Manage Exports
Every Client, dashboard, and report export you generate lives in one place: the Exports pop-up. Use it to revisit or download any export without digging back through the original dashboard or report.
Step 1: Click the Exports icon at the bottom of the left side menu. The icon looks like a file folder with a downward arrow. This opens the Exports pop-up on the right.
The most recent exports appear at the top, with the approximate time each export started shown to the right of the file name.
Step 2: Scroll through your most recent exports, or click Load More Exports at the bottom to see everything.
Step 3: To download an export, click the file listed in the pop-up. You'll find it in your computer's downloads folder, or wherever your browser saves downloaded files.
Click the Magnifying Glass in the upper right to search your exports.
You'll also receive an Inbox notification when an export finishes compiling and is ready to download. Click the notification itself to start the download.
Export Data for a Dashboard Section
Dashboard sections can be exported as a PDF whenever you need a shareable copy outside AgencyAnalytics.
Step 1: Navigate to the dashboard section you'd like to export, then click the Share button in the upper right to open the dropdown
Step 2: Click Download PDF and select either Download Current Section or Download My Dashboards to start the export.
The export process can take a few minutes. Once it's ready, find the file in the Exports pop-up on the right, then click the READY FOR DOWNLOAD button to start the download.
Need to export multiple dashboard sections at once? See the Export Rankings and Integration Settings section below for how to bulk export a Client's rankings and integration data.
Export Rankings and Integration Settings
Keyword rankings, their associated ranking metrics, and integration settings can all be exported in bulk to a single ZIP file. Only an admin account can bulk export a Client's rankings and integration data.
Step 1: Navigate to the Client you want to export, then click Settings in the top right.
Step 2: From the settings page menu, click Import / Export, then click Export This Client to start downloading your files.
The ZIP file that downloads to your computer contains two folders: "keywords" and "integrations." Each folder contains multiple CSV files, each covering a single metric or integration.
The following ranking metrics are available for bulk export, saved inside the "keywords" folder using these file names:
Bing Ranking: bing_ranking.csv
Bing Ranking URL: bing_ranking_url.csv
Google Ranking: google_ranking.csv
Google Ranking URL: google_ranking_url.csv
Google Mobile Ranking: google_mobile_ranking.csv
Google Mobile Ranking URL: google_mobile_ranking_url.csv
Google Local Ranking: google_local_ranking.csv
Google Local Ranking URL: google_local_ranking_url.csv
Results: results.csv
Volume: volume.csv
Cost Per Click: cost_per_click.csv
The "integrations" folder contains the settings files for any integrations that were connected to the Client at the time of export.
Transfer a Client Between Accounts
Moving a Client from one AgencyAnalytics account to another takes two steps:
Export the rankings and integration settings from the source account
Import that data into the target account.
Custom dashboards, reports, and users can't be exported this way. You'll need to recreate these on the new Client in the target account.
Step 1: Export Rankings and Integration Settings
Log in to the source account, navigate to the Client you're moving, then click Settings in the upper right.
From the settings page menu, click Import / Export, then click Export This Client. See the Export Rankings and Integration Settings section above for exactly what's included in the file.
When the export is ready, you'll be notified in-app, as described in the Manage Exports section above. A ZIP file downloads to your computer. You'll need it for the next step.
Step 2A: Import Your Data (With a Client Already Created)
Log in to the target account and click on the Add Client button to create a new Client.
Click Settings in the upper right.
Click Import /Export from the settings page menu, then click Import Client Data, browse for the ZIP file you exported earlier, then click Open.
Step 2B: Import Your Data (Without Creating a Client First)
Log in to the target account, click the Profile icon, then select Settings from the dropdown menu.
Go to the Data Import section, then click Create Import in the upper right.
Your data and settings import automatically and appear within a few minutes.
For a full guide to formatting and manually importing data, including how to combine rankings and integration settings into a single ZIP file, see Import Data.
If you imported rankings data, you may still need to activate the rankings dashboard in the new Client to see it.
FAQ
Who can bulk export a Clients' rankings and integration data?
Only an admin account can bulk export clients' rankings and integration data.
Can I export custom dashboards, reports, or users when transferring a Client?
No. These can't be exported. You'll need to recreate them on the new Client in the target account.
How will I know when my export is ready?
You'll get an in-app notification when the export finishes, and you can also check the Exports pop-up at any time.
How long does an export take to generate?
It varies, but most exports, including dashboard PDF exports, take just a few minutes.
Do I need to do anything after importing rankings data into a new Client?
You may need to activate the rankings dashboard in the new Client before you can see the imported data.
What to Check Out Next
Save time building reports across Clients with Create and Apply Report Section Templates
Update, edit, or delete reports and dashboard sections across multiple Clients at once with Bulk Actions
Add up to 1500 new Clients at a time with Bulk Create Multiple Clients via CSV
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