# AgencyAnalytics Knowledge Base > Help center for AgencyAnalytics ## Getting Started - [Getting Started Guide](https://help.agencyanalytics.com/en/articles/13890222-getting-started-guide.md) - [Login to AgencyAnalytics](https://help.agencyanalytics.com/en/articles/2137581-login-to-agencyanalytics.md): Navigate to your login URL, enter your email address & password, and get to work! - [Available Integrations and Connection Requirements](https://help.agencyanalytics.com/en/articles/1823870-available-integrations-and-connection-requirements.md): Find out which integrations we support and the permissions or credentials you'll need to get them connect for your clients. - [5 Steps to Scale with AgencyAnalytics](https://help.agencyanalytics.com/en/articles/8482020-5-steps-to-scale-with-agencyanalytics.md): How to streamline Client, report, and dashboard creation - [Customize the Home page](https://help.agencyanalytics.com/en/articles/10984163-customize-the-home-page.md): In List view, add key metrics to the roll-up table and track meaningful progress at a glance. - [AgencyAnalytics FAQ](https://help.agencyanalytics.com/en/articles/10034861-agencyanalytics-faq.md): Learn more about AgencyAnalytics with our FAQ, covering common questions and answers. - [Contact Customer Support](https://help.agencyanalytics.com/en/articles/2571116-contact-customer-support.md): Need help? Contact our Support team from within the app, on the website, or via email. - [Submit feature requests](https://help.agencyanalytics.com/en/articles/2138015-submit-feature-requests.md): Have an idea for a cool new feature or integration? Let us know! ## Manage Your Clients - [What is a Client?](https://help.agencyanalytics.com/en/articles/2181728-what-is-a-client.md): One Client generally equals one Client URL. Within each Client you can track SERPs, attach social media accounts, track PPC ads, and more - [Create and Manage Clients](https://help.agencyanalytics.com/en/articles/10344666-create-and-manage-clients.md): Learn how to create a Client, change Client settings, delete or restore Clients, and more! - [Manage the Client Experience with the Client Portal](https://help.agencyanalytics.com/en/articles/12558038-manage-the-client-experience-with-the-client-portal.md): Using the Client Portal, quickly and easily set brand colors and logos for each unique Client, add Client users, and manage dashboard visibility. - [Client FAQ](https://help.agencyanalytics.com/en/articles/8758422-client-faq.md): Find quick answers to frequently asked Client questions. - [Bulk create multiple Clients via CSV](https://help.agencyanalytics.com/en/articles/10347551-bulk-create-multiple-clients-via-csv.md): Upload a CSV with the details for up to 100 Clients to quickly and easily add Clients to your account. - [Clone a Client](https://help.agencyanalytics.com/en/articles/7321472-clone-a-client.md): From the Clients dashboard, hover over a Client, click "..." to open the menu, then choose "Clone Client" from the dropdown menu. - [Configure Client time zone & report delivery time zone](https://help.agencyanalytics.com/en/articles/2389721-configure-client-time-zone-report-delivery-time-zone.md): Set the time zones for your reports and Client data within your Client's "Settings" section. - [Export rankings and integration settings](https://help.agencyanalytics.com/en/articles/3239512-export-rankings-and-integration-settings.md): Bulk export rankings and integration settings via the Client settings menu at the bottom left of your navigation menu - [Transfer a Client between accounts](https://help.agencyanalytics.com/en/articles/4141840-transfer-a-client-between-accounts.md): Bulk export rankings and integration settings from the source account via the Client settings, then import the data to the target account. - [Proposals](https://help.agencyanalytics.com/en/articles/12100065-proposals.md): Create and send persuasive proposals in minutes – all without leaving your home for client reporting data. - [Create an SEO proposal for a prospective client or for lead generation](https://help.agencyanalytics.com/en/articles/4311093-create-an-seo-proposal-for-a-prospective-client-or-for-lead-generation.md): Run check backlink profiles, analyze keyword performance, then use our Lead Gen Template to gain new clients. ## Connect Your Data - [Connect ActiveCampaign](https://help.agencyanalytics.com/en/articles/2031822-connect-activecampaign.md): How to connect your Active