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Your first reporting checklist

Follow the complete path from an empty workspace to useful reporting.

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Who can use this
Owner, Admin, Finance, Viewer within their assigned sites
On this page

Work through this checklist in the workspace you intend to use. Each site needs its own correct provider mapping; a connected Google login alone is not a reporting connection.

Connect the essentials

  1. Confirm the workspace name in the account or workspace menu.
  2. Review Billing and the available site and member limits.
  3. Open Sites & integrations, choose Add site, and check its domain and reporting timezone.
  4. Connect an available revenue provider and select the correct publisher account or website.
  5. Connect Google Analytics 4 if you want its traffic data alongside earnings.
  6. Return to Dashboard, select the website and choose Yesterday or another period with stored data.
  7. Review the source and freshness before interpreting a missing figure as zero.

Add the optional features

An owner or permitted admin can set a monthly target and invite teammates. Use selected-site access where someone should see only part of the workspace. Growth and Scale offer the configured alerts and reporting features; delivery destinations need their own setup.

You do not need to configure SocialChamp, Presence or an external AI assistant to use revenue reporting. Historical availability varies by provider and plan. If a newly connected source has not synchronized yet, allow the supported sync process to run and check its status before reconnecting or duplicating the site.

Need a hand?

If these steps do not resolve your question, contact Brightstone support. Never include passwords, tokens or recovery codes.

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