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leaders",{"id":530,"name":531,"alternativeText":37,"caption":37,"width":31,"height":31,"formats":37,"hash":532,"ext":353,"mime":354,"size":533,"url":534,"previewUrl":37,"provider":357,"provider_metadata":37,"createdAt":535,"updatedAt":535,"documentId":536,"publishedAt":360,"focalPoint":37},16238,"webinars.svg","webinars_b295fc2850",0.68,"https://s3.us-east-2.amazonaws.com/whatagraph.com/webinars_b295fc2850.svg","2026-01-14T13:40:51.403Z","risc1zt1hxx1o5hg2thlmsy8",{},{"data":539,"meta":664},[540],{"id":541,"documentId":542,"title":543,"slug":544,"card_description":545,"order":14,"roles":546,"tasks":551,"setup_minutes":127,"runs":554,"best_for":555,"createdAt":556,"updatedAt":557,"publishedAt":558,"icon":559,"seo":563,"agents":587,"content":607},89,"frqh6b0roqlb3b2br3tlf1gl","Report on every location in one place","multi-location-reporting","Build a report for every location and one roll-up for all of them from the same data. Check what changed at each location before anything goes out.",[547,548,549,550],"Agency Owner","Client Services Lead","Reporting / Ops Owner","Data / Analytics Lead",[552,553],"Reporting Production","Report Maintenance","Weekly or monthly","Data leads, analytics leads, agency owners","2026-10-10T15:21:14.673Z","2026-10-10T15:40:11.996Z","2026-10-10T15:40:12.223Z",{"id":560,"documentId":561,"url":562,"alternativeText":37},17859,"lvya29b0szo2hfzxn1w4cint","https://s3.us-east-2.amazonaws.com/whatagraph.com/map_pin_area_4300e71e11.svg",{"id":564,"metaTitle":565,"metaDescription":566,"addNoIndex":17,"canonicalURL":37,"metaImage":567},3319,"Multi-location reporting with AI agents | Whatagraph","Build a report for every location and a roll-up for all of them from one setup. Compare multi-location reporting software and see how agents help.",{"id":568,"name":569,"alternativeText":37,"caption":37,"width":570,"height":571,"formats":572,"hash":582,"ext":371,"mime":372,"size":583,"url":584,"previewUrl":37,"provider":357,"provider_metadata":37,"createdAt":585,"updatedAt":585,"documentId":586,"publishedAt":585,"focalPoint":37},17874,"Multi-location reporting with agents - IQ agents.png",2400,1256,{"thumbnail":573},{"ext":371,"url":574,"etag":575,"hash":576,"mime":372,"name":577,"path":37,"size":578,"width":579,"height":580,"sizeInBytes":581},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Multi_location_reporting_with_agents_IQ_agents_86e17ede74.png","b65e4f55a80fd5af04be47892fc39115","thumbnail_Multi_location_reporting_with_agents_IQ_agents_86e17ede74","thumbnail_Multi-location reporting with agents - IQ agents.png",40.36,245,128,40358,"Multi_location_reporting_with_agents_IQ_agents_86e17ede74",1033.87,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Multi_location_reporting_with_agents_IQ_agents_86e17ede74.png","2026-10-10T15:36:44.964Z","ethcp1guvcos7ex0r122s4ij",[588,598],{"id":5,"documentId":589,"name":590,"slug":591,"shape":592,"texture":593},"gno6a7dtm1yrustn22nrhsvr","Recap","recap-agent","union",{"id":594,"documentId":595,"url":596,"width":597,"height":597},17703,"h3my03wrbfp9k5lw6rcjc9bh","https://s3.us-east-2.amazonaws.com/whatagraph.com/Generated_Image_August_26_2026_12_17_PM_639506f8d5.jpg",1024,{"id":40,"documentId":599,"name":600,"slug":601,"shape":602,"texture":603},"m3d9htlqsypofnat3oqejoan","Insight","insight-agent","vector_3",{"id":604,"documentId":605,"url":606,"width":597,"height":597},17704,"aeiqwk8jtflgh753mkcvkr8g","https://s3.us-east-2.amazonaws.com/whatagraph.com/Generated_Image_August_26_2026_11_44_AM_d0c4850029.jpg",[608,618,622,632],{"id":609,"text_above_title":37,"title":543,"subtext":610,"background":611,"cta":612,"__component":617},103,"Run multi-location reporting in one platform: a report and a roll-up for every location, on the schedule you set. Agents keep the location reports current and draft what changed, and your team checks it before anything goes out.","single-use-case",[613],{"id":614,"label":322,"url":615,"subtext":37,"style":616,"element_id":37,"color":37,"icon":37,"width":37},3914,"https://whatagraph.com/book-a-call","button","sections.hero-dark",{"id":619,"content":620,"__component":621},415,"\u003Ch2 id=\"what-is-multi-location-reporting-and-how-can-agents-help\">What is multi-location reporting and how can agents help?\u003C/h2>\u003Cp>Multi-location reporting is reporting marketing performance for each location (a store, school, clinic, property, dealership or brand) and for groups of those locations, from the same data. Essentially, multi-location marketing is the work of running campaigns for every location, and multi-location reporting is how you measure it.\u003C/p>\u003Cp>If you run two or three locations, a report per site is manageable. But once you grow past that, reporting can turn into a full-time job. Every location needs the same report, every report needs the new month's numbers, and someone has to add it all up to see which locations are doing well and which need help. That leaves little time for optimizing campaigns or delivering strategic recommendations to clients.