Before you create reports or dashboards, you need to complete a few basic setup steps. This ensures your data is connected correctly and your reports show accurate information.
By the end of this guide, you will have:
Created your first client
Linked ad and analytics accounts
Confirmed your data is ready for reporting
Step 1: Create Your First Client
In ReportGarden, all reports and dashboards are created under a client. A client usually represents:
A brand
A business
Or a single customer account
What you’ll set up:
Client name and address
These fields are auto-filled based on the client name, but you can edit them manually.Account manager
Assign the internal owner responsible for this client.Client logo (optional)
Used in reports and exports.
Recommended size: 245 × 60 pixelsCurrency
Ensures financial metrics appear correctly.Timezone
Aligns data reporting with the client’s business hours.
Once saved, this client becomes the foundation for all reports, dashboards, and connected accounts.
Step 2: Link Accounts
To pull data into ReportGarden, you need to connect the relevant marketing platforms to your client.
How this works:
Accounts are linked at the client level
You choose which ad or analytics accounts belong to each client
Only linked accounts will be available while building reports
You can add or remove accounts at any time from the client settings.
What’s Next?
Once your client is set up and accounts are linked, you are ready to start building.
Continue with:
Create Your First Report or Dashboard
Understanding Widgets and Filters
Sharing and Automating Reports
Completing this setup ensures your reports are accurate, consistent, and ready to share.