# AgencyAnalytics Knowledge Base

> Help center for AgencyAnalytics

## Getting Started

- [Getting Started Guide](https://help.agencyanalytics.com/en/articles/13890222-getting-started-guide.md): This article walks new users through the key steps to set up an AgencyAnalytics account, including adding clients, connecting data sources, building dashboards and reports, branding, and managing u...
- [Log in to AgencyAnalytics](https://help.agencyanalytics.com/en/articles/2137581-log-in-to-agencyanalytics.md): This article covers how to log in to AgencyAnalytics, find the right login URL for your role, and troubleshoot login or password reset issues.
- [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): This article covers the 5-step workflow for setting up Clients, integrations, dashboards, reports, and report schedules in AgencyAnalytics.
- [AgencyAnalytics FAQ](https://help.agencyanalytics.com/en/articles/10034861-agencyanalytics-faq.md): This article answers common questions about AgencyAnalytics, including free trials, data retention, supported languages, browsers, and integrations.
- [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): This article covers how to submit a feature request or suggestion to AgencyAnalytics, and what to do if an integration isn't supported yet.

## Manage Your Clients

- [Create and Manage Clients](https://help.agencyanalytics.com/en/articles/10344666-create-and-manage-clients.md): This article covers how to create, clone, edit, organize, and remove Clients in AgencyAnalytics, plus how to set a Client's timezone for report delivery and restore a deleted Client.
- [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): This article covers how to bulk-create clients in AgencyAnalytics using a CSV file, including formatting requirements and troubleshooting upload errors.
- [Proposals](https://help.agencyanalytics.com/en/articles/12100065-proposals.md): This article covers how to create, customize, send, and track Proposals in AgencyAnalytics, including themes, integrations, and pricing tables.
- [Create an SEO Proposal in AgencyAnalytics](https://help.agencyanalytics.com/en/articles/4311093-create-an-seo-proposal-in-agencyanalytics.md): Run check backlink profiles, analyze keyword performance, then use our Lead Gen Template to gain new clients.
- [Create and Manage Client Tags](https://help.agencyanalytics.com/en/articles/15936500-create-and-manage-client-tags.md): AgencyAnalytics lets you create custom tags to organize and filter your clients. This article covers how to create tags, assign them to clients, and filter your client list by tag.

