So you've read through Part 1 of our Getting Started series, and you know exactly what campaigns, dashboards, metrics, widgets, reports and the other core pieces of our platform are and how they inter-relate. 

Great! You're well on your way to being an AgencyAnalytics pro, saving hours on reporting every month, improving your customer's satisfaction with your reporting, streamlining agency workflows, and much more. 

In this article, I'm going to walk you through some "intermediate" level tips and tricks that should help to get your account setup properly and get you started off on the right foot with AgencyAnalytics.

In this article, we'll provide some intermediate level tips and tricks for these core platform components

  • Account Settings
  • Campaigns
  • Integrations
  • Metrics
  • Dashboards
  • Reports
  • Widgets
  • Users

Account Settings

Invoice Information
For tax purposes, most customers need their AgencyAnalytics invoices to include accurate information. We pull the data for our invoices from the "Account" area of the admin user's profile. This article will show you exactly how to access that area and fill out the information

White Label
Depending on your membership plan, we offer a variety of options to white label your account. White labeling allows you to apply YOUR agency or business's branding, so that as far as your customers know, the reports and even the live web based dashboard are coming from utilities created and developed in-house by YOU.

Core White Labeling Steps:

Upload your logo
Customize dashboard colors to match your branding
Host your account on a custom sub-domain or domain
Customize the "sent from" email for reports (Enterprise plan only)

Click here for articles on additional white labeling features 

Dashboard Language
In addition, if you or your customers speak a language other than English, don't hesitate to change your dashboard language 

Purchase Add-Ons
Need more campaigns or key-words? You can purchase them on an ala carte basis as your company grows.

Campaigns

In addition to adding campaigns, you'll need to know how to edit them. You can edit a campaign URL or campaign name. Delete a campaign. Organize your campaigns into folders. And toggle your campaign view.

It also helps to understand how the "All Time" time period in each campaign works.

Deleted a campaign by mistake? Just let us know and we can usually restore it.

Integrations

Beyond knowing defining integrations and understanding how to connect them, it's useful to be able to disconnect an integration for troubleshooting or administrative purposes, and to enable integration "demo date" when showing the dashboard to prospects.

Metrics

Did you know that you can track rankings as emulated from multiple geographic locations for each keyword - no limits other than your normal account keyword limits. Plenty of location based metrics and filters available as well!

Tags and filters can be a game changer, especially for large agencies. Read more here about custom tags, and here about "starred" keywords (essentially "quick tags"). More on working with tagged keywords within the rank tracking integration here, and working with them in the reports here

In addition, filters are available under the "settings slider" and in many of the widgets for the PPC and Google Analytics integrations.

Finally, compare data against a previous period by following these steps.

Dashboards

There a crazy number of customization options available for widgets in the client dashboards. Change their title, color, apply filter, and toggle metrics, plus rearrange and resize as you see fit. 

Organize your dashboards with "title header" widgets.

Create dashboard templates to save time and streamline your agency's reporting workflow. You can create dashboard templates from scratch, or clone an existing dashboard template. Then, it's simple to create new dashboards based off from those templates. Get started fast by using a pre-configured template design.

Have one dashboard that you love? Save time by copying it to other campaigns

We also highly recommend that you configure a separate mobile-friendly dashboard view!

Reports

We updated and overhauled our report editor in September of 2018. Check out the announcement and overview of the new report editor here.

Similar to our dashboard widgets, there are SO many customization options available for report widgets. Change their title, color, apply filters, toggle metrics and more. Rearrange and resize them to create the perfect report.   

Organize your reports with "title header widgets".

Create report templates to save time and streamline your agency's reporting workflow. You can create report templates from scratch, clone an existing report, or clone an existing report template. Then, it's simple to create reports based off from those templates. Get started fast by using a pre-configured report template design.

Widgets

Covered under the "Reports" and "Dashboards" sections above.

Users

Login as a user (client or staff) to test their access to view the dashboard exactly as it will appear to them
Change the admin user on your account

User accounts look so much more professional when you add a photo!

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You're doing great! If you've made it this far, your AgencyAnalytics account is now fully configured and streamlined for reporting success. Your reporting is on auto-pilot, you're "wow-ing" customers with kick-ass white labeled marketing dashboards, and you've brought staff members on board to share the workload.

But if you think you're ready, you can go a level deeper. Want to learn even more AgencyAnalytics tips and tricks? Check out Part 3 (the final installment!) of our "Getting Started" series for our advanced tricks and tips to become a true AgencyAnalytics reporting pro.

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