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Legacy (Reporting) System
Legacy (Reporting) System
A collection of help articles for Whatagraph's older version.
+2
93 articles in this collection
Written by
Giedre Dubisevaite,
Vytautas Smilingis,
Justinas
and 2 others
Getting Started
Whatagraph walkthrough
A basic tutorial that explains the functionality behind the automated marketing reporting platform
Written by
Laurynas Arminas
Updated over a week ago
Your first client
Learn how to set up your first client to get ready for reporting
Written by
Giedre Dubisevaite
Updated over a week ago
Editing client's name
See the fastest way to change client's name in your dashboard
Written by
Giedre Dubisevaite
Updated over a week ago
How to delete a client
See the fastest way to delete client from your dashboard
Written by
Giedre Dubisevaite
Updated over a week ago
Your first Whatagraph report
Learn how to create your first report with Whatagraph.
Written by
Giedre Dubisevaite
Updated over a week ago
Creating report from a template
Go through the steps of creating a report using pre-made Whatagraph templates.
Written by
Giedre Dubisevaite
Updated over a week ago
Creating a report from scratch
Learn how to create your first report using blank template.
Written by
Giedre Dubisevaite
Updated over a week ago
Your first studio widget
Learn about creating studio widgets with Whatagraph
Written by
Giedre Dubisevaite
Updated over a week ago
Report Building
Editing your report
All about your report editing: where to find it and what options are available
Written by
Giedre Dubisevaite
Updated over a week ago
Saving report as a template
Save your report as template and use it for other data sources.
Written by
Giedre Dubisevaite
Updated over a week ago
How to change your report name?
Changing your report name in just a few clicks.
Written by
Giedre Dubisevaite
Updated over a week ago
How to set the date of the report?
Select what time you want the report to be delivered.
Written by
Giedre Dubisevaite
Updated over a week ago
Generating report within custom date range
Learn how to generate instant report within your selected date range
Written by
Giedre Dubisevaite
Updated over a week ago
Adding multi-calendars to your report
Learn how to use multi-calendars in your multi-source reports.
Written by
Giedre Dubisevaite
Updated over a week ago
Creating multi-date range reports
Learn how to build a report with different date ranges.
Written by
Giedre Dubisevaite
Updated over a week ago
How to switch between sources when editing your report?
Learn how to switch between multiple sources when editing a report in Whatagraph.
Written by
Milda Povilaityte
Updated over a week ago
Creating multi-source reports
Learn how to build a single performance report with data from multiple channels.
Written by
Giedre Dubisevaite
Updated over a week ago
Combining multi-source data
Learn how to blend data between different sources.
Written by
Giedre Dubisevaite
Updated over a week ago
Multi-source widgets in the report
Learn more on how to create multi-source widget to make sure it is functional
Written by
Milda Povilaityte
Updated over a week ago
Custom Widgets
Here you will find the pre-built custom widgets you can add to your Whatagraph reports.
Written by
Giedre Dubisevaite
Updated over a week ago
Creating custom widgets
Learn how to build custom infographics for your report using Studio widgets
Written by
Giedre Dubisevaite
Updated over a week ago
How to build a custom metric
Learn more about building custom metrics in Whatagraph.
Written by
Laurynas Arminas
Updated over a week ago
Creating an Offline Widget
Adding offline data to your report
Written by
Milda Povilaityte
Updated over a week ago
Creating reports for a specific ad campaign
How to filter your report data on a campaign level
Written by
Giedre Dubisevaite
Updated over a week ago
How to add multiple campaigns to a single report
Learn how to showcase data from multiple campaigns in a single report.
Written by
Giedre Dubisevaite
Updated over a week ago
Campaign selection string filter
Guide to using contain/exclude string filters attributed to campaign selection.
Written by
Laurynas Arminas
Updated over a week ago
How to use funnel charts
Learn how to visualize data using funnel charts in your Whatagraph reports.
Written by
Giedre Dubisevaite
Updated this week
How to display cumulative data
Learn how to show cumulative data and in your reports.
Written by
Giedre Dubisevaite
Updated this week
Error 'The parameter value of "sort" is invalid'
Learn how to fix the error of “sort” value being invalid
Written by
Milda Povilaityte
Updated over a week ago
How to move pages in the report
Learn how to move report pages around and zoom in/out
Written by
Giedre Dubisevaite
Updated over a week ago
Adding comments to your report
See how to use text widgets to add comments to your reports.
