AgencyAnalytics

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

Jessica Tilley

Build and schedule automated reports for your clients

Reports

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Product Roadmap

Product Updates

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Create your workspace and invite the people you work with.

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

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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.

Prototype role-limiting follow-up

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

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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