Agency Rolled-up Reporting

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.

Subaccount Rolled Up Report

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

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