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

Diego Diaz Pimentel

AgencyAnalytics Team

Jessica Tilley

Craft visually engaging reports and dashboards for your clients.

Build Reports & Dashboards

Click "Create Report" and step through the report design wizard.

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 period (Reports)

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

Create a shareable link to a report

Create a Roll-up report via the reports tab

Create a report with data from multiple AgencyAnalytics Clients

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

When sending a report, or emailing a dashboard, toggle on "allow users to change the date range", to create a dynamic report or dashboard.

Add dynamic date ranges to dashboards and reports

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

Everything you need to know about custom dashboards.

Custom Dashboard Overview

Learn how to create, edit, and delete dashboards from within your AgencyAnalytics account.

Create and Manage Dashboards

Create a Roll-up dashboard with data from multiple Clients, or a Staff-only dashboard section within a Client to track content intended for your team's eyes only.

Create Dashboards for Internal Use

Email a dashboard on demand, present a dashboard section, or create a dynamic link to share dashboard content directly with Clients.

Share or Present a Dashboard

Use custom content to add custom statistics, custom text, headers, images, videos, and more!

Add custom content to dashboards and reports

Toggle a comparison to the previous calendar period or calendar year using the time period selector for your dashboard section.

Compare to a previous period (Dashboards)

Click on the widget's ellipsis "...", then select "Full Screen."

View widgets in full screen

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

Some widgets have a "secondary dimension" option in the widget's settings. Use this to add extra details to the data shown in your charts.

Secondary dimensions in widgets

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

A catalog of the main widget types available in our dashboards and reporting

Widgets Catalog

Tom Delbaere

Ellen Doe

Craft visually engaging dashboards that will "wow" your clients

Dashboards

Save a report or dashboard section as a template, then apply it to your report!

Create and Apply Report Section Templates

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

Report templates let you build a standard report layout once and reuse it across clients. This article covers everything you need to create, use, manage, and remove report templates in…

Using 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.

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

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Product Updates

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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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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

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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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