## Connect Your Data

- [Connect ActiveCampaign](https://help.agencyanalytics.com/en/articles/2031822-connect-activecampaign.md): This article covers connecting ActiveCampaign to AgencyAnalytics, permission requirements, and frequently asked questions.
- [Connect AdForm](https://help.agencyanalytics.com/en/articles/6732479-connect-adform.md): This article covers how to connect AdForm to a Client in AgencyAnalytics, API requirements, and available metrics.
- [Connect AdRoll](https://help.agencyanalytics.com/en/articles/2018773-connect-adroll.md): This article covers how to connect the AdRoll integration to a Client in AgencyAnalytics and what data it provides.
- [Connect Ahrefs](https://help.agencyanalytics.com/en/articles/3654536-connect-ahrefs.md): This article covers connecting the Ahrefs integration, syncing backlink and keyword data, and setting up Keyword Explorer and AI Visibility reporting.
- [Connect Amazon Ads](https://help.agencyanalytics.com/en/articles/5324511-connect-amazon-ads.md): This article covers how to connect Amazon Ads to a Client in AgencyAnalytics, the required permissions, and common connection issues.
- [Connect Amazon Redshift](https://help.agencyanalytics.com/en/articles/9768543-connect-amazon-redshift.md): This article covers how to connect Amazon Redshift to a Client in AgencyAnalytics and troubleshoot connection issues.
- [Connect Avanser](https://help.agencyanalytics.com/en/articles/2018987-connect-avanser.md): This article covers how to connect Avanser to a Client in AgencyAnalytics, including the required API credentials and connection steps.
- [Connect Backlink Manager](https://help.agencyanalytics.com/en/articles/3642084-connect-backlink-manager.md): Learn how to enable Backlink Manager, track and edit custom backlinks, and understand Trust Flow, Citation Flow, and lost link reason codes.
- [Connect Basis Platform](https://help.agencyanalytics.com/en/articles/4993255-connect-basis-platform.md): This article covers how to connect Basis Platform to AgencyAnalytics, including requirements, setup steps, and available metrics.
- [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): This article covers how to connect BigCommerce to a Client in AgencyAnalytics to display order metrics on dashboards and reports.
- [Connect Bing Webmaster Tools](https://help.agencyanalytics.com/en/articles/2018420-connect-bing-webmaster-tools.md): This article covers how to connect Bing Webmaster Tools to a Client in AgencyAnalytics, including requirements and setup steps.
- [Connect BirdEye](https://help.agencyanalytics.com/en/articles/2031852-connect-birdeye.md): This article covers how to connect BirdEye to an AgencyAnalytics client, the requirements, and how to troubleshoot common issues.
- [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): This article covers how to connect Brevo to AgencyAnalytics, requirements for a successful connection, and troubleshooting connection errors
- [Connect CallRail](https://help.agencyanalytics.com/en/articles/2018957-connect-callrail.md): This article covers how to connect CallRail to AgencyAnalytics, what data is available, and how to troubleshoot common CallRail integration issues.
- [Connect CallSource](https://help.agencyanalytics.com/en/articles/3737340-connect-callsource.md): This article covers how to connect CallSource to a Client in AgencyAnalytics to track calls and lead conversion data.
- [Connect CallTrackingMetrics](https://help.agencyanalytics.com/en/articles/2018969-connect-calltrackingmetrics.md): This article covers how to connect CallTrackingMetrics to a Client in AgencyAnalytics, find your API credentials, and answer common questions about data syncing.
- [Connect Campaign Monitor](https://help.agencyanalytics.com/en/articles/2031814-connect-campaign-monitor.md): This article covers how to connect Campaign Monitor to AgencyAnalytics, including setup steps and frequently asked questions.
- [Connect Choozle](https://help.agencyanalytics.com/en/articles/6338842-connect-choozle.md): This article covers how to connect Choozle to a Client in AgencyAnalytics, including API key requirements and setup steps.
- [Connect Constant Contact](https://help.agencyanalytics.com/en/articles/2031846-connect-constant-contact.md): This article covers how to connect Constant Contact to AgencyAnalytics, API limits, and how to view email stats in client reports.
- [Connect ConvertKit](https://help.agencyanalytics.com/en/articles/6705895-connect-convertkit.md): This article covers how to connect ConvertKit to a client in AgencyAnalytics to track subscriber, broadcast, and sequence data.
- [Connect Delacon](https://help.agencyanalytics.com/en/articles/4356376-connect-delacon.md): This article covers how to connect Delacon to a Client in AgencyAnalytics, required credentials, and common troubleshooting questions.
- [Connect Drip](https://help.agencyanalytics.com/en/articles/6333437-connect-drip.md): This article covers how to connect Drip to a Client in AgencyAnalytics to build dashboards and reports with lead metrics.
- [Connect Facebook](https://help.agencyanalytics.com/en/articles/2018809-connect-facebook.md): This article covers connecting the Facebook integration in AgencyAnalytics, filtering multiple store locations, and troubleshooting common Facebook data questions.
- [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 and Filter Facebook Ads \(Meta Ads\)](https://help.agencyanalytics.com/en/articles/2018704-connect-and-filter-facebook-ads-meta-ads.md): This article covers connecting Meta Ads to AgencyAnalytics and fixing missing or incorrect Meta Ads metrics with attribution filters.
