Reporting Overview

AgencyAnalytics lets you create and schedule automated marketing reports for your clients. Build and configure a report once, and send it automatically on your agency's reporting schedule with no further intervention on your part.

Reports allow agencies to capture a snapshot of data, based on a specific date range. This is different from our dashboards, which allow live browsing of data.

Reports are white-labeled to show your agency's logo, and the report's URL and "sent from" email address can be white-labeled as well.

In this article, we'll discuss how to create a custom report, how to schedule them, how to send one-time reports, and how to create templates.

Where to find reports

Access any campaign's reports by clicking on the "Reports" option of the campaign's left-side menu. Click on "Create Report" to start building a custom report.

Setting up a report

You'll see three options when building a report: Create a blank report, Start from a template, or Clone an existing report.

  • Start with a blank report if you want to create a report from scratch. You'll choose exactly which integrations and widgets you want to have in the report.

  • Start from a template to set up a report quickly. Once you've applied a template, you'll be able to edit the report if needed. You'll have the option to choose from a variety of professionally designed, pre-configured report templates, or your own templates.

  • Clone an existing report if you already have reports set up in your account. Cloning an existing report will make an exact duplicate of that report, and you'll then be free to make changes and save this as a new report.

Customizing your report

Once you've created a report, you can customize it to fit your needs.

Cover page and table of contents

A cover page and table of contents are included by default. The cover page shows your white label logo, the report's name, and the report's date range. The table of contents shows a clickable list of all your report's sections.

If you've removed your cover page or table of contents, you can add them again by following the steps here:

Configuring sections

Reports are divided into "sections". Usually a section can be thought of as a report page however, sections can spread across multiple pages if they contain a lot of data (for example a table containing a lot of rows).

Create sections for each of your marketing integrations. Section headings can be changed if you need to rename them. Section headings will automatically apply in the table of contents, and also in the navigation panel on the left side of the report.

The report editor comes with preconfigured sections to help you build reports faster. To add a section, click either the "Add Section" button on the left side of your screen, or click the blue "+" button at the bottom right and select "Add Section".

You can then choose the exact section you'd like to add in the popup that appears. Use the search box at the top of a popup to find a section quickly. A preview of the section will be displayed on the right side to give you an idea of the widgets included in the section. You can also add a blank section if you wish to add widgets manually.

Adding widgets

You can fill your reports with data from your different digital marketing channels and our in-house tools by adding widgets.

Add a widget from any integration to any report page. Widgets can be added to new blank sections or to pre-built report sections.

To add a widget in the report editor, click the plus sign in the bottom right corner and select the "Add Widget" option.

You'll be presented with a list of all dashboard integration categories. Drill down to the integration for which you want to add a new widget, or use the search box to quickly find what you're looking for.

Once a widget is added, you can further customize it by opening the widget's settings. Report widgets offer a variety of customization options, including the ability to modify the title and color scheme, apply filters and dimensions, and more. The precise availability of options depends on the widget in question.

Once you've added your widgets, you can rearrange and resize them to fit your design.

Aside from widgets for integrations and in-house tools, you can also write notes or comments using text boxes. You can also embed content such as a website you're building, Google Docs, or Google Data Studio reports.

Note: Embedded content cannot be exported in a PDF. Embeds are only for web reports, and dashboards.

To keep things organized, you can also add title headers to highlight points of interest in the section.

Multi-campaign reports

If you have clients that have multiple campaigns or websites, you can create reports that have data from multiple campaigns if your AgencyAnalytics subscription allows this.

This allows you to combine data from multiple websites or locations, and data from multiple instances of the same integration (for example, to track multiple Google Analytics views in the same report).

Saving your reports

Once you've created the report, click on the arrow button at the top right of the page. You have the option to save the report as-is, save and schedule it to send anytime, or save and download it as a PDF.

Sending your reports

Send reports automatically

Create a scheduled report to automatically send your reports to your clients at a specific frequency.

You can also require "approval" for your reports, so you can check all of the data in your report before they're sent to your clients. With report approval enabled, reports will not send until you've checked them.

Send reports on demand

You have the option to share your report on demand to your clients through various ways:

To do this, go to "Reports" in your campaign's left-side menu and click on the report you wish to send.

Then, click on the share button (next to "Edit Design") at the top right and select how you'd like to share the report.

Report logs and engagement data

Our reports keep logs of your report's activity as well as engagement data, which provides you with valuable business intelligence on how each of your individual customers is engaging with your automated reports.

Our report logs show records covering each time a report is generated, sent, or opened, and you can confirm your clients are receiving your reports.

Create templates

Create report templates to easily roll out reports for new campaigns. Create a template with widgets that you frequently use for your clients, so you won't need to add them all manually each time you set up a new report.

You can access your templates by clicking on the "Templates" option on the left-side menu on your account's home screen, then going to the "Reports" tab.

When creating templates, you can either create a template from scratch, or create a template from an existing report.

Once you've set up your report templates, you can easily apply them when creating new reports, or overwrite existing reports with a new template.

What's Next

Did this answer your question?