A step-by-step guide to generating, customizing, and sending white-labeled analytics reports from your UniLink Agency Dashboard — including scheduled monthly delivery to clients.
- UniLink's Agency Reports feature generates white-labeled PDF or CSV analytics reports for individual client sub-accounts — available on Business and Agency plans.
- Access it at Agency Dashboard → Analytics → select a sub-account → Reports, choose your date range and metrics, then download or email directly to the client.
- Scheduled monthly reports can be configured to send automatically to client email addresses — no manual generation required each month.
Manually pulling analytics and building client reports every month is one of the most time-consuming parts of running a digital agency. A UniLink report that used to take 20 minutes per client — log in, screenshot metrics, paste into a slide deck, export as PDF, email — can now be generated in under 60 seconds per client, with your branding on it and delivered directly to their inbox. For agencies managing 10 or more clients, that's hours back every single month.
What Agency Report Export Does
Agency Report Export is the reporting output component of UniLink's Agency Analytics system. While the Agency Analytics Dashboard is for your internal use — reviewing metrics, identifying issues, comparing accounts — the Export and Reports feature is designed for client communication. It takes the same underlying data and packages it into a clean, professionally formatted document that you can send to clients as a deliverable.
Reports are generated per sub-account. You select the client account, choose the time period, select which metrics to include, and UniLink builds the report with your agency's branding — your logo, your color scheme, your agency name in the header — rather than UniLink's. This is white-labeling: the document your client receives looks like it was produced by your agency, not by the platform you use to manage their pages. Clients never need to know what tools you use behind the scenes.
Two export formats are available. PDF reports are pre-formatted, visually styled documents suitable for sending directly to clients or presenting in review meetings. They include charts, metric summaries, and a date range header. CSV exports are raw data tables useful for clients who want to import the numbers into their own dashboards, or for your own further analysis in Google Sheets or Excel. Scheduled reports automate the generation and delivery process entirely — configure them once, and UniLink sends a report to the client's email on the same day each month with no manual trigger required.
How to Get Started
- Verify your plan: Report Export and white-labeling require Business ($49/month) or Agency plan. Log in at app.unilink.us, go to Account → Billing, and confirm your plan. Upgrade if needed — the Reports feature becomes available immediately.
- Configure white-label branding first: Before generating any reports, go to Agency Dashboard → Settings → White Label and upload your agency logo and set your brand color. Reports generated before white-label settings are configured will show default UniLink branding — you cannot retroactively rebrand already-generated PDFs.
- Open the Agency Dashboard: From your account menu (top right), select Agency Dashboard. This is separate from your personal account view.
- Navigate to Analytics: In the Agency Dashboard sidebar, click Analytics. This loads the agency analytics view with all sub-accounts listed.
- Select a sub-account: Click the client account name whose report you want to generate. This opens that account's individual analytics view within the Agency Dashboard context.
How to Use Agency Report Export
- Open the Reports panel: Inside the selected sub-account's analytics view, click the Reports tab (separate from the main Analytics tab). This is where you configure and generate client-facing reports as opposed to the internal analytics view.
- Set the date range: Use the date range picker to select the reporting period. Common choices: last calendar month (for monthly retainer reports), last 7 days (for weekly check-ins), or a custom range matching your campaign dates. The date range is embedded in the report header so clients can see exactly what period the data covers.
- Select metrics to include: Check or uncheck metric sections: Page Views, Unique Visitors, Link Clicks, Top Pages, Revenue (only shows if the sub-account has e-commerce), Conversion Rate, and Traffic Sources. Uncheck metrics that aren't relevant to this client's goals — a client who doesn't sell anything on UniLink doesn't need a Revenue section, and removing irrelevant sections produces a cleaner, more focused report.
- Choose format and generate: Select PDF (for client delivery) or CSV (for raw data), then click Generate Report. PDF generation typically takes 10–20 seconds. When ready, a preview appears — review it to confirm data looks correct before downloading or sending.
- Download or email: Click Download to save the file locally, or click Email to Client and enter the client's email address. UniLink sends the report directly from your white-labeled account. To set up recurring scheduled delivery, click Schedule instead and configure the frequency and recipient (covered in Key Settings below).
Key Settings
| Setting | What It Does | Recommended |
|---|---|---|
| White-label branding | Applies your agency logo and color to the report header, replacing UniLink's default branding | Configure under Agency Dashboard → Settings → White Label before generating any reports; logo at minimum 300px wide, PNG with transparent background |
| Date range | Defines the reporting period embedded in the report header and used for all metric calculations | Use a consistent period aligned with your client billing cycle so reports are comparable month-over-month |
| Metric sections | Selects which analytics categories are included in the report (Views, Clicks, Revenue, etc.) | Include only metrics relevant to the client's goals; fewer sections = cleaner report that clients actually read |
| Scheduled report frequency | Automatically generates and emails a report to the client on a set cadence (monthly, weekly) | Monthly is appropriate for most retainer clients; set delivery for the 1st of the month so clients receive it alongside invoices |
| Export format (PDF / CSV) | PDF produces a formatted visual report; CSV produces a raw data table for further analysis | Send PDF to clients; keep a CSV copy for your own records and analysis |
Get the Most Out Of Agency Report Export
Set up scheduled reports for every active retainer client as soon as you onboard them. The scheduling takes about two minutes per client, and once configured, you never have to remember to send a monthly report again. Scheduled reports land in clients' inboxes on a predictable schedule, which builds a reputation for consistency and professionalism without any ongoing effort on your part. If a client later asks about their numbers from three months ago, you have a documented record of every report that was sent and when.