\u003C/p>\u003Cp>Add to that the fact that the data doesn't arrive sorted by location. One location's campaigns sit in Google Ads, Meta and \u003Ca href=\"/templates/google-my-business-report\">Google My Business profile\u003C/a>, its leads land in your CRM, and the location name often only shows up inside a campaign name. Some locations share an ad account, others have their own. Getting accurate, consistent numbers for every location, and a total that matches, takes a lot of manual work.\u003C/p>\u003Cp>That's where agents come in. They take on the repeat work of building, updating and summarizing location reports, so your team can spend their time on analysis, strategy, and optimizations, rather than tedious manual work.\u003C/p>\u003Cp>In Whatagraph, \u003Ca href=\"/blog/articles/iq-agents\">IQ Agents\u003C/a> work on the same data, metric definitions and reports your team already uses. These pre-made agents cover most of a multi-location setup:\u003C/p>\u003Cul>\u003Cli data-list-item-id=\"e9e24fa645e9157891a2096e741991aa0\">\u003Cstrong>Roster\u003C/strong> connects every location's data sources, tags them, puts them in the right place, and finds broken connections.\u003C/li>\u003Cli data-list-item-id=\"e15fa19aa1576a4f8ee363ecb9e8c3861\">\u003Cstrong>KPI\u003C/strong> turns messy campaign names into a clean location field you can filter by, and builds metrics like cost per lead or ROAS once for every location.\u003C/li>\u003Cli data-list-item-id=\"e0f7b7b43e2cc22e0c1cb65feda0bbe57\">\u003Cstrong>Rollup\u003C/strong> adds up the sources of many locations into one, so all of a region's ad accounts or Google Business Profiles become a single view.\u003C/li>\u003Cli data-list-item-id=\"e77ecca33ff436139bacfb668047f567b\">\u003Cstrong>Omni\u003C/strong> blends sources from different channels, so a location's Google Ads, Meta and GA4 data can sit in one widget.\u003C/li>\u003Cli data-list-item-id=\"ede42b656994a7cadc8544f8f8ac4104c\">\u003Cstrong>Recap\u003C/strong> builds the location report from a short prompt, or rebuilds one from a report you already use.\u003C/li>\u003Cli data-list-item-id=\"eaf6cbd3f7f1f40cdc37297bee693f5fa\">\u003Cstrong>Intake\u003C/strong> sets up a new location from your standard template in about 10 minutes.\u003C/li>\u003Cli data-list-item-id=\"e0ff44b610f9de8091241eabece800b69\">\u003Cstrong>Sweep\u003C/strong> applies one change across every location report at once, and takes a snapshot first.\u003C/li>\u003Cli data-list-item-id=\"e99447ec0f443beeb5628a0b832d146da\">\u003Cstrong>Insight\u003C/strong> answers questions about the data and writes a first draft of what changed into a comment widget for you to review.\u003C/li>\u003C/ul>\u003Cp>You can also build one agent that runs the whole cycle on a schedule: refresh every location report, compare each location with its own past results and with the others, and write a summary that names the locations to look at. You'll see two examples of this further down the page.\u003C/p>\u003Cp>Agents can send reports out on a schedule too, but keep a person in the loop. Someone on your team still needs to check the numbers, add what only they know about each location (a closure, a new manager, a local promotion), and sign off before anything reaches location managers or clients.\u003C/p>\u003Ch2 id=\"multi-location-vs-single-location-reporting\">Multi-location vs. single-location reporting\u003C/h2>\u003Cp>Single-location reporting answers one question: how are we doing? Multi-location reporting answers that for every location, and then answers a second one across all of them: which locations need attention?\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Cthead>\u003Ctr>\u003Cth> \u003C/th>\u003Cth>Single-location reporting\u003C/th>\u003Cth>Multi-location reporting\u003C/th>\u003C/tr>\u003C/thead>\u003Ctbody>\u003Ctr>\u003Ctd>Reports\u003C/td>\u003Ctd>One\u003C/td>\u003Ctd>One per location, plus a roll-up per region and one for the whole business\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Readers\u003C/td>\u003Ctd>One team\u003C/td>\u003Ctd>Location managers, regional leads, leadership\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Data structure\u003C/td>\u003Ctd>Sources as they come\u003C/td>\u003Ctd>Location saved as a field, sources grouped by region or brand\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Comparisons\u003C/td>\u003Ctd>This month vs. last month\u003C/td>\u003Ctd>Each location vs. its own past and vs. the group\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Access\u003C/td>\u003Ctd>Everyone sees everything\u003C/td>\u003Ctd>Each reader sees only their own locations\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Upkeep\u003C/td>\u003Ctd>Occasional\u003C/td>\u003Ctd>Every time a location opens, closes or changes owner\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Where it breaks\u003C/td>\u003Ctd>Rarely\u003C/td>\u003Ctd>Copied reports drift apart, and campaign names don't match\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>Ad platforms help with part of it. A Google Ads \u003Ca href=\"https://support.google.com/google-ads/answer/6139186\" target=\"_blank\" rel=\"noopener noreferrer\">manager account\u003C/a> lets you \"compare performance across all accounts and run reports for multiple accounts at a time.