Campaign account to your AgencyAnalytics dashboard. - [Connect AdForm](https://help.agencyanalytics.com/en/articles/6732479-connect-adform.md): From within a client, click integrations in the sidebar. Next, click AdForm, enter your credentials and save to integrate! - [Connect AdRoll](https://help.agencyanalytics.com/en/articles/2018773-connect-adroll.md): How to connect your AdRoll account to your AgencyAnalytics dashboard. - [Connect Ahrefs](https://help.agencyanalytics.com/en/articles/3654536-connect-ahrefs.md): How to set up our Ahrefs backlinks integration - [Connect Amazon Ads](https://help.agencyanalytics.com/en/articles/5324511-connect-amazon-ads.md): How to connect your Amazon Ads account to your AgencyAnalytics dashboard. - [Connect Amazon Redshift](https://help.agencyanalytics.com/en/articles/9768543-connect-amazon-redshift.md): Connect to your Amazon Redshift environment to start querying and displaying custom data for your Clients. - [Connect Avanser](https://help.agencyanalytics.com/en/articles/2018987-connect-avanser.md): How to connect your Avanser account to your AgencyAnalytics dashboard. - [Connect Backlink Manager](https://help.agencyanalytics.com/en/articles/3642084-connect-backlink-manager.md): Go to your Client's "Integrations" dashboard via the left side menu, then click on Backlink Manager - [Connect Basis Platform](https://help.agencyanalytics.com/en/articles/4993255-connect-basis-platform.md): How to connect your Basis Platform account to your AgencyAnalytics dashboard - [Connect Basis Standalone DSP](https://help.agencyanalytics.com/en/articles/4809152-connect-basis-standalone-dsp.md): How to connect your Basis Standalone DSP account to your AgencyAnalytics dashboard - [Connect BigCommerce](https://help.agencyanalytics.com/en/articles/8167838-connect-bigcommerce.md): Follow these steps to connect BigCommerce to our platform. - [Connect Bing Webmaster Tools](https://help.agencyanalytics.com/en/articles/2018420-connect-bing-webmaster-tools.md): How to connect your Bing Webmaster Tools account to your AgencyAnalytics dashboard. - [Connect BirdEye](https://help.agencyanalytics.com/en/articles/2031852-connect-birdeye.md): How to connect your BirdEye account to your AgencyAnalytics dashboard. - [Connect BrightLocal](https://help.agencyanalytics.com/en/articles/3846047-connect-brightlocal.md): Learn how to connect BrightLocal to your AgencyAnalytics dashboard. This article covers the connection requirements, step-by-step setup, and how to fix common issues like missing data. - [Connect Brevo](https://help.agencyanalytics.com/en/articles/6746699-connect-brevo.md): From within a client, click "integrations" in the left side menu, search for Brevo, enter your API key and connect! - [Connect CallRail](https://help.agencyanalytics.com/en/articles/2018957-connect-callrail.md): How to connect your CallRail account to your AgencyAnalytics dashboard. - [Connect CallSource](https://help.agencyanalytics.com/en/articles/3737340-connect-callsource.md): How to set up our CallSource integration - [Connect CallTrackingMetrics](https://help.agencyanalytics.com/en/articles/2018969-connect-calltrackingmetrics.md): How to connect your CallTrackingMetrics account to your AgencyAnalytics dashboard. - [Connect Campaign Monitor](https://help.agencyanalytics.com/en/articles/2031814-connect-campaign-monitor.md): How to connect your Campaign Monitor account to your AgencyAnalytics dashboard. - [Connect Choozle](https://help.agencyanalytics.com/en/articles/6338842-connect-choozle.md): Connect Choozle from the integrations page within your client. - [Connect Constant Contact](https://help.agencyanalytics.com/en/articles/2031846-connect-constant-contact.md): How to connect your Constant Contact account to your AgencyAnalytics dashboard. - [Connect ConvertKit](https://help.agencyanalytics.com/en/articles/6705895-connect-convertkit.md): From within a client, click integrations in the sidebar. Next, click ConvertKit, enter your API Key and API Secret, and save to integrate! - [Connect Delacon](https://help.agencyanalytics.com/en/articles/4356376-connect-delacon.md): How to connect your Delacon account to your AgencyAnalytics dashboard. - [Connect Drip](https://help.agencyanalytics.com/en/articles/6333437-connect-drip.md): Connect Drip to your client simply by heading to the integration page, selecting Drip, and authorizing the connection. - [Connect Facebook](https://help.agencyanalytics.com/en/articles/2018809-connect-facebook.md): How