Changelog
Follow up on the latest improvements and updates.
RSS
new
Integration
SE Ranking is now available as an SEO data source
Bring SE Ranking keyword data directly into your reporting platform and turn SEO performance into clear, compelling stories that prove your agency’s value.
Monitor keyword trends, track ranking shifts, surface top-performing pages, and keep tabs on competitors. Give clients a unified, end-to-end view of their organic and digital performance—no gaps, no guesswork, just clarity.
Start using SE Ranking today to uncover new opportunities, strengthen your insights, and deliver even more impactful SEO reporting.
The AI Summary tool now offers more flexibility and clarity when reporting to clients.
Summaries can now be generated based on an entire report, not just a single page, and guided using custom prompts. This makes it quicker and easier to highlight your agency’s impact in a way that resonates with each client.
What’s new
- Full report summaries:Choose whether an AI Summary is generated from a single page or the full report.
- Custom prompt control:Use AI prompts to guide the content of your summary for customized tone, focus, context, length, and structure.
Why it matters
- Prove your agency’s impact faster:Highlight the most important results and insights from each report so clients understand the value delivered at a glance.
- Save time summarizing reports:Instantly generate concise, client-ready summaries of entire marketing reports, without the extra analysis and writing time.
- Communicate in a voice your clients trust:Fine-tune the story being shared so every summary sounds like you and resonates with each individual client.
Make your agency’s impact obvious with one-click full-report summaries customized for every client.
You can now add a Roll-up Table directly to your Roll-up Reports and Dashboards, giving your agency a real-time,
unified view of performance across multiple clients—all in one clean, customizable visualization.
Quickly compare key metrics like ad spend, clicks, conversions, and more across accounts, groups, or brands. With built-in trend comparisons by week, month, or quarter, it’s easier than ever to see which clients are improving, which need attention, and where to focus your team’s efforts.
What’s new
- A Table widget is now available under Content Blocks when editing Roll-up Reports and Dashboards
- Simply drag, drop, and resize the table anywhere in your layout
- Display aggregated data from multiple clients (no limits)
- Add up to 25 metrics across supported Roll-up data sources
- Include a totals/averages row for quick insights
This enhancement to Roll-up Reporting is perfect for creating high-level executive summaries, cross-client comparisons, or performance snapshots across your entire portfolio.
Great news! We’ve removed the 50-client limit from Roll-up Reports and Dashboards, meaning you can now add an unlimited number of clients.
Whether you're rolling up performance across hundreds of franchise locations, comparing results across large regional groups, or analyzing your full agency portfolio, you now have complete flexibility to scale your reporting without restrictions.
What this means for you:
- Unlimited scalability:Add as many clients as you need to any Roll-up Report or Dashboard.
- Better portfolio insights:Analyze large datasets without workarounds or splitting clients across multiple reports.
- Streamlined workflows:Build comprehensive, agency-wide views in a single place — no spreadsheets or manual stitching required.
This enhancement gives your agency even more power to deliver big-picture insights and monitor performance across your entire client base effortlessly.
Click
here
to learn more about using Roll-up Reports and Dashboards to deliver the big-picture view your clients and agency need.
Small percentage changes (below 10%) now display with decimals in time-period comparisons. This prevents meaningful shifts from being rounded (e.g., +0.4% showing as 0%) and gives you and your clients a clearer view of performance.
We’ve added support for StackAdapt’s new GraphQL API, which will soon replace the existing REST API. While StackAdapt hasn’t announced official deprecation dates yet,
the REST API is planned to be phased out, so we strongly recommend switching to the new GraphQL API
as early as possible to avoid disruptions.If you’re currently connected to the REST API, nothing will break right now, but when you’re ready to make the change, simply reconnect your integrations using the updated GraphQL option.
You can find the connection steps here.
Updating to the new GraphQL gives you access to five new metric sections.
The following sections will now appear for those connected to the REST API as well, but won’t be available until you’ve made the switch to GraphQL.- Publishers:Get a breakdown of your StackAdapt performance (impressions, clicks, conversions, and more) organized by publisher. You can filter everything by Campaign or Campaign Group.
- Demographics:Explore how your StackAdapt data looks across different demographics, including age, gender, and country. This data is warehoused, so you’ll have up to 365 days to work with.(Quick note: Age and gender data isn’t always available. Sometimes detailed StackAdapt is only available for country, city, or zip code.)
- Conversions:Check out your real-time StackAdapt conversion data. You can filter this section by Date, Campaign, or Campaign Group.
- Reach & Frequency:Take a look at your Reach & Frequency insights from StackAdapt. This data is also warehoused with 365 days of history and can be filtered by Campaign.
- Footfalls:View your real-time StackAdapt footfall data, with filters available for Date and Campaign.
Feel free to jump into the filter area, too. You can explore and add even more StackAdapt metrics across all these sections.
With rich-text editing, you have more control over how your report and dashboard emails look, making it easier to format content and highlight key insights.
With rich-text editing, you can:
- Bold, italicize, and underline text
- Change font size
- Change font type (standard email font are available)
- Change font color
- Insert tables
- Create bullet and numbered lists
- Insert images
- Add links
- Adjust text alignment
We’ve enhanced our WhatConverts integration to give you more visibility into lead details and more flexibility when working with custom fields.
We now pull in more custom field data in the lead slideout, including:
- More Additional Fields data
- Mapped Fields data (to see your mapped fields, just make sure you’ve selected a profile in the Data tab, since mapped fields are tied to individual profiles).
- Lead Analysis data (answers from WhatConverts’ automated lead intelligence).
All of these appear together as custom fields when you open the slideout.
new
New Feature
Introducing AI Widgets (beta)
Create your reports faster with AI.
We’re excited to introduce AI Widgets, a new tool (now in beta) designed to speed up your reporting workflow. AI Widgets turns natural-language prompts into ready-to-use metrics and widgets, removing manual steps and guesswork from building dashboards and reports.
We’d love for you to try it out and share your feedback as we continue to refine the experience.
- Create metric widgets instantly:The AI Widgets tool listens to what you want and generates the best metrics to match, dramatically reducing setup time.
- Eliminate manual metric hunting:Skip the searching, scrolling, and second-guessing. AI automates metric selection so you can create reports with minimal effort.
- Tell AI your client’s goals and let it generate the ideal metric widgets:Using your custom prompts, AI recommends metric widgets tailored to your client’s objectives, be it lead generation to brand awareness, so your reports stay focused and aligned with what matters most.
improved
HubSpot form type filter added
We’ve enhanced how HubSpot forms appear in your reports and dashboards to give you clearer, more accurate data.
What’s new:
- Form type filter:Choose exactly which form types you want to include (Regular, Blog Comment, Meeting, Survey, and more).
- Cleaner, more accurate lists:Your form list now mirrors HubSpot’s dashboard more closely, reducing noise and improving clarity.
- More control in reporting:Easily exclude irrelevant or internal forms for cleaner, more focused reports.
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