- [Connect GatherUp](https://help.agencyanalytics.com/en/articles/4003155-connect-gatherup.md): This article covers how to connect GatherUp to a Client in AgencyAnalytics to display reviews, NPS, and ratings.
- [Configuring the AI Tracker Add-On](https://help.agencyanalytics.com/en/articles/14692294-configuring-the-ai-tracker-add-on.md): This article covers enabling AI Tracker, adding and removing prompts, understanding credits, purchasing the add-on, and canceling the trial.
- [Connect Google Ad Manager](https://help.agencyanalytics.com/en/articles/8532145-connect-google-ad-manager.md): This article covers how to connect Google Ad Manager to AgencyAnalytics, as well as the data requirements and available metrics.
- [Create a Google Ads Manager Account](https://help.agencyanalytics.com/en/articles/6129901-create-a-google-ads-manager-account.md): This article covers how to create a Google Ads Manager account and link it to your client's Google Local Service Ads account.
- [Connect Google Ads](https://help.agencyanalytics.com/en/articles/2018468-connect-google-ads.md): This article covers how to connect the Google Ads integration, the requirements for connecting, and how to troubleshoot common connection issues.
- [Connect Google Analytics](https://help.agencyanalytics.com/en/articles/8070783-connect-google-analytics.md): This article covers how to connect Google Analytics 4 \(GA4\) to a Client in AgencyAnalytics, the permissions you need first, and answers to common GA4 data questions.
- [Filter Google Analytics Widgets by Page](https://help.agencyanalytics.com/en/articles/7996927-filter-google-analytics-widgets-by-page.md): Apply our advanced filters to your Google Analytics 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): This article covers how to connect Google BigQuery to AgencyAnalytics, permission requirements, and how to query your data in widgets.
- [Connect Google Business Profile](https://help.agencyanalytics.com/en/articles/2018321-connect-google-business-profile.md): This article covers how to connect Google Business Profile in AgencyAnalytics, including multi-location setup and data limits.
- [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): This article covers how to connect the Google Display & Video 360 integration in AgencyAnalytics to build dashboards and reports.
- [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): This article covers how to connect Google Local Services Ads to a Client in AgencyAnalytics, including account linking requirements and data limits.
- [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): This article covers connecting Google Sheets to a Client, adding Google Sheets widgets, valid date formats, and troubleshooting common errors.
- [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): This article covers how to connect the Grade.us integration to a Client in AgencyAnalytics to display reputation monitoring data in dashboards and reports.
- [Connect Gravity Forms](https://help.agencyanalytics.com/en/articles/8609635-connect-gravity-forms.md): This article covers how to connect Gravity Forms to AgencyAnalytics, what's needed to set up the integration, and answers to common connection questions.
- [Connect GroundTruth](https://help.agencyanalytics.com/en/articles/13892730-connect-groundtruth.md): This article covers how to connect GroundTruth to a Client in AgencyAnalytics, plus data access details and visit metric delays.
- [Connect HighLevel](https://help.agencyanalytics.com/en/articles/9892998-connect-highlevel.md): This article covers how to connect HighLevel to a Client, manage its settings, and troubleshoot common data issues in AgencyAnalytics.
- [Connect HubSpot](https://help.agencyanalytics.com/en/articles/8719160-connect-hubspot.md): This article covers how to connect HubSpot to AgencyAnalytics, add HubSpot data to reports, and disconnect the integration.
- [Connect Instagram](https://help.agencyanalytics.com/en/articles/2018842-connect-instagram.md): Connect Instagram to AgencyAnalytics, fix common connection and permission errors, and troubleshoot data discrepancies.
- [Connect Keap](https://help.agencyanalytics.com/en/articles/6562308-connect-keap.md): This article covers how to connect Keap to a Client in AgencyAnalytics and what Keap metrics you can report on.
- [Connect Klaviyo](https://help.agencyanalytics.com/en/articles/5106694-connect-klaviyo.md): This article covers how to connect Klaviyo to a Client in AgencyAnalytics, plus how to add custom Klaviyo metrics to dashboards and reports.
- [Connect LinkedIn](https://help.agencyanalytics.com/en/articles/2018853-connect-linkedin.md): This article covers how to connect a LinkedIn company page to AgencyAnalytics, what metrics you'll see, and common LinkedIn data questions.
- [Connect LinkedIn Ads](https://help.agencyanalytics.com/en/articles/2018719-connect-linkedin-ads.md): This article covers how to connect LinkedIn Ads to AgencyAnalytics, view available metrics, and troubleshoot common connection issues.
- [Connect MailChimp](https://help.agencyanalytics.com/en/articles/2031826-connect-mailchimp.md): This article covers connecting MailChimp to AgencyAnalytics, what data is available, and how to troubleshoot missing or incorrect metrics.
- [Enable Majestic Backlinks](https://help.agencyanalytics.com/en/articles/3642070-enable-majestic-backlinks.md): This article covers how to connect Majestic backlinks, track referring domains, and understand link metrics in 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): This article covers how to connect Matomo to a Client in AgencyAnalytics, requirements, and common Matomo integration questions.
