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Agency Reporting

What This Is​

Reporting at agency level generates a consolidated report across all sub-accounts or a selected group of sub-accounts. Report generation runs in the background, so you can continue working while Franmantra prepares the result.

Create an Agency Report​

  1. Open Reporting from the agency navigation.
  2. Click Add.
  3. Enter an optional report title.
  4. Select at least one module.
  5. Choose the From Date and To Date.
  6. Leave Apply to All Subaccounts on, or turn it off and select specific sub-accounts.
  7. Choose whether to send an email notification and confirm the recipients.
  8. Create the report.

Franmantra queues the report and shows its processing status in the report list.

Report Status​

  • A processing report is not ready to open.
  • A completed report can be opened in the report viewer.
  • A failed report did not finish successfully and may need to be generated again.

The report list also shows the requested modules, reporting period, requester, and last update time.

Before You Start​

  • Work from an agency context rather than while signed into a sub-account.
  • Confirm you can access the required sub-accounts.
  • Use a date range that covers the activity you want to compare.

Notes​

  • Email notification is separate from the in-app report status.
  • Large date ranges or many sub-accounts can take longer to process.
  • For a report inside one CRM account, use the regular Reports module.