Reports

Clone a report section

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

Written by David Diaz
Updated over a week ago

Add images to reports and dashboards

Add logos, banners and other pictures to your reports and dashboards

Written by Matthew Davis
Updated over a week ago

How to clone a custom goal

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

Written by Eleanor McQueen
Updated over a week ago

Create a Lead Generation Report Webinar

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.

Written by Charles Kieswetter
Updated over a week ago

How to clone a custom metric

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

Written by Eleanor McQueen
Updated over a week ago

Add any dashboard 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.

Written by Mikel Remolacio
Updated over a week ago

Why can't my report table widget be resized?

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

Written by John Sexon
Updated over a week ago

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

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

Written by David Diaz
Updated over a week ago

Show rankings for one specific keyword

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

Written by John Sexon
Updated over a week ago

Add thresholds and annotations to your report & dashboard widgets

Open your widget settings to add thresholds and annotations

Written by David Diaz
Updated over a week ago

Clone a widget

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

Written by Clarenz Miralles
Updated over a week ago

Create a report

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

Written by Clarenz Miralles
Updated over a week ago

Approve reports before sending

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

Written by Clarenz Miralles
Updated over a week ago

Create a scheduled report

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!

Written by Matthew Davis
Updated this week

Create a report using a pre-configured report template

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

Written by Matthew Davis
Updated over a week ago

Create a report with data from multiple AgencyAnalytics campaigns

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

Written by Francis Cloutier
Updated over a week ago

Download a report on demand

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

Written by Matthew Davis
Updated over a week ago

Create a report without setting a "send" schedule

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

Written by Matthew Davis
Updated over a week ago

Create a shareable link to a report

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

Written by Matthew Davis
Updated over a week ago

Email a report on demand

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

Written by Francis Cloutier
Updated over a week ago

Clone an existing report

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.

Written by Matthew Davis
Updated over a week ago

Edit a report's title

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

Written by Clarenz Miralles
Updated over a week ago

Modify a report's scheduled send time and recipients

Click the name of the report, then click the appropriate "edit" icon in the "Schedule" section. This will open the scheduling wizard.

Written by Matthew Davis
Updated over a week ago

View or modify design options on an existing report

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

Written by Matthew Davis
Updated over a week ago

Configure campaign time zone & report delivery time zone

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

Written by Matthew Davis
Updated over a week ago

Delete a report

In the main Reports control panel, tick the boxes next to the reports that you wish to delete, then click "Delete"

Written by Matthew Davis
Updated over a week ago

Add sections to 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.

Written by Matthew Davis
Updated over a week ago

Delete a report section

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

Written by Matthew Davis
Updated over a week ago

Customize report sections

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

Written by Matthew Davis
Updated over a week ago

Add widgets to a report

Click the 3 lines in the upper left-hand corner of the report editor, choose "Widget", then select your widget

Written by Matthew Davis
Updated over a week ago

Customize report widgets

Click the ellipsis "..." in the upper right hand corner of the widget, and choose "Edit"

Written by Matthew Davis
Updated over a week ago

Rearrange report widgets

Drag and drop widgets to customize the look of your report

Written by Matthew Davis
Updated over a week ago

Resize report widgets

Resize report widgets by dragging the corners to expand or collapse

Written by Matthew Davis
Updated over a week ago

Remove report widgets

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

Written by Matthew Davis
Updated over a week ago

Set a different date range for each widget

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

Written by Matthew Davis
Updated over a week ago

Edit section headings in reports

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

Written by Matthew Davis
Updated over a week ago

Add title headers to reports

Click the 3 lines on the left-hand side of the upper menu. In "Widgets" select "Object, then "Title"

Written by Matthew Davis
Updated over a week ago

Customize title headers in reports

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

Written by Matthew Davis
Updated over a week ago

Resize title headers in reports

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

Written by Matthew Davis
Updated over a week ago

Add a campaign dashboard section

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

Written by Matthew Davis
Updated over a week ago

Add a cover page

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

Written by Matthew Davis
Updated over a week ago

Add a Table of Contents

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

Written by Matthew Davis
Updated over a week ago

Create a report template

Navigate to your Templates control panel, and select the "Reports" tab. Then, click "Create Template".