to connect your Facebook account to AgencyAnalytics - [Show data for multiple linked Facebook stores in AgencyAnalytics](https://help.agencyanalytics.com/en/articles/5596834-show-data-for-multiple-linked-facebook-stores-in-agencyanalytics.md): Once you've linked the stores in Facebook Business Manager, your Facebook \(social\) integration will automatically show these stores. - [Connect Facebook Ads \(Meta Ads\)](https://help.agencyanalytics.com/en/articles/2018704-connect-facebook-ads-meta-ads.md): How to connect your Facebook Ads account to your AgencyAnalytics dashboard. - [Facebook Ads metrics seem incorrect or are missing](https://help.agencyanalytics.com/en/articles/5187801-facebook-ads-metrics-seem-incorrect-or-are-missing.md): AgencyAnalytics data should 100% match what you see within Facebook Business Manager. Use our attribution filters to overcome any problems. - [Connect GatherUp](https://help.agencyanalytics.com/en/articles/4003155-connect-gatherup.md): How to set up the GatherUp integration - [Setting up the AI Tracker Add-On](https://help.agencyanalytics.com/en/articles/14692294-setting-up-the-ai-tracker-add-on.md): Add prompts related to your clients' industry and location to see how they appear in AI-generated search results. - [Connect Google Ad Manager](https://help.agencyanalytics.com/en/articles/8532145-connect-google-ad-manager.md): Find Google Ads Manager on the client integrations page, enter your credentials, then sign in. - [Create a Google Ads Manager Account](https://help.agencyanalytics.com/en/articles/6129901-create-a-google-ads-manager-account.md): Link your manager account with your client's Google Local Service Ads account \(GLSA\). - [Connect Google Ads](https://help.agencyanalytics.com/en/articles/2018468-connect-google-ads.md): How to connect your Google Ads account to your AgencyAnalytics dashboard. - [Connect Google Analytics 4](https://help.agencyanalytics.com/en/articles/8070783-connect-google-analytics-4.md): How to connect your Google Analytics 4 account to your AgencyAnalytics dashboard. - [Filter Google Analytics 4 widgets by page](https://help.agencyanalytics.com/en/articles/7996927-filter-google-analytics-4-widgets-by-page.md): Apply our advanced filters to your Google Analytics 4 widgets to only show data from the exact page \(or pages\) you'd like. - [Connect Google BigQuery](https://help.agencyanalytics.com/en/articles/8649055-connect-google-bigquery.md): Connect your Google BigQuery instance and query it within your AgencyAnalytics reports. - [Connect Google Business Profile](https://help.agencyanalytics.com/en/articles/2018321-connect-google-business-profile.md): How to connect your GBP account to your AgencyAnalytics dashboard. - [Find the CID number for a Google Business Profile](https://help.agencyanalytics.com/en/articles/1836957-find-the-cid-number-for-a-google-business-profile.md): There are 3 ways to locate the CID number for a Google Business Profile. - [Track rankings for a Google Business Profile](https://help.agencyanalytics.com/en/articles/2138364-track-rankings-for-a-google-business-profile.md): Integrating a Google Business Profile \(GBP\) is vital for accurate Google Local rankings. - [Connect Google Display & Video 360](https://help.agencyanalytics.com/en/articles/5127446-connect-google-display-video-360.md): How to connect your Google Display & Video 360 account to your AgencyAnalytics dashboard. - [Connect Google Lighthouse](https://help.agencyanalytics.com/en/articles/4374044-connect-google-lighthouse.md): How to activate Google Lighthouse on your AgencyAnalytics dashboard. - [Connect Google Local Services Ads](https://help.agencyanalytics.com/en/articles/6049892-connect-google-local-services-ads.md): How to connect your Google Local Services Ads account to your AgencyAnalytics dashboard. - [Connect Google PageSpeed](https://help.agencyanalytics.com/en/articles/9217281-connect-google-pagespeed.md): On the integrations page click Google PageSpeed then follow the prompts to connect - [Connect Google Search Console](https://help.agencyanalytics.com/en/articles/2018133-connect-google-search-console.md): How to connect your Google Search Console account to your AgencyAnalytics dashboard. - [Connect Google Sheets](https://help.agencyanalytics.com/en/articles/2040551-connect-google-sheets.md): Connect your Google Sheets by choosing "Integrations" in the left side menu of a client. - [Use