Agency Rolled-Up Reporting in Sparkforge

Agency Rolled-Up Reporting brings sub-account performance into a single view at the agency level. Choose the metrics that matter, monitor activity across every client, and centralize scheduled-report management.

Configure rolled-up columns

1. Navigate to Agency Account > Sub-Accounts.
2. Click the Columns button.
3. Select up to 8 columns to show on every sub-account summary card.

Available metrics

Active users

A user logged in at least once during the timeframe (web, iOS, or Android). Displayed as 79/100 — 79 active out of 100 total users created in that timeframe. Includes both location admins and agents.

Activity counts

• Appointments — total appointments created in the timeframe, all statuses
• Contacts — contacts created in the timeframe
• Email — inbound from contacts and outbound from admins/users (excludes automated email)
• SMS — inbound and outbound, excludes automated SMS
• Calls — inbound and outbound counts plus total talk time

Submissions

• Forms, surveys, and Facebook forms submitted

Channel-specific messaging

• WhatsApp, Google Business Profile, Instagram, Facebook — inbound and outbound message counts (manual messages only)

Reviews

• Total, positive, and negative review counts

Sites created

• Funnels, websites, forms, and surveys created in the timeframe

Scheduled reports management

The Scheduled Reports table consolidates every sub-account's scheduled report into one view at the agency level.

Open the table

Go to Agency View > Sub-Accounts > View Scheduled Reports.

Bulk pause and resume

Use checkboxes to select reports, then apply Pause or Resume from the bulk actions bar. Pause is useful before pushing template changes you don't want clients to see mid-revision.

Filter by status

Click the Status filter and choose Active or Paused to audit which schedules are sending and which aren't.

Settings panel

Click the gear icon in the Scheduled Reports view:

• Pause All Scheduled Reports — immediately pauses every scheduled report at the agency level. Use this before bulk template or recipient changes.
• Auto-create scheduled reports for new sub-accounts — toggle on if every new client should auto-receive baseline reports; off if you want to review templates and recipients before any send.