Written by Matthew Davis
Updated over a week ago

Create a report template from an existing report

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

Written by Matthew Davis
Updated over a week ago

Create a report using a report template

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

Written by Matthew Davis
Updated over a week ago

Clone an existing report template

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

Written by Matthew Davis
Updated over a week ago

Edit report templates

Navigate to the root control panel and click on Templates, click a template to open it for editing, then apply your desired changes.

Written by Matthew Davis
Updated over a week ago

Delete report templates

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

Written by Matthew Davis
Updated over a week ago

Re-apply a report template to an existing report

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

Written by Matthew Davis
Updated over a week ago

Add a custom text box to your reports

Click the 3 lines in the top left-hand corner > "Widgets" > "Objects" > "Textbox"

Written by Matthew Davis
Updated over a week ago

Configure a custom text box widget in reports

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

Written by Matthew Davis
Updated over a week ago

Add a task section to a report

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

Written by Francis Cloutier
Updated over a week ago

Add a blank report page

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

Written by Matthew Davis
Updated over a week ago

Customize blank report pages

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

Written by Matthew Davis
Updated over a week ago

Import data from Google Sheets to a report

Import a custom spreadsheet and embed it into any automated report

Written by Matthew Davis
Updated over a week ago

Add a Google Sheets table widget to a report

Click the 3 lines in the upper left corner > Widgets > Google Sheets > Table Widget

Written by Matthew Davis
Updated over a week ago

Configure a Google Sheets table widget in a report

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

Written by Matthew Davis
Updated over a week ago

Add a Google Sheets stat widget to a report

Click the 3 lines in the upper left corner > Widgets > Google Sheets > Stat Widget

Written by Matthew Davis
Updated over a week ago

Configure a Google Sheets stat widget in a report

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

Written by Matthew Davis
Updated over a week ago

Work with language-based metrics and filters in reports

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

Written by Matthew Davis
Updated over a week ago

Work with location-based metrics and filters in reports

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

Written by Matthew Davis
Updated over a week ago

Manage starred keywords in a report

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

Written by Matthew Davis
Updated over a week ago

Manage starred keywords in a PDF report

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

Written by Matthew Davis
Updated over a week ago

Manage tagged keywords in a PDF report

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

Written by Matthew Davis
Updated over a week ago

Compare to a previous period (Reports)

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

Written by Matthew Davis
Updated over a week ago

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

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

Written by Matthew Davis
Updated over a week ago

Download historical reports

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

Written by Matthew Davis
Updated over a week ago

View report logs

Click the name of the report to visit the "details" section, where you'll find your sent-report logs.

Written by Matthew Davis
Updated over a week ago

Pause reports that have been scheduled

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

Written by Clarenz Miralles
Updated over a week ago

View report engagement data

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

Written by Matthew Davis
Updated over a week ago

Reporting Overview

Everything you need to know to build custom client reports

Written by Clarenz Miralles
Updated over a week ago

Best Practices for Client Reports Webinar

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

Written by Matthew Davis
Updated over a week ago

Can I "unschedule" a scheduled report?

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

Written by Matthew Davis
Updated over a week ago

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

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

Written by Matthew Davis
Updated over a week ago

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

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

Written by Matthew Davis
Updated over a week ago

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

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

Written by Matthew Davis
Updated over a week ago

Why is my "comparison" percentage incorrect?

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

Written by Matthew Davis
Updated over a week ago

What is the character limit for a text box? Is there any way around the character limit?

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

Written by Matthew Davis
Updated over a week ago

What is the retention time for historical reports?

We store 6 months worth of historical reports on our servers

Written by Matthew Davis
Updated over a week ago

What does each report log email status mean?

Overview of each possible email status from our sent report logs.

Written by Matthew Davis
Updated over a week ago