new
improved
Reporting
Agency Rolled-Up Reporting: Fresh Look & Powerful Controls
We’ve given the
Agency View > Sub-Account Scheduled Reports
page a major upgrade—making it faster, clearer, and more powerful for agencies to manage reports at scale.👀 What’s New?
- Sleek new table design for scheduled reports
- Checkboxes to select multiple reports
- Bulk Actions:Easily pause or resume multiple reports at once
- Filter by report status (active/paused)
- New Settings Panel with: “Pause All Scheduled Reports”button and a toggle to choose whether reports should auto-generate when a new account is added
👷 How It Works:
- Switch to the Agency View
- Go to Sub-Account Page → View Scheduled Reports
- Use checkboxes to select reports
- Bulk actions bar will appear—choose to Pause or Resume
- Click the Settings icon to pause all reports or control the auto-create toggle
⭐ Why it Matters:
This update gives you full control over scheduled reports across sub-accounts—faster bulk management, smarter defaults, and fewer surprises. No more manually disabling new reports every time you add an account.
Important Note: This feature is available only on the $497/month plan and above.
