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The Guides tab collects step-by-step walkthroughs that cross multiple features — the kind of docs where a single feature page isn’t enough. Use these when you want the full flow, screenshots, and decision points for a complete job.

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What’s here

Build Your First Report

From creating a client to publishing your first shared link.

Connect Google Analytics 4

End-to-end GA4 setup — OAuth, profile selection, widgets.

Monthly Client Report

Automate a scheduled email report for a recurring client.

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Who guides are for

  • New users — pick Build Your First Report as your first read after the Quickstart.
  • Teams onboarding a new client — the Monthly Client Report guide covers the full client-setup flow.
  • Debugging — when a feature doesn’t quite behave the way you expect, the guides show how it fits into the larger workflow.
For single-feature reference, use the Documentation tab’s per-feature pages.