Filter reports & dashboards to focus on what matters

Use advanced filters to highlight the metrics that drive your clients’ success. Tailor marketing reports and dashboards to display only the most relevant data, helping clients make quick, informed decisions. Precise report filters boost confidence in your marketing agency by providing clear, actionable insights.
Advanced Marketing Dashboard and Report Filters

Unlock marketing data precision with advanced filters

Forget sifting through mountains of marketing data! Customize reports and dashboards with advanced data filters save your marketing agency precious time by focusing on the metrics that matter most to your clients. Create precise, custom marketing reports that deliver laser-focused insights.

Focus Client Insights

Deliver tailored performance insights that clients easily understand

Highlight Success

Showcase key marketing performance metrics to impress clients

Speed Up Reporting

Dramatically reduce marketing report creation time with advanced filters

Boost Transparency

Build trust with clients by highlighting the most relevant marketing metrics
Zero In On What Matters

Enhance Data Precision With Marketing Dashboard Filters

Advanced data filters focus on the most relevant marketing metrics, eliminating unnecessary noise. This precision is key to accurate campaign performance analysis and decision-making, benefiting both internal teams and clients. 

Highlight essential metrics and segments to provide clear, actionable insights that drive client success and streamline internal processes.

An example of using advanced marketing dashboard filters on a Google Analytics report
A Clear View of Results

Improve Client Insights With Marketing Report Filters

With advanced filter settings, deliver insights directly relevant to client campaigns. Clients see only the data that matters, enhancing their understanding of performance metrics. 

These dynamic filters ensure that your marketing agency easily identifies areas for improvement and that clients clearly see the value of your service.


An example of using advanced marketing data filters on a LinkedIn performance report
Tailor-Made Client Reporting

Customizable Marketing Reports for Unique Client Needs

Advanced data filter settings create highly customizable marketing reports that match each client’s objectives. 

Focus on specific ad campaigns, locations, networks, or performance metrics to ensure that clients see only the data that matters. Filter values align reports with client objectives, enhancing the relevance and value of your marketing agency’s services.


An example of using advanced dashboard and report filters for Google Ads reporting
Easily Optimize Marketing Campaigns

Streamline Marketing Campaign Management With Filters

Easy-to-use marketing data filters simplify campaign monitoring and managing across multiple client campaigns. 

By using multiple filters to isolate specific data points, you quickly identify trends and troubleshoot issues. Use filter values to isolate different insights from the same data source on the same dashboard or report, leading to more effective and agile campaign management.


An example of using advanced dashboard and report filters on a Google Search Console dashboard

Unlock precise, actionable marketing insights in just a few clicks.

Illustration of a user at a marketing agency trying the client reporting features from AgencyAnalytics

Choose from a wide range of prebuilt reports and dashboard templates, including SEO, PPC, Social Media, and more. 

Customize white labeled dashboards and reports to paint a complete picture of your client’s marketing strategy. In just a few clicks, turn live marketing dashboards into professional reports, effortlessly showcasing your marketing agency’s expertise.


Access data from over 85 marketing platforms, all in one centralized location. Integrate seamlessly with top tools like Google Analytics, Google Ads, Facebook, and LinkedIn. 

Streamline your marketing agency’s reporting processes and gain comprehensive insights to manage and optimize your clients’ marketing strategies more effectively, all from a single, easy-to-use reporting platform.


Streamline the creation of bespoke reports and dashboards with a reporting platform designed for efficiency and clarity. The drag-and-drop marketing report editor, combined with advanced data filters, makes it easy to create custom reports and dashboards that put key insights front and center. 

Easily drop your clients’ top metrics into customizable marketing dashboards and client reports, showcasing your marketing agency’s value.


White label client reporting enhances your marketing agency’s professionalism by showcasing client successes under your agency’s brand. 

Customize every aspect of the report to reflect your agency’s identity, ensuring clients see your expertise front and center. This builds trust and reinforces your agency’s value, making a lasting impression with every report.


An example of the client-facing marketing report templates in the AgencyAnalytics automated marketing reporting platform

Discover the white label reporting tool trusted by 7,000+ marketing agencies.

Leave raw data and manual formatting behind. With intuitive marketing data visualizations built right in, your agency delivers clean, branded dashboards that highlight performance and make your value unmistakable—every single time.

Create custom goals to align with your client’s marketing objectives and track progress accurately. Add annotations to highlight key achievements and milestones, providing a clear narrative of success. 

This feature makes it easy for your marketing agency to demonstrate value, ensuring clients stay informed and engaged with their marketing progress.


At AgencyAnalytics, we put your marketing agency first with round-the-clock support. Our support team operates 24/5, providing live responses in under 3 minutes to address your needs promptly. 

With a satisfaction rate consistently above 95%, our expert support team assists you in creating custom reports, live dashboards, and more.

You care about your client’s success, we care about yours.


Wish you had more hours in the day to focus on high-impact client strategy?  Ditch the endless spreadsheets and seamlessly integrate client reports with over 85 data sources. Stop wasting time sifting through data chaos– build customized report templates, apply filter values, then clone them for new clients with ease.  

Focus on what matters: delivering data-driven insights and exceptional results that keep your clients coming back for more.

Examples of marketing data visualization widgets inside the AgencyAnalytics client reporting software

FAQs About Advanced Filtering for Dashboards & Reports

Want more control over your client data? These FAQs explain how advanced filtering in dashboards and reports helps agencies segment results, uncover deeper insights, and create more precise reports—so every campaign decision is backed by clear, accurate data.

  • Yes. Any widget in an AgencyAnalytics report or dashboard narrows to the pages, campaigns, or keywords you choose. Text matching does a whole set at once, so one filter catches every URL under a folder or every campaign sharing a name. The widget filtering guide has the full steps.

  • A filter belongs to the widget you set it on, so an AgencyAnalytics report or custom dashboard opens on the same view every time. Filters on a prebuilt integration dashboard reset when you move away, so build the view you want to keep on a custom dashboard or a report section, where the widgets and filters save with it.

  • Yes. One AgencyAnalytics report holds sections from every integration connected to that client, so paid, organic, email, and call data land in the same place. If you want the view across several clients at once, that’s a roll-up report.

  • Yes. AgencyAnalytics white labels the whole thing: your logo replaces ours on the login screen and on every report cover and header, your icon becomes the favicon in the client’s browser tab, and your colors apply to dashboards and widgets. Reports can be served from your own domain, and it’s a one-time setup.

  • Yes. AgencyAnalytics takes anything you keep in a Google Sheet straight onto a dashboard or report, and custom widgets cover the rest as a stat or a simple text or image block. You can also request an integration; agency votes decide what gets built next.

  • Yes. An AgencyAnalytics report or dashboard shared as a link opens read-only with no sign-in. Put it on a schedule if they’d rather it just turned up, or give them a portal login if they like to dig into the numbers themselves. Client and staff users are unlimited, so it costs nothing either way.

  • Usually not. Ask your client to add you as a user on their own accounts with the access AgencyAnalytics needs, then connect under your own login. If they’d rather hang onto their passwords, set them up as a Client User and they connect everything themselves.

  • Yes. Put a KPI target on the metric and AgencyAnalytics posts to your in-app notification inbox when the target is met, or when the number moves far enough to be worth a look. Set it on one client or across the whole account.

  • Yes. When an integration disconnects, AgencyAnalytics notifies every user with access to that client, in their in-app inbox. Same whether the authorization lapsed or someone changed permissions at the client’s end, so you hear about it before they do.