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

This article covers how to create, customize, sort, edit, and delete Views in AgencyAnalytics Reports and Dashboards, including how to display a View using any widget type.

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

This article covers how “add on hover” works, how to turn it on or off for your account, and how it's different from the Add Widget toolbar.

Add and Edit Widgets on Hover

Kat Jovey

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, Customize, and Send Reports

This article answers common questions about creating, sending, cloning, and troubleshooting reports in AgencyAnalytics.

Report FAQ

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

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

This article covers how to embed external content, such as YouTube videos, TikTok videos, Instagram posts, and more, in AgencyAnalytics dashboards and reports using embed widgets.

Add Embed Widgets to Dashboards and Reports

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

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

Design and Style Your Reports and Dashboards

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

AgencyAnalytics Team

Bethany Hibbert

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 Custom 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

This article covers how to add and use Map widgets to show a metric's distribution by country on dashboards and reports.

Map Widgets in AgencyAnalytics

This article covers how to filter data source dashboards, report widgets, and dashboard widgets in AgencyAnalytics.

How to Filter Data on Dashboards and Reports

This article covers how to use an iFrame to embed AgencyAnalytics dashboards and reports directly on your own website.

Embed a Dashboard on Your Own Website

John Sexon

Tom Delbaere

Craft visually engaging dashboards that will "wow" your clients

Dashboards

This article covers how to create, edit, and delete Client templates in AgencyAnalytics, including adding dashboard sections and reports.

Create and Manage Client Templates

This article covers creating, editing, using, and deleting dashboard section templates in AgencyAnalytics.

Manage Dashboard Templates in AgencyAnalytics

This article covers how to create, apply, edit, and delete email templates in AgencyAnalytics for scheduled and on-demand reports.

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

This article covers how to use AI Widgets to turn text prompts into ready-to-use metric widgets for your dashboards and reports.

AI Widgets

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

Analyze Clients with AgencyAI

This article covers how to add, customize, and refresh AI Summary widgets on reports, dashboards, and individual chart widgets.

AI Summary

This article covers how to use the AI Page Builder to create report and dashboard pages, and how to get the best results from your prompts.

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

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Set up your account

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

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

Connect your stack

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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