All Collections
Reports
Reports

Build and schedule automated reports for your clients

Matthew Davis avatarDavid Diaz avatarJohn Sexon avatar
9 authors85 articles

How To

Create a reportClick "Create Report" and step through the report design wizard.
Create and Apply Report Section TemplatesSave a report or dashboard section as a template, then apply it to your report!
Add images to reports and dashboardsUpload logos, banners and other pictures directly to your reports and dashboards via the image widget
Add dynamic date ranges to dashboards and reportsWhen sending a report, or emailing a dashboard, toggle on "allow users to change the date range", to create a dynamic report or dashboard.
Clone a report sectionClick on the ellipsis "..." next to your report section and select "Clone"
How to clone a custom goalChoose to clone custom goals when creating a new custom goal, via your campaign's settings area
Create a Lead Generation Report WebinarHere'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.
How to clone a custom metricChoose to clone custom metrics when creating a new custom metric, via your campaign's settings area
Add any dashboard to a reportWhen browsing any dashboard, click the export button (at the top right) to add that dashboard to your report as a new report section.
Why can't my report table widget be resized?Open your report widget settings, then set "Dynamic Height" to "No".
Create an SEO proposal for a prospective client or for lead generationRun site audits, check backlink profiles, analyze keyword performance, then use our Lead Gen Template to gain new clients.
Show rankings for one specific keywordAdd a "Keyword Ranking History" report section to see the ranking performance of a single keyword.
Add thresholds and annotations to your report & dashboard widgetsOpen your widget settings to add thresholds and annotations
Add totals to table widgetsEdit the table widget, then enable 'Show Totals' within the 'Display Tab.
Clone a widgetClick on the ellipsis "..." on the right-hand side of the widget and select Clone.
Approve reports before sendingWhen you're scheduling a report, you'll see a "Require Approval" drop-down option.
Create a scheduled reportClick "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!
Create a report using a pre-configured report templateChoose from a variety of professionally designed, pre-configured report templates when creating your report.
Create a report with data from multiple AgencyAnalytics campaignsCreate a multi-campaign report via the reports tab from your Control Panel dashboard
Download a report on demandOpen the report for editing, then click "Save & Download"
Create a report without setting a "send" scheduleCreate your report as usual, and select "Save & Exit" when finished with the report design editor.
Create a shareable link to a reportClick the "Export" button at the top right of the report screen, then choose "Get Link"
Email a report on demandQuickly send a one off report from the report details window by selecting "Send Now" from the export menu.
Clone an existing reportWhen creating new reports, you can clone an existing report as a starting point. You'll be prompted to do this during the creation process.
Edit a report's titleTo change the title of a report, open the report editor and click on the title at the top left of screen
Modify a report's scheduled send time and recipientsClick the name of the report, then click Schedule at the top. This will open the scheduling wizard.
View or modify design options on an existing reportClick the report to open it's main settings screen, then click "edit design"
Configure campaign time zone & report delivery time zoneSet the time zones for your reports and campaign data within your campaign's "Settings" section, via the left-side menu.
Delete a reportFrom the reports page, tick the boxes next to the reports that you wish to delete, then click "Delete"
Add sections to a reportWhether setting a report up for the first time or editing an existing report, just click the "Add Sections" button to begin adding sections.
Delete a report sectionWithin the report design editor "Sections" tab, hover over the ellipsis "..." of the section you wish to remove and select "Delete"
Customize report sectionsAll reports are highly customizable, and we provide a huge range of options for fast, easy, and detailed reporting
Add widgets to a reportFrom the Widget sidebar on the right, find the widget you'd like to add, then, simply drag and drop onto the report page.
Customize report widgetsFrom the report editor, click the widget you'd like to modify, then in the widget sidebar on the right, make your changes.
Rearrange report widgetsDrag and drop widgets to customize the look of your report
Resize report widgetsResize report widgets by dragging the corners to expand or collapse
Remove report widgetsClick the ellipsis "..." icon on the widget in question, then click "Delete"
Set a different date range for each widgetGo to the widget's settings, and use the "Date Ranger Override" option to set the custom date range for the widget
