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.
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.
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
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View a list of all scheduled reports for sub-accounts
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Use checkboxes to select one or more reports
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Apply bulk actions to pause or resume selected reports
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Use filters to display reports by status (Active or Paused)
Settings Panel
Click the Settings (⚙️) icon on the top right of the Scheduled Reports page to access configuration options:
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Pause All Reports: Instantly pauses all scheduled reports across sub-accounts
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Auto-Create Reports Toggle:
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When enabled, a new report is automatically generated and activated whenever a new sub-account is added
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When disabled, reports for new sub-accounts will not be auto-created—allowing for manual control
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These settings help streamline bulk report management and provide more flexibility over how new sub-account reports are handled.
How to Use
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Go to Agency Account → Sub-Accounts → View Scheduled Reports
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Use the checkboxes to select reports you want to manage
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Choose Pause or Resume from the bulk actions bar
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Click the Settings icon to pause all reports or configure auto-creation behavior