Written by
Giedre Dubisevaite
Updated this week
Static vs Dynamic comments
What is the difference between static and dynamic comments?
Written by
Giedre Dubisevaite
Updated over a week ago
Update report button – what does it mean?
Learn more about how the Update report button works in your reports.
Written by
Giedre Dubisevaite
Updated this week
Sharing the reports
Find out how to quickly share your report via e-mail
Written by
Giedre Dubisevaite
Updated this week
Downloading PDF reports
Learn how to quickly download report PDF
Written by
Giedre Dubisevaite
Updated this week
Creating a live report
Learn how to create and share live reports on Whatagraph.
Written by
Giedre Dubisevaite
Updated over a week ago
Sending test email
Test before you ingest
Written by
Giedre Dubisevaite
Updated over a week ago
Embedding the report
Find out where to get the html code for report embeds
Written by
Giedre Dubisevaite
Updated over a week ago
Deleting reports
Learn the fastest way to delete your report
Written by
Giedre Dubisevaite
Updated this week
What is a CSV file
Learn more about comma separated values (.csv) file format.
Written by
Giedre Dubisevaite
Updated over a week ago
How to prepare my CSV/Excel files for import
Learn about the requirements for your CSV/Excel files before importing them to Whatagraph.
Written by
Giedre Dubisevaite
Updated over a week ago
How to create custom reports using CSV/Excel import
Learn how to add CSV or Excel files to your Whatagraph reports.
Written by
Giedre Dubisevaite
Updated over a week ago
Why do I see 'Not Connected' in my report?
Learn how to active the source if is says ‘Not Connected’
Written by
Milda Povilaityte
Updated over a week ago
Report Automation
How does the report automation work?
Written by
Giedre Dubisevaite
Updated over a week ago
Automation cycles
Learn more about report automation cycles and how it all works.
Written by
Giedre Dubisevaite
Updated over a week ago
Setting up client automation
Learn how to set individual automation for selected clients
Written by
Giedre Dubisevaite
Updated over a week ago
Get notified via email when your reports are due for review
Written by
Giedre Dubisevaite
Updated over a week ago
Source Management
Adding additional data sources to your client
Learn how to add data sources to an individual client
Written by
Giedre Dubisevaite
Updated over a week ago
Removing data sources
Learn how to remove data sources from your client
Written by
Giedre Dubisevaite
Updated over a week ago
How to connect YouTube Ads to Whatagraph
Running ads on YouTube? Learn how to connect YouTube Ads reporting to Whatagraph and generate your first video ads report.
Written by
Giedre Dubisevaite
Updated over a week ago
How to connect SEMrush to Whatagraph (Classic/Reporting environment)
Easily connect SEMrush account to Whatagraph platform
Written by
Giedre Dubisevaite
Updated over a week ago
How to connect your HubSpot account to Whatagraph
HubSpot integration setup instructions
Written by
Giedre Dubisevaite
Updated over a week ago
My reports are not showing any data
Zero data in my reports!
Written by
Giedre Dubisevaite
Updated over a week ago
Source verification issues
Do you see a source error next to one of your accounts? Here's how to re-verify your sources in Whatagraph.
Written by
Laurynas Arminas
Updated over a week ago
Facebook verification issues related to changed email address
Verification of Facebook Account, Facebook Ads and Instagram sources with an email that is no longer used
Written by
Laurynas Arminas
Updated over a week ago
Facebook Page verification issues
Do you see a source error next to your Facebook Page? Here's how to re-verify your Facebook source in Whatagraph.
Written by
Laurynas Arminas
Updated over a week ago
Facebook Ads verification issues
Do you see a source error next to your Facebook Ads? Here's how to re-verify your Facebook Ads source in Whatagraph.
Written by
Laurynas Arminas
Updated over a week ago
Instagram Business verification issues
Do you see a source error next to your Instagram Business? Here's how to re-verify your Instagram Business source in Whatagraph.
Written by
Laurynas Arminas
Updated over a week ago
LinkedIn verification issues
Do you see a source error next to your LinkedIn Page? Here's how to re-verify your LinkedIn source in Whatagraph.
Written by
Laurynas Arminas
Updated over a week ago
Mailchimp verification issues
Do you see a source error next to your Mailchimp account? Here's how to re-verify your Mailchimp source in Whatagraph.
