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Client Dashboard Settings



Thanks to our White Label feature, our professional reports can become a part of your reputation.

This feature allows you to provide your client with a customized online dashboard displaying our reports, under your logo. This is ideal for SEO companies and online marketing agencies that would like to give their clients the ability to be as hands-on as they like.

For customers with multiple campaigns, the single sign-on feature enables log in to their client dashboard for viewing of SEO reports and graphs for all of their campaigns in one convenient location.

White Label Reports
 


Video: How to Create a Client Dashboard

 




White Label Client Dashboard Screenshots

 
Multiple Campaigns can be viewed in one Client Dashboard

If you have enabled the same Link To Profile in more than one campaign, your customer will be able to select from a list that displays their campaigns in the upper right area of the screen.

Rank Tracker Dashboard with Multiple Campaigns and Report Options enabled

With these settings, your customer can change report options to view any report or graph you've granted them access to in a variety of formats and customized with the specific metrics they want to see.
White Label Dashboard view with multiple campaigns

Rank Tracker Dashboard view including Rank & Visibility Graph

Client Dashboard displays multiple Campaigns and Graphs

Interactive SEO Reports in Branded Client Dashboard

Your customers can interact with reports that you have enabled for them in your branded client dashboards. For example, as in the Rank Ranger user interface that you work in, when viewing the Landing Page Performance report users can click on the number in the Keywords column to reveal the keywords that ranked for the URL displayed in the Landing Page column.

This screenshot also demonstrates what your clients will see if you have disabled Report Options - they can only click on the Reports tab to display the list of reports available to them, but they can't change the options you've set as defaults for a particular report or graph.
Interactive SEO reports in branded web portal


Interactive Hover in Graphs Reveals Additional Data 

If enabled in Report Options, your clients can discover algorithm changes by hovering in graphs. Additional rank and traffic data, events and notes can also be viewed with the interactive hover.

The top right toolbar can be used to change report & graph dates, print reports & graphs and change the interface language if a language other than English is enabled in the Client Dashboard Campaign Settings.
Interactive Branded Portal


Upload Logo

 
You have the option to use a default company logo across all campaigns or upload specific logos for individual campaigns. Please refer to Account Logos for more details and instructions regarding these options.


Share White Label Client Dashboard Access

 
Open White Label Wizard

Campaign Settings:

  • Click the Client Dashboard tab.

 
 
Create White Label Access

Choose from 1 of 3 Access Options:



 Secure Client Dashboard Password-protected URL
  • Custom URL: enter a word, name, number, etc. in the field, click the open icon to copy and save the full custom URL.
  • Password: enter a password into the Password field.
  • Click the Save button.
  • To grant White Label Client Dashboard access to your client(s), simply send them the URL and password you have created.

Please note: Your account username becomes the sub-domain in the URL (e.g., demo.ourreports.com), to have your account username changed, please contact customer service and they will check to see if your desired username is available). If you would prefer to use your own domain, you have an option to purchase White Label Custom Domain Service.


Create White Label Custom Domain Access
Custom Domain Service
If you have a package with White Label Custom Domain Service, you can provide your customers with your custom URL (e.g., http://sub.yourdomain.com) and a username and password:
  • Custom URL: enter a word, name, number, etc. in the field and click the open icon to copy and save the full custom URL. That entry is the username.
  • Password: enter a password into the Password field.
  • Click the Save button.
  • To grant White Label Client Dashboard access to your client(s), simply send them your URL, along with the username and password you have created.

Create White Label Direct Access
 Public Client Dashboard Direct Link
  • Click the Enabled option.
  • Click the Save button.
  • Copy and share the direct link with your client(s).
Please note: Use of the Public Client Dashboard Direct Link does not require username and password login. People that you have granted White Label access to will be able to view tracking reports only for their campaign(s).

