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

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

Create a Shareable Link 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.

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

Schedule reports to send at set intervals, or email a report to your Clients.

Send Reports to Clients

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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Build your first workflow and watch it run end to end.

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

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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.

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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.

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

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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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