Creating and Sending Branded Listings Analytics Reports
What Are Branded Listings Analytics Reports?
Branded Listings Analytics Reports are professional, client-ready summaries that showcase your agency’s performance data from Listings. You can fully customize both the content—such as date ranges, entities, and specific graphs—and the presentation, including your logo, headline, and description. These reports reflect your agency’s identity and can be exported as PDFs or sent directly via email from your own domain, ensuring a polished, trustworthy client experience.
Benefits of Using Branded Analytics Reports
This feature enhances your reporting process with several key advantages:
- Professional Presentation: Deliver clean, unbranded reports that highlight your agency.
- Full Customization: Choose specific entities, date ranges, and graphs to match each client’s needs.
- Flexible Delivery: Download reports as PDFs or email them directly from your agency domain.
- Personalized Email Content: Edit subject lines, messages, and formatting to maintain brand consistency.
- Automated Recipient Management: Combine contacts and staff seamlessly; new staff are added automatically.
- Enhanced Trust: Send from your domain with built-in tracking for improved deliverability.
- Centralized Management: Handle all reporting in one place with streamlined workflows.
- Secure Access: Available only to agency users and admins for full control.
How to Generate and Send a Branded Report
Step 1: Access Listings Analytics
Log into your sub-account, open the Reputation section, click on Listings, then select the Analytics tab. Click the Generate Report option to begin.
Step 2: Set Report Scope
Choose a time range, such as Last 4 weeks, 8 weeks, 12 weeks, 16 weeks, This year, Last 12 months, or All time. Under Choose Analytics Graphs, select or deselect the sections you want to include: Total Listing Impressions, Total Listing Actions, Listing Profile Views, Profile Views by Site, and Listings Device Usage Over Time.
Step 3: Add Your Branding
Upload your agency logo, enter a report headline, and add a description to provide context or highlights.
Step 4: Select an Entity
Choose the specific entity you want the report to cover.
Step 5: Choose a Delivery Method
You can either export the report as a PDF or send it via email:
- Export as PDF: Select Export as PDF, then click Preview & Generate Report.
- Send as Email: Enter your custom agency email in the From Email field, add up to 50 recipient emails, customize the subject and email content, then click Preview & Send Email to review before sending.
Step 6: Finalize and Send
For PDF exports, click Generate & Download to save the file. For emails, click Generate & Send Email to deliver the report to your recipients.
Frequently Asked Questions
Who can access Branded Analytics Reports?
Only agency users and admins have access; sub-account-only roles cannot use this feature.
Why is the “All Entities” option disabled?
If your sub-account includes a mix of entities from different providers, the All Entities option is unavailable. You must select a single entity instead.
Are all listing providers supported?
At launch, reports support one major provider; support for additional providers will be added in the future.
Can I choose which graphs appear in the report?
Yes. Use the toggles to include or exclude specific graphs.
Is the Generate Report option always available?
No. It only appears when at least three analytics graphs have available data. Otherwise, the button is disabled with a notification.
Can I preview the report before sending?
Yes. Always use the preview option to verify date ranges, graphs, and branding details.
Can I customize the email content?
Yes. You can edit the subject, message, and use rich-text formatting to match your branding.
What delivery options are available?
You can download a PDF or send the report via email directly from the platform.
Can I send reports from my agency domain?
Yes. Use your custom email in the From Email field for better deliverability and trust.
Are new staff recipients added automatically?
Yes. The system automatically creates and includes new staff contacts when sending reports.