> Turn permissioned dashboard recordings and presenter footage into a story for service and software teams. Show the actual starting state, one real interaction and the resulting screen or output. Source: https://shortyedit.com/guides/agency-report-demo-video-guide --- # How to edit a video for agency reporting walkthrough Turn permissioned dashboard recordings and presenter footage into a story for service and software teams. Show the actual starting state, one real interaction and the resulting screen or output. [The Shorty team](https://shortyedit.com/about#editorial-team) · Updated 15 September 2026 ## Key takeaways - Show the actual starting state, one real interaction and the resulting screen or output. - Open with the report overview with private fields removed. - Use demo or approved data and supplied definitions; do not invent campaign performance. - Your next brief could focus on a single-feature walkthrough from screen recordings or a result-first software or gameplay teaser. ## Give the video a clear purpose Show the actual starting state, one real interaction and the resulting screen or output. Think about what service and software teams need the viewer to understand first. Use the opening to establish that idea, then let the next shots add detail. ## Build your shot list - The report overview with private fields removed - One actual report interaction - The relevant chart or filter - The presenter explaining the result - The resulting report view ## Put the moments in order Open with the report overview with private fields removed. Connect it to one actual report interaction and the relevant chart or filter, then use the presenter explaining the result to add detail. Finish with the resulting report view. Use exact visible feature names and supplied explanatory text. ## Try this editing prompt Create a 30-second vertical video from my permissioned dashboard recordings and presenter footage. Open with the report overview with private fields removed, follow with one actual report interaction, the relevant chart or filter, the presenter explaining the result, and finish with the resulting report view. Use exact visible feature names and supplied explanatory text. ## Polish the details Use demo or approved data and supplied definitions; do not invent campaign performance. ## Give the next version a clear direction Restore the screen state before the interaction so the result is understandable. ## Find another story in the same shoot Your next brief could focus on a single-feature walkthrough from screen recordings or a result-first software or gameplay teaser. Choose a different opening and source selection to give each video its own purpose. ## Keep the ideas coming ### Start with your footage Turn client footage and creative direction into an edit your team can build on. Use a reference to set the style, then turn feedback into the next version. ### Explore more briefs Explore this editing workflow in Shorty. ### Get more videos from one shoot Give each edit a different job and select the source clips that serve it. ## Questions, answered. ### What should I upload? Permissioned dashboard recordings and presenter footage. Use the shot list as a starting point and adapt the sequence to your footage. ### What details should I check? Use demo or approved data and supplied definitions; do not invent campaign performance. ## Your next video starts here. Bring the footage. Tell us the idea. Shape the edit. --- Published by Tools Products FZ-LLC. Canonical HTML: https://shortyedit.com/guides/agency-report-demo-video-guide