Google Sheets to display regional maps on your dashboards and web reports](https://help.agencyanalytics.com/en/articles/7226310-use-google-sheets-to-display-regional-maps-on-your-dashboards-and-web-reports.md): Everything you need to know about creating and displaying Google Sheets maps on dashboards and web reports - [Connect Grade.us](https://help.agencyanalytics.com/en/articles/2040546-connect-grade-us.md): How to connect your Grade.us account to your AgencyAnalytics dashboard. - [Connect Gravity Forms](https://help.agencyanalytics.com/en/articles/8609635-connect-gravity-forms.md): Enter your Gravity Forms API key, API secret, and WordPress URL to bring forms data to your dashboards and reports. - [Connect GroundTruth](https://help.agencyanalytics.com/en/articles/13892730-connect-groundtruth.md): Open a Client, click Data Sources at the top, then click the connect button. - [Connect HighLevel](https://help.agencyanalytics.com/en/articles/9892998-connect-highlevel.md): Learn how to connect, manage, and troubleshoot your HighLevel integration. - [Connect HubSpot](https://help.agencyanalytics.com/en/articles/8719160-connect-hubspot.md): How to connect your HubSpot account to your AgencyAnalytics dashboard. - [Connect Instagram](https://help.agencyanalytics.com/en/articles/2018842-connect-instagram.md): How to connect an Instagram account to your AgencyAnalytics dashboard. - [Resolve Instagram connection errors](https://help.agencyanalytics.com/en/articles/3835807-resolve-instagram-connection-errors.md): Make sure the Instagram is a professional account, is linked to the right Facebook page, the correct permissions are in place, then reauthenticate. - [Instagram likes do not match what I see at instagram.com](https://help.agencyanalytics.com/en/articles/4134686-instagram-likes-do-not-match-what-i-see-at-instagram-com.md): Instagram's API only returns results from organic likes, and not from paid likes. - [Connect Keap](https://help.agencyanalytics.com/en/articles/6562308-connect-keap.md): How to connect your Keap account to your AgencyAnalytics dashboard. - [Connect Klaviyo](https://help.agencyanalytics.com/en/articles/5106694-connect-klaviyo.md): How to connect your Klaviyo account to your AgencyAnalytics dashboard. - [Connect LinkedIn](https://help.agencyanalytics.com/en/articles/2018853-connect-linkedin.md): How to connect your LinkedIn account to your AgencyAnalytics dashboard. - [Connect LinkedIn Ads](https://help.agencyanalytics.com/en/articles/2018719-connect-linkedin-ads.md): How to connect your LinkedIn Ads account to your AgencyAnalytics dashboard. - [Connect MailChimp](https://help.agencyanalytics.com/en/articles/2031826-connect-mailchimp.md): How to connect your Mailchimp account to your AgencyAnalytics dashboard. - [Enable Majestic backlinks](https://help.agencyanalytics.com/en/articles/3642070-enable-majestic-backlinks.md): How to enable Majestic Backlinks within AgencyAnalytics. - [Connect Marchex](https://help.agencyanalytics.com/en/articles/2031732-connect-marchex.md): How to connect your Marchex account to your AgencyAnalytics dashboard. - [Connect Matomo](https://help.agencyanalytics.com/en/articles/9217301-connect-matomo.md): How to connect your Matomo account to your AgencyAnalytics dashboard - [Connect Microsoft Advertising](https://help.agencyanalytics.com/en/articles/2018697-connect-microsoft-advertising.md): How to connect your Microsoft Advertising account to your AgencyAnalytics dashboard. - [Connect Moz](https://help.agencyanalytics.com/en/articles/3654540-connect-moz.md): How to set up our Moz backlinks integration - [Connect MySQL](https://help.agencyanalytics.com/en/articles/9402334-connect-mysql.md): Connect your MySQL instance and query it within your AgencyAnalytics reports. - [Connect Pinterest](https://help.agencyanalytics.com/en/articles/4533744-connect-pinterest.md): How to connect your Pinterest \(social\) account to your AgencyAnalytics dashboard - [Connect Pinterest Ads](https://help.agencyanalytics.com/en/articles/5235283-connect-pinterest-ads.md): How to connect your Pinterest Ads account to your AgencyAnalytics dashboard - [Connect PostgreSQL](https://help.agencyanalytics.com/en/articles/11970232-connect-postgresql.md): Connect your PostgreSQL instance and query it within your AgencyAnalytics reports. - [Connect Rank Tracker](https://help.agencyanalytics.com/en/articles/3601685-connect-rank-tracker.md): This article covers how to connect Rank Tracker