- [Connect Microsoft Advertising](https://help.agencyanalytics.com/en/articles/2018697-connect-microsoft-advertising.md): This article covers how to connect the Microsoft Advertising integration to a Client, data access limits, and tips for maintaining account access.
- [Connect Moz](https://help.agencyanalytics.com/en/articles/3654540-connect-moz.md): This article covers how to connect Moz to AgencyAnalytics, the requirements for connecting, and how to find your API credentials.
- [Connect MySQL](https://help.agencyanalytics.com/en/articles/9402334-connect-mysql.md): This article covers how to connect MySQL to a Client in AgencyAnalytics, including requirements, setup steps, and troubleshooting connection errors.
- [Connect Pinterest](https://help.agencyanalytics.com/en/articles/4533744-connect-pinterest.md): This article covers how to connect Pinterest to a Client in AgencyAnalytics, plus answers about data history and follower counts.
- [Connect Pinterest Ads](https://help.agencyanalytics.com/en/articles/5235283-connect-pinterest-ads.md): This article covers how to connect Pinterest Ads to AgencyAnalytics, along with data access details and an FAQ.
- [Connect PostgreSQL](https://help.agencyanalytics.com/en/articles/11970232-connect-postgresql.md): This article covers how to connect a PostgreSQL database to a Client in AgencyAnalytics and troubleshoot connection errors.
- [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): This article covers how to connect Reddit Ads to a Client in AgencyAnalytics, as well as API data limits and an FAQ.
- [Connect Salesforce](https://help.agencyanalytics.com/en/articles/6151346-connect-salesforce.md): This article covers how to connect Salesforce to AgencyAnalytics, the permissions and settings required, and how MQL and SQL are calculated.
- [Connect Semrush Backlinks](https://help.agencyanalytics.com/en/articles/3654545-connect-semrush-backlinks.md): This article covers how to connect the Semrush Backlinks integration in AgencyAnalytics, its data refresh rate, and troubleshooting tips.
- [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): This article covers how to connect SE Ranking to AgencyAnalytics so you can monitor keyword rankings, visibility, and competition data.
- [Connect SharpSpring](https://help.agencyanalytics.com/en/articles/6228598-connect-sharpspring.md): This article covers how to connect SharpSpring to AgencyAnalytics, what data is available, and how to fix a disconnected integration.
- [Connect Shopify](https://help.agencyanalytics.com/en/articles/3616647-connect-shopify.md): This article covers how to connect Shopify to AgencyAnalytics, the filters available for Shopify data, key metrics, and troubleshooting tips.
- [Connect Simpli.fi](https://help.agencyanalytics.com/en/articles/4106820-connect-simpli-fi.md): This article covers how to connect Simpli.fi to AgencyAnalytics, including data access limits and troubleshooting tips.
- [Connect Snapchat Ads](https://help.agencyanalytics.com/en/articles/4519438-connect-snapchat-ads.md): This article covers how to connect the Snapchat Ads integration in AgencyAnalytics to build dashboards and automated reports.
- [Connect Snowflake](https://help.agencyanalytics.com/en/articles/14668597-connect-snowflake.md): This article covers how to connect Snowflake to AgencyAnalytics, including required Snowflake setup steps and how to query your data in widgets.
- [Connect Spotify Ads](https://help.agencyanalytics.com/en/articles/6203850-connect-spotify-ads.md): This article covers how to connect Spotify Ads to a client, including API data access details and setup steps.
- [Connect StackAdapt](https://help.agencyanalytics.com/en/articles/6202979-connect-stackadapt.md): This article covers how to connect StackAdapt to AgencyAnalytics using the GraphQL or REST API, plus available metrics.
- [Connect Stripe](https://help.agencyanalytics.com/en/articles/6442640-connect-stripe.md): This article covers how to connect Stripe to a Client in AgencyAnalytics, including API key requirements and troubleshooting tips.
- [Connect Synup](https://help.agencyanalytics.com/en/articles/4003888-connect-synup.md): This article covers how to connect the Synup integration in AgencyAnalytics, including API key setup and available metrics.
- [Connect TikTok](https://help.agencyanalytics.com/en/articles/9039439-connect-tiktok.md): This article covers how to connect the TikTok integration in AgencyAnalytics, backfill historical data, and troubleshoot common connection issues.
- [Connect TikTok Ads](https://help.agencyanalytics.com/en/articles/5614296-connect-tiktok-ads.md): This article covers how to connect the TikTok Ads integration to a Client, required permissions, data sync timing, best practices, and troubleshooting connection errors.
- [Connect Trustpilot](https://help.agencyanalytics.com/en/articles/4000192-connect-trustpilot.md): This article covers how to connect the Trustpilot integration to a Client in AgencyAnalytics, including requirements and setup steps.
- [Connect Twilio](https://help.agencyanalytics.com/en/articles/4792850-connect-twilio.md): This article covers how to connect Twilio to a Client in AgencyAnalytics, plus API credential setup and common FAQ.
- [Connect Unbounce](https://help.agencyanalytics.com/en/articles/3847007-connect-unbounce.md): This article covers how to connect Unbounce to a Client in AgencyAnalytics, permission requirements, and how the data retrieval process works.
- [Connect Vendasta](https://help.agencyanalytics.com/en/articles/3344657-connect-vendasta.md): This article covers how to connect the Vendasta integration to a Client in AgencyAnalytics, including requirements and setup steps.
