Use Bulk Actions

Bulk Actions is built for agencies that manage reporting across many Clients. Instead of opening every report to make the same change, you select the reports or dashboards you want, choose an action, and queue it. The change runs in the background while you keep working.

Bulk Actions enable teams to quickly and easily manage and update Reports and Dashboard sections across Clients.

Step 1: Click the Profile button in the bottom left corner, then click Bulk Actions.

Step 2: On the Bulk Actions page, click Perform New Action in the upper right corner. If this is the first Bulk Action you're creating, click Perform New Action in the center of the page.

Step 3: In the Bulk Action window, choose from Reports or Dashboards to see available Bulk Actions.

Step 4: Choose the type of action the operation will perform. After selecting the operation type, the steps to run a bulk action are essentially the same for both Reports and Dashboards.

Step 5: Follow the prompts in the window to choose the content that it will be applied to until you've completed all steps in the setup window.

Once you've finished, it will be added to the queue, and you will be able to see its completion status. You can keep working on other tasks while it runs in the background.

Step 1: Open Bulk Actions from your profile menu.

Step 2: Click Perform New Action in the top-right corner (or the center if it's your first time).

Step 3: Select if it's for a Report or Dashboard.

Step 4: Select Add.

Step 5: Use the search field to quickly find the template you need, then select it by clicking the circle next to its name. Clicking the template name will also open a design preview on the right.

When ready, click Continue in the bottom left to move to the next step.

Step 6: Select the Clients you want to add the template to. Use the dropdown at the top to filter by client group, or the search field in the upper-right corner of the table.

Once you've selected one or more Clients, click Continue at the bottom left.

Step 7: Give the new report or dashboard section a title, then click Continue at the bottom left to proceed to the confirmation page.

Step 8: On the left, you'll see a confirmation message, and on the right, a scrollable preview of the new report or dashboard section.

When ready, click Add Template in the bottom left to approve and queue the bulk operation. Depending on the number of Clients involved, the update may take time; you can view progress on the Bulk Actions table.

Apply a report template to reports you've already created, so every Client report shares the same design. This option will apply whichever template you choose to the selected existing report or dashboard sections. Doing so will fully replace the contents of the report or dashboard section with the contents of the template.

Step 1: Open Bulk Actions from your profile menu.

Step 2: Click Perform New Action in the top-right corner (or the center if it's your first time).

Step 3: Select if it's for a Report or Dashboard.

Step 4: Select Apply Template.

Step 5: Select the template you want to apply by checking the circle, then click Continue.

Step 6: Select the reports or dashboards you want to update by checking the boxes and click Continue.

Step 7: Review your selections, then click Apply Template.

Update the message that goes out with your scheduled reports across many reports at once, whether it's a seasonal note, a promotion, or an announcement.

Step 1: Open Bulk Actions from your profile menu.

Step 2: Click Perform New Action in the top right corner.

Step 3: Click Reports and then Edit Email Message on the next screen.

Step 4: Select the reports you want this new email message to apply to by checking the boxes beside them. Then click Continue.

Step 5: Add the copy you'd like in the email, and when you are happy with it, click Continue.

Using Bulk Actions, you can delete multiple reports or dashboard sections at once.

Step 1: Open Bulk Actions from your profile menu.

Step 2: Click Perform New Action in the top right corner.

Step 3: Click Reports and then Remove on the next screen.

Step 4: Select the reports or dashboard sections you'd like to permanently remove. You can filter by Group, Client, and Type, or use the search field in the upper right.

Once the results are narrowed, click the individual boxes to the left of the report names to select, or click the uppermost checkbox to select all of the displayed results, then click Continue in the bottom left.

Step 5: Confirm you wish to remove the selected reports or dashboard sections, then click Remove Reports in the bottom left to queue this action.

Step 1: Open Bulk Actions from your profile menu.

Step 2: Click Perform New Action in the top right corner.

Step 3: Click Reports and then Pause/Resume Schedules on the next screen.

Step 4: Choose whether to pause or resume Report scheduling.

Step 5: Choose which Reports to pause. Use the Client Group or Client dropdowns at the top to filter reports. Alternatively, use the search field in the upper right of the report table to search for reports by name.

Click the boxes to the left of each report that will be paused, then click Continue in the bottom left.

Step 6: Review and confirm the selected action. When ready, click Pause Schedule to run the action and bulk pause the selected scheduled reports.

Update the message that goes out with your scheduled reports across many reports at once, whether it's a seasonal note, a promotion, or an announcement.

Step 1: Open Bulk Actions from your profile menu.

Step 2: Click Perform New Action in the top right corner.

Step 3: Click Reports and then Edit Email Message on the next screen.

Step 4: Select the reports you want this new email message to apply to by checking the boxes beside them. Then click Continue.

Step 5: Add the copy you'd like in the email, and when you are happy with it, click Continue.

The Bulk Downloads option allows you to download your reports or dashboards as a zip file or separate PDF files. You can access your downloaded reports and dashboard sections directly from your exports area.

Step 1: Open Bulk Actions from your profile menu.

Step 2: Click Perform New Action in the top right corner, then choose either Reports or Dashboards.

Step 3: Click Bulk Download.

Step 4: Choose which dashboard sections or reports to download, then click Continue.

Step 5: Select a date range for the downloads and an optional comparison period, then click Continue.

Step 6: Confirm that you'd like to download the selected content, then click Download at the bottom left.

The file will be prepared for export. Once finished, you'll be notified in-app, and will simply need to click the file in your Exports area in the bottom left to download the hard copy.

The Bulk Actions table displays every bulk action in your account. On the right of the table, you can view the Status of any action, including a progress bar indicating the completed percentage.

To view details about each action, click the action name in the far left column to open a slide-out on the right. If a bulk action fails, details will be displayed here, highlighting the specific issues or affected Clients.

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