AgencyAnalytics

Tatum Savage

Matthew Davis

David Diaz

Build and schedule automated reports for your clients

Reports

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

Create and Apply Report Section Templates

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

Create a report

Upload logos, banners and other pictures directly to your reports and dashboards via the image widget

Add images to reports and dashboards

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 on the ellipsis "..." next to your report section and select "Clone"

Clone a report section

Choose to clone custom goals when creating a new custom goal, via your campaign's settings area

How to clone a custom goal

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.

Create a Lead Generation Report Webinar

Choose to clone custom metrics when creating a new custom metric, via your campaign's settings area

How to clone a custom metric

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

Open your report widget settings, then set "Dynamic Height" to "No".

Why can't my report table widget be resized?

Run site audits, check backlink profiles, analyze keyword performance, then use our Lead Gen Template to gain new clients.

Create an SEO proposal for a prospective client or for lead generation

Add a "Keyword Ranking History" report section to see the ranking performance of a single keyword.

Show rankings for one specific keyword

Open your widget settings to add thresholds and annotations

Add thresholds and annotations to your report & dashboard widgets

Edit the table widget, then enable 'Show Totals' within the 'Display Tab.

Add totals to table widgets

Click on the ellipsis "..." on the right-hand side of the widget and select Clone.

Clone a widget

When you're scheduling a report, you'll see a "Require Approval" drop-down option.

Approve reports before sending

Click "Create Report" to get started, then build out the report. When you're ready, choose the interval you'd like, and schedule it to send!

Create a scheduled report

Choose from a variety of professionally designed, pre-configured report templates when creating your report.

Create a report using a pre-configured report template

Create a multi-campaign report via the reports tab from your Control Panel dashboard

Create a report with data from multiple AgencyAnalytics campaigns

Open the report for editing, then click "Save & Download"

Download a report on demand

Create your report as usual, and select "Save & Exit" when finished with the report design editor.

Create a report without setting a "send" schedule

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

Create a shareable link to a report

Quickly send a one off report from the report details window by selecting "Send Now" from the export menu.

Email a report on demand

When creating new reports, you can clone an existing report as a starting point. You'll be prompted to do this during the creation process.

Clone an existing report

To change the title of a report, open the report editor and click on the title at the top left of screen

Edit a report's title

Click the name of the report, then click Schedule at the top. This will open the scheduling wizard.

Modify a report's scheduled send time and recipients

Click the report to open it's main settings screen, then click "edit design"

View or modify design options on an existing report

Set the time zones for your reports and campaign data within your campaign's "Settings" section, via the left-side menu.

Configure campaign time zone & report delivery time zone

From the reports page, tick the boxes next to the reports that you wish to delete, then click "Delete"

Delete a report

Whether setting a report up for the first time or editing an existing report, just click the "Add Sections" button to begin adding sections.

Add sections to a report

Within the report design editor "Sections" tab, hover over the ellipsis "..." of the section you wish to remove and select "Delete"

Delete a report section

All reports are highly customizable, and we provide a huge range of options for fast, easy, and detailed reporting

Customize report sections

From the Widget sidebar on the right, find the widget you'd like to add, then, simply drag and drop onto the report page.

Add widgets to a report

From the report editor, click the widget you'd like to modify, then in the widget sidebar on the right, make your changes.

Customize report widgets

Drag and drop widgets to customize the look of your report

Rearrange report widgets

Resize report widgets by dragging the corners to expand or collapse

Resize report widgets

Click the ellipsis "..." icon on the widget in question, then click "Delete"

Remove report widgets

Go to the widget's settings, and use the "Date Ranger Override" option to set the custom date range for the widget

Set a different date range for each widget

In the add widget menu, select "Object" then "Stat"

How to add a custom stat widget

Click the ellipsis in the upper right of the widget, then choose copy. Next, right click to paste onto dashboards or reports.

How to copy and paste widgets

Edit and customize section headings and page titles at the top of each section within the reports editor.

Edit section headings in reports

In the Widget menu on the right, click Objects, then Title. Drag and drop this onto your report, then edit to change the title itself.

