Reportz.io Full Knowledge Database
How to filter non-branded from branded terms from search results
Reportz offers you to easily add some of the most standard metrics using our pre-defined widgets, but if you need something more specific you can use custom filters by following these easy steps described here To filter out branded terms from top ...
Facebook Paid Template
The recipe for creating the perfect Facebook advertisements lies in precisely tracking your most important KPIs and learning how to improve your success rates in these spheres of your campaign. That is why we have decided to create a template that ...
How To Create Custom Date Range For My Reports
Reportz is a live reporting tool that allows you to see current data for the period you've selected. Besides the predefined time periods: Monthly Weekly, Last 30 Days, Last 7 Days, Last Month, Mid-Monthly, and Daily ... you can also select Custom ...
How To Clone Dashboard
If you need to duplicate your Report to create another dashboard for a different client or to save your own Template of a specific custom report to use it later, you can do it easily with one click. To clone your dashboard, go to Dashboards, decide ...
How to archive, restore or delete a dashboard
Archive There are two ways to archive your dashboard. 1. You can archive any of your active dashboards at any time by clicking on the "Archive" button on the right in the Active dashboards window. 2. You can also archive your dashboard by clicking on ...
Admin and user permissions
There are two roles for users in Reportz: Admin and User. Admin can: Create, Archive, and Delete dashboards Add (unlimited number of users) and manage all current users in the account Add or manage their payment details Add or manage their ...
What are data sources in Reportz?
Data sources are the connected accounts of your external applications (that are available as integrations on Reportz). In order to make some great reports, start with adding your preferred data sources from the available pool of added integrations. ...
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How to change data sources on your dashboard
In Reportz, you can easily change your data sources on any dashboard or edit the source of a specific widget on your dash. This can come in handy when you've created a great dashboard and you want to use it for another client as a template. Once ...
How to connect your Instagram to Reportz
First of all, you need to be aware of Instagram’s API limitations and requirements. In order to report your Instagram activities with Reportz.io: Your Instagram account has to be a business account You need to connect your Instagram business account ...
The Difference Between “Account” and “Property” in GA
What is an Account? Account is a level higher than property within an organization and is essentially your access point for Google Analytics. One organization can have more than one GA accounts, but in order to gain access to GA and choose the ...
How to get started with Reportz?
How to get started video To get started with Reportz.io we recommend you watch this short video or keep on reading! Simply follow these steps and you'll have your first report ready in a matter of minutes. 1. Complete the Survey Before you get ...
How to Merge Two Widgets on Your Dashboard
In Reportz dashboards, you have the option to merge widgets in order to show and combine data in one graph. You can do this by simply clicking on the Edit button located on top of the desired widget. On the menu on the right, you'll get a list of all ...
How to set up a Daily view of desired metrics in Google Analytics
The default view of GA widgets is set to monthly and every predefined widget will show you a monthly view on the graph. If you wish to see the daily view of your widget, you should do the following: When selecting a widget type you should select ...
What is Add Text Widget section?
When creating a widget, you can choose between a DATA widget and a TEXT widget. Text widgets are custom made widgets that don’t pull the data from external sources. Their purpose is to help you add custom data, upload images or CSV files of your own ...
How to Connect your YouTube Channel with your Google Analytics Account in Reportz
1. First, you need to connect your YouTube Channel and your Google Analytics Account. Make sure you have valid YouTube credentials and admin level access to your Google Analytics account. 2. Go to the Admin section of your Google Analytics account. ...
Google Sheets: What are Header/Footer/Column Label Options For?
When creating your Google Sheets widget in Reportz, after choosing the Custom type of widget, there’s an option to check or uncheck the following questions: Is first row header? Is first column label? Is last row footer? These options can affect the ...
How to Add a Google Sheets Widget
Importing your Google Sheets spreadsheets into Reportz is a simple process and it only takes a couple of clicks. To create your Google Sheets widget, you should follow these steps: 1. Click on ADD DATA WIDGET, select Google Sheets as your Integration ...
How to Add MULTIPLE Sources Without Removing the Existing Ones
You can add an unlimited number of sources to your Reportz account. Adding new sources takes just a couple of clicks: Step 1: Go to Account Settings (leftside menu) Step 2: Choose the integration you want to add as a source and click on the plus ...
How to Track COMPLETE ACCOUNT Performance
You can set Reportz so it keeps track of all the metrics coming from your WHOLE account (this is useful for Facebook Ads, for instance) and not just one particular campaign or one particular ad. This means there are 3 levels on which you can track ...
How to Track COMPLETE CAMPAIGN Performance
You can set Reportz so it keeps track of and displays your metrics on 3 different levels: Account level Campaign level Ads level (NOTE: Read here how to connect all the sources you want so they are visible to you when making a new dashboard) To set ...
Difference Between Chart Date Range & Dashboard Date Range?
