Hit the “easy” button
Create Marketing Reports In Seconds
Customize and schedule beautiful automated reports for your clients in just a few clicks. Build and configure reports once, and send "automagically" on your agency's reporting schedule with no further intervention on your part.
Choose from 60+ data sources
Every Marketing Channel In One Place
Include Personalized Insights and Advice
Add Your Own Commentary
Write individual comments for each section of your report. Craft an executive summary, make recommendations, or clarify unusual data patterns. You can also approve each report before it's sent, allowing you to streamline your reporting and still provide your own personalized insights and advice.
Individualized reports for each and every client
Drag & Drop Widgets
One client may be a car repair shop that just needs a quick, high-level report. Another might be a tech-savvy entrepreneur who requires updates on every available metric. Give each client exactly what they need by building a fully customized report with our drag & drop editor.
Add Multiple Websites, Locations, or Accounts to a Single Report
Multiple Campaigns, One Report
If your clients have multiple websites, locations, or accounts, you can aggregate this data into a single client report showing a holistic overview of your agency's work. Use this feature to keep your own agency updated on all clients at once. Set up a weekly internal report covering every client's key metrics to ensure you never miss a beat.
Instantly Send Reports from any Dashboard
Keep In Control Of Your Reporting
Schedule client reports to send automatically, or push them out via email anytime. Plus, you can instantly email a report from any dashboard to quickly notify your clients or team of changes as soon as they happen. Retain control by approving automated reports before they're sent, to ensure there are no surprises.
Tell An Intuitive Story With Your Data
Add Annotations & Goals
Tell an intuitive story with your data by adding annotations and goals to your line charts and date-based column charts. Highlight important changes that you make, set goals for your marketing campaigns, and keep clients up-to-date with your progress.
As many reports & templates as you need
Unlike some of our competitors, we let you create and send unlimited reports with every subscription package. Send multiple reports every day. CC 20 different executives on every report. Download unlimited PDFs, and create unlimited report templates. When we say no limits, we mean no limits.
Your Logo, Your Color Scheme, Your URL
White Label Your Reports
Your automated reports are completely white labeled. Prominently showcase your logo and branding on every report. You can even send reports from your agency's own email address via your SMTP server!