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Agency Reporting

Agency Rolled-up Reporting

Agency rolled-up reporting gives you a full view of all your accounts under one roof. With this report, you get a clear overview of your entire agency's performance.

4 min read923 words6 explained imagesUpdated Thu, 29 Jan at 2:18 AM
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On this page
  1. Subaccount Rolled Up Report
  2. Managing Scheduled Reports for Sub-Accounts
  3. Scheduled Reports Table
  4. Filter by Status
  5. Settings Panel
  6. How to Use
  7. Frequently Asked Questions

A selection of key data from all subaccounts is rolled up into the agency account for reporting. In one place you get a clear view of performance of all subaccounts under your agency.

Figure 1 What this shows A selection of key data from all subaccounts is rolled up into the agency account for reporting. What this shows Illustrates "Agency Rolled-up Reporting". This animation appears in "Agency Rolled-up Reporting". The text alongside this image reads: A selection of key data from all subaccounts is rolled up into the agency account for reporting. In one place you get a clear view of performance of all subaccounts under your agency. Immediately after, the guide continues: This feature is only available on the Pro Plan ($497/month, $4970/year). Image 1 of 6 What this coversA selection of key data from all subaccounts is rolled up into the agency account for reporting. In one place you get a clear view of performance of all subaccounts under your agency.
Buttons and menus referenced Pro Plan
Next stepThis feature is only available on the Pro Plan ($497/month, $4970/year)

Please Note:

This feature is only available on the Pro Plan ($497/month , $4970/year)

Subaccount Rolled Up Report

Navigate to Agency Account > Sub-accounts and click the Columns button.

Subaccount Rolled Up Report (image 2 of 6) What this shows Navigate to A gency Account > Sub-accounts and click the Columns button. What this shows Illustrates the "Subaccount Rolled Up Report" section of "Agency Rolled-up Reporting". This screenshot appears in the "Subaccount Rolled Up Report" section of "Agency Rolled-up Reporting". The text alongside this image reads: Navigate to A gency Account > Sub-accounts and click the Columns button. The navigation path used here is Account > Sub-accounts. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: Select up to 8 columns to include in all of the subaccount summary cards. Path: Account > Sub-accountsImage 2 of 6 Where to goNavigate to A gency Account > Sub-accounts and click the Columns button.
Fields in this part of the guide Active users:A user could be both a location admin or a location agentEmail:Text Messages:Calls:Submissions:Forms: Count of total forms submittedSurveys: Count of total surveys submittedFacebook Forms: Count of total Facebook forms submittedWhatsApp:Outbound - Count of all WhatsApp messages sentGBP (Google Business Profile):
Buttons and menus referenced gency Account > Sub-accountsColumnsActive usersAppointmentContactEmailText MessagesCallsSubmissionsWhatsAppGBP (Google Business Profile)Instagram
Next stepSelect up to 8 columns to include in all of the subaccount summary cards.
Example values
Email:
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 7 steps in this procedure
  1. Active users:
  2. Appointment: Count all the appointments that were created within the chosen timeframe irrespective of what status the appointment is in.
  3. Contact: Count of contacts in that location that are created within the chosen timeframe.
  4. Email:
  5. Text Messages:
  6. Calls:
  7. Submissions:

Select up to 8 columns to include in all of the subaccount summary cards.

