Monthly Reports and Client Dashboards are created via Agency Analytics Software. Login here dashboard.myvisualproject.com

Create Automated Monthly Reports

1. Login to Agency Analytics and select reports on the left.

2. Select Create Report in the top right

3. Select the Client from the list

4. Name the report "Client Name Monthly Reports."

5. Select a template to start with based on the services the client has.

6. Review the report with Live Data selected at the top.

7. Add or remove sections as needed.

8. Save the report and hit the create schedule button.

9. Set the frequency to Monthly, The day to 1st, the time to 8:00 AM, and the date range to previous month.

10. Enter the client's email and anyone who should be copied.

11. Be sure to include seo_4252@sendtodropbox.com as a recipient.

12. Set the subject to "Client Name Monthly Reports."

13. Add a short message and save.

Building Client Dashboards

1. Login to Agency Analytics and select dashboards on the left. Pick the client from the campaigns list.

2. Select Create Dashboard in the top right

3. Name the report "Service Type Dashboard."

4. Select a template to start with based on the service the client has.

6. Add or remove sections as needed.

8. Save the dashboard

9. Invite the client to login to the dashboard by selecting users on the left and create a new user.

10. Select Client User and enter the information, select email credentials to user "YES"

11. Send an email to the client to let them know what the dashboard is and offer to walk them through it.