AgencyAnalytics

From a dashboard or report, drag and drop an image object widget, then insert the visual of your choice.

Add images to dashboards and reports

Deliver the big-picture view your clients and agency need.

Roll-up Reports and Dashboards

Views lets you combine and shape your data into exactly the table you need – whether that's a client-ready presentation or an internal view for managing performance. Customize the table…

Create a View

Filter widgets on your reports and dashboards to control exactly what data shows, then fine tune each widget's settings, from date ranges and secondary dimensions to thresholds, annotations, and tooltips.

How to Filter Widgets on Reports and Dashboards

Everything you need to know about widgets to quickly and easily build and design beautiful reports for your clients.

Widgets Overview

AgencyAnalytics Team

Diego Diaz Pimentel

Jessica Tilley

Craft visually engaging reports and dashboards for your clients.

Build Reports & Dashboards

Create, customize, and share reports in AgencyAnalytics. Start from scratch, templates, or cloned reports. Design with sections and widgets, manage versions.

Create a Report

Find quick answers to your questions about Reports here.

Report FAQ

Learn how to create reports, edit reports, download them, and more.

Report Overview

Toggle a comparison to the previous calendar period or calendar year for your reports, using the time period selector

Compare to a Previous Reporting Period

Click the "Export" button at the top right of the report screen, then choose "Get Link"

Create a shareable link to a report

When browsing any dashboard, click the export button (at the top right) to add that dashboard to your report as a new report section.

Add any dashboard to a report

Click Media on the right sidebar, then drag and drop the Embed widget onto your dashboard or report.

Embed external content on dashboards and reports

Schedule reports to send at set intervals, or email a report to your Clients as needed with the Share Now option.

Send Reports to Clients

AgencyAnalytics gives you several ways to get reports in front of clients: share a link, download a PDF, pull historical copies, and track engagement.

Share and Download Reports

This article covers the full workflow for creating a report from scratch, building out its structure with Pages, customizing the content within each Page, and managing reports over time —…

Create & Manage Reports

Customize your report's design. Backgrounds, colors, fonts, and reusable themes all from within the AgencyAnalytics report editor.

Design and Style Your Report

Once you build a report, AgencyAnalytics gives you full control over how and when it reaches your clients, whether that's a one-time email send, an automated schedule, or a gated…

Send, Schedule, and Approve Reports

Build and schedule automated reports for your clients

Reports

Learn how to create, customize, and share dashboards in AgencyAnalytics, including custom colors, dynamic date ranges, period comparisons, and internal-only views.

Create and Manage Dashboards

This article covers adding images, titles and headers, custom text boxes, and stat widgets to dashboards and reports, plus managing and deleting images in your media library.

Add Images, Text, and Custom Content to Dashboards and Reports

Everything you need to know about the map widget.

Map Widget Overview

Filters give you the option to help you organize or display a specific set of data in your Reports and Dashboards. This article covers how to set and change filters…

How to Filter Data on Dashboards and Reports

With some basic web development skills you can embed the AgencyAnalytics dashboard in an iFrame on your own website.

Embed the dashboard on your own website

Tom Delbaere

John Sexon

Craft visually engaging dashboards that will "wow" your clients

Dashboards

Create Client templates with reports and dashboards to streamline new client onboarding and setup.

Create and Manage Client Templates

Create a dashboard section template then apply it to new dashboards to make uniform dashboard creation a breeze.

Dashboard Templates

Use email templates to cut down time spent updating report emails. Design once then use it forever!

Create Email Templates

Create reusable report designs and section components to streamline your reporting workflow and maintain consistent client reports across your agency.

Manage and Apply Report Templates

Use Templates to quickly set up Clients, Reports, or Dashboards.

Templates

Ask AI Widgets for the exact metric widgets you'd like to see

AI Widgets

Get instant answers to every client performance question, right inside AgencyAnalytics with our Agency AI.

Analyze Client Performance with AgencyAI

Drag the AI summary widget onto a report or dashboard section to quickly analyze and summarize your data.

AI Summary

Use prompts to quickly and easy build report and dashboard pages with the AI Page Builder.

AI Page Builder

Speed up your reporting workflows with a variety of helpful AI tools. 

AI Reporting

Create a custom design with text, images, and links

Product Roadmap

Product Updates

System Status

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

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