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Reports
Build and schedule automated reports for your clients
+6
83 articles in this collection
Written by
Matthew Davis,
Francis Cloutier,
David Diaz
and 6 others
How To
Add images to reports and dashboards
Upload logos, banners and other pictures directly to your reports and dashboards via the image widget
Written by
Matthew Davis
Updated over a week ago
Add dynamic date ranges to dashboards and reports
When sending a report, or emailing a dashboard, toggle on "allow users to change the date range", to create a dynamic report or dashboard.
Written by
Tatum Savage
Updated over a week ago
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
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
Add totals to table widgets
Edit the table widget, then enable 'Show Totals' within the 'Display Tab.
Written by
Tom Delbaere
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
Tatum Savage
Updated over a week ago
Create a report
Click "Create Report" and step through the report design wizard.
Written by
Tatum Savage
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
Tatum Savage
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
Tatum Savage
Updated over a week ago
Modify a report's scheduled send time and recipients
Click the name of the report, then click Schedule at the top. 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
From the reports page, 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
From the Widget sidebar on the right, find the widget you'd like to add, then, simply drag and drop onto the report page.
Written by
Matthew Davis
Updated over a week ago
Customize report widgets
From the report editor, click the widget you'd like to modify, then in the widget sidebar on the right, make your changes.
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
How to add a custom stat widget
In the add widget menu, select "Object" then "Stat"
Written by
Eleanor McQueen
Updated over a week ago
How to copy and paste widgets
Click the ellipsis in the upper right of the widget, then choose copy. Next, right click to paste onto dashboards or reports.
Written by
Eleanor McQueen
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
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.
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 home page 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
In the Widget sidebar on the right, click Objects, then drag and drop a text box widget onto your report.
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
In the Widget sidebar, click Google Sheets, then drag and drop the Table option onto your report page.
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
In the Widget sidebar on the right, select Google Sheets from the integration list, then drag and drop the stat widget onto your report
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 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, then Activity at the top of the report editor, 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
Tatum Savage
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
Best Practices
Report Overview
Learn how to create reports, edit reports, download them, and more.
Written by
Tatum Savage
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
FAQs
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