\" That covers one channel. A location's real picture sits across ads, GA4, Google Business Profile and social, so you still need a layer that joins them per location.\u003C/p>\u003Cp>Single-location reporting is enough when you run one site, or a few that one person reads together. Past that, the number of copies grows fast. An agency serving franchise chains said: \"...one client, 100 locations. And each one gets a report separately. There's not one report.\"\u003C/p>\u003Ch2 id=\"case-studies-of-successful-multi-location-reporting\">Case studies of successful multi location reporting\u003C/h2>\u003Cp>Here's how one property-tech company and one agency run multi-location reporting today, plus two example workflows you can build the same way.\u003C/p>\u003Ch3 id=\"rentable-200-locations-in-one-roll-up-report-15-hours-saved-per-report\">Rentable: 200+ locations in one roll-up report, 1.5 hours saved per report\u003C/h3>\u003Cp>Rentable is a rental marketplace and property-tech company based in Madison, Wisconsin. It reports for 215 customers across 5,000+ Google Business Profile sources. Its previous setup couldn't fit all of a large customer's locations into one roll-up report.\u003C/p>\u003Cp>In Whatagraph, the team builds from two templates: a full portfolio view and a location-specific version. Tabs break performance down by property, state, city or onboarding date, and an \"All Properties\" tab keeps the full view next to the filtered ones. The team migrated its 60 highest-priority customers first, then the rest.\u003C/p>\u003Cp>Building a report for a customer with 200+ locations went from about 2 hours to 20 to 30 minutes. Rentable's setup runs on the platform's data layer and templates, before agents, which is the foundation the agents below work on. Read how Rentable \u003Ca href=\"/case-studies/rentable\">streamlined reporting across 5000+ sources.\u003C/a>\u003C/p>\u003Cblockquote class=\"quote\">\u003Cdiv class=\"quote__body\">\u003Cspan class=\"quote__text\">\"Whatagraph lets us pull in all the data we need, fit hundreds of locations in one report, and break it down exactly how our customers want. My teams love Whatagraph because it saves so much time, and the new AI features also cut down the time for our customers to analyze reports.\"\u003C/span>\u003Cfooter class=\"quote__author\">Danielle Roberts, Director of Implementation & Support at Rentable\u003C/footer>\u003C/div>\u003C/blockquote>\u003Ch3 id=\"a-uk-agency-reporting-on-a-housebuilders-developments\">A UK agency reporting on a housebuilder's developments\u003C/h3>\u003Cp>The agency runs paid social for a housebuilder with developments across several regions. Region, development, objective and format all sat inside campaign names, so the team broke data down by hand in Excel.\u003C/p>\u003Cp>The person we spoke to at the agency said: \"...we were literally looking at the Excel report today and we were like... there's no easy way to break this down by development name or region name because it's combined within a single campaign name.\"\u003C/p>\u003Cp>An agent in Whatagraph read those campaign names and turned them into four fields (region, development, objective and format) in about two minutes. It then built a five-tab report with filters for each. The first tab flagged campaigns where spend had changed sharply, and the flags lined up with daily budget changes the team had made the day before.\u003C/p>\u003Ch3 id=\"example-1-a-40-location-franchise-brand-weekly-roll-up\">Example 1: a 40-location franchise brand, weekly roll-up\u003C/h3>\u003Cp>Here are two more \u003Ca href=\"/blog/articles/ai-marketing-workflows\">AI marketing workflows\u003C/a> you can build on location data.\u003C/p>\u003Cp>Let’s say an in-house team reports Google Ads, Meta and Google Business Profile for 40 locations. Each location's sources carry a region tag, and one source group per region adds them up (a source group sums many sources into one).\u003C/p>\u003Cp>Every Monday at 8:00, a scheduled agent compares each location against its last four weeks and against its region. It writes the summary on the first tab of the roll-up report and sends the marketing lead one notification, in the app or in Slack, naming the three locations to look at. When a new location's profile is connected, the agent proposes the region tag and the group to add it to, and waits for approval.\u003C/p>\u003Cp>The marketing lead reads the three flags, checks them with the regional lead and decides what to change.\u003C/p>\u003Ch3 id=\"example-2-an-agency-with-a-100-location-salon-client-monthly-reports\">Example 2: an agency with a 100-location salon client, monthly reports\u003C/h3>\u003Cp>The agency gives each salon its own report, and all 100 reports are linked to one template, so a layout change on the template reaches every salon.\u003C/p>\u003Cp>On the first of the month, the agent checks that every location report pulled data. It flags empty widgets and disconnected sources instead of writing around them, and updates the campaign filter where a salon ran a local promotion.