Agency Tools

SheetLink's Agency Tools give WordPress agencies one place to watch form delivery across every client site and a way to hand clients a professional, branded summary of what was captured. They are part of the Agency tier ($199/year or $499 lifetime, premium features active on 25 sites) rather than separate add-ons.

• Agency Dashboard (in WordPress) — submission volume, success rates, last sync time and active rules for the current site, or for every subsite on a Multisite network.
• Branded Reports — self-contained, white-labelled HTML reports for a chosen date range that you download and send to clients.
• Agency Dashboard (customer portal) — the cross-site portfolio view at sheetlinkwp.com/account/, covering every activated site on your licence without a WordPress login. It has its own guide: Agency Dashboard.

The three tools overlap in purpose but not in scope. Pick by where you are and who the output is for.

All three read from the same delivery logs, so the numbers agree. What differs is how many sites each one can see at once and whether the result is something you can send to a client.

1. Buy Agency on the pricing page. The licence key arrives by email and is also shown in the customer portal.
2. Install SheetLink Pro on each client site next to the free SheetLink Forms plugin. The premium features, including the agency tools, ship in the Pro plugin; the free plugin on WordPress.org contains no locked features.
3. Activate the licence on each site at SheetLink > License. Paste the key and click Activate this site. Each activation uses one of the 25 slots; deactivate a site from its License page or from the portal to free a slot.
4. Configure branding once per site at SheetLink > Reports: agency name, logo URL, accent colour and footer text. White-Label in SheetLink > Add-ons applies the same identity to the plugin's admin menu and page headers.
5. Open SheetLink > Agency Overview to confirm the dashboard is populated. On a fresh site it fills in as submissions arrive.
6. For the cross-site view, sign in to the customer portal and open the Agency tab. Every activated site appears there automatically within a few minutes of activation.

Each generated report includes the following sections:

• Total submissions for the selected period.
• Success / failure breakdown with percentages.
• Top forms by volume — ranked table of the busiest forms.
• Daily submission timeline chart — visual line chart of submissions per day.
• Delivery health summary — retry counts, average delivery latency, and error breakdown.

Reports are fully self-contained HTML — no external dependencies, so they render correctly when opened offline.

SheetLink works with WordPress Multisite networks out of the box:

1. Network-activate the SheetLink plugin from the Network Admin > Plugins screen.
2. Each subsite gets its own sync rules, delivery log, and settings.
3. The Agency Dashboard on the main site aggregates data from all network subsites automatically.
4. Branded reports can be generated for individual subsites or the entire network.

For single-site WordPress installations, the Agency Dashboard shows data for that site only; the portal's Agency tab is the cross-site view for separate installs. See Getting Started for basic setup.

The Agency Overview and Reports menu items are missing. One of three things: the licence on this site is not an Agency licence, the key has not been activated on this site, or SheetLink Pro is not installed next to the free plugin. Check SheetLink > License first; the tier and activation state are shown there.

The dashboard only shows one site. The in-WordPress dashboard aggregates subsites of a Multisite network, not separate WordPress installs. For separate installs use the portal Agency tab, which rolls up every activated site on your licence.

A report shows zero submissions. Check the date range against the delivery log at SheetLink > Sync Log. Reports read from the same logs the dashboard uses, so a period with no logged deliveries produces an empty report; older entries beyond the plan's log retention window are no longer available to report on.

Branding does not appear on the report. Save the branding settings before generating, and make sure the logo URL is publicly reachable; the report embeds it by URL so a private or local-only image shows as broken when the client opens the file.

A site shows "—" for delivery health in the portal. It had no submissions in the rolling 7-day window. That is not an error; the value fills in with the next submission.

Still stuck? See general troubleshooting or the contact page.