in AgencyAnalytics, add and organize keywords, enable multiple search engines, and manually refresh your rankings. - [Connect Reddit Ads](https://help.agencyanalytics.com/en/articles/11999136-connect-reddit-ads.md): How to connect your Reddit Ads account to your AgencyAnalytics dashboard. - [Connect Salesforce](https://help.agencyanalytics.com/en/articles/6151346-connect-salesforce.md): Connecting Salesforce to AgencyAnalytics allows you to quickly and easily review important metrics like lead details, MQLs, SQL and more. - [Connect Semrush Backlinks](https://help.agencyanalytics.com/en/articles/3654545-connect-semrush-backlinks.md): How to set up our Semrush backlinks integration - [Connect Semrush Projects](https://help.agencyanalytics.com/en/articles/9034147-connect-semrush-projects.md): Connect Semrush projects to your AgencyAnalytics dashboard - [Connect SE Ranking](https://help.agencyanalytics.com/en/articles/13017375-connect-se-ranking.md): How to connect your SE Ranking account to AgencyAnalytics. - [Connect SharpSpring](https://help.agencyanalytics.com/en/articles/6228598-connect-sharpspring.md): How to connect your SharpSpring account to your AgencyAnalytics dashboard. - [Connect Shopify](https://help.agencyanalytics.com/en/articles/3616647-connect-shopify.md): Head to the Shopify App Store, search AgencyAnalytics, then follow the prompts to connect. - [Connect Simpli.fi](https://help.agencyanalytics.com/en/articles/4106820-connect-simpli-fi.md): How to connect your Simpli.fi account to your AgencyAnalytics dashboard. - [Connect Site Auditor](https://help.agencyanalytics.com/en/articles/3642091-connect-site-auditor.md): How to connect the Site Auditor integration to your AgencyAnalytics dashboard. - [Connect Snapchat Ads](https://help.agencyanalytics.com/en/articles/4519438-connect-snapchat-ads.md): How to connect your Snapchat Ads account to your AgencyAnalytics dashboard. - [Connect Snowflake](https://help.agencyanalytics.com/en/articles/14668597-connect-snowflake.md): Allow secure access in your Snowflake account, then connect in AgencyAnalytics to start query your warehouse and display that data on dashboards and reports. - [Connect Spotify Ads](https://help.agencyanalytics.com/en/articles/6203850-connect-spotify-ads.md): How to connect your Spotify Ads account to your AgencyAnalytics dashboard. - [Connect StackAdapt](https://help.agencyanalytics.com/en/articles/6202979-connect-stackadapt.md): How to connect your StackAdapt account to AgencyAnalytics. - [Connect Stripe](https://help.agencyanalytics.com/en/articles/6442640-connect-stripe.md): How to connect your Stripe account to your AgencyAnalytics dashboard. - [Connect Synup](https://help.agencyanalytics.com/en/articles/4003888-connect-synup.md): How to connect your Synup account to your AgencyAnalytics dashboard. - [Connect TikTok](https://help.agencyanalytics.com/en/articles/9039439-connect-tiktok.md): Enable analytics in your TikTok Creator or Business account, then connect to AgencyAnalytics in a few easy steps. - [Connect TikTok Ads](https://help.agencyanalytics.com/en/articles/5614296-connect-tiktok-ads.md): How to connect your TikTok Ads account to your AgencyAnalytics dashboard. - [Connect Trustpilot](https://help.agencyanalytics.com/en/articles/4000192-connect-trustpilot.md): How to connect your Trustpilot account to your AgencyAnalytics dashboard. - [Connect Twilio](https://help.agencyanalytics.com/en/articles/4792850-connect-twilio.md): How to connect your Twilio account to your AgencyAnalytics dashboard - [Connect Unbounce](https://help.agencyanalytics.com/en/articles/3847007-connect-unbounce.md): How to connect your Unbounce account to an AgencyAnalytics client. - [Connect Vendasta](https://help.agencyanalytics.com/en/articles/3344657-connect-vendasta.md): How to connect your Vendasta account to your AgencyAnalytics dashboard. - [Connect Vimeo](https://help.agencyanalytics.com/en/articles/4570983-connect-vimeo.md): How to connect your Vimeo account to AgencyAnalytics. - [Connect WhatConverts](https://help.agencyanalytics.com/en/articles/2031806-connect-whatconverts.md): How to connect your WhatConverts account to your AgencyAnalytics dashboard. - [Connect WildJar](https://help.agencyanalytics.com/en/articles/4580870-connect-wildjar.md): How to connect your WildJar account to your AgencyAnalytics dashboard. - [Connect WooCommerce](https://help.agencyanalytics.com/en/articles/3616712-connect-woocommerce.md): How