Here at AdStage we have many agency clients setting up automated reports for their client facing dashboards. In this article we'll document the main steps to build a client facing report. Specifically we'll cover, building Account Groups, setting up dashboard level defaults, sharing a report, and duplicating your dashboard for the next client.
Step 1: Jump into the Accounts page and make sure your ad accounts are connected. Then, group your ad accounts by client with Account Groups. More on organizing your clients in account groups here.
Step 2: Jump into AdStage Report and click Create Dashboard.
Step 3: Give it a name, and set a default date range. New widgets will automatically use the date set at the dashboard level.
Set a default data source. This is where you can select an account group. Having account groups allows for easy duplication of this dashboard for individual clients.
If account groups have not been created, you can still select each account you’d like to display.
Step 4: Add a logo, and hit 'save' to enter your dashboard. The logo will appear when this dashboard is shared as a pdf, web view, or live view.
Step 5: Open a widget. Widgets will automatically use the dashboard default data source and date range.
Default data source and date range can be modified at any time by editing dashboard settings, and widgets will refresh to reflect the changes.
Step 6: Once your dashboard is perfected, share your report with your client and schedule it to send at a certain cadence or send them a live view they can bookmark and refresh whenever they'd like fresh data. We automatically white label the URL, so your company name will be visible in the URL when you share a live or web view!
Step 7: Once your report is good to go, duplicate it for each individual client.
Need help? Feel free to reach out to us at firstname.lastname@example.org if you have any questions.