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Rolled Up Reporting

3 guides covering rolled up reporting on the Sparkforge platform.

  • Agency Rolled Up Reporting Agency Rolled-Up Reporting consolidates sub-account performance into a single agency dashboard. Pick up to 8 columns per sub-account card (active users, contact
  • Automated Email Reports for Sub-Accounts | Report Scheduler Report Scheduler delivers performance dashboard summaries to sub-account admins and users on a daily, weekly, or monthly cadence. Configure it from the agency v
  • Sub-Accounts List Export: Filtered CSV sent via Email Run an agency-level export of your Sparkforge sub-accounts as a CSV. The file honors the filters you've applied, processes in the background, and gets emailed t
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