\u003C/p>\u003Cp>It writes two lines of notes per salon and a list of salons to discuss, then checks again 30 minutes later that every report it touched still loads. When the client opens a new salon, the new space starts the onboarding agent, which sets it up from the template.\u003C/p>\u003Cp>Nothing reaches the client until the account manager approves it. They add what only they know (a salon that closed for refurbishment, a new manager) and send.\u003C/p>\u003Ch2 id=\"features-to-look-for-in-multi-location-reporting-software\">Features to look for in multi-location reporting software\u003C/h2>\u003Cp>Multi-location reporting software is a platform that collects every location's marketing data, groups it by location and region, and reports on each level from the same definitions. Look for these features:\u003C/p>\u003Cul>\u003Cli data-list-item-id=\"e28d2247fdd77d648d40f0eda75851882\">\u003Cstrong>Location as a field:\u003C/strong> you can filter, group and compare by location, even when the location only exists in campaign names.\u003C/li>\u003Cli data-list-item-id=\"e865163759f416b92b9a9c5dfdccbc3e9\">\u003Cstrong>Roll-ups at scale:\u003C/strong> you can sum hundreds of sources into one view without building a join per source.\u003C/li>\u003Cli data-list-item-id=\"ec6e53a818db6b5c5b3d4d6438934ac35\">\u003Cstrong>Cross-channel joins:\u003C/strong> ads, GA4, Google Business Profile and social sit together per location, without a spreadsheet in between.\u003C/li>\u003Cli data-list-item-id=\"e6a902f1881bf94ea0f946685c4283fcd\">\u003Cstrong>Metrics defined once:\u003C/strong> CPA and ROAS mean the same thing in every location report and in the roll-up.\u003C/li>\u003Cli data-list-item-id=\"e8ed7a0d5da87464197614a70da9c7582\">\u003Cstrong>Per-location access:\u003C/strong> each location manager sees their own reports and nothing else.\u003C/li>\u003Cli data-list-item-id=\"e6080f2a8e0a694519d8d21486999ef7d\">\u003Cstrong>Templates that stay in sync:\u003C/strong> a change to the template reaches every location report.\u003C/li>\u003Cli data-list-item-id=\"eb6486fb7d55d23ecf4eccd50a57257a6\">\u003Cstrong>Delivery with review:\u003C/strong> scheduled reports can wait for a person's approval before they send.\u003C/li>\u003Cli data-list-item-id=\"e3233d52d6e7d6b81ca2c8683bcc43cba\">\u003Cstrong>AI on the same data:\u003C/strong> AI that works on \u003Ca href=\"/blog/articles/marketing-data-governance\">the governed data\u003C/a> your reports use, and does the repeat work as well as answering questions.\u003C/li>\u003C/ul>\u003Cp>Here's how three platforms compare on those points. Whatagraph is our own platform, and we've included it because it puts the data layer, the reports and the agents in one place, so you don't stitch separate tools together.\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Cthead>\u003Ctr>\u003Cth> \u003C/th>\u003Cth>Whatagraph\u003C/th>\u003Cth>AgencyAnalytics\u003C/th>\u003Cth>Databox\u003C/th>\u003C/tr>\u003C/thead>\u003Ctbody>\u003Ctr>\u003Ctd>Roll-ups across locations\u003C/td>\u003Ctd>Source groups sum hundreds of sources, with a breakdown per source\u003C/td>\u003Ctd>Roll-up reports and dashboards combine the clients, brands or locations you pick; each roll-up widget totals one metric\u003C/td>\u003Ctd>Not described in its help center overview\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Data layer\u003C/td>\u003Ctd>Custom metrics, custom dimensions, blends, source groups, currency conversion\u003C/td>\u003Ctd>Custom metrics and KPI benchmarks\u003C/td>\u003Ctd>Metric builder for custom and calculated metrics\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Reports and dashboards\u003C/td>\u003Ctd>Multi-tab reports, linked templates, one-page overviews\u003C/td>\u003Ctd>Reports, dashboards and a roll-up table\u003C/td>\u003Ctd>Dashboards built from Datablocks, and reports that combine dashboards and text\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>AI\u003C/td>\u003Ctd>13 pre-made agents plus custom agents\u003C/td>\u003Ctd>AI insights and answers, client knowledge, an MCP server\u003C/td>\u003Ctd>Genie, described as an AI analyst, and an MCP server\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Scheduled AI work\u003C/td>\u003Ctd>Agents run on schedules and event triggers, with approval steps\u003C/td>\u003Ctd>Not described on its roll-up page\u003C/td>\u003Ctd>Routines run Genie tasks on a schedule or webhook; agents that act on insights are described as coming soon\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Access per location\u003C/td>\u003Ctd>Separate spaces, password-protected share links, approval before scheduled emails\u003C/td>\u003Ctd>Roll-ups are open to staff and admins with access to every client\u003C/td>\u003Ctd>Not described in its help center overview\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>Based on each vendor's own product and help pages, October 2026.