- [Connect Vimeo](https://help.agencyanalytics.com/en/articles/4570983-connect-vimeo.md): This article covers how to connect Vimeo to a Client in AgencyAnalytics, what metrics are available, and common Vimeo FAQs.
- [Connect WhatConverts](https://help.agencyanalytics.com/en/articles/2031806-connect-whatconverts.md): This article covers how to connect WhatConverts to a Client in AgencyAnalytics, what's required to connect, and how to troubleshoot common WhatConverts data issues.
- [Connect WildJar](https://help.agencyanalytics.com/en/articles/4580870-connect-wildjar.md): This article covers how to connect WildJar to a Client in AgencyAnalytics, plus what to know about data and metrics.
- [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): This article covers how to connect the X Ads \(Twitter Ads\) integration in AgencyAnalytics, including requirements and setup steps.
- [Connect Yelp](https://help.agencyanalytics.com/en/articles/3359209-connect-yelp.md): This article covers how to connect Yelp to an AgencyAnalytics Client, requirements for a successful connection, and where to find your Yelp Business ID.
- [Connect Yelp Ads](https://help.agencyanalytics.com/en/articles/5167400-connect-yelp-ads.md): This article covers how to connect Yelp Ads to a Client in AgencyAnalytics, including required credentials and data limits.
- [Connect Yext](https://help.agencyanalytics.com/en/articles/2040534-connect-yext.md): This article covers how to connect Yext to an AgencyAnalytics Client, including requirements, setup steps, and FAQ.
- [Connect YouTube](https://help.agencyanalytics.com/en/articles/2018891-connect-youtube.md): How to connect your YouTube account to your AgencyAnalytics dashboard.
- [Resolving Google Analytics Data and Connection Issues](https://help.agencyanalytics.com/en/articles/14896038-resolving-google-analytics-data-and-connection-issues.md): Troubleshoot various Google Analytics issues, such as mismatched property connections or missing data.
- [Connect Microsoft Clarity](https://help.agencyanalytics.com/en/articles/15193336-connect-microsoft-clarity.md): This article covers how to connect Microsoft Clarity to a Client in AgencyAnalytics, as well as how its data warehousing and rate limits work.
- [Connect MailerLite](https://help.agencyanalytics.com/en/articles/16310467-connect-mailerlite.md): Learn how to connect MailerLite to your AgencyAnalytics dashboard. This article covers the connection requirements and step-by-step setup.
- [Using the Google Sheets App](https://help.agencyanalytics.com/en/articles/9953448-using-the-google-sheets-app.md): This article covers how to install, connect, and use the AgencyAnalytics Google Sheets App to pull integration data into Google Sheets.
- [Reauthorize or Reconnect a Data Source](https://help.agencyanalytics.com/en/articles/8602799-reauthorize-or-reconnect-a-data-source.md): This article covers how to reconnect or reauthorize a disconnected data source and how to remove a data source or integration in AgencyAnalytics.
- [Set a date range](https://help.agencyanalytics.com/en/articles/2040614-set-a-date-range.md): Click the "time period selector" and select your range. Optionally, configure a time period for comparison.
- [Manage Data Sources](https://help.agencyanalytics.com/en/articles/3530399-manage-data-sources.md): This article covers the account-level Data Sources page, including how to view integration status, filter connections, and fully remove an integrated account.
- [Account-Level Data Sources Overview](https://help.agencyanalytics.com/en/articles/5719775-account-level-data-sources-overview.md): On the main Clients screen, go to Data on the left side menu to easily manage all of your account's integrations in one place.
- [Troubleshooting Data Discrepancies](https://help.agencyanalytics.com/en/articles/2159269-troubleshooting-data-discrepancies.md): Several common scenarios can result in customers perceiving a difference between the data that we display, and the data showing on their end. This article will walk you through the process of troub...
- [Why does my dashboard show a different currency than my native account?](https://help.agencyanalytics.com/en/articles/5741310-why-does-my-dashboard-show-a-different-currency-than-my-native-account.md): If you've recently changed the currency in your native account, you will need to reconnect your integration for the changes to take effect.
- [Use Demo Features](https://help.agencyanalytics.com/en/articles/2014355-use-demo-features.md): Learn how to use Demo data to preview report designs, preview integrations filled with Demo data, or use the Demo Client to show prospects what they can expect from AgencyAnalytics.
- [Configure URL Scope in Rank Tracker](https://help.agencyanalytics.com/en/articles/1836444-configure-url-scope-in-rank-tracker.md): URL Scope determines which pages on a site are eligible to be reported in the Rank Tracker module. This article covers how to configure URL Scope for a Client and how each of the three URL Scope op...
- [Understanding Data Access and Troubleshooting Data Issues](https://help.agencyanalytics.com/en/articles/4752960-understanding-data-access-and-troubleshooting-data-issues.md): Learn why data or access issues happen in AgencyAnalytics, how to troubleshoot data discrepancies, and why your dashboard might show a different currency than your native account.
- [Verify the Google Account Email Connected to Your Integration](https://help.agencyanalytics.com/en/articles/16654760-verify-the-google-account-email-connected-to-your-integration.md): This article covers how to verify the connected account's email for Google Analytics, Google Ads, and Google Sheets integrations.

