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Configuring a custom subdomain for white-label reporting
Configuring a custom subdomain for white-label reporting

Learn how to configure a custom subdomain for white-label reporting

Rad Basta avatar
Written by Rad Basta
Updated over a week ago

Reportz allows you to set up a white-labeled version of your account on your own subdomain.

If you’re not sure what white-labeling means we took this definition from Wikipedia and we couldn’t have said it better ourselves.

“A white-label product is a product or service produced by one company that other companies rebrand to make it appear as if they had made it.”

So, by using Reportz’ white-labeling feature, you can make your reports and dashboards look like Reportz is your own in-house reporting solution.

The implementation is pretty straightforward and consists of a few simple steps:

First of all, go to your Company Settings.

Type in the name of your company or whatever you wish to have as the Site Name of the subdomain. Like Four Dots in this example.

site-name-for-white-label

After that, you should upload your agency’s logo. The logo you upload will be used instead of the Reportz’ logo in the upper left corner of your subdomain.

The recommended size of the logo is 120 x 60 pixels.

After uploading the logo, you should define your subdomain.

The most commonly used subdomains are reports.yourdomain.com analytics.yourdomain.com, report.yourdomain.com dash.yourdomain.com, dashboard.yourdomain.com, insight.yourdomain.com, etc


After defining the subdomain on which you want Reportz’ account to be accessed and completing all of the previous steps mentioned above, tick the checkbox and click on UPDATE.

After clicking on the update button, there will be a small delay and after the delay, you will be granted the CNAME values that you need to enter in your DNS settings for the specified subdomain.

Open your domain's DNS management dashboard (in cPanel this is called Advanced DNS Zone Editor) and add new CNAME record with name of your desired subdomain name (e.g. reports.yourdomain.com) and with the value of unique string we provide right below immediately after clicking the blue UPDATE button.

DNS CNAME record creating examples:

A: DNS CNAME record created on Cloudflare:

B: DNS CNAME record created in cPanel:

C: DNS CNAME record created in GoDaddy:

After DNS change propagates (anywhere between 1 minute to 24 hours in extreme cases) you can access your dashboard by visiting the subdomain you've created and logged in with your credentials. 

After that, you can send your clients report URLs that contain your own domain name.

Suggestion:

For custom subdomain name, use something like reports.yourdomain.com or a similar format.


For some users of certain web hosting companies and/or domain registrars (GoDaddy, 1and1), DNS propagation takes a bit more time to finish and until this change settles you may see the web-browser error message like this:

In this situation, know that it's best to wait for several hours to a day and in the majority of situations, the error will resolve and you'll be able to continue using Reportz. If the browser still shows this error after 24 hours, please get in touch with our support so we can try to help.

In case of invalid/expired certificate

Since we're using an external service to manage subdomains and provision TLS certificates for them, in certain cases outside of our control it's possible for the certificate to expire without being renewed.

In that case, you can resolve the issue on your own easily by simply repeating the white-label subdomain setup procedure to create a new hostname:

1. Delete your custom subdomain URL from the field

2. Click the Update button at the bottom of the page

3. Enter the same subdomain URL again

4. Click the Update button at the bottom of the page again

5. Add the new hostname to your DNS instead of the old one.

After a couple of minutes (or hours in some cases with some hosting/DNS providers), you can access your subdomain over HTTPS URL and it should work as expected.

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