Legacy (Reporting) System

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

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 over a week ago

How to display cumulative data

Learn how to show cumulative data and in your reports.

Written by Giedre Dubisevaite
Updated over a week ago

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 over a week ago

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 over a week ago

Sharing the reports

Find out how to quickly share your report via e-mail

Written by Giedre Dubisevaite
Updated over a week ago

Downloading PDF reports

Learn how to quickly download report PDF

Written by Giedre Dubisevaite
Updated over a week ago

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 over a week ago

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

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

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

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 over a week ago

Editing the name of the team

Learn how quickly add or change name for your reporting team.

Written by Giedre Dubisevaite
Updated over a week ago

Changing the role of a team member

Learn to how to change role access for your team members

Written by Giedre Dubisevaite
Updated over a week ago

Removing team member

Learn how to remove a team member from your dashboard.

Written by Giedre Dubisevaite
Updated over a week ago

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 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

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

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 over a week ago

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 over a week ago

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 over a week ago

Can I change plans at any time?

Written by Giedre Dubisevaite
Updated over a week ago

What are your data security and privacy policies?

Written by Giedre Dubisevaite
Updated over a week ago