AgencyAnalytics

This article covers how to view, add, and remove optional Apps features in your AgencyAnalytics account.

AgencyAnalytics Apps

Learn how to create and manage tasks at the Client and account level.

Create and Manage Tasks with the Tasks App

This article covers how to update your company details, change your account's default language, and transfer the account Admin role to a new person.

Update Company and Account Information

Customize your Home page view (List or Tile) with key metrics, plus update your user profile: display name, email, password, photo, and support chat settings

Customize Your Home Page and Profile

Manage user accounts and permissions to control who can access your AgencyAnalytics environment and what they can do.

Create and Manage Users

This article covers how to subscribe to, review, and unsubscribe from notifications in AgencyAnalytics, including available events and channels.

Set Up Notifications

Learn how to find and download your exports, export dashboard or ranking data, and transfer a Client between AgencyAnalytics accounts.

Manage Exports and Transfer Clients

Stay logged in for 30 days and access AgencyAnalytics with one click by downloading the desktop app.

Download the Desktop App

AgencyAnalytics lets you add your agency's margin percentage to each paid ads integration, so you can show the total cost in a report while keeping your base cost private.

Configure Agency Markup

This article covers how AgencyAnalytics warehouses your client data, how long historical data is stored for each integration, and what happens if a connection is lost.

Data Warehousing

This article covers setting up the white-labeled mobile app on your home screen and designing mobile-optimized dashboards that Clients can view on their phones.

Set Up the Mobile App and Configure Mobile Dashboards

Toggle to "Mobile" view to design a mobile-optimized version of each Client dashboard.

Configure mobile dashboard designs

The Activity area logs the actions of you and your team within each Client.

Activity Overview

This article covers how to create, connect, log in to, and rename Linked Accounts in AgencyAnalytics.

Linked Accounts Overview

Add multiple pages or accounts to a single Client with some of your favorite integrations!

Understanding Accounts Per Integration

This article covers connecting database integrations and using Database Connector widgets in your AgencyAnalytics dashboards and Client reports.

Understanding Database Connectors

Here's how to customize our Lead Gen template to fit your needs, then send it to prospective clients to win new business for your agency.

Webinar: Create a Lead Generation Report

This article covers simple steps to fix the most common browser and cookie issues in AgencyAnalytics, from a quick reset to clearing your cache.

Troubleshoot Common Issues in AgencyAnalytics

This article covers how to connect a client messaging platform to AgencyAnalytics so clients can message you directly from their dashboards.

Connect a Client Messaging Platform

From settings you can end user sessions and log out from any instances that should no longer be active.

Manage User Sessions

Where to find important data, use the code builder, and more!

Using the AgencyAnalytics API

This article covers how to use the AgencyAnalytics API to build your own custom login page for your website or CRM.

Create A Custom Login Page

Enforce security protocols with multi-factor authentication to keep client data secure

Multi-Factor Authentication

Use bulk actions to quickly update, edit, or delete reports or dashboard sections across Clients.

Bulk Actions

AgencyAnalytics Team

Kat Jovey

Ellen Doe

Learn how to manage billing, users, data, and more

Account & Setup

Share invoices and subscription emails with multiple contacts by adding additional invoice recipients.

Add Additional Invoice Recipients

Upgrade to a different membership interval, add or remove add-ons, change your payment method, and more.

Billing and Subscriptions

Cancel your subscription with just a couple of clicks. We're sorry to see you go!

Cancel Your Subscription

Learn how to purchase a new subscription, or manage the billing for your current subscription.

Billing

This article covers how to connect the AgencyAnalytics Model Context Protocol (MCP) to Claude, ChatGPT, and other AI tools, plus how to connect external MCP servers.

Connect the AgencyAnalytics Model Context Protocol (MCP)

Bethany Hibbert

Data Management

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Product Roadmap

Product Updates

System Status

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Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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