Getting started

Create your account and sign in

Your ReportFalcon account is your agency's workspace: your clients, your reports, your branding and your team all live in it. You can sign up with your email and a password, or with your Google account. It takes about a minute.

Sign up with your email

  1. Open the sign-up page. On the sign-in page, click Create an account next to "New agency?".
  2. Name your agency. Fill in Agency name. Agency website is optional. Your agency name is what your clients see on their reports, and you can change it later on the Branding page.
  3. Add your details. Enter Your name and your Work email. You sign in with this email.
  4. Choose a password. It needs at least 10 characters. Type it again under Repeat password.
  5. Create the account. Click Create account. You're now the owner of your agency's workspace.
The Create your agency account form with fields for agency name, agency website, your name, work email, password and repeat password
The sign-up form

Confirm your email

After you sign up with an email and password, you'll see a Check your inbox page. We send a confirmation link to the address you entered, and you can start using the app as soon as you click it.

  • The link works for 3 days.
  • Nothing arrived after a minute? Check your spam or promotions folder, then click Send the link again.
  • Made a typo in your address? Click Change your email, save the correct address, and a new link goes out.

Until your email is confirmed, the app keeps showing this page instead of your dashboard.

Sign up with Google

  1. Click Sign up with Google. It's at the top of the sign-up form.
  2. Pick your Google account. ReportFalcon only asks Google for your name and email address.
  3. Name your agency. On the One last step page, enter your Agency name (and optionally your website), then click Create account.

Google has already confirmed your email address, so there's no confirmation email to wait for. You go straight to your dashboard.

Sign in

  1. Go to the sign-in page. Enter your Email and Password and click Sign in.
  2. Or use Google. Click Continue with Google and choose the Google account with the same email address as your ReportFalcon account. The first time, the two are linked automatically.
  3. Enter your code, if asked. If you've switched on two-step sign-in, you'll also enter a code from your authenticator app.
The Sign in page with email and password fields, a Sign in button and the Forgot your password and Create an account links
Good to know

After 5 wrong passwords in a row, sign-in is paused for 15 minutes to protect your account. Wait, then try again, or reset your password.

Forgot your password?

  1. Click Forgot your password? It's under the Sign in button.
  2. Enter your sign-in email. Click Send reset link. If there's an account for that address, we email it a link.
  3. Set a new password. Open the link within 1 hour, enter your new password twice and click Save password.

Each reset link works once. Setting a new password signs you out on every other device, so nobody else stays signed in with the old one.

Tip

If you joined through a team invite, an owner of your agency can also send you a password reset link from the Team page. See Invite your team for how that works.

What's next

Once you're in, the Clients dashboard shows a short Get started checklist. A good first step is to add a client, or add the demo client to see a full sample report. To make your account safer, switch on two-step sign-in.

Still stuck?

Tell us what you were trying to do and we'll help you get there.

Contact us