multiple clients, it will show the number of clients that are being selected. If you select “View more”, a side panel will be displayed, showing which clients are being selected.
If the selected Client doesn't have that integration connected, the widget will show a Connect button, and a message will display under the Data tab, encouraging you to connect the integration.
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