Select Reports for White Label Client Access

Access Settings:

  • Check the boxes beside the Reports & Graphs you want to grant your customer view access to.
Categories include:
  • Rank
  • Research
  • Graphs & Widgets
  • Analytics
  • PPC
  • Search Console
  • Social
  • Links
  • Other Integrations
  • Legacy
  • Management Reports

Select The Display and Interface Language

Default Language

  • Select the Default Interface Language for that customer.
Select A Profile

Link To Client Profile

  • Select the Profile* that contains the campaigns you want to view in a single sign-on Client Dashboard.  Only select this for the campaign you will launch the Client Dashboard from. 
Refer to Create a Profile for additional instructions.
Refer to Campaign General Settings > Advanced Settings for instructions on how to assign a Profile to a campaign.

Display Options

client dashboard display options

  • Sidebar: This option allows the sidebar to be Expanded or Closed when the dashboard is launched (and when switching between reports)
  • Report Options: This option allows you to Show or Hide the Report options section (e.g., if you don't want the viewer to be able to change report or graph settings, then set this to Hide)
  • Export Options: This option allows you to Show or Hide the Export options (e.g., if you don't want the viewer to be able to download reports, then set this option to Hide)
  • Login Page Background: leave as Default or select white or gray
  • Date Selection: This option allows you to Show or Hide the Date selection option (e.g., if you only want the viewer to be able to see the reports for the dates as you have set for each report or graph in the report options, then set this option to Hide).
  • Click the Save button.

Customize Reports & Graphs for Client Dashboard

 
Special Report Options for Client Dashboard View

To create a different report or graph view for display in the Client Dashboard of a specific campaign: 
  • View the report and expand the Report Options section
  • Select the settings you want for your client's view of the report
  • Scroll down to the bottom and click the Apply Changes button
  • Confirm that the report displays options you expected
  • Expand Report Options again
  • At the bottom hover over the Save icon and select Save as Default for Client Dashboard 




If you want this view to be the same for new campaigns in the future, you can also save it as the Account Default Setting and then when the new campaign is created, repeat the Save as Default for Client Dashboard step before making changes for your own view.


Log in to Client Dashboard

 
If using Secure White Label Password-protected URL:
  • Copy and paste the URL from the Secure White Label Portal Access area of the Campaign Settings > White Label Client Dashboard screen and enter it into the address bar of your browser.
  • Enter the password you created for the specific campaign and click the Login button.
Secure Login to White Label Portal

If using Custom Domain Service:
  • Enter your Custom Domain URL into the address bar of your browser.
  • Enter the username and password you created for the specific campaign and click the Login button.

Login to White Label


Your White Label Client Dashboard displays as your client(s) will view it. 
White Label Portal displays multiple Campaigns and Graphs


Display Notes in Client Dashboards

There are 3 types of Notes that can be displayed in Client Dashboards: Single Date and Date Range display text in a PDF based on the report date setting. Fixed notes can be used to display a message for a single campaign, specific multiple campaigns or account-wide continuously and the content can be changed as needed (in the Tools > Notes screen).

Notes displayed in a Client Dashboard

Fixed Note in Client Dashboard



Add Note to Client Dashboard
After creating a Note (in the Tools > Notes screen), access Reports > Other Integrations and select Notes in the left Reports menu. 
Expand Report Options and configure the Notes settings. 

For on-screen viewing, you may select a date range (this setting does not apply to the Client Dashboard, which is based on the dashboard date selection).

Date Range


Display Settings
Select the options that you want displayed:
  • Custom Report Title (optional): enter text that you want displayed at the top of the Notes list
  • Show Colors: if selected, then a color border will display to the left of the note
  • Show Dates: if dates are associated with the note and you want that displayed, then enable this option
  • Show Users: if you want the name of the person who created the note to be displayed, then enable this option

display settings



Filters
  • Select the Type of Note(s) you want displayed in the dashboard
    • Single Date displays text for one date on a graph hover or in reports that support this feature
    • Date Range displays text across a date range on a graph or in reports that support this feature
    • Fixed can be used to display a message for a single campaign, specific multiple campaigns or account-wide continuously. This note type is not limited to specific date(s), it can be set to display in white label marketing dashboards, client dashboards and PDF reports, and then the content can be changed as needed, in the Tools > Notes screen.
  • Select the Campaign(s) for which Notes were created that you want displayed in this dashboard (e.g., if this is a corporate dashboard that summarizes 10 branches of the company, you might select all of the campaigns that are associated with it). 
  • Select the Users who created Notes that you want displayed in this dashboard

notes filters

Click the Apply Changes button


Save Settings as Client Dashboard Default
After saving your settings, hover over the Save icon and click Client Dashboard to save the settings as the Client Dashboard default. 

