Workspace setup
Create organizations, invite team members, add clients, set plan limits, and keep each workspace mapped to the right brand.
Documentation
Setup guides for the reporting workflow.
Use the docs to connect sources, brand the client experience, invite the team, configure AI suggestions, and schedule reports that explain the month.
Data connections
Connect analytics, search, ecommerce, ads, newsletters, behaviour analytics, custom APIs, and app data to the reporting pipeline.
App reporting
Connect iOS and Android reporting for installs, ratings, review sentiment, rankings, update adoption, Firebase behaviour, crashes, subscriptions, ARPU, LTV, and acquisition.
Report delivery
Build branded reports, generate secure share links, export PDFs, and schedule recurring client email delivery.
AI insights and goals
Configure AI summaries, suggestions, KPI targets, annotations, alerts, SEO checks, rank tracking, and forecast notes for client context.
Featured guides
Start with the reports clients see first.
Connect GA4 and Search Console properties
Follow the setup path, verify the data, and make the report ready for client delivery.
Connect ecommerce stores with secure API credentials
Follow the setup path, verify the data, and make the report ready for client delivery.
Create clients, dashboards, and branded report themes
Follow the setup path, verify the data, and make the report ready for client delivery.
Schedule PDF email delivery for monthly reports
Follow the setup path, verify the data, and make the report ready for client delivery.
Invite team members and manage organization settings
Follow the setup path, verify the data, and make the report ready for client delivery.
Connect app reporting for iOS and Android products
Follow the setup path, verify the data, and make the report ready for client delivery.
Map custom API fields into reporting metrics
Follow the setup path, verify the data, and make the report ready for client delivery.
Support
Need help wiring a client workspace?
Send the source list, reporting goals, and client count. PDS can help you map the cleanest setup path.
Get support