• Lost insights – It’s easy to lose track of important data from previous years or business periods if you don’t have a system for saving it. 

• Scrambling for old reports – You may be searching through emails and pinging coworkers to track down old client reports you need to reference.

With Reports Archive, you’re suddenly able to…

• Leverage historical insights – with Archived Reports you’ll be able to reference historical activities to analyze trends, track performance and gain insights into your progress. 

• Streamline access to archived data – by having a centralized place for all archived reports, team members can easily access and share past reports. This ensures that important information is always available to the right people, no matter where or when they need it.

Keeping a log of past client reports may also be important for your agency. Instead of searching through past emails and Slack messages, find all of your past client reports in your Archive. You can tag archived reports to organize them by client, month, or any custom labels of your choosing. 

Archiving reports will help you keep your Reports screen clean and up-to-date. It will also help you ensure members of your team are not using or sending old versions of a report. 

To get started, let’s archive your first report. Click on the report you’d like to archive and click on the …More button on the top of the edit screen. Select PDF Archive. That’s it! After a few moments, the report will populate on your archive screen. 

Archive Screen 

View all of your archived reports on the Archive screen. There is a search bar so you can search for a specific report. Filters allow you to filter through archived reports faster. Filter by the user that generated the report, or the tags associated with the report.

Archive Historical Data 

Archiving historical data is a great way to track long term performance for your business—and Reports are the perfect place to archive it. Depending on the data you want to archive, you can structure your report in different ways. Here are some elements to consider including: 

• Dashboard slides: Dashboards are a great way to show historical performance for multiple metrics on one screen. It’s easy to change the date range for dashboards, so you can adjust what date ranges you want to see for all your metrics at once. For historical reports, you want to set the date range for whatever time period you want to save. These date ranges may be longer than your typical reports—for example, a full year or 18 months.

• Text slides: Text slides allow space for you to include context for your archive report. Include any big projects or initiatives your team completed during the archive period, as well as anything that may have affected your performance.

• Side-by-side slides: Did any metrics stand out during this archive period? Highlight them using side-by-side slides. Half of the slide will show a visual representation of your metric, and the other half can be used to explain its importance. 

You can use any Report features to make an archive report that works for your team. Once you’ve created the report, create a PDF archive of the report (instructions in the section above). Now, your report will be saved in the Archive for easy access!