Step 1: From within a Client, click Reports in the top navigation bar, then click Create Report in the upper right corner to open the creation wizard.

Step 2: Choose a Report type:

Step 3: Choose a starting point for your report:

Step 4: Add a report name. This appears on the report's cover page and in the Reports list. Click Create to generate the report and open the report editor.

A report's title can be edited at any time after the report is created.

To edit a Report Title:

Step 1: Select the report you would like to rename to open the Report Editor.

Step 2: Hover over the title in the top left and left-click to select the text. This will now allow you to delete and rename the report.

Step 3: Navigate away by clicking on another position on the page to save.

In the report editor, pages can be added, configured, reorganized, or deleted from the left sidebar.

Step 1: Click Add Page at the top of the left sidebar to open the page selector.

Step 2: Search for and click to select the page you want to add. A preview displays on the right.

Step 3: Click Add Page in the bottom left.

There are a few page types to choose from:

Step 3: Finish building a blank page by configuring the preset widgets, or add new ones from the design sidebar on the right. Click a category, then drag and drop the widget onto the page. Click any widget to view configuration options on the right, such as data filters, color, and the widget name.

Step 1: Click the Ellipsis next to it in the left panel and select Edit to open its settings.

Step 2: Click the toggles to turn page options on or off. Toggling off the Header Logo and Client Information removes those from the top of the page.

You can also exclude the page from your report's Table of Contents, or turn off widget auto-alignment so widgets can be placed freely without snapping into alignment.

Cover pages are included in every report by default, showing your white labeled logo, the report's name, and the report's date range. If you've removed yours, add it back:

Step 1: Click Add Page, then drill down through Misc. Alternatively, type in Cover Page.

Step 2: Select the Cover Page that matches your report type, then click Add Page.

The cover page is then added to your report.

A table of contents is also included in every report by default. It shows a clickable list of all your report's pages, and updates automatically as you add, rename, or reorder pages.

If you've removed yours, add it back the same way as the cover page:

Step 1: Click Add Page, drill down through Misc.

Step 2: Select Table of Contents, then click Add Page.

Page names update automatically in the Table of Contents and the left panel. There are two ways to rename a page:

Step 1: Click and hold the Drag Handle Icon ⠿ next to any page in the left panel.

Step 2: Drag it up or down to reposition it. Changing the order of report pages also changes the order in which they appear in the Table of Contents.

Each report page can have its own background image and color, so you can match the report design to your agency's or client's branding.

Step 1: From the Reports tab, open the report you want to edit by clicking its name.

Step 2: In the left sidebar, hover over the page you want to edit and click the Ellipsis, then click Edit.

Step 3: Click Choose Image to open the image selector. Choose an existing image, or click Upload to add a new one, then click Insert.

Step 4: Choose the image fit from the dropdown below the image:

Step 5: To set a background color instead of (or in addition to) an image, click the Background Color dropdown in the same menu, then select from the color picker or enter a hex code.

Step 6: To apply the same background image and color to multiple pages at once, click Apply Background To, select the pages you want to update, then click Apply.

With the background changed, widgets may need their colors adjusted for contrast.

Styling Themes let you save a complete set of design settings (colors, fonts, and backgrounds) and apply them instantly to any report or dashboard, keeping your branding consistent across clients.

Available customizations include widget and background colors, typography (Georgia, Inter, Merriweather, Poppins, Roboto, Arial, Helvetica), background images, and reusable saved themes or pre-built defaults (Classic, Elegant, Bold, Playful).

Step 1: From within any report, click Themes at the top of the editor, then click Create Theme.

Step 2: Enter a name for the theme, then configure its settings: background image, typography, and widget colors to match your brand.

To apply an existing theme, click Themes at the top of any report or dashboard, then select a theme from your Custom Themes or the Default Library. It applies instantly.

To edit a saved theme, click Themes, hover over the theme until Customize appears, then click it and click Save Custom Theme when you're done.

Cloning an existing report makes an exact duplicate, including its widget settings and filters, so you can use it as a starting point and make changes without affecting the original.