\u003C/p>\u003Ch2 id=\"how-to-create-multi-location-reports-in-whatagraph-step-by-step\">How to create multi-location reports in Whatagraph, step by step\u003C/h2>\u003Cp>You create multi-location reports in eight steps: connect the sources, build the data foundation, build one location template, roll it out, build the roll-up, schedule the work, share it, and review it. Here's what each step involves, and how agents help in Whatagraph.\u003C/p>\u003Ch3 id=\"connect-the-data-sources-for-every-location\">1. Connect the data sources for every location\u003C/h3>\u003Cp>List each location's ad accounts, GA4 properties, Google Business Profiles and social pages. Note which sources are shared (a brand-wide Meta account, say) and which belong to one location.\u003C/p>\u003Cp>\u003Cstrong>How agents help:\u003C/strong> Roster connects, verifies and tags sources, sets their currency, assigns them to the right space, and finds broken connections. If a new account needs a login, the agent gives you the link to approve it. \u003C/p>\u003Ch3 id=\"build-the-governed-data-foundation\">2. Build the governed data foundation\u003C/h3>\u003Cp>Make location a field you can filter by. Define your hierarchy (location, region, brand, portfolio) and define metrics like CPA and ROAS once. In Whatagraph, that's custom dimensions for the location field, source tags for the hierarchy, source groups to sum every location in a region, blends to join channels, and custom metrics. Build it once in a \u003Ca href=\"/data-hub\">governed data foundation\u003C/a>, and every report, filter and agent reads the same definitions.\u003C/p>\u003Cp>\u003Cstrong>How agents help:\u003C/strong> KPI reads the location out of your campaign names and saves it as a custom dimension. Rollup builds the source groups and checks the data before it hands back (a new group takes a few minutes to fill). Omni joins channels into blends and keeps rate metrics like CPA out of them, so a region's CPA isn't an average of averages.\u003C/p>\u003Ch3 id=\"build-one-location-report-as-the-template\">3. Build one location report as the template\u003C/h3>\u003Cp>Build for the location manager first. Keep it short, with the metrics a location can act on.\u003C/p>\u003Cp>\u003Cstrong>How agents help:\u003C/strong> Recap builds the report from a short prompt, or copies a reference report you give it. A franchise gym operator said: \"the first report I want to put together is one for a specific location... I was hoping I could kind of use that as a template to then replicate that for all the other clubs as well.\"\u003C/p>\u003Ch3 id=\"roll-the-template-out-to-every-location\">4. Roll the template out to every location\u003C/h3>\u003Cp>Create one report per location from the template, each pointed at that location's sources. Keep the reports linked to the template, so a layout change reaches all of them.\u003C/p>\u003Cp>\u003Cstrong>How agents help:\u003C/strong> when you open a new location, an agent can \u003Ca href=\"/ai-agents-for-marketing/client-onboarding\">onboard a new location\u003C/a> from the same template in about 10 minutes. It can start on its own when you create the location's space. When you need the same edit everywhere, Sweep applies it across every location report, takes a snapshot first and checks each edit.\u003C/p>\u003Ch3 id=\"build-the-roll-up-across-all-locations\">5. Build the roll-up across all locations\u003C/h3>\u003Cp>Build one view across all locations, with filters by region and brand and a ranking of locations against each other.\u003C/p>\u003Cp>\u003Cstrong>How agents help:\u003C/strong> Recap builds the roll-up report, or a one-page overview, on top of your source groups. It adds the dashboard filters for region and brand, so you can compare two locations side by side.\u003C/p>\u003Ch3 id=\"schedule-the-recurring-work\">6. Schedule the recurring work\u003C/h3>\u003Cp>Set a cadence for each level. Weekly for the roll-up and monthly per location is a common split.\u003C/p>\u003Cp>\u003Cstrong>How agents help:\u003C/strong> a custom agent runs on your schedule. It updates the period, compares each location against its own baseline and the group, and writes the summary into a comment widget in the roll-up (the Insight agent's job). Then it notifies the owner in the app or in Slack. One agent with your locations in its memory can cover the whole estate; split agents only where locations work very differently. The agents run inside \u003Ca href=\"/whatagraph-iq\">Whatagraph IQ\u003C/a>, on the same sources your reports use.\u003C/p>\u003Cp>Copy this brief into a new agent and fill in the brackets:\u003C/p>\u003Cdiv class=\"prompt-box\">\u003Cbutton class=\"prompt-box__copy\" type=\"button\" aria-label=\"Copy prompt\" data-tooltip=\"Copy\">\u003Csvg class=\"prompt-box__icon\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\">\u003Crect x=\"3.75\" y=\"6.75\" width=\"13\" height=\"13\" rx=\"1.5\"/>\u003Cpath d=\"M7.25 3.25h11.5a1.5 1.5 0 0 1 1.5 1.5v11.5\"/>\u003C/svg>\u003C/button>\u003Cspan class=\"prompt-box__status\" role=\"status\">\u003C/span>\u003Cdiv class=\"prompt-box__content\">\u003Cp>Run on the [day] of every month at [time].