## Account & Setup

- [AgencyAnalytics Apps](https://help.agencyanalytics.com/en/articles/8562550-agencyanalytics-apps.md): This article covers how to view, add, and remove optional Apps features in your AgencyAnalytics 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.
- [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 name, address, language, timezone, and account Admin in AgencyAnalytics.
- [Customize Your Home Page and Profile](https://help.agencyanalytics.com/en/articles/10157947-customize-your-home-page-and-profile.md): Customize your Home page view \(List or Tile\) with key metrics, plus update your user profile: display name, email, password, photo, and support chat settings
- [Create and Manage Users](https://help.agencyanalytics.com/en/articles/9774477-create-and-manage-users.md): Manage user accounts and permissions to control who can access your AgencyAnalytics environment and what they can do.
- [Set Up Notifications](https://help.agencyanalytics.com/en/articles/9217297-set-up-notifications.md): This article covers how to subscribe to, review, and unsubscribe from notifications in AgencyAnalytics, including available events and channels.
- [Manage Exports and Transfer Clients](https://help.agencyanalytics.com/en/articles/8602801-manage-exports-and-transfer-clients.md): Learn how to find and download your exports, export dashboard or ranking data, and transfer a Client between AgencyAnalytics accounts.
- [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): AgencyAnalytics lets you add your agency's margin percentage to each paid ads integration, so you can show the total cost in a report while keeping your base cost private.
- [Data Warehousing](https://help.agencyanalytics.com/en/articles/9868444-data-warehousing.md): This article covers how AgencyAnalytics warehouses your client data, how long historical data is stored for each integration, and what happens if a connection is lost.
- [Set Up the Mobile App and Configure Mobile Dashboards](https://help.agencyanalytics.com/en/articles/1915548-set-up-the-mobile-app-and-configure-mobile-dashboards.md): This article covers setting up the white-labeled mobile app on your home screen and designing mobile-optimized dashboards that Clients can view on their phones.
- [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.
- [Linked Accounts Overview](https://help.agencyanalytics.com/en/articles/2851383-linked-accounts-overview.md): This article covers how to create, connect, log in to, and rename Linked Accounts in AgencyAnalytics.
- [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 Database Connectors](https://help.agencyanalytics.com/en/articles/10126948-understanding-database-connectors.md): This article covers connecting database integrations and using Database Connector widgets in your AgencyAnalytics dashboards and Client reports.
- [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 quick fixes for common browser and cookie issues in AgencyAnalytics, including environment resets, cache clearing, and FAQ troubleshooting tips.
- [Connect a Client Messaging Platform](https://help.agencyanalytics.com/en/articles/3241151-connect-a-client-messaging-platform.md): This article covers how to connect a client messaging platform to AgencyAnalytics so clients can message you directly from their dashboards.
- [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 A Custom Login Page](https://help.agencyanalytics.com/en/articles/5925126-create-a-custom-login-page.md): This article covers how to use the AgencyAnalytics API to build your own custom login page for your website or CRM.
- [Multi-Factor Authentication](https://help.agencyanalytics.com/en/articles/9056591-multi-factor-authentication.md): This article covers how to enable, manage, and disable Multi-Factor Authentication \(MFA\) for your AgencyAnalytics account and users.
- [Add Additional Invoice Recipients](https://help.agencyanalytics.com/en/articles/9263182-add-additional-invoice-recipients.md): Share invoices and subscription emails with multiple contacts by adding additional invoice recipients.
- [Billing and Subscriptions](https://help.agencyanalytics.com/en/articles/10073397-billing-and-subscriptions.md): Upgrade to a different membership interval, add or remove add-ons, change your payment method, and more.
- [Cancel Your Subscription](https://help.agencyanalytics.com/en/articles/15507764-cancel-your-subscription.md): Cancel your subscription with just a couple of clicks. We're sorry to see you go!
- [Connect the AgencyAnalytics Model Context Protocol \(MCP\)](https://help.agencyanalytics.com/en/articles/14791103-connect-the-agencyanalytics-model-context-protocol-mcp.md): This article covers how to connect the AgencyAnalytics Model Context Protocol \(MCP\) to Claude, ChatGPT, and other AI tools, plus how to connect external MCP servers.

## 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): This article covers how to create, customize, sort, edit, and delete Views in AgencyAnalytics Reports and Dashboards, including how to display a View using any widget type.
- [How to Filter Widgets on Reports and Dashboards](https://help.agencyanalytics.com/en/articles/15892609-how-to-filter-widgets-on-reports-and-dashboards.md): Filter widgets on your reports and dashboards to control exactly what data shows, then fine tune each widget's settings, from date ranges and secondary dimensions to thresholds, annotations, and to...
- [Widgets Overview](https://help.agencyanalytics.com/en/articles/9672045-widgets-overview.md): Everything you need to know about widgets to quickly and easily build and design beautiful reports for your clients.