Customize the metric sections per client based on what they actually care about. A creator using UniLink purely for link aggregation doesn't need a Revenue section and a half-page of e-commerce metrics cluttering their report. A boutique using UniLink to sell products cares deeply about revenue and conversion rate but may not need the Traffic Sources breakdown. Taking 30 seconds to uncheck irrelevant sections produces a more focused, easier-to-read report — and signals to clients that you understand their specific goals rather than sending a generic one-size-fits-all data dump.
Review the PDF preview before sending to any client. Small issues — a metric that shows unexpectedly zero data, a date range that's off by a day, a logo that didn't render correctly — are easy to catch in the preview and embarrassing to explain after the fact. Build a personal habit of previewing every report before delivery. For scheduled reports, review the first auto-generated instance after setup to confirm everything looks correct before relying on fully automated delivery.
Use CSV exports to build your own agency analytics tracking over time. Download CSV reports for all clients at the end of each month and store them in a structured folder (organized by client name and month). This creates a growing historical dataset that you own independently of any platform. If you ever migrate clients off UniLink, need to show long-term performance trends in a pitch, or want to build custom charts that go beyond what the built-in reports offer, you have the raw data to do it. Platform dependency always carries some risk; maintaining your own data archive mitigates that risk.
Troubleshooting
| Problem | Cause | Fix |
|---|---|---|
| Report shows UniLink branding instead of your agency logo | White-label settings not configured before generating the report, or logo failed to upload | Go to Agency Dashboard → Settings → White Label, upload your logo (PNG, min 300px wide), save, then regenerate the report — existing generated reports cannot be retroactively rebranded |
| Scheduled reports not being received by client | Client email address entered incorrectly, or reports going to spam folder | Verify the email address in the schedule settings; ask the client to whitelist the sending domain; check whether the client has a spam filter that blocks automated emails |
| Revenue section shows $0 despite client having sales | Sub-account's payment processor is not connected to UniLink, so sales are not tracked in the platform | Verify the sub-account's Settings → Payments configuration; revenue only appears in reports for orders processed through UniLink's payment integration, not external payment tools |
| Generate Report button is grayed out | No metrics sections are selected, or the selected date range has no data for this sub-account | Ensure at least one metric section is checked; expand the date range to confirm data exists for the account in the selected period |
- White-labeled reports look like they come from your agency — clients never see UniLink's branding in client-facing deliverables
- Scheduled monthly reports eliminate manual report generation entirely for recurring retainer clients
- Per-client metric selection produces focused, relevant reports rather than data dumps that clients ignore
- CSV export creates a portable data archive independent of the platform, protecting your historical data access
- Requires Business or Agency plan — not available on Starter or Pro
- Reports must be configured per sub-account — there is no single-click "generate reports for all clients" action
- Revenue data only reflects sales processed through UniLink's payment integration; external sales tools are not tracked
Frequently Asked Questions
Can I add custom commentary or notes to the PDF report before sending to clients?
UniLink's PDF reports are generated automatically and do not have a native text annotation field within the platform. The standard approach is to either email the PDF with your commentary in the email body, or download the PDF and use a tool like Adobe Acrobat or a PDF editor to add a text page with your summary before sending. Some agencies embed their written analysis as the first page of a report deck and attach the UniLink PDF as the data appendix.
Can I send reports to multiple email addresses for the same client?
The scheduled report configuration and the "Email to Client" action support a primary email address. If a client has multiple stakeholders who need the report — for example, the founder and their marketing manager — the simplest approach is to download the PDF and send it yourself via your regular email client with multiple recipients. For scheduled reports, consider using a team email alias that distributes to multiple recipients rather than an individual email address.
How far back can I generate historical reports?
You can generate reports for any date range for which UniLink has data for that sub-account. Practically, this means data from when the sub-account was created (or connected to your agency). There is no arbitrary cut-off for how far back you can set the date range, but data older than 24 months may have reduced granularity for certain metrics depending on your plan's data retention policy. For most agency use cases, 12–18 months of history is more than sufficient.
Do clients get notified when I view their analytics in the Agency Dashboard?
No. Viewing a sub-account's analytics data in your Agency Dashboard is a read-only action that generates no notification to the sub-account holder. Clients are not notified when you access their data, generate reports, or drill into their metrics. Only when you use "Email to Client" to send a report does the client receive any notification — the report delivery email itself.
Can I export reports for all clients at once?
Bulk report generation across all sub-accounts simultaneously is not currently supported — reports are generated per sub-account. For agencies with many clients, the most efficient workflow is to open each sub-account in sequence (using the account list in the Agency Dashboard sidebar), set the same date range for each, and click Generate + Download with your saved metric section preferences. With practice, this takes under 60 seconds per client. Scheduled reports eliminate this entirely for recurring monthly delivery.
- Configure white-label branding at Agency Dashboard → Settings → White Label before generating any reports — branding cannot be applied retroactively to already-generated PDFs.
- Access per-client reports at Agency Dashboard → Analytics → [client account] → Reports; set date range and select relevant metric sections before generating.
- Set up scheduled monthly reports for every retainer client once during onboarding — automated delivery requires no ongoing manual effort.
- Always preview the PDF before sending to a client; small errors caught in preview are much easier to correct than explaining them after delivery.
- Export CSV reports monthly and archive them locally — this creates a portable historical dataset that you own independently of the platform.
Ready to send professional analytics reports to your clients? Upgrade to UniLink Agency and set up white-labeled automated reporting in under 10 minutes.