Easily generate and send approval and report links for multiple workspaces in one streamlined process using the Agency View. This guide walks you through the steps to set up and manage Bulk Reports, saving your team valuable time when working across multiple client accounts.
Accessing Agency View
- Click the active workspace name in the top-left corner of your dashboard.
- Select "Agency View" from the dropdown menu.
- Once in Agency View, click the "Workspaces" tab.
- Below the tab, select the "Bulk Operations" option.
Bulk Reports: Generate Reports for Multiple Workspaces
What it does:
Generates identical reports across selected workspaces. Optionally, these can be sent automatically to each client.
Steps:
- Open Bulk Reports from the Bulk Operations section.
- Set your desired report parameters (same as a single report).
- Select the workspaces you want to include.
- Toggle "Send reports to recipients of each Workspace" if you'd like them emailed right away.
🔁 If auto-send is turned off, the reports will be saved in each workspace and can be manually copied and sent.