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Home > English > Marin University > Marin On-Demand > Training: Multi-Client Reporting

Training: Multi-Client Reporting

What You'll Learn

In this training article, we'll show you how to:
 

  • Use the Platform's in-depth reporting features to run a report across multiple clients.
     
  • Understand client tags so that you can use them to further refine your multi-client reports.
     
Did you know? You can switch to any one of the clients in your account using the drop-down menu in the upper-right corner of the Platform.    
                 


What is Multi-Client Reporting?


You should already be very familiar with the Platform's View Builder as well as both single and recurring reports. If not, we'd recommend checking out those Training articles first. These are the tools that enable the Platform's powerful multi-client reporting feature. In a nutshell, you are able to create a single report view, then run it across multiple clients within your account. 
 

mc6.png
 

Multi-client reporting is very useful for giving either a snapshot or regular data about all clients in your account. You can use the resultant reports for comparison, analysis, or really anything else. This type of report can also be used in conjunction with client tags, which are similar to dimensions in the sense that you can use them to tag and segment clients within your account. 

Let's find out more about multi-client reporting, and how you can use it to gain extra insight into your account. 

See it in action


Join a member of the Marin Software team as we explain how to run a multi-client report, as well as using client tags to further refine the data. 

Click the play button to get started.  (Length: 2:35). 
 

 

How to


Setting up a multi-client report is actually very easy, especially if you're familiar with setting up other types of reports in the Platform. 

Just follow these steps:
 

  1. Log in to the Platform as normal.
     
  2. Click into the main tab that contains the data you'd like to report on. For this example, we'll use the main Keywords tab.
     
  3. Use the View Builder to set up the columns, filters, date range, etc. that you'd like for your report. 
     
  4. Click Create Report, then pay particular attention to the Run in drop-down box. From here, you can select either All clients, which will give a full multi-client report, or you can choose to report based on a client tag


    mc2.png
     
  5. Client tags are used to segment your clients by different criteria. For example, if you had a few clients in the Software industry, you could apply a client tag called All clients with Line of Business = Software (via Admin > Clients) and then select this as part of your multi-client report. This is great because you're able to produce reports based on factors such as Line of Business (or anything else you may choose). 

    mc3.png
     
  6. Once you've set up either your One-time or Recurring report, click Continue. To pick up your completed reports, you can either click via the confirmation message, or click into the client selector drop-down and select All Clients. Then head to the Completed Reports sub-tab to download your new multi-client report. 

    mc4.png
     
  7. All done! Note that in your downloaded (or emailed) report, all of the clients will be listed in the first column, so you can filter as necessary. 

Try It Yourself


Learn just how easy multi-client reporting can be with this interactive section below. Don't worry, none of your activity will be saved or recorded in the Platform, so you're free to try it out until you get the hang of it. 

Click below to get started.

 

Want to know more?


Multi-client reporting is simple once you've mastered the basics, but there are still related articles to explore. Click a link below to find out more about multi-client reporting.
 


 

 

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