Step 1: Click Create Report from your Reports dashboard (or from within a Client).

Step 2: Select whether it's a Client Report (a single Client) or a Roll-up Report (multiple clients or brands combined), pick your client(s), then click Continue.

Step 3: Select a Slide Deck or Document Report, then click Clone Existing Report.

Step 4: Scroll through or search for the report by name, click the circle to select it, then click Continue.

Step 5: Choose a title for the new report, then click Continue to save and move on to editing it.

Cloning a report applies its existing widget settings and filters to the new report.

You can clone an individual page within a report, rather than the whole report. Click the Ellipsis next to the page in the left panel and select Clone.

A copy is created immediately below the original, titled "Copy of [page name]."

You can add any dashboard, whether it's an integration's dashboard or a custom dashboard, to a report as a new page. This works no matter which dashboard you're browsing.

Step 1: From the client's Dashboards tab, navigate to the dashboard you want to add. Click the Share button at the top right, then click Add To Report.

Step 2: Select which report you'd like to copy the dashboard to from the drop-down. You can pick an existing report or create a new one.

You'll get a "Page/Section Added" confirmation. The dashboard is copied to the report as a new page. Click Go To Report to head directly to the report and see the new page.

Reports autosave every second. The save status indicator appears in the upper right of the editor. Each autosave creates a version.

To review or restore a previous version:

Step 1: Click the Rewind Icon in the upper right of the report editor. The version sidebar should open.

​Step 2: Click any version to preview it (versions can be previewed, not edited, so restore first, then make changes).

Step 3: Hover over the version, click the Ellipsis, and select Restore This Version.

Step 3: Confirm by selecting Restore.

Document-style reports can be changed to a landscape, Slide Deck-style report, or vice versa.

Step 1: From within the report editor, click Page Setup in the upper right. Scroll down to Report Type and choose the type you want to switch to.

Step 2: Review the warning message in the convert report type pop-up, then click Convert.

Once converted, all content stays intact, but some layout elements adjust to fit the new format.

For example, a long Document-style page can be split into multiple Slide Deck slides to include all its widgets.

Click the Ellipsis next to the page in the left panel and select Delete.

There's no confirmation prompt, so deletion is immediate. To recover a page deleted by mistake, use version history (see Report Autosave and Version History above).

Step 1: Go to the Reports Page for the relevant Client.

Step 2: Check the box next to the report (or reports) you want to delete, then click Remove.

Step 3: Confirm the deletion by clicking Remove in the pop-up.

Deleted reports can be restored by account Admins or any user with Report and Template permissions. Staff users can only see deleted reports for clients to whom they have access.

Step 1: Go to the Reports page for the client whose report you want to restore.

Step 2: Click + Add Filter, then select Status → Removed. The page now shows only deleted reports.

Step 3: Check the box next to the report(s) you want to restore, then click Restore in the upper left of the table.

Step 4: Click Restore again in the confirmation window.

Once restored, clear the filter by clicking the X next to it (or Clear All) to return to the active Reports view.

Internal Commenting lets your team leave notes directly on a report, so those comments are never visible to clients.

Step 1: In the report editor, click Comments in the top right, then click anywhere on the report to add a comment.

Tag a user in a comment with the @ symbol followed by their username to notify them in-app.

Step 2: Click the Comments button to open the sidebar, then click any open thread to jump to that comment's location.

Comments only display in Commenting mode. Open threads appear in the right sidebar.

Step 3: Resolve a comment by clicking the checkmark at the top of its thread. The thread greys out and moves from Open Threads to Resolved Threads in the sidebar.

Reports that have comments will show the comments notification.

Yes. Choose Clone Existing Report as your source when creating a new report, then pick the report you'd like to clone. See Clone an Existing Report above.

Yes. See Clone a Report Page above.

Yes. While viewing any dashboard, click the Export button at the top right to insert the entire dashboard as a new page in your report. See Add a Client Dashboard Page above.

You have a 60-day window to download historical reports. To manage server storage, reports older than 60 days are permanently removed, so save anything you need locally before that cutoff.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help.