to connect your WooCommerce account to your AgencyAnalytics dashboard. - [Connect X Ads \(Twitter Ads\)](https://help.agencyanalytics.com/en/articles/5699655-connect-x-ads-twitter-ads.md): How to connect your X Ads account to your AgencyAnalytics dashboard. - [Connect Yelp](https://help.agencyanalytics.com/en/articles/3359209-connect-yelp.md): How to connect your Yelp account to your AgencyAnalytics dashboard. - [Connect Yelp Ads](https://help.agencyanalytics.com/en/articles/5167400-connect-yelp-ads.md): How to connect your Yelp Ads account to your AgencyAnalytics dashboard - [Connect Yext](https://help.agencyanalytics.com/en/articles/2040534-connect-yext.md): How to connect your Yext account to your AgencyAnalytics dashboard. - [Connect YouTube](https://help.agencyanalytics.com/en/articles/2018891-connect-youtube.md): How to connect your YouTube account to your AgencyAnalytics dashboard. - [Resolving GA4 Data and Connection Issues](https://help.agencyanalytics.com/en/articles/14896038-resolving-ga4-data-and-connection-issues.md): Troubleshoot various Google Analytics 4 issues like mismatched property connections or missing data. - [Connect Microsoft Clarity](https://help.agencyanalytics.com/en/articles/15193336-connect-microsoft-clarity.md): Learn to connect this Microsoft Clarity integration, which allows agencies to bring behavioral analytics directly into AgencyAnalytics — no more manual exports or parallel workflows. ## Account & Setup - [AgencyAnalytics Apps](https://help.agencyanalytics.com/en/articles/8562550-agencyanalytics-apps.md): Check out the Apps page to see what exciting optional features are available for your account. - [Create and manage Tasks with the Tasks App](https://help.agencyanalytics.com/en/articles/8900355-create-and-manage-tasks-with-the-tasks-app.md): Learn how to create and manage tasks at the Client and account level. - [Managing Agency Tasks](https://help.agencyanalytics.com/en/articles/8371280-managing-agency-tasks.md): Create, edit, or complete tasks from any Client, or create tasks at the account level, not connected to a Client. - [Update Company and Account Information](https://help.agencyanalytics.com/en/articles/10157846-update-company-and-account-information.md): This article covers how to update your company details, change your account's default language, and transfer the account Admin role to a new person. - [Customize your user profile](https://help.agencyanalytics.com/en/articles/10157947-customize-your-user-profile.md): Change your profile image, update your email, reset your password and more. - [Create and Manage Users](https://help.agencyanalytics.com/en/articles/9774477-create-and-manage-users.md): Create user accounts to enable easy access to AgencyAnalytics for Staff and Client users. - [Set Up Notifications](https://help.agencyanalytics.com/en/articles/9217297-set-up-notifications.md): Turn on notifications for disconnected integrations, internal comments, tasks, KPIs, and more. - [Manage exports](https://help.agencyanalytics.com/en/articles/8602801-manage-exports.md): Find and manage all of your Client, Dashboard, and Report exports in the Exports pop-up. - [Download the Desktop App](https://help.agencyanalytics.com/en/articles/9000727-download-the-desktop-app.md): Stay logged in for 30 days and access AgencyAnalytics with one click by downloading the desktop app. - [Configure Agency Markup](https://help.agencyanalytics.com/en/articles/2732780-configure-agency-markup.md): Set agency markup for your entire account from the profile settings, or configure it for individual Clients in Client settings - [Data warehousing](https://help.agencyanalytics.com/en/articles/9868444-data-warehousing.md): Warehousing data from your integrations creates more robust reporting for your clients. - [Set up mobile app](https://help.agencyanalytics.com/en/articles/1915548-set-up-mobile-app.md): Mimic "mobile app" functionality with a white labeled mobile site - [Configure mobile dashboard designs](https://help.agencyanalytics.com/en/articles/1935530-configure-mobile-dashboard-designs.md): Toggle to "Mobile" view to design a mobile-optimized version of each Client dashboard. - [Activity Overview](https://help.agencyanalytics.com/en/articles/6275239-activity-overview.md): The Activity area logs the actions of you and your team within each Client. - [Import data](https://help.agencyanalytics.com/en/articles/2169749-import-data.md): Import historical rankings