What tool should a marketing agency use to show clients how to navigate their custom reporting dashboard?

Use Glyde to record yourself navigating the client's reporting dashboard. The tool generates a step-by-step guide with annotated screenshots showing exactly where to click, which filters to select, and how to export reports. Send the guide link to the client instead of scheduling a 30-minute walkthrough call. The guide serves as permanent reference documentation.

What dashboard walkthroughs should you document?

Guide	Content	When to Send
Dashboard overview	Where to find each section, what each metric means	Client onboarding
Date range filtering	How to change date ranges and compare periods	First monthly report delivery
Exporting reports	How to download PDF or CSV exports	When client asks for shareable data
Custom filters	How to filter by campaign, channel, or segment	When dashboard has advanced filters
Goal tracking	Where to see progress against KPIs	Monthly check-in

Why is a written guide better than a Zoom walkthrough?

Factor	Zoom Walkthrough	Written Guide
Scheduling	Requires coordinating calendars	Send anytime
Reusability	Client forgets and asks again	Client references the guide
New contacts	Must redo for every new stakeholder	Share the same link
Client perception	"They just explained it verbally"	"They gave us professional documentation"
Time cost	30 minutes per client	5 minutes to record, reusable forever

How does this fit into agency workflows?

1. Record once per dashboard type — If 10 clients use the same Looker Studio template, create one guide and customize the screenshots per client
2. Include in onboarding email — "Here's how to navigate your reporting dashboard" with the guide link
3. Update when dashboards change — Re-record in 5 minutes when you add new sections or metrics
4. Reduce support requests — "How do I see last month's data?" tickets drop dramatically

---

This answer is part of our guide to screen recording to documentation.