- [Create, Customize, and Send Reports](https://help.agencyanalytics.com/en/articles/4217691-create-customize-and-send-reports.md): Create, customize, and share reports in AgencyAnalytics. Start from scratch, templates, or cloned reports. Design with sections and widgets, manage versions.
- [Report FAQ](https://help.agencyanalytics.com/en/articles/8801799-report-faq.md): This article answers common questions about creating, sending, cloning, and troubleshooting reports in AgencyAnalytics.
- [Compare to a Previous Reporting Period](https://help.agencyanalytics.com/en/articles/2393425-compare-to-a-previous-reporting-period.md): Toggle a comparison to the previous calendar period or calendar year for your reports, using the time period selector
- [Create a shareable link to a report](https://help.agencyanalytics.com/en/articles/3027535-create-a-shareable-link-to-a-report.md): Click the "Export" button at the top right of the report screen, then choose "Get Link"
- [Add any dashboard to a report](https://help.agencyanalytics.com/en/articles/5002071-add-any-dashboard-to-a-report.md): 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 Embed Widgets to Dashboards and Reports](https://help.agencyanalytics.com/en/articles/10280614-add-embed-widgets-to-dashboards-and-reports.md): 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.
- [Send Reports to Clients](https://help.agencyanalytics.com/en/articles/14008592-send-reports-to-clients.md): Schedule reports to send at set intervals, or email a report to your Clients.
- [Share and Download Reports](https://help.agencyanalytics.com/en/articles/14012200-share-and-download-reports.md): AgencyAnalytics gives you several ways to get reports in front of clients: share a link, download a PDF, pull historical copies, and track engagement.
- [Design and Style Your Reports and Dashboards](https://help.agencyanalytics.com/en/articles/15668443-design-and-style-your-reports-and-dashboards.md): Customize your report's design. Backgrounds, colors, fonts, and reusable themes all from within the AgencyAnalytics report editor.
- [Send, Schedule, and Approve Reports](https://help.agencyanalytics.com/en/articles/15650476-send-schedule-and-approve-reports.md): 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 approval flow, so ...
- [Create and Manage Dashboards](https://help.agencyanalytics.com/en/articles/4603849-create-and-manage-dashboards.md): Learn how to create, customize, and share dashboards in AgencyAnalytics, including custom colors, dynamic date ranges, period comparisons, and internal-only views.
- [Add Images, Text, and Custom Content to Dashboards and Reports](https://help.agencyanalytics.com/en/articles/11030146-add-images-text-and-custom-content-to-dashboards-and-reports.md): This article covers adding images, titles and headers, custom text boxes, and stat widgets to dashboards and reports, plus managing and deleting images in your media library.
- [Map Widget Overview](https://help.agencyanalytics.com/en/articles/6927232-map-widget-overview.md): Everything you need to know about the map widget.
- [How to Filter Data on Dashboards and Reports](https://help.agencyanalytics.com/en/articles/4627988-how-to-filter-data-on-dashboards-and-reports.md): This article covers how to filter data source dashboards, report widgets, and dashboard widgets in AgencyAnalytics.
- [Embed a Dashboard on Your Own Website](https://help.agencyanalytics.com/en/articles/1915592-embed-a-dashboard-on-your-own-website.md): This article covers how to use an iFrame to embed AgencyAnalytics dashboards and reports directly on your own website.
- [Create and Manage Client Templates](https://help.agencyanalytics.com/en/articles/10389651-create-and-manage-client-templates.md): This article covers how to create, edit, and delete Client templates in AgencyAnalytics, including adding dashboard sections and reports.
- [Dashboard Templates](https://help.agencyanalytics.com/en/articles/11174784-dashboard-templates.md): Create a dashboard section template then apply it to new dashboards to make uniform dashboard creation a breeze.
- [Create Email Templates](https://help.agencyanalytics.com/en/articles/13780137-create-email-templates.md): Use email templates to cut down time spent updating report emails. Design once then use it forever!
- [Manage and Apply Report Templates](https://help.agencyanalytics.com/en/articles/15234399-manage-and-apply-report-templates.md): Create reusable report designs and section components to streamline your reporting workflow and maintain consistent client reports across your agency.
- [AI Widgets](https://help.agencyanalytics.com/en/articles/12877937-ai-widgets.md): This article covers how to use AI Widgets to turn text prompts into ready-to-use metric widgets for your dashboards and reports.
- [Analyze Client Performance with AgencyAI](https://help.agencyanalytics.com/en/articles/9797349-analyze-client-performance-with-agencyai.md): Get instant answers to every client performance question, right inside AgencyAnalytics with our Agency AI.
- [AI Summary](https://help.agencyanalytics.com/en/articles/9801504-ai-summary.md): This article covers how to add, customize, and refresh AI Summary widgets on reports, dashboards, and individual chart widgets.
- [AI Page Builder](https://help.agencyanalytics.com/en/articles/13853848-ai-page-builder.md): This article covers how to use the AI Page Builder to create report and dashboard pages, and how to get the best results from your prompts.

