Subaccount Reporting From Agency Level
C
Cooper Stephenson
The feature to have dashboards that report on stats for individual subaccounts, available at a glance, at an agency level.
For example, we offer email automation services and review systems for some of our clients - the ability to log into our agency dashboard, and see a view of all subaccounts that we offer a certain service for - for example email automation, and get reports on how many contacts were added to each subaccount, how many emails were sent, etc - in order to see which subaccounts are actively using the system, and which are not.
For example, it might be something like
X Electrical:
126 contacts added
357 emails sent
78% click rate
Y Plumbing:
34 contacts added
etc etc.
For agencies that offer different services, being able to see centralised reports on how these services are being used is crucial for us to be able to communicate with the client, and make recommendations if they have not been keeping up to date.
Log In
B
Bryan Gilbert
Yes!! Isn't the reason most of us are using GTHL is because we are acting as an agency for clients? I have a client that has over 100 locations and wants an overview of what I am delivering at each location. The data is obviously there but currently I have to go into EACH subaccount to get them data. Now instead of delivering results to my client, I am spending days putting together reports for them. If this data could even be shared in an excel with each location ID, I can take that data and create my own reports. But the fact that there is no way to get agency level data in 1 report is really a HUGE fail for GTHL based on what most of us are using it for. I have also tried to create my own reporting structure and none of the API endpoints are working for the reports I need (I specifically need how many Trigger links each subaccount has clicks for and new contacts added). So I can't access the data at the agency level for ease of reporting and I can't get API access to do it myself. Beyond frustrating that a product meant to do what it does, does not have this feature. Wish I knew that when evaluating options.