  • Active users: 
    • An active user is one logged in at least once in the chosen timeframe either on the web or on a phone (both IOS and android). 
    • We will show this in this format - 79/100 where 79 is the count of active users and 100 is the count of total users in the location that were created during the chosen timeframe.
    • A user could be both a location admin or a location agent
  • Appointment: Count all the appointments that were created within the chosen timeframe irrespective of what status the appointment is in.
  • Contact: Count of contacts in that location that are created within the chosen timeframe.
  • Email:
    • Inbound emails - Count of all the emails that a contact sent to the location admin/user within the chosen timeframe
    • Outbound emails - Count all the SMS the sub-account admin/user sent to a contact. This will not include automated emails.
  • Text Messages:
    • Inbound SMS - Count all the SMS that contact sent to the location admin/user within the chosen timeframe. 
    • Outbound SMS - Count all the SMS the sub-account admin/user sent to a contact. This will not include automated SMS.
  • Calls: 
    • Inbound calls - Count of all the calls that contact made to the location admin/user within the chosen timeframe
    • Outbound calls - Count of all the calls the sub-account admin/user made to contact. This will not include automated calls.
    • Talk time - The summation of the total duration of calls that happened between the user and the contact
  • Submissions:
    • Forms: Count of total forms submitted
    • Surveys: Count of total surveys submitted
    • Facebook Forms: Count of total Facebook forms submitted
  • WhatsApp:
    • Inbound - Count of all WhatsApp messages sent to the location/user within the chosen timeframe 
    • Outbound - Count of all WhatsApp messages sent
  • GBP (Google Business Profile):
    • Inbound messages - Count of all the messages that a contact sent to the location admin/user within the chosen timeframe through GMB
    • Outbound messages - Count all the messages the sub-account admin/user sent to a contact. 
    • This will not include automated messages.
  • Instagram:
    • Inbound messages - Count of all the messages that a contact sent to the location admin/user within the chosen timeframe through IG
    • Outbound messages - Count all the messages the sub-account admin/user sent to a contact. 
    • This will not include automated messages.
  • Facebook:
    • Inbound messages - Count of all the messages that a contact sent to the location admin/user within the chosen timeframe through Facebook
    • Outbound messages - Count all the messages the sub-account admin/user sent to a contact. 
    • This will not include automated messages.
  • Review: 
    • Total: Count of reviews received for that location
    • Positive: Count of positive reviews received
    • Negative: Count of negative reviews received
  • Sites Created: 
    • Funnels: Count of funnels created
    • Websites: Count of websites created
    • Forms: Count of forms created
    • Surveys: Count of surveys created

Managing Scheduled Reports for Sub-Accounts

In the Agency View, you can manage all scheduled reports across sub-accounts from a centralized interface. This includes pausing, resuming, filtering, and configuring behavior for newly added accounts.

Scheduled Reports Table

Navigate to: Agency View → Sub-Accounts → View Scheduled Reports

  • View a list of all scheduled reports for sub-accounts

    Step 1 of 3: View a list of all scheduled reports for sub-accounts What this shows Step 1 of 3: View a list of all scheduled reports for sub-accounts What this shows Shows what this covers for step 1 of 3 in the "Scheduled Reports Table" section of "Agency Rolled-up Reporting". This screenshot accompanies step 1 of 3 in the "Scheduled Reports Table" section of "Agency Rolled-up Reporting". At this point in the walkthrough you view a list of all scheduled reports for sub-accounts. This part of the guide covers 1 field, listed below. The next step is to use checkboxes to select one or more reports. Step 1 of 3Image 3 of 6 What this coversView a list of all scheduled reports for sub-accounts
    Fields in this part of the guide View a list of all scheduled reports for sub-accounts
    Buttons and menus referenced pauseresume
    Next stepUse checkboxes to select one or more reports
    All 3 steps in this procedure
    1. View a list of all scheduled reports for sub-accounts this image
    2. Use checkboxes to select one or more reports
    3. Apply bulk actions to pause or resume selected reports

  • Use checkboxes to select one or more reports

  • Apply bulk actions to pause or resumeselected reports

    Step 3 of 3: Apply bulk actions to pause or resume selected reports What this shows Step 3 of 3: Apply bulk actions to pause or resume selected reports What this shows Shows what this covers for step 3 of 3 in the "Scheduled Reports Table" section of "Agency Rolled-up Reporting". This screenshot accompanies step 3 of 3 in the "Scheduled Reports Table" section of "Agency Rolled-up Reporting". At this point in the walkthrough you apply bulk actions to pause or resume selected reports. This part of the guide covers 1 field, listed below. Step 3 of 3Image 4 of 6 What this coversApply bulk actions to pause or resume selected reports
    Fields in this part of the guide View a list of all scheduled reports for sub-accounts
    Buttons and menus referenced pauseresume
    All 3 steps in this procedure
    1. View a list of all scheduled reports for sub-accounts
    2. Use checkboxes to select one or more reports
    3. Apply bulk actions to pause or resume selected reports this image

Filter by Status

Quickly audit delivery by narrowing the list to only active or paused schedules.

  • Select the Status filter and choose Active or Paused.

  • Use Paused to find schedules that won’t send until resumed.

Settings Panel

Control global behavior during onboarding, holidays, or template changes to prevent unexpected sends.

  • Click the Settings icon (gear) in the Scheduled Reports view.

