Can I combine multiple Clients in a single report?
Yes, follow these steps to create a multi-client Roll-up report.
Can I add a custom dashboard to a report?
While viewing any dashboard, select the export button located at the top right to insert the entire dashboard as a new section within your report.
Can I unschedule a scheduled report?
Can I clone a report?
Yes, you can clone a report during report creation. When prompted to select the report source, choose clone existing report then select the report you'd like to clone. Find full steps here.
Can I clone a report section?
Yes, you can clone a report section within a report by following these steps.
How do I send a report on demand?
Easily send a one-time report directly from the report design tab by choosing Send Email Now from the export menu. Find detailed steps here.
Can I automatically send my clients a PDF report instead of a web report?
We don't offer the option of sending clients a PDF version of any automated report via email. However, clients can easily download a PDF of their web reports by clicking the Download button in the upper right of each report.
What is the retention time for historical reports?
You have a 60-day window to download historical reports. To manage server storage, reports older than 60 days are permanently removed. For longer access, save reports locally before the 60-day cutoff when they'll be purged automatically.
What does each report log email status mean?
Here is a list of each possible report status, and its meaning:
Pending: The email has been queued for sending and will be sent soon.
Sent: The email has been sent.
Error: The platform encountered an error when sending the email.
How can I create a rankings report that only displays certain keywords?
The easiest way to do this is to apply keyword tags in Rank Tracker, you can then apply these keyword tags as filters in your reports.
Why can’t I connect a Google Sheet to my report template?
Report templates serve multiple clients. While you can add any Google Sheet widget to a template, you must connect the actual sheet within each report after generating the report from the template.
What email do we use when sending out reports?
The email address that gets used by default is 'noreply@clientseoreport.com', but you can reach out to the support team if you'd like to use a custom email address for this instead, as we can set this up for you if you are using a paid account!
Does the mobile version of web reports have access to the date picker if “allow users to change the date range” is enabled?
No, the date picker is currently hidden when using mobile.
Why does my report appear blurry?
Report sections viewed on Google Chrome may appear blurry for Mac users using an external display. This is an isolated issue with some Mac versions and Chrome, occurring when viewing on an external display on a system designed for retina displays.
We suggest viewing it on the native screen (Apple Retina display). Alternatively, you can use Safari or Firefox to view it on your external display.
How does AgencyAnalytics select the default date range for the report editor?
The report editor defaults to last month for unscheduled reports. The editor will use the report's default date range for scheduled reports.
Why is there a dotted line in my Report editor or preview?
Dotted lines indicate page breaks when building reports and dashboards in AgencyAnalytics, making it much easier to format and preview content before downloading it as a PDF.
What's the difference between "Previous Week" and "Last 7 Days" in the report's date range picker?
When sending a report for the previous week, it will include data from Monday through Sunday of that week. When sending a report based on the last 7 days, it will include today.
When are bi-weekly reports sent?
Bi-weekly reports are sent out in "odd" weeks, e.g., week 1, 3, 5, 7, etc. If you update your report for a bi-weekly rollout in the 48th week of the year, it gets rolled out next week, which is the 49th.
If a report is sent and the send time is later that same day, will my client receive two reports?
No, our system prevents sending out multiple reports on the same scheduler. The update will apply to the next rollout.
How is the "Last Sent" time for a report determined?
The last sent time for a report is based on the last time a scheduled report was sent automatically. Emailing a report on demand won't reflect in the last send column.
When a report is sent manually, the send date is recorded only in the report's 'Activity' tab.
What happens when a report is scheduled for the 31st of a month with fewer than 31 days?
In this case, the report is sent on the last date of the calendar month.
Will a newly scheduled report set to be sent today still go out?
If you schedule a report to be sent on the day it's scheduled, our report emailer will still pick it up and send it. For example:
Today is Thursday
You create/schedule a report to be sent every Thursday at 8:00 AM
You finish your editing and save the report (anytime after 8:00 AM)
This will still be sent out since it is Thursday
Once the schedule is saved, it will be sent in under 10 minutes, as the report scheduling system is constantly looking for newly scheduled reports
Do historical reports show live data?
Historical report PDFs always display static data from the time this was downloaded. Web or online reports, on the other hand, are updated constantly, as AgencyAnalytics web reports are designed to pull live data from an integration's API whenever they're viewed. If you open an old web report URL, the data is pulled fresh from the integration's API.
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