\u003Cbr>Scope: every report in the [space name] space. Each report covers one location.\u003Cbr>1. Duplicate last month's report for each location. Don't build new ones.\u003Cbr>2. Update the date range to [period]. Update the campaign filter to the campaigns tagged [location field] for that location this month.\u003Cbr>3. Don't change widgets, metrics, themes, sharing or automations.\u003Cbr>4. In the roll-up report, compare each location against its own last [3] months and against the group average for [KPI 1], [KPI 2], [KPI 3].\u003Cbr>5. Write the summary in the comment widget on the first tab. Only mention metrics shown in the report. Name the locations that changed most and why, if the data shows it.\u003Cbr>6. If a widget is empty or a source isn't pulling data, flag it. Don't write about it.\u003Cbr>7. If a location has no campaigns this month, ask before guessing.\u003Cbr>8. When done, list every report you touched and what needs a person to check.\u003Cbr>Never share, send or publish anything to [location managers / the client].\u003C/p>\u003C/div>\u003C/div>\u003Ch3 id=\"share-each-report-with-the-right-people\">7. Share each report with the right people\u003C/h3>\u003Cp>Each location manager sees their own location, and the people who run the whole estate see everything. In Whatagraph, that means separate spaces per location or owner group, password-protected share links with the date range locked, and scheduled emails that wait for approval before they send. Plan for owners with more than one location. An agency with franchise clients said: \"The difference is like some franchise owners only have five of the 50 locations, but they have five.\"\u003C/p>\u003Cp>\u003Cstrong>How agents help:\u003C/strong> Brand applies the branding, creates the share links and schedules delivery. Only admins and managers use agents, so location managers read their reports and never run an agent.\u003C/p>\u003Ch3 id=\"review-before-anything-goes-out\">8. Review before anything goes out\u003C/h3>\u003Cp>Your team owns the location list, the targets, the read-out to regional leads and every decision on spend. The agent drafts. A person signs off. A school network that reports on 80+ schools described its review loop: \"I can then have that list. I can go into a couple of reports, do some sort of validation... And then I can use my bulk editing agent to go and change it at scale.\"\u003C/p>\u003Cp>Before you send:\u003C/p>\u003Cul>\u003Cli data-list-item-id=\"e17d7956d0d96479453f5195919306f60\">Spot-check two or three location reports against the source platforms.\u003C/li>\u003Cli data-list-item-id=\"e2009ccaaaf788e670eb5de32acff04a8\">Check every location appears in the roll-up, including new ones.\u003C/li>\u003Cli data-list-item-id=\"ec3b3cf988eea236d1a1e56903b655416\">Check closed or sold locations are out of the groups.\u003C/li>\u003Cli data-list-item-id=\"e59e1bcfc6803787995e937ef6e9b6a3f\">Read the summary against the numbers in the report.\u003C/li>\u003Cli data-list-item-id=\"e64b23679b394ed45a0e88c0a60a23e7c\">Confirm nothing was shared or sent yet.\u003C/li>\u003C/ul>\u003Ch2 id=\"templates-for-multi-location-reports\">Templates for multi-location reports\u003C/h2>\u003Cp>A multi-location report template is a ready-made report you set up once and copy for every location. Start from one, adjust it to your metrics, then roll it out as in step 4.\u003C/p>\u003Cp>These five templates are good starting points:\u003C/p>\u003Cul>\u003Cli data-list-item-id=\"e0a4778e0a11c4788c324fbd27d889452\">\u003Ca href=\"/templates/google-my-business-report\">\u003Cstrong>Google My Business report template\u003C/strong>\u003C/a>\u003Cstrong>:\u003C/strong> puts Google Business Profile data for all your locations or franchises in one place. It covers search and Maps impressions, website clicks, calls, direction requests and review trends, so each location manager sees how people find and contact their location.\u003C/li>\u003Cli data-list-item-id=\"e289c73e42a7d28750614a66a3cb85f12\">\u003Ca href=\"/templates/multi-channel-marketing-dashboard\">\u003Cstrong>Multi-channel marketing dashboard\u003C/strong>\u003C/a>\u003Cstrong>:\u003C/strong> brings ads, analytics and social for one location into a single dashboard. Use it as the location template, then copy it for every location.\u003C/li>\u003Cli data-list-item-id=\"e214bacebeecbbb2a34cbac4c43b9ec75\">\u003Ca href=\"/templates/property-management-weekly-report-template\">\u003Cstrong>Property management weekly report template\u003C/strong>\u003C/a>\u003Cstrong>:\u003C/strong> a weekly report across a rental portfolio and its marketing channels, tying marketing performance to leasing results. It fits property groups, and any business that reports on a portfolio of sites every week.\u003C/li>\u003Cli data-list-item-id=\"ecf8d3871f91d06a89f17d8398ddc27c9\">\u003Ca href=\"/templates/real-estate-marketing-report-template\">\u003Cstrong>Real estate marketing report template\u003C/strong>\u003C/a>\u003Cstrong>:\u003C/strong> covers Google Business Profile, SEO and Google Ads for real estate, with cost per lead, performance by campaign and keyword insights tied to listing price or location. It suits brokerages and developers reporting on several offices or developments.