Overview brings the projects connected to your Reportei account together on one screen. Monitor key indicators across projects without opening each project individually, and review the portfolios managed by your team.
Overview is designed for internal management and monitoring.
Overview features
You can view several or all of your projects on one screen and compare the indicators that matter to your work.
There is one Overview dashboard for each company account in Reportei. Team members work with the same dashboard structure.
The sections below explain how to use its main features.
Multiple pages
Create custom pages for different areas of your company—such as content, SEO or paid media—or organize pages by client.
This makes it easier to find the information you need. There is currently no limit on the number of pages you can create.
Select metrics
Choose the metrics you want to monitor across projects from the integrations available in Reportei.
Click Add metric, or use the + button that appears when you hover between columns:
Add grouped metrics
Grouped metrics combine data into a total. For example, ad spend can include the amounts from all of a client’s connected advertising platforms. The available groups are Ads, Social Media, CRM and Google Business Profile.
Click a value in the table to open its detail card. For a grouped metric, you can see the values from the accounts included in the calculation. An alert icon indicates if an account has an error:
Real-time data
With this option enabled, Overview checks for updates every 30 seconds. Values typically refresh every one to two minutes, when new data is available. The connected platforms’ own reporting delays still apply.
To use this option, select one of the three analysis periods that include the current day:
- Last 7 days
- Last 15 days
- Last 30 days
If you select another option or a custom period, a dialog asks you to confirm that real-time updates will be disabled:
You can also select earlier periods to review historical performance:
Customize the dashboard
Create and name pages, then select their metrics. Start from one of the templates or a blank page.
Arrange the tabs and metrics so the information you need most appears first.
Click Edit pages to see the available options:
Total row
The total row consolidates each column’s values. It helps you assess combined results and compare indicators without adding the figures manually.
Rate metrics are not summed in the total row, because adding individual rates would not produce a meaningful combined rate.
Reference values
Set a target or limit for an indicator, then compare the project’s result against it.
Click a value in the table and use the add button in its detail card. Choose whether the reference is a target or a limit, then enter the value.
To change or remove a reference value, use the edit option in the detail card:
View projects by team member
Account owners and administrators can view Overview as a specific team member. Regular team members do not have this option:
The selected view shows only the projects that person can access. This helps managers review a team member’s client portfolio and identify projects that need attention.
To use this effectively, invite each person through Reportei’s team management settings and give them access to the projects they manage.
Which plan includes Overview?
- Overview is included in the Premium plan.
- Accounts on other plans can activate a seven-day free trial within Reportei using the trial option shown below:
If you have any questions, contact our support team through the chat.