How to add a custom stat widgetIn the add widget menu, select "Object" then "Stat"
How to copy and paste widgetsClick the ellipsis in the upper right of the widget, then choose copy. Next, right click to paste onto dashboards or reports.
Edit section headings in reportsEdit and customize section headings and page titles at the top of each section within the reports editor.
Add title headers to reportsIn the Widget menu on the right, click Objects, then Title. Drag and drop this onto your report, then edit to change the title itself.
Customize title headers in reportsHover over the widget and click the ellipsis ("...") at the top right of the widget" icon to customize it
Resize title headers in reportsResize title header widgets by dragging the corners to expand or collapse
Add a campaign dashboard sectionWithin the report design editor, click "Add Section", then drill down through "Misc" and select "Campaign Dashboard"
Add a cover pageWithin the report design editor, click "Add Section", then drill down through "Misc" and select "Cover Page"
Add a Table of ContentsWithin the report design editor, click "Add Section", then drill down through "Misc" and select "Table of Contents"
Create a report templateFrom the home page, click Templates in the sidebar, then Reports. From here, Create New.
Create a report template from an existing reportTurn any report into a template - you'll have the option of doing this when creating a new report template
Create a report using a report templateIn the second step of the report setup wizard (choose source), just select "Start from a Template".
Clone an existing report templateClick "Create Template". In the "Choose Source" step, click "Start from a another template".
Edit report templatesNavigate to home page and click on Templates, click a template to open it for editing, then apply your desired changes.
Delete report templatesNavigate to the "Reports" tab, tick the boxes next to the templates to be deleted, then click "delete".
Bulk apply a report template to existing reportsTick the box next to the name of the reports. Click "Apply Template", and then choose the template to be applied
Add a custom text box to your reportsIn the Widget sidebar on the right, click Objects, then drag and drop a text box widget onto your report.
Configure a custom text box widget in reportsAdd text, bulleted/numbered lists, and images to any text box
Add a task section to a reportClick the 3 lines in the upper left-hand corner of the report editor, choose "Sections" > "Tasks", then select Complete or Incomplete tasks
Add a blank report pageWithin the report editor, click "Add Section", then select "New Blank Section"
Customize blank report pagesAlready added a blank page? Now, it's time to add widgets!
Import data from Google Sheets to a reportImport a custom spreadsheet and embed it into any automated report
Add a Google Sheets table widget to a reportIn the Widget sidebar, click Google Sheets, then drag and drop the Table option onto your report page.
Configure a Google Sheets table widget in a reportHover over the widget, click the ellipsis ("...") at the top right, and apply your customization options
Add a Google Sheets stat widget to a reportIn the Widget sidebar on the right, select Google Sheets from the integration list, then drag and drop the stat widget onto your report
Configure a Google Sheets stat widget in a reportHover over the widget, click the ellipsis ("...") at the top right, and apply your customization options
Work with language-based metrics and filters in reportsToggle the language column on/off and filter by language in reports by clicking the ellipsis "..." for the Rank Tracker table widget
Work with location-based metrics and filters in reportsToggle the locations column on/off and filter by location for automated reports
Manage starred keywords in a reportIn addition to the dashboard, starred keywords can also be useful in reports
Manage tagged keywords in a PDF reportClick the ellipsis "...", and select the tags on which you'd like to filter your keywords
Compare to a previous period (Reports)Toggle a comparison to the previous calendar period or calendar year using the time period selector
Toggle between sample data and live data in the report editorChoose to view either sample data or live data from your account within the report editor
Download historical reportsNavigate to the report details section for the report that you'd like to download, and click "..." on the far right
View report logsClick the name of the report, then Activity at the top of the report editor, where you'll find your sent-report logs.
Pause reports that have been scheduledWhether setting a report up for the first time or editing an existing one, choose "Paused" in the report's schedule frequency.
View report engagement dataAnalyze automated report opens, clicks, and delivery status from within the main report details section
Edit Report BackgroundsCustomize report backgrounds with images, colors, and more.
Create a smart report