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. Multi-Clients, or cross Client, 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.
In order to include data from multiple Clients in a report, you'll create your report via the "Reports" section in the account overview screen (rather than from within a single AgencyAnalytics Client).
From the reports section, click "Create Report". This is available on both the Scheduled and Unscheduled tabs of the Reports page.
Next, in the Client selection drop down menu, select "Multiple Clients"
Then select a starting point for your report (blank report, using a template, or cloning an existing report). Add a title, then click Continue to start designing your multi-Client report.
Formatting Widgets on a Multi-Client Report
With multiple Clients enabled, each time you add a section or a widget, you'll be prompted to choose which Client you want that widget to display data for.
After selecting the section you'd like to add, you'll have the opportunity to pick which Client the section will draw from.
After adding a widget to your report, click the widget to select it. Then, in the widget sidebar on the right, select the Client you'd like this widget to show data for.
