AgencyAnalytics

Learn how to create reports, edit reports, download them, and more.

Report Overview

Find quick answers to your questions about Reports here.

Report FAQ

Overview of each possible email status from our sent report logs.

What does each report log email status mean?

Learn to filter widgets using path and keyword filters, plus how to add thresholds and annotations to provide even more data to your clients

Advanced Widget Configuration and Filtering

Drag the AI summary widget onto a report or dashboard section to quickly analyze and summarize your data.

AI Summary

In addition to the dashboard, starred keywords can also be useful in reports

Manage starred keywords in a report

Click "Create Report" to get started, then build out the report. When you're ready, choose the interval you'd like, and schedule it to send!

Create a scheduled report

Whether setting a report up for the first time or editing an existing report, just click the "Add Sections" button to begin adding sections.

Add sections to a report

Edit and customize section headings and page titles at the top of each section within the reports editor.

Edit section headings in reports

From the home page, click Templates in the sidebar, then Reports. From here, Create New.

Create a report template

In the second step of the report setup wizard (choose source), just select "Start from a Template".

Create a report using a report template

Navigate to the "Reports" tab, tick the boxes next to the templates to be deleted, then click "delete".

Delete report templates

Navigate to home page and click on Templates, click a template to open it for editing, then apply your desired changes.

Edit report templates

All reports are highly customizable, and we provide a huge range of options for fast, easy, and detailed reporting

Customize report sections

Click the ellipsis "...", and select the tags on which you'd like to filter your keywords

Manage tagged keywords in a PDF report

Already added a blank page? Now, it's time to add widgets!

Customize blank report pages

Toggle the language column on/off and filter by language in reports by clicking the ellipsis "..." for the Rank Tracker table widget

Work with language-based metrics and filters in reports

Toggle the locations column on/off and filter by location for automated reports

Work with location-based metrics and filters in reports

Open the report for editing, then click "Save & Download"

Download a report on demand

Set the time zones for your reports and Client data within your Client's "Settings" section via the left-side menu.

Configure Client time zone & report delivery time zone

When creating new reports, you can clone an existing report as a starting point. You'll be prompted to do this during the creation process.

Clone an existing report

Choose from a variety of professionally designed, pre-configured report templates when creating your report.

Create a report using a pre-configured report template

Choose to view either sample data or live data from your account within the report editor

Toggle between sample data and live data in the report editor

Click the name of the report, then click Schedule at the top. This will open the scheduling wizard.

Modify a report's scheduled send time and recipients

Click the name of the report, then Activity at the top of the report editor, where you'll find your sent-report logs.

View report logs

Click "Create Template". In the "Choose Source" step, click "Start from a another template".

Clone an existing report template

Click the report to open it's main settings screen, then click "edit design"

View or modify design options on an existing report

From the reports page, tick the boxes next to the reports that you wish to delete, then click "Delete"

Delete a report

Create your report as usual, and select "Save & Exit" when finished with the report design editor.

Create a report without setting a "send" schedule

Turn any report into a template - you'll have the option of doing this when creating a new report template

Create a report template from an existing report

Tick the box next to the name of the reports. Click "Apply Template", and then choose the template to be applied

Bulk apply a report template to existing reports

Toggle a comparison to the previous calendar period or calendar year using the time period selector

Compare to a previous period (Reports)

Within the report design editor, click "Add Section", then drill down through "Misc" and select "Client Dashboard"

Add a Client dashboard section

Within the report design editor, click "Add Section", then drill down through "Misc" and select "Cover Page"

Add a cover page

Within the report design editor, click "Add Section", then drill down through "Misc" and select "Table of Contents"

Add a Table of Contents

Navigate to the report details section for the report that you'd like to download, and click "..." on the far right

Download historical reports

Analyze automated report opens, clicks, and delivery status from within the main report details section

View report engagement data

Within the report editor, click "Add Section", then select "New Blank Section"

Add a blank report page

Within the report design editor "Sections" tab, hover over the ellipsis "..." of the section you wish to remove and select "Delete"

Delete a report section

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

Create a shareable link to a report

To change the title of a report, open the report editor and click on the title at the top left of screen

Edit a report's title

Quickly send a one off report from the report details window by selecting "Send Now" from the export menu.

Email a report on demand

Create a multi-Client report via the reports tab

Create a report with data from multiple AgencyAnalytics Clients

Whether setting a report up for the first time or editing an existing one, choose "Paused" in the report's schedule frequency.

Pause reports that have been scheduled

When you're scheduling a report, you'll see a "Require Approval" drop-down option.

Approve reports before sending

Click "Create Report" and step through the report design wizard.

Create a report

Run check backlink profiles, analyze keyword performance, then use our Lead Gen Template to gain new clients.

Create an SEO proposal for a prospective client or for lead generation

Add a "Keyword Ranking History" report section to see the ranking performance of a single keyword.

Show rankings for one specific keyword

When browsing any dashboard, click the export button (at the top right) to add that dashboard to your report as a new report section.

Add any dashboard to a report

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.

Webinar: Create a Lead Generation Report

Click on the ellipsis "..." next to your report section and select "Clone"

Clone a report section

When sending a report, or emailing a dashboard, toggle on "allow users to change the date range", to create a dynamic report or dashboard.

Add dynamic date ranges to dashboards and reports

Save a report or dashboard section as a template, then apply it to your report!

Create and Apply Report Section Templates

Customize report backgrounds with images, colors, and more.

Edit Report Backgrounds

Create a smart report

Deleted a report by mistake? No problem! Simply follow these steps to restore deleted reports at the Client or account level.

Restore a Deleted Report

Choose Object > Embed when adding a widget. This allows you to embed almost anything via an iframe

Embed external content on dashboards and reports

Matthew Davis

Tatum Savage

David Diaz

Build and schedule automated reports for your clients

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