The industry standard dictates that graphs within all widgets show the metrics for the last 12 months by default. Although the number on the top of your widget may show the date range you’ve chosen, the chart will always display the data from the ...
How to Track Instagram Profile Metrics with Reportz
When creating a dashboard for showing the metrics coming from Instagram, you can opt for displaying data from single posts (Image, Video, Story, etc), or you can choose Profile-level in order to show all the data coming from that particular Instagram ...
How to Show Specific Goals/Conversions in Google Analytics
If you want to use Reportz to keep track of and display specific goals and conversions that you’ve previously set in Google Analytics, you can do this quite easily with our tool by creating custom widgets. IMPORTANT: Make sure the goal/conversion ...
How to Rename an Existing Widget
Step 1: Go to your dashboard, locate the widget you want to rename and click on the little pen icon in the upper right corner of your widget. Step 2: In the Edit Widget menu that has now opened on the right, click on Next. Step 3: You can now edit ...
Benefits of a "Live Dashboard" and How to Send it to Your Client
The biggest value of live dashboards is that they are much easier to set up and are extremely time-frugal, especially in the long run. PDFs and automatic emails are cool, but live dashboards are a much faster solution as the only thing you need to do ...
What is the Difference Between Standard and Custom Widgets?
The standard widgets are those that show basic metrics for the data range you’ve chosen. However, the standard widget will by default show the metrics and the activity from the last 12 months, since that is the industry standard. More info on this ...
What Size (Dimensions) Should my or my Client's Company Logo be?
If you still haven’t added your company logo (or the logo of your client’s company) to your dashboard, you can find a useful help article on that topic here: How to add company logo. The optimal dimensions of the logo you are uploading to your ...
How to Change Chart Style in my Widget
You can modify and customize the charts within your reports quite easily by following 4 simple steps: STEP 1: Click on the Edit button in the upper right corner of your widget (the pen icon). STEP 2: Then, click on Next. STEP 3: In this step choose ...
How to connect integrations that require API Token?
Certain Reportz sources require you to enter the authorization tokens in order to access their API and get them connected to our tool. To do this, you will need to find your API / Token key for the source you want to connect with Reportz. Tokens are ...
What does "Is First Column Label" do in Google Sheets widgets?
When creating a Google Sheet widget, you have the option to check or uncheck "Is First Column Label". If you check it, the widget will show the data from your spreadsheet's first column. If, however, you leave it unchecked, the widget will add ...
How to Copy a Widget within a Report?
Reportz users can copy any existing widgets within their report dashboards. To do this you need to: Open your dashboard and locate the widget you want to copy. Click on the Copy icon in the upper right corner of that widget. 3. The duplicate widget ...
Markdown: How To Format Text In Reportz’ Widgets
You can format your text the way you see fit in any passive text widget within Reportz. Here is the free Rich Text to Markdown converter https://www.rich-text-to-markdown.com/ Here are the rules for markdown formatting: 1. Heading ======= 2. ## ...
How to Integrate SE Ranking with Reportz
Adding data sources for the desired integration is quite easy. You just need to go to the Sources page by clicking on "Sources" located below your username in the upper right corner of our app. Now find the SE Ranking source and click on it. This ...
How to Set Google Sheets Dashboards to Filter your Metrics by Date Range
When connecting Google Sheets dashboards to Reportz, you have the option to filter your metrics by the date range of the dashboard. To do this, you need to format your spreadsheets in such a way so the dates are inserted in the first column (A) of ...
How to Integrate AccuRanker with Reportz
Connecting AccuRanker to Reportz can be done in just a couple of simple steps. First, from the app homepage, or any other page go to your profile image in the top right corner, click on it to expand the dropdown, and select “Sources”, which should be ...
How to Apply Custom Filters Within Universal Google Analytics
Reportz offers you a way to easily add some of the most standard metrics using our predefined widgets, but if you need something more specific you can use custom filters by following these easy steps. Click on Add Data Widget and select Google ...
How to Use LinkedIn Social Integration to its Full Potential in Reportz
You can create LinkedIn Social widgets in your Reportz dashboard in 3 easy steps. Step 1 Once you’re in the dashboard you want, in the upper right corner of the app, click on Add Widget and in Select Integration choose LinkedIn Social. In the Select ...
How to Use LinkedIn Ads Integration to its Full Potential in Reportz
You can create LinkedIn Ads widgets in your Reportz dashboard in 4 easy steps. Step 1 Once you’re in the dashboard you want, in the upper right corner of the app, click on Add Data Widget and choose the Integration you want. In the Select Account ...
General Website Traffic Report Template
To use this template go to your Dashboards page and click Create Dashboard. Next, name your dashboard - we recommend using these name types “Client Name Report” or “Client Name”. Click on Start from Template. From the General Reports segment select ...
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