\u003C/li>\u003Cli data-list-item-id=\"e8bb24cea9672fbf14089d43b54c7fd35\">\u003Ca href=\"/templates/executive-report\">\u003Cstrong>Executive report template\u003C/strong>\u003C/a>\u003Cstrong>:\u003C/strong> a one-page summary of the numbers leadership asks about, like total cost, revenue, ROI and conversions, pulled from all your sources. Use it as the roll-up across all your locations.\u003C/li>\u003C/ul>\u003Cp>Explore more \u003Ca href=\"/templates\">marketing report templates\u003C/a> here.\u003C/p>\u003Ch2 id=\"best-practices-for-multi-location-reports\">Best practices for multi-location reports\u003C/h2>\u003Cp>The best multi-location reports are short at the location level, consistent across locations, and built on one shared structure. These practices keep them that way:\u003C/p>\u003Cul>\u003Cli data-list-item-id=\"e41caf5c51d1f76f35fc631319f0aff5e\">\u003Cstrong>Fix the naming convention first.\u003C/strong> Put the location in a fixed position in every campaign name. An agency that reports for multi-location auto repair shops said it cares about \"how we name campaigns when we have multiple, because otherwise we can't sort.\"\u003C/li>\u003Cli data-list-item-id=\"e69ed60cf813ff60d86449fb4ac5a961d\">\u003Cstrong>Define the hierarchy before you build.\u003C/strong> Decide what counts as a location, a region and a brand, and who owns each.\u003C/li>\u003Cli data-list-item-id=\"ee48e2ce1b78e80728e47e0db1c8ead69\">\u003Cstrong>Build one template and copy it.\u003C/strong> Every location report should come from the same source, so they don't drift apart.\u003C/li>\u003Cli data-list-item-id=\"e83568455ff14fc9696a2484c8b76295b\">\u003Cstrong>Pilot one location, then roll out.\u003C/strong> Check the template with one location manager before you build the rest.\u003C/li>\u003Cli data-list-item-id=\"e5a856036c0d739fa16c964fc83c32aba\">\u003Cstrong>Keep location reports short.\u003C/strong> An agency that reports for car dealerships said: \"they don't need to be this extensive because they are going to the dealerships and most of the times, the more numbers they see, the crazier it gets for them.\"\u003C/li>\u003Cli data-list-item-id=\"e8a8fdbabb1d3a2b15d399f84f11d66e4\">\u003Cstrong>Keep groups current.\u003C/strong> Add new locations and take out closed or sold ones every time the estate changes.\u003C/li>\u003Cli data-list-item-id=\"ed786ff9ef51299613ccf196426296d0f\">\u003Cstrong>Set benchmarks per tier.\u003C/strong> Compare a small location against similar locations, not against your flagship.\u003C/li>\u003Cli data-list-item-id=\"efa11865b55e1af3a9f1dc7f8e0bddeec\">\u003Cstrong>Organize Google Business Profile the same way.\u003C/strong> Google recommends \u003Ca href=\"https://support.google.com/business/answer/6085339\" target=\"_blank\" rel=\"noopener noreferrer\">business groups\u003C/a> for managing many profiles, and \"one account per business or brand.\"\u003C/li>\u003Cli data-list-item-id=\"eea39ed8c5d14634a378cfb1624fb3daa\">\u003Cstrong>Send each alert to the owner.\u003C/strong> A flag about one location goes to the person who runs it.\u003C/li>\u003C/ul>\u003Ch2 id=\"challenges-of-multi-location-reporting\">Challenges of multi-location reporting\u003C/h2>\u003Cp>The main challenges of multi-location reporting come from data that wasn't set up with locations in mind. Here are the common ones, and the fix for each.\u003C/p>\u003Cp>\u003Cstrong>Location isn't a field.\u003C/strong> It sits inside campaign names, in a different position for each channel. The fix is a custom dimension that reads the location out of the name once, so every report can filter by it.\u003C/p>\u003Cp>\u003Cstrong>Ad accounts don't match locations.\u003C/strong> Some brands run one Meta account with a campaign per location. Others give each multi-unit owner their own account. Source groups plus a location dimension let you report the same way either way.\u003C/p>\u003Cp>\u003Cstrong>Locations run different channels.\u003C/strong> One location runs search this month and nothing else, another runs four channels. Blends handle the joins, and the agent brief tells the agent to flag an empty widget instead of writing about it.\u003C/p>\u003Cp>\u003Cstrong>Location managers can only see their own data.\u003C/strong> Platform permissions don't solve this for you. In GA4, for example, \u003Ca href=\"https://support.google.com/analytics/answer/9305587\" target=\"_blank\" rel=\"noopener noreferrer\">roles pass down\u003C/a> from account to property and \"the most-permissive role\" wins. In Whatagraph, put each location or owner group in its own space and share it with its own link. A publisher with several sub-companies said: \"...the sub-companies don't find their way around, like, they start analyzing each other's data, they're not supposed to do that.\"\u003C/p>\u003Cp>\u003Cstrong>Small budgets make location numbers noisy.\u003C/strong> A location spending a few hundred a month swings a lot. The housebuilder agency said: \"...there's such small individual budgets per development that, you know, a result of seven conversions is a huge success.