Written by
Laurynas Arminas
Updated over a week ago
How to move my old Instagram data to Instagram Business
Learn how to move IG data from old reports to the new Instagram Business reports
Written by
Giedre Dubisevaite
Updated over a week ago
Team Management
Adding more team members
Learn how to add additional team members to your home screen
Written by
Giedre Dubisevaite
Updated over a week ago
Assigning team member to a client
Lern how to assign specific team member to an individual client
Written by
Giedre Dubisevaite
Updated yesterday
Editing the name of the team
Learn how quickly add or change name for your reporting team.
Written by
Giedre Dubisevaite
Updated yesterday
Changing the role of a team member
Learn to how to change role access for your team members
Written by
Giedre Dubisevaite
Updated yesterday
Removing team member
Learn how to remove a team member from your dashboard.
Written by
Giedre Dubisevaite
Updated yesterday
Custom Branding
Is it possible to remove Whatagraph logo from the report?
Adding your logo to the report
Written by
Giedre Dubisevaite
Updated over a week ago
How to add your own logo to the report
Learn how to upload your client's or your own logo to a white label report.
Written by
Giedre Dubisevaite
Updated over a week ago
How to add a custom domain for white label emails
Want to send reports from your own custom email address? Here's how to set it up.
Written by
Justinas
Updated over a week ago
White label
Learn more about white label settings across different levels
Written by
Laurynas Arminas
Updated over a week ago
Google Integrations
Google Analytics Widgets
Learn about the widgets you can add to your Google Analytics report
Written by
Giedre Dubisevaite
Updated over a week ago
Using Google Analytics filters in Whatagraph
All about the magic 'Filter' field in your Google Analytics report setup
Written by
Giedre Dubisevaite
Updated over a week ago
Google Ads Widgets
Learn more about the widgets you can add to your Google Ads report
Written by
Giedre Dubisevaite
Updated over a week ago
Google My Business Widgets
Learn more about the widgets you can add to your Google My Business report
Written by
Giedre Dubisevaite
Updated over a week ago
Google Search Console filters
How to filter your data in Google Search Console
Written by
Vytautas Smilingis
Updated over a week ago
How to use Google Sheets with Whatagraph
Learn more about the Google Sheets integration and how to import your analytics data from Google Sheets.
Written by
Laurynas Arminas
Updated over a week ago
Social Media Integrations
Facebook Page widgets
Learn more about the widgets you can add to your Facebook Page report
Written by
Giedre Dubisevaite
Updated over a week ago
Facebook Ads widgets
Learn more about the widgets you can add to your Facebook Ads report
Written by
Giedre Dubisevaite
Updated over a week ago
Instagram widgets
Learn about the widgets you can add to your Instagram page report
Written by
Giedre Dubisevaite
Updated over a week ago
Instagram Hashtags
Explore the Instagram Hashtag Functionality Options
Written by
Laurynas Arminas
Updated over a week ago
LinkedIn Widgets
Learn about the widgets you can add to your LinkedIn Page and LinkedIn Ads reports
Written by
Giedre Dubisevaite
Updated over a week ago
Twitter Widgets
Learn about the widgets you can add to your Twitter Page and Twitter Ads reports
Written by
Giedre Dubisevaite
Updated over a week ago
MailChimp Widgets
Learn more about the widgets you can add to your MailChimp report
Written by
Giedre Dubisevaite
Updated over a week ago
Billing and Subscription
Checking your plan usage
See where to check you current plan details - number of data sources used and team members added to the account
Written by
Giedre Dubisevaite
Updated this week
Changing your subscription plan
See where to check other Whatagraph plans available and how to upgrade.
Written by
Giedre Dubisevaite
Updated over a week ago
Adding a payment method
Check out how to add different card or PayPal to your payment methods.
Written by
Giedre Dubisevaite
Updated over a week ago
Purchasing additional users and data sources
See where to buy extra users for your Whatagraph account.
Written by
Giedre Dubisevaite
Updated over a week ago
Changing your password
Learn how to change your password
Written by
Giedre Dubisevaite
Updated this week
Changing your profile picture
Learn how to add your profile picture.
Written by
Giedre Dubisevaite
Updated over a week ago
Adding and removing login options
Learn how to edit login options to access your Whatagraph account
Written by
Giedre Dubisevaite
Updated over a week ago
Downloading invoices
Learn where to find your invoices and how to download them
Written by
Giedre Dubisevaite
Updated this week
Can I change plans at any time?
Written by
Giedre Dubisevaite
Updated this week
What are your data security and privacy policies?
Written by
Giedre Dubisevaite
Updated over a week ago