Analytics and reports for your clients: dashboard templates and deliveries

In two lines: beyond monitoring your accounts, in Analytics you prepare what you deliver to the client: you create dashboard templates to reuse in each account and schedule the automatic delivery of their reports.

Dashboard templates: build once, reuse in each account

A template is a model dashboard. Instead of building each client's dashboard from scratch, you build one with the metrics and design you want and reuse it as a base in the other accounts. That way your delivery stays consistent and setting it up takes minutes.

To build the dashboard you'll use as a base, see Build your first multi-platform dashboard.

Deliveries: let the report reach the client on its own

When the report is already built, you don't have to remember to send it. In Analytics > Deliveries, a New delivery defines the Recipients, the report, and the Schedule (for example, the first of each month). From then on the report arrives on its own by email. The detail is in Reports and Explorations.

Prefer the client to log in and see their data live whenever they want, instead of receiving a PDF? Give them access to the Client Portal.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it directly about what you see on screen.