\" Compare each location against its own baseline, and set targets at region level.\u003C/p>\u003Cp>\u003Cstrong>There are too many reports to maintain.\u003C/strong> A hundred copies drift apart within a few months. Linked templates and bulk edits keep every location report on the same version.\u003C/p>","sections.rich-text-content",{"id":623,"title":624,"subtext":625,"subtextBottom":37,"titleSize":626,"type":627,"subtextStyle":626,"disableTopMargin":17,"disableBottomMargin":17,"text_above_title":37,"CTA":628,"cta_collection":37,"__component":631},637,"Use agents for multi-location reporting","","normal","dark 2",[629],{"id":630,"label":322,"url":615,"subtext":37,"style":616,"element_id":37,"color":37,"icon":37,"width":37},3915,"sections.headline",{"id":633,"description":37,"title":37,"items":634,"__component":663},1262,[635,639,643,647,651,655,659],{"id":636,"question":637,"answer":638},7683,"Why is multi-location reporting important for businesses?","\u003Cp>Multi-location reporting is how you see every location on the same definitions. Without it, each location reports in its own format, numbers don't add up across the estate, and a struggling location shows up at the quarterly review instead of the week it started. With it, location managers get a report sized for their decisions, regional leads can rank locations against each other, and leadership can see where spend is working and where it isn't, from one source of numbers.\u003C/p>",{"id":640,"question":641,"answer":642},7684,"How does multi-location reporting improve decision-making?","\u003Cp>Multi-location reporting shows you which locations to fix first and where to shift budget. When every location reports the same metrics, you can compare cost per lead between two locations, see which region is behind target, and spot a location whose leads dropped while its spend stayed flat. Decisions get made per level: location managers act on their own numbers, regional leads reallocate budget within the region, and leadership sets targets per tier.\u003C/p>",{"id":644,"question":645,"answer":646},7685,"How does multi-location reporting work in retail?","\u003Cp>Multi-location reporting in retail tracks each store's ads, website traffic, Google Business Profile and social pages, then rolls them up by region and brand. Store reports tend to grow too long, because each new question adds a page. An agency that runs ads for a 36-store grocery chain said: \"We've got so much information we're providing and really we should only be, we feel like we just need to provide just a few metrics.\" Keep store reports to the metrics a store manager can act on, and put the detail in the roll-up.\u003C/p>",{"id":648,"question":649,"answer":650},7686,"How do you simplify multi-location reporting?","\u003Cp>You simplify multi-location reporting by building the structure once and letting it repeat. Define the location field and the groups once, build one template, roll it out to every location, and schedule an agent to refresh the reports and draft what changed. Your team then reviews once per cycle instead of building each report by hand. The step-by-step section above covers each part.\u003C/p>",{"id":652,"question":653,"answer":654},7687,"How do you connect multi-location reporting to your existing systems?","\u003Cp>You connect multi-location reporting to your existing systems through integrations and data transfers. Whatagraph connects natively to ad platforms, analytics, CRMs and e-commerce tools, takes offline data from Google Sheets, and sends data on to BigQuery, Snowflake and Looker Studio. AI assistants such as Claude can read the same governed data through MCP, so the numbers match your reports. Creating a new data transfer is done in the app; agents can check and run existing ones.\u003C/p>",{"id":656,"question":657,"answer":658},7688,"Is there multi-location reporting software for small businesses?","\u003Cp>Yes. The work starts as soon as you have more than one location with its own ad accounts and profiles. A dealership group with three stores said: \"So we have a digital marketing specialist who manages all of our three stores. We have five rooftops, five websites, and five ad accounts.\" If you run one or two locations and one person reads everything, platform reports or a single dashboard can be enough. Past that, a shared template and a roll-up save the copying.\u003C/p>",{"id":660,"question":661,"answer":662},7689,"What are the trends in multi-location reporting?","\u003Cp>The main trend in multi-location reporting is AI doing the repeat work: refreshing every location report, comparing locations and drafting the summary, with a person reviewing it. That only works when the AI reads a governed data layer, so its numbers match the reports people already trust. Teams are also adding local and AI search visibility per location next to ads and web data, since customers find locations through both.\u003C/p>","sections.faq",{"pagination":665},{"page":5,"pageSize":147,"pageCount":5,"total":5},1791732310557]