Fresh start

🌐 Accessing the Registration Page

• Navigate to reportz.io.
• Click Free Trial to open the registration form.

📝 Registration Options

You can register using either a social account or manual entry:

• Google, Facebook, or LinkedIn login — one-click authentication.
• Manual registration — fill in the following fields:
  • Full Name
  • E-Mail Address
  • Password (minimum 8 characters)
  • Password Confirmation

✅ Required Confirmations

Before clicking REGISTER, you must check:

• Acceptance of Terms & Conditions and Privacy Policy.
• Confirmation that you are not under 16 years old.

📧 Verification & First Login

• After registration, you are automatically logged in.
• The page informs you that your email needs to be verified.
• A verification email is sent to your inbox.
• Open the email and click the verification link to confirm your account.
• Until verification is complete, you remain logged in but with limited access.

🟢 Intro Questionnaire

Once you verify your email, you are redirected to an intro page with a short questionnaire:

• Industry selection (SEO, PPC, Social Media, E-Commerce, General Marketing).
• Usage purpose (Agency/Company work or Freelance/Solopreneur work).
• Client volume (1-4, 5-14, 15-50, or 50+ monthly clients).
• Reason for visiting (Dashboards or Mission Control).
• After completing the questionnaire, click Continue.

📊 Guided Dashboard Creation

• You land on the Create a Dashboard page.
• Onboarding requires you to create a dashboard from a template.
• Templates are grouped by categories: Social Reports, SEO Reports, E-Commerce Reports, General Reports, PPC Reports.
• Expand SEO Reports and click CREATE next to Core SEO Report (12 widgets, integrated with Google Analytics, Google My Business, and Google Search Console).
• Your Core SEO Report dashboard is generated and added to the Active Dashboards list.

🔗 Connecting Data Sources

• Once the dashboard loads, widgets display placeholders such as “CLICK TO SET DATA”.
• Click Set Data in a widget to connect a third-party account.
• Example: Google Analytics
  • Click Set Data on first widget.
  • Click + Connect account inside popup.
  • Authenticate with your Google account.
  • Choose the property/view you want to connect.
• Once connected, the widget updates with live data from Google Analytics.
• Repeat this process for other widgets to fully populate your dashboard.

🔗 Connecting Data Sources

• Once the dashboard loads, widgets display placeholders such as “CLICK TO SET DATA”.
• Click on Set Data in a widget to connect a third-party account.

Example: Connecting Google Analytics

• Click Set Data on first widget.
• Authenticate with your Google account.
• After authentication, the popup transforms into a configuration form:
  • Integration Account (your Google login).
  • Account (account inside GA).
  • Property (account’s GA property).
• Choose the appropriate account and property.
• Click UPDATE to finalize the connection.
• All GA widgets update with live data.
• Repeat for other sources to fully populate your dashboard.

👁️ Switching to Reporting Mode

• After connecting your first data source, onboarding guides you to the eye icon in the left-side navigation.
• Click the eye icon to switch your dashboard into Reporting Mode.
• This mode is used for presenting and sharing dashboards with clients.

📅 Adjusting the Time Period

• In Reporting Mode, onboarding highlights the date selector in the dashboard header.
• Click the calendar to change the time period for your data.
• You can select ranges such as “Monthly”, “Weekly”, “Last 7/30 Days”, “Last month”, “Mid-monthly”, “Daily” or custom dates.

📤 Sharing Your Dashboard

• Onboarding directs you to the Share menu in the main navigation (top-right).
• You have options:
  • Download PDF — generates a client-ready report (completes onboarding).
  • Copy Dashboard URL — share a live link with stakeholders (completes onboarding).
  • Mail reporting — receive automated email with live link (and optionally PDF) or send it to stakeholders.

🎉 Onboarding Completion

• Once you download a PDF or copy the dashboard URL, onboarding is completed!

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🔑 Logging In Later

Once verified:

• Return to app.reportz.io.
• Log in using your chosen method (social account or email/password).
• If you forget your password, use the Forgot Password option.