data from a 3rd party tool, or another AgencyAnalytics account or Client. - [Linked Accounts Overview](https://help.agencyanalytics.com/en/articles/2851383-linked-accounts-overview.md): Overview of our linked accounts feature, which lets you purchase multiple accounts at full price, and manage them in a unified portal. - [Understanding accounts per integration](https://help.agencyanalytics.com/en/articles/8563037-understanding-accounts-per-integration.md): Add multiple pages or accounts to a single Client with some of your favorite integrations! - [Understanding the Database Connector add-on](https://help.agencyanalytics.com/en/articles/10126948-understanding-the-database-connector-add-on.md): Available for purchase on all plans, database connectors enable you to integrate custom data sets into your client reporting. - [Webinar: Create a Lead Generation Report](https://help.agencyanalytics.com/en/articles/5632415-webinar-create-a-lead-generation-report.md): Here'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. - [Troubleshoot Common Issues in AgencyAnalytics](https://help.agencyanalytics.com/en/articles/11465454-troubleshoot-common-issues-in-agencyanalytics.md): This article covers simple steps to fix the most common browser and cookie issues in AgencyAnalytics, from a quick reset to clearing your cache. - [Connect a client messaging platform](https://help.agencyanalytics.com/en/articles/3241151-connect-a-client-messaging-platform.md): Admins can connect their preferred client support messaging tool via the Settings \> General area of their account - [Manage User Sessions](https://help.agencyanalytics.com/en/articles/13908308-manage-user-sessions.md): From settings you can end user sessions and log out from any instances that should no longer be active. - [Using the AgencyAnalytics API](https://help.agencyanalytics.com/en/articles/8219563-using-the-agencyanalytics-api.md): Where to find important data, use the code builder, and more! - [Create your own custom login page](https://help.agencyanalytics.com/en/articles/5925126-create-your-own-custom-login-page.md): Use our API to create a versatile custom login page on your own website - [Understanding User Types and Default Access](https://help.agencyanalytics.com/en/articles/15193368-understanding-user-types-and-default-access.md): Different User types come with different default permissions. Check out a quick comparison chart to understand which permissions can be edited for each type of user. - [Multi-Factor Authentication](https://help.agencyanalytics.com/en/articles/9056591-multi-factor-authentication.md): Enforce security protocols with multi-factor authentication to keep client data secure - [Bulk Actions](https://help.agencyanalytics.com/en/articles/9034168-bulk-actions.md): Use bulk actions to quickly update, edit, or delete reports or dashboard sections across Clients. - [Edit User Permissions](https://help.agencyanalytics.com/en/articles/15349528-edit-user-permissions.md): Staff and Client User Permissions can be granularly customized to tailor the platform experience to their specific needs. - [Export data for a dashboard section](https://help.agencyanalytics.com/en/articles/2172887-export-data-for-a-dashboard-section.md): Export data for a dashboard section by clicking the share button, then download PDF. - [Connect the AgencyAnalytics Model Context Protocol \(MCP\)](https://help.agencyanalytics.com/en/articles/14791103-connect-the-agencyanalytics-model-context-protocol-mcp.md): Our Model Context Protocol \(MCP\) lets you bring your client data directly into AI chat tools, so you can ask questions and get insights without switching tabs. ## Build Reports & Dashboards - [Add images to dashboards and reports](https://help.agencyanalytics.com/en/articles/11089685-add-images-to-dashboards-and-reports.md): From a dashboard or report, drag and drop an image object widget, then insert the visual of your choice. - [Roll-up Reports and Dashboards](https://help.agencyanalytics.com/en/articles/12091955-roll-up-reports-and-dashboards.md): Deliver the big-picture view your clients and agency need. - [Create a View](https://help.agencyanalytics.com/en/articles/14832963-create-a-view.md): Views lets you combine and shape your data into exactly the table you need – whether that's a client-ready presentation or an internal view for managing performance. Customize the table widget and ... ## Customize Your Branding - [White Label