Getting started
A clear first report
starts here.
Start with one client and one reporting month. Bring in the numbers, add the work behind them, and shape a report you’re ready to put your name on.
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Before you begin
A little preparation
goes a long way.
- A client to start with
- The business name, website, and person who will receive the report.
- Access to the sources
- The right account permissions, API key, or prepared spreadsheet for the numbers you need.
- A month and a question
- Choose the reporting month and the question to answer: new leads, sales, completed work or next month’s priorities.
Create your workspace.
Choose Start free trial, then enter your name, agency name, email address, and password. This gives your agency a place for its clients, sources, and monthly reports.
If a teammate has already invited you, use the invitation to join their workspace. You don’t need to create a second agency for the same team.
Add your first client.
Open Clients and choose Add client. Enter the client’s name and any useful business details. Add the report contact and email address so the monthly reaches the right person.
Start with a client whose work and results you know well. You’ll be able to judge whether the first report tells the right story. Owners and admins can also assign an account manager.
Bring in the right data.
In the agency’s Sources area, an owner or admin can choose Add account. Sign in to platforms such as Google Ads or Analytics, enter a key for tools such as CallRail, or use read-only credentials for a database.
Connecting an agency account is only the first part. Open the client’s Sources tab, choose Link source, and select the account, property, location, or query that belongs to that client. Check its status and last received data; use Sync now where that action is available.
In the client’s Sources tab, use Your numbers → Import numbers. Review the file and number settings before importing. For databases, save a reporting query and its metric mapping before syncing.
Find the setup guide for your sourceThe WordPress plugin, free on wordpress.org, records website work and form leads. CSV/Excel imports bring in dated numbers from your own files. Each integration guide lists the access you need.
Add the work and context.
Check the reporting month, then open the client’s Results and Work log. Review what arrived from the connected sources and record the work that needs the agency’s explanation.
Give the activity useful context: what changed, why you did it, and what the client should take from it. Review the visibility of work entries and use Scope to keep track of agreed deliverables.
“Updated the emergency-service page and refined the ad targeting. Next month, review missed calls to understand where inquiries are being lost.”
Sample agency noteKeep a missing number distinct from a zero. Confirm the source, date range, currency, and meaning of the metric before interpreting it.
Build the monthly.
Open the client’s Reports tab, choose + New monthly, select the reporting month, and choose Start report. If that month already exists, open it to continue editing.
Use Templates for a starting structure, or build with Widgets. Arrange rows and columns around the information the client needs. Add your explanation beside the numbers and finish with a clear next step.
AI assistance is optional. Ask the builder’s chat to draft a section, rearrange widgets or tighten your explanation. Review the proposal and choose what to apply. You can also build the report entirely yourself.
Explore the builder before you startMy source is connected, but the report is empty.
Check that the specific account, property, or location is linked to this client. Review the selected month and last data time. A database source also needs a saved query and an actual sync; a query preview alone does not import report values.
Check the source guideI can’t edit or approve the report.
Check your workspace role and client assignment with an owner or admin. The builder also shows blockers such as source issues or unsaved changes. An approved report may need to be reopened for editing; a sent report is the final client copy.
Is a saved draft already visible to my client?
Saving a draft or approving a report does not send it. Sharing is a separate action from the client’s Reports tab. Choose to share the link, send the email now, or schedule an approved report for later.
Start with a client you know.
Make one report useful. Then bring the same care to the next client.
14-day free trial. No card needed.