Run a cross-tenant rollup report

Why use this

You roll up leads, revenue, and AI runs across every sub-tenant into one report.

Benefits:

• Replaces stitching CSVs from each tenant
• Schedulable so weekly numbers land in your inbox
• Honest signal on which clients are growing

Who this is for: Agency. Time to complete: ~3 minutes. You''ll need: Two or more sub-tenants under your agency.

Outcome

A single report combining metrics from all your sub-tenants.

Steps

1. Open /agency.
2. Click Rollup report.
3. Pick metrics (leads, revenue, AI runs).
4. Pick a window.
5. Generate.

Variations

• Schedule to email weekly using /reports.

What can go wrong

• Empty rollup: a sub-tenant may be paused; confirm at /agency.

Related

• workflow-agency-ai-usage-report, help-agency.