Add title headers to reports

Hover over the widget and click the ellipsis ("...") at the top right of the widget" icon to customize it

Customize title headers in reports

Resize title header widgets by dragging the corners to expand or collapse

Resize title headers in reports

Within the report design editor, click "Add Section", then drill down through "Misc" and select "Campaign Dashboard"

Add a campaign dashboard section

Within the report design editor, click "Add Section", then drill down through "Misc" and select "Cover Page"

Add a cover page

Within the report design editor, click "Add Section", then drill down through "Misc" and select "Table of Contents"

Add a Table of Contents

From the home page, click Templates in the sidebar, then Reports. From here, Create New.

Create a report template

Turn any report into a template - you'll have the option of doing this when creating a new report template

Create a report template from an existing report

In the second step of the report setup wizard (choose source), just select "Start from a Template".

Create a report using a report template

Click "Create Template". In the "Choose Source" step, click "Start from a another template".

Clone an existing report template

Navigate to home page and click on Templates, click a template to open it for editing, then apply your desired changes.

Edit report templates

Navigate to the "Reports" tab, tick the boxes next to the templates to be deleted, then click "delete".

Delete report templates

Tick the box next to the name of the report. Click "Apply Template", and then choose the template to be applied

Re-apply a report template to an existing report

In the Widget sidebar on the right, click Objects, then drag and drop a text box widget onto your report.

Add a custom text box to your reports

Add text, bulleted/numbered lists, and images to any text box

Configure a custom text box widget in reports

Click the 3 lines in the upper left-hand corner of the report editor, choose "Sections" > "Tasks", then select Complete or Incomplete tasks

Add a task section to a report

Within the report editor, click "Add Section", then select "New Blank Section"

Add a blank report page

Already added a blank page? Now, it's time to add widgets!

Customize blank report pages

Import a custom spreadsheet and embed it into any automated report

Import data from Google Sheets to a report

In the Widget sidebar, click Google Sheets, then drag and drop the Table option onto your report page.

Add a Google Sheets table widget to a report

Hover over the widget, click the ellipsis ("...") at the top right, and apply your customization options

Configure a Google Sheets table widget in a report

In the Widget sidebar on the right, select Google Sheets from the integration list, then drag and drop the stat widget onto your report

Add a Google Sheets stat widget to a report

Configure a Google Sheets stat widget in a report

Toggle the language column on/off and filter by language in reports by clicking the ellipsis "..." for the Rank Tracker table widget

Work with language-based metrics and filters in reports

Toggle the locations column on/off and filter by location for automated reports

Work with location-based metrics and filters in reports

In addition to the dashboard, starred keywords can also be useful in reports

Manage starred keywords in a report

Click the ellipsis "...", and select the tags on which you'd like to filter your keywords

Manage tagged keywords in a PDF report

Toggle a comparison to the previous calendar period or calendar year using the time period selector

Compare to a previous period (Reports)

Choose to view either sample data or live data from your account within the report editor

Toggle between sample data and live data in the report editor preview

Navigate to the report details section for the report that you'd like to download, and click "..." on the far right

Download historical reports

Click the name of the report, then Activity at the top of the report editor, where you'll find your sent-report logs.

View report logs

Whether setting a report up for the first time or editing an existing one, choose "Paused" in the report's schedule frequency.

Pause reports that have been scheduled

Analyze automated report opens, clicks, and delivery status from within the main report details section

View report engagement data

How To

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

Report Overview

Learn how to get the most out of our report editor, to make impressive reports that your clients will love

Best Practices for Client Reports Webinar

Best Practices

Open the report's scheduling settings and choose "Paused".

Can I "unschedule" a scheduled report?

While you can add Google Sheets widgets to a report template, you'll need to connect the actual sheet within the individual report itself

Why can't I connect a Google Sheet to my report template?

The use of keyword tagging allows you to filter the keywords included in your reporting

How can I create a rankings report which only displays certain keywords?

The web reports provide a link where clients can download a PDF version

Can I automatically send my clients a PDF report instead of a web report?

Most likely, you're manually calculating a different number of days in the comparison period

Why is my "comparison" percentage incorrect?

The character limit is 5000. The only way around this limit is to add multiple text boxes.

Reports

How To

Best Practices

FAQs