Complete instructions on how to register and complete your first dashboard

## 🌐 Accessing the Registration Page

* Navigate to reportz.io.
* Click****Free Trial****to open the registration form.

## 📝 Registration Options

You can register using either a social account or manual entry:

* ****Google****,****Facebook****, or****LinkedIn****login — one‑click authentication.
* ****Manual registration****— fill in the following fields:
* * ****Full Name****
  * ****E‑Mail Address****
  * ****Password****(minimum 8 characters)
  * ****Password Confirmation****

## ✅ Required Confirmations

Before clicking****REGISTER****, you must check:

* Acceptance of****Terms & Conditions****and****Privacy Policy****.
* Confirmation that****you are not under 16 years old****.

## 📧 Verification & First Login

* After registration, you are****automatically logged in****.
* The page you see will inform you that your email needs to be verified.
* At the same time, a****verification email****is sent to your inbox.
* Open the email and click the verification link to confirm your account.
* Until verification is complete, you remain logged in but with limited access.

## 🟢 Intro Questionnaire

Once you verify your email, you are redirected to an****intro page****with a short questionnaire:

* ****Industry selection****(SEO, PPC, Social Media, E‑Commerce, General Marketing).
* ****Usage purpose****(Agency/Company work or Freelance/Solopreneur work).
* ****Client volume****(1–4, 5–14, 15–50, or 50+ monthly clients).
* ****Reason for visiting****(Dashboards or Mission Control).
* After completing the questionnaire, click****Continue****.

## 📊 Guided Dashboard Creation

* You land on the****Create a Dashboard****page.
* Onboarding requires you to****create a dashboard from a template****.
* Templates are grouped by categories:****Social Reports****,****SEO Reports****,****E‑Commerce Reports****,****General Reports****,****PPC Reports****.
* For this documentation, expand****SEO Reports****and click****CREATE****next to****Core SEO Report****(12 widgets, integrated with Google Analytics, Google My Business and Google Search Console).
* Your****Core SEO Report dashboard****is generated and added to the****Active Dashboards****list.

## 🔗 Connecting Data Sources

* Once the dashboard loads, widgets display placeholders such as**“CLICK TO SET DATA”**.
* Click on****Set Data****in a widget to connect a third‑party account.
* For this documentation, we’ll showcase****Google Analytics****:
* * Click on****Set Data****on first widget.
  * Click +****Connect account****inside popup.
  * Authenticate with your Google account.
  * Choose the property/view you want to connect.
* Once connected, the widget updates with live data from Google Analytics.
* Repeat this process for other widgets to fully populate your dashboard.

## 🔗 Connecting Data Sources

* Once the dashboard loads, widgets display placeholders such as**“CLICK TO SET DATA”**.
* Click on****Set Data****in a widget to connect a third‑party account.

### Example: Connecting Google Analytics

* Click on****Set Data****on first widget.
* Authenticate with your Google account.
* After authentication, the popup transforms into a configuration form:
* * ****Integration Account****(your Google login).
  * ****Account****(account inside GA).
  * ****Property****(account's GA property).
* Choose the appropriate account and property.
* Click****UPDATE****to finalize the connection.
* All GA widget on dashboard will update with live Google Analytics data.

* Repeat this process for widgets from other sources to fully populate your dashboard with data sources.

## 👁️ Switching to Reporting Mode

* After connecting your first data source, onboarding guides you to the****eye icon****in the left‑side navigation.
* Click the eye icon to switch your dashboard into****Reporting Mode****.
* This mode is used for presenting and sharing dashboards with clients.

## 📅 Adjusting the Time Period

* In Reporting Mode, onboarding highlights the****date selector****in the dashboard header.
* Click the calendar to change the****time period****for your data.
* You can select ranges such as “Monthly”, “Weekly”, “Last 7/30 Days”, "Last month", "Mid-monthly", "Daily" or custom dates.

## 📤 Sharing Your Dashboard

* Next, onboarding directs you to the****Share menu****in the main navigation (top‑right).
* You have two options:
* * ****Download PDF****— generates a client‑ready report (will complete onboarding).
  * ****Copy Dashboard URL****— share a live link with stakeholders (will complete onboarding).
  * ****Mail reporting****— receive automated email with live link (and optionally with PDF) or send it to stakeholders.

## 🎉 Onboarding Completion

* Once you download a PDF or copy the dashboard URL, onboarding is completed!

## 🔑 Logging In Later

Once verified:

* Return to app.reportz.io.
* Log in using your chosen method (social account or email/password).
* If you forget your password, use the****Forgot Password****option.