Overview](https://help.agencyanalytics.com/en/articles/2728635-white-label-overview.md): Everything you need to know about our suite of white label features. - [White label FAQ](https://help.agencyanalytics.com/en/articles/9977230-white-label-faq.md): Find answers to frequently asked white label and branding questions here! - [Customize dashboard colors](https://help.agencyanalytics.com/en/articles/1915534-customize-dashboard-colors.md): Match your dashboard colors to your branding via our white label control panel - [Set Up a Custom Email Address](https://help.agencyanalytics.com/en/articles/1915559-set-up-a-custom-email-address.md): Change the default email address that reports send from by contacting our Support team then configuring web host DNS settings. - [Remove a Client specific color scheme](https://help.agencyanalytics.com/en/articles/2566154-remove-a-client-specific-color-scheme.md): Navigate to the Client white label settings, and toggle the "default" color theme. - [Set up a white label URL \(custom domain or subdomain\)](https://help.agencyanalytics.com/en/articles/1915540-set-up-a-white-label-url-custom-domain-or-subdomain.md): Admins can create a custom URL where staff and client users can log in to the dashboard - [Customize Account and Client Logos](https://help.agencyanalytics.com/en/articles/1912721-customize-account-and-client-logos.md): Upload separate logos for the dashboard interface and the PDF reports, as well as a separate custom favicon logo. - [Widget Basics](https://help.agencyanalytics.com/en/articles/9672045-widget-basics.md): Everything you need to know about widgets to quickly and easily build and design beautiful reports for your clients. - [Widget FAQ](https://help.agencyanalytics.com/en/articles/8801851-widget-faq.md): Find answers to common questions about widget functionality and limitations. ## Analyze Your Data - [Tracking KPIs in AgencyAnalytics](https://help.agencyanalytics.com/en/articles/15382468-tracking-kpis-in-agencyanalytics.md): Track targets, monitor progress, and get notified when something changes by setting up KPI tracking for your Clients. - [Monitor performance across all your clients with the Roll-up Table](https://help.agencyanalytics.com/en/articles/10034853-monitor-performance-across-all-your-clients-with-the-roll-up-table.md): A centralized, always-on snapshot of how your clients are performing. - [Custom Metrics](https://help.agencyanalytics.com/en/articles/5394857-custom-metrics.md): Build custom metrics in your Client's settings area, then add them like you'd add any other widget to a report or dashboard. - [Custom metric example formulas](https://help.agencyanalytics.com/en/articles/5476847-custom-metric-example-formulas.md): Possible custom metrics formulas you can use for your Clients. - [Custom Metrics FAQ](https://help.agencyanalytics.com/en/articles/9020415-custom-metrics-faq.md): Find answers to frequently asked custom metrics questions. - [Metric Insights](https://help.agencyanalytics.com/en/articles/10763213-metric-insights.md): Metric Insights showcase actionable improvements: visualize trends, benchmark comparisons, detect anomalies, and forecast performance - [Benchmarks](https://help.agencyanalytics.com/en/articles/10088379-benchmarks.md): Compare the performance of your metrics directly against industry averages with Benchmarks. - [Forecasting](https://help.agencyanalytics.com/en/articles/10114779-forecasting.md): Enable Forecasting on data dependent chart widgets to help your team easily make data-driven decisions. - [Anomaly Detection](https://help.agencyanalytics.com/en/articles/10114781-anomaly-detection.md): Spot unusual behaviour in key metrics by enabling Anomaly Detection on line and area graphs. ## News & Updates - [Product Roundup](https://help.agencyanalytics.com/en/articles/13462766-product-roundup.md): A monthly update and demo of the latest launches on AgencyAnalytics. - [Introducing more advanced filtering](https://help.agencyanalytics.com/en/articles/14039417-introducing-more-advanced-filtering.md): Starting with Google Analytics, Google Search Console, and Google Ads, advanced filters enable you to filter by is, contains, matches regex, and more. - [Introducing Internal Commenting for Reports](https://help.agencyanalytics.com/en/articles/15217136-introducing-internal-commenting-for-reports.md): In the Report Editor, click Comments to enter commenting mode, then click anywhere to add an internal comment.