## Customize Your Branding

- [White Label Branding Overview](https://help.agencyanalytics.com/en/articles/2728635-white-label-branding-overview.md): Set up account-wide white label branding, including logos, colors, and login URLs, then customize and manage individual Clients using the Client Portal
- [White Label FAQ](https://help.agencyanalytics.com/en/articles/9977230-white-label-faq.md): This article answers common questions about white label logos, report branding, co-branding, and the difference between white label profiles and Linked Accounts.
- [Set Up a Custom Email Address](https://help.agencyanalytics.com/en/articles/1915559-set-up-a-custom-email-address.md): This article covers how to set up a custom, white labeled email address for report and invitation emails in AgencyAnalytics.
- [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
- [What are the recommended logo specs?](https://help.agencyanalytics.com/en/articles/2751534-what-are-the-recommended-logo-specs.md): Specifications and best practices for the interface, report, and icon logos

## Analyze Your Data

- [Tracking KPIs in AgencyAnalytics](https://help.agencyanalytics.com/en/articles/15382468-tracking-kpis-in-agencyanalytics.md): This article covers how to create, track, and manage KPIs in AgencyAnalytics, including setting targets, alerts, and refreshing data.
- [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.
- [Create and Manage Custom Metrics](https://help.agencyanalytics.com/en/articles/5394857-create-and-manage-custom-metrics.md): This article covers how to create, edit, clone, and delete custom metrics, add them to reports and dashboards, plus example formulas and answers to common custom metric questions.
- [Metric Insights](https://help.agencyanalytics.com/en/articles/10763213-metric-insights.md): This article covers Metric Insights, including Forecasting, Anomaly Detection, Benchmarks, AI Summaries, and Metric Alerts for Reports and Dashboards.
- [Benchmarks](https://help.agencyanalytics.com/en/articles/10088379-benchmarks.md): This article covers what Benchmarks are, how to view them, how to read the Benchmarks graph, and how to add it to a dashboard or report.
- [Forecasting](https://help.agencyanalytics.com/en/articles/10114779-forecasting.md): This article covers how to enable Trend Forecasting on line and area chart widgets and how to read the forecast display.
- [Anomaly Detection](https://help.agencyanalytics.com/en/articles/10114781-anomaly-detection.md): This article covers what Anomaly Detection is, who can enable it, and how to turn it on or off for line and area chart widgets.
- [My Keyword Is Ranking on Google, but Rank Tracker Shows It as 'Not Found'](https://help.agencyanalytics.com/en/articles/16153777-my-keyword-is-ranking-on-google-but-rank-tracker-shows-it-as-not-found.md): Sometimes a keyword you know is ranking still shows as 'not found' in Rank Tracker. Here's why it happens and what to check first.
- [Google Analytics Dimensions & Filters Available in AgencyAnalytics](https://help.agencyanalytics.com/en/articles/16292909-google-analytics-dimensions-filters-available-in-agencyanalytics.md): Use this as a reference for how AgencyAnalytics dimensions and filters correspond to their Google Analytics equivalents.
- [Connect and Manage Site Auditor](https://help.agencyanalytics.com/en/articles/4807009-connect-and-manage-site-auditor.md): This article covers enabling Site Auditor, running one-time and scheduled audits, customizing your crawl settings, reading the dashboard and page-level results, viewing audit history, and deleting ...
- [Site Auditor FAQ](https://help.agencyanalytics.com/en/articles/2146439-site-auditor-faq.md): Answers to the most common questions about using Site Auditor once it's up and running.
- [Site Auditor Issues and Descriptions](https://help.agencyanalytics.com/en/articles/2146613-site-auditor-issues-and-descriptions.md): This article explains the 50+ issues Site Auditor scans for, grouped into Critical, Error, and Warning issues, and what each one means for your SEO.
- [Troubleshooting Site Auditor](https://help.agencyanalytics.com/en/articles/15425935-troubleshooting-site-auditor.md): Confirm that Site Auditor is reporting correctly, and find solutions to common issues from missing sitemaps to specific SEO errors.
- [Rank Tracker Overview](https://help.agencyanalytics.com/en/articles/2772579-rank-tracker-overview.md): Everything you need to know, to track SEO rankings like a pro.
- [Location-based SERP tracking \(best practices\)](https://help.agencyanalytics.com/en/articles/2587635-location-based-serp-tracking-best-practices.md): Tips on how to choose keyword locations, and whether to include the location within the keyword.
- [Filter and Organize Keywords in Rank Tracker and Reports](https://help.agencyanalytics.com/en/articles/4599900-filter-and-organize-keywords-in-rank-tracker-and-reports.md): Filter and organize your Rank Tracker keywords by location, language, tags, and stars in your dashboard or reports.
- [Rank Tracker FAQ](https://help.agencyanalytics.com/en/articles/10339236-rank-tracker-faq.md): In this article, you'll find answers to common Rank Tracker questions, learn why rankings might look inaccurate, and fix errors when importing historical ranking data.
- [Troubleshooting Historical Rankings Import Errors in Rank Tracker](https://help.agencyanalytics.com/en/articles/2169794-troubleshooting-historical-rankings-import-errors-in-rank-tracker.md): This usually results from improper formatting of either a CSV file, or of the folder structure
- [Why Rankings May Differ Between AgencyAnalytics and Other Rank Trackers](https://help.agencyanalytics.com/en/articles/16157864-why-rankings-may-differ-between-agencyanalytics-and-other-rank-trackers.md): This article explains why keyword rankings in Rank Tracker can differ slightly from those of other rank tracking tools, and when a difference is worth investigating.
- [Enable or Disable SERP tracking metrics](https://help.agencyanalytics.com/en/articles/2138322-enable-or-disable-serp-tracking-metrics.md): Open the settings slider and click the check boxes to enable or disable your desired search engines and metrics.
- [Manage Keywords in Rank Tracker](https://help.agencyanalytics.com/en/articles/1836422-manage-keywords-in-rank-tracker.md): Learn how to organize and manage the keywords you're tracking in Rank Tracker.
- [Select all \(or a range\) of keywords](https://help.agencyanalytics.com/en/articles/2138250-select-all-or-a-range-of-keywords.md): Tick the box next to your first keyword, hold down "SHIFT", then tick the box next to your last keyword
- [Manually Verify SERPs](https://help.agencyanalytics.com/en/articles/1836636-manually-verify-serps.md): This article covers how to manually verify search engine results pages \(SERPs\) for a keyword using the SERP link in Rank Tracker.
- [Bulk Import Historical Keyword Rankings from Another Provider to AgencyAnalytics](https://help.agencyanalytics.com/en/articles/2680623-bulk-import-historical-keyword-rankings-from-another-provider-to-agencyanalytics.md): Learn how to bulk import historical keyword rankings from another provider like BrightLocal, Moz and more into our Rank Tracker tool.
- [SERP Features in Rank Tracker](https://help.agencyanalytics.com/en/articles/8076089-serp-features-in-rank-tracker.md): SERP features can be tracked alongside keywords for both Google and Google Mobile searches by turning on these metrics within Rank Tracker.

## 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.
- [AgencyAnalytics Security and Compliance FAQ](https://help.agencyanalytics.com/en/articles/16115569-agencyanalytics-security-and-compliance-faq.md): This article answers common questions about AgencyAnalytics' security practices, data handling, and compliance certifications.