client dashboard default



Follow the Client Dashboard Settings instructions to enable the view of Notes in your Client Dashboard.


Reports > Other Integrations > Notes
After saving your Notes settings, they display in the user interface 

Notes in user interface


Client Dashboards vs. Marketing Dashboards


All reporting platform plans are equipped with our original Client Dashboards.  This online dashboard mirrors the Rank Ranger Platform layout to the extent of the reports you choose to include, and permissions you establish for each client.

The Marketing Dashboard is a premium feature that provides a website style framework that is customizable with access to HTML and CSS.  Additional features include a built-in dashboard navigation menu for web pages and external links, page elements that can be sized to 1/2 or full screen width for report, graph and text box layout flexibility, a WYSIWYG text editor for static or scheduled messages and embedding of files and images, templates, and support for multiple versions of the same reports and graphs.

 Feature  Client Dashboard
 Marketing Dashboard
Design Mirrors the Rank Ranger platform based on the reports and permissions enabled for client view
Website style framework with fully customizable HTML and CSS. Page elements can be sized to 1/2 or full screen width for layout flexibility
White Label Logo
1: choice of your company logo or your client's logo
2: choice of one or both your company logo and client's logo
Client Access URL
Login credentials or public URL
Login credentials or public URL
Use your domain URL
Custom Domain, add-on option
Custom Domain, add-on option
Multiple campaign Single Sign-on
Yes, Profiles can be used to group multiple campaigns for viewing with a single login to a dashboard
Yes, Profiles can be used to group multiple campaigns for viewing with a single log in to a dashboard
Reports & Graphs
1 of each Rank Ranger report and graph
You can add multiple versions of the same reports or graphs, and group them into web pages for logical organization
Cross-campaign Reports & Graphs
No, each Client Dashboard presents report data for the  campaign it is associated with.
Single sign-on to multiple campaigns is possible.
Yes, Marketing Dashboards can contain data for any campaign in the account. For example, it is possible to create a dashboard with data from a campaign for a website, and separate campaigns for the YouTube and App Store campaigns affiliated with the website
Text boxes
Not available
Text boxes can be used to display messages to clients (and can be scheduled during various time periods anywhere you'd like in your reports), and to embed files and images
Embed External Data
Not available
Embed Images, Google Spreadsheets, Presentations, Drawings, and Forms as well as Vimeo and YouTube videos
Templates No, however, you can set an account level default for the reports and graphs you want displayed in all Client Dashboards for new campaigns. Additionally,  Client Dashboard report default settings can be created for each report per campaign.

Yes, you can create and save a custom template and deploy it to other campaigns or select one from our Dashboard Template Library


Demo Dashboards



Client Dashboard example
Experience a live Client Dashboard  with multiple campaign single-sign on feature, that uses a Public URL access
(no password required)

Client Dashboard example

 
Marketing Dashboard example
Experience a live Marketing Dashboard demo with single sign-on feature, that uses secure login access
(password is demo)

web marketing dashboard example


Marketing Dashboards are a premium feature that can be subscribed to in stand-alone marketing dashboard plans or added to full reporting platform plans. If your current plan does not support Marketing Dashboards and you would like to take advantage of this game-changing feature, please log into your account and complete the Build Your Own Scalable Package form at the bottom of the Add New Package screen and we'll be happy to provide you with pricing and build a custom plan that meets your current requirements and is expandable for future growth.

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