  • Pause All Scheduled Reports: Immediately pauses all scheduled reports listed at the agency level. Use this before making widespread template or recipient changes.

  • Auto-create scheduled reports for new sub-accounts (toggle):

    • On: When a new sub-account is added, default scheduled reports are created automatically.

    • Off: New sub-accounts will not receive auto-created reports, preventing accidental sends during onboarding.

Best Practices

  • Enable Auto-create if you want every new client to receive a baseline report without manual setup.

  • Disable Auto-create if your agency prefers to review templates, recipients, and timing before any report is sent.

How to Use

  1. Go to Agency Account → Sub-Accounts → View Scheduled Reports

  2. Use the checkboxes to select reports you want to manage

  3. Choose Pause or Resume from the bulk actions bar

  4. Click the Settings icon to pause all reports or configure auto-creation behavior

How to Use (image 5 of 6) What this shows Go to Agency Account → Sub-Accounts → View Scheduled Reports Use the checkboxes to select reports you want to manage Choose Pause or… What this shows Illustrates the "How to Use" section of "Agency Rolled-up Reporting". This screenshot appears in the "How to Use" section of "Agency Rolled-up Reporting". The text alongside this image reads: Go to Agency Account → Sub-Accounts → View Scheduled Reports Use the checkboxes to select reports you want to manage Choose Pause or Resume from the bulk actions bar Click the Settings icon to pause all reports or configure auto-creation behavior. Immediately after, the guide continues: Q: Who can access Agency Rolled-up Reporting controls? A: Users with Agency View access on $497/month and above plans. Image 5 of 6 Where to goGo to Agency Account → Sub-Accounts → View Scheduled Reports Use the checkboxes to select reports you want to manage Choose Pause or Resume from the bulk actions bar Click the Settings icon to pause all reports or configure auto-creation behavior
Buttons and menus referenced PauseResumeSettings icon
Next stepQ: Who can access Agency Rolled-up Reporting controls? A: Users with Agency View access on $497/month and above plans.
All 4 steps in this procedure
  1. Go to Agency Account → Sub-Accounts → View Scheduled Reports
  2. Use the checkboxes to select reports you want to manage
  3. Choose Pause or Resume from the bulk actions bar
  4. Click the Settings icon to pause all reports or configure auto-creation behavior
How to Use (image 6 of 6) What this shows Go to Agency Account → Sub-Accounts → View Scheduled Reports Use the checkboxes to select reports you want to manage Choose Pause or… What this shows Illustrates the "How to Use" section of "Agency Rolled-up Reporting". This screenshot appears in the "How to Use" section of "Agency Rolled-up Reporting". The text alongside this image reads: Go to Agency Account → Sub-Accounts → View Scheduled Reports Use the checkboxes to select reports you want to manage Choose Pause or Resume from the bulk actions bar Click the Settings icon to pause all reports or configure auto-creation behavior. Immediately after, the guide continues: Q: Who can access Agency Rolled-up Reporting controls? A: Users with Agency View access on $497/month and above plans. Image 6 of 6 Where to goGo to Agency Account → Sub-Accounts → View Scheduled Reports Use the checkboxes to select reports you want to manage Choose Pause or Resume from the bulk actions bar Click the Settings icon to pause all reports or configure auto-creation behavior
Buttons and menus referenced PauseResumeSettings icon
Next stepQ: Who can access Agency Rolled-up Reporting controls? A: Users with Agency View access on $497/month and above plans.
All 4 steps in this procedure
  1. Go to Agency Account → Sub-Accounts → View Scheduled Reports
  2. Use the checkboxes to select reports you want to manage
  3. Choose Pause or Resume from the bulk actions bar
  4. Click the Settings icon to pause all reports or configure auto-creation behavior

Frequently Asked Questions 

Q: Who can access Agency Rolled-up Reporting controls?
A: Users with Agency View access on $497/month and above plans.

Q: Can I unpause multiple reports at once?
A: Yes. Select multiple rows with checkboxes, then choose Resume from the Bulk Actions bar.

Q: Does Pause All stop reports that get auto-created later?
A: Pause All pauses current schedules. The Auto-create toggle controls whether new sub-accounts will receive schedules automatically. Use them together when needed.

Q: How do I quickly find which reports are not sending?
A: Use the Status filter and select Paused.

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