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.
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 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 be able to select 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.
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