AgencyAnalytics

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

Learn to filter widgets using path and keyword filters, plus how to add thresholds and annotations to provide even more data to your clients

Advanced Widget Configuration and Filtering

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

Manage starred keywords in 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

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

Edit section headings in reports

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

Customize report sections

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

Manage tagged keywords in a PDF report

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

Customize blank report pages

Open the report for editing, and from within the top right Share button, select "Download PDF"

Download 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

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

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

View or modify design options on an existing report

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

Delete a report

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)

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

Add a Client 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

Navigate to the report's "Activity" tab, and under "Emails" select the ellipsis next to a report, and then select "Download"

Download historical reports

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

Add a blank report page

Within a report's "Design" tab, select the ellipsis "..." of the section you wish to remove and select "Delete"

Delete a report section

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

Create a shareable link to a 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

Create a Roll-up report via the reports tab

Create a report with data from multiple AgencyAnalytics Clients

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

Approve reports before sending

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

Show rankings for one specific keyword

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

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

Clone a report section

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

Customize report backgrounds with images, colors, and more.

Edit Report Background

Use Smart reports to quickly generate a report with sections for each connected integration.

Create a smart report

Deleted a report by mistake? No problem! Simply follow these steps to restore deleted reports at the Client or account level.

Restore a Deleted Report

Choose Object > Embed when adding a widget. This allows you to embed almost anything via an iframe

Embed external content on dashboards and reports

Create and apply themes to reports and dashboards to easily maintain brand consistency across Clients.

Styling Themes

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

Set a schedule for Reports to ensure your clients receive prompt and consistent updates. Use the approval feature for a last review before sending to Clients.

Send Scheduled Reports

Review report activity logs to find out who has clicked or opened emailed reports, shared links, or who downloaded a PDF report.

View Report Engagement

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Build and schedule automated reports for your clients

Reports

Create a custom design with text, images, and links

Product Roadmap

Product Updates

System Status

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