Features / Automated Reports

Put Your Reporting on Autopilot

Effortlessly build and schedule automated marketing reports that your clients will actually look forward to reading.

A screenshot of a report schedule
CREATE MARKETING REPORTS IN MINUTES

Automated Client Reporting for Marketing Agencies

Take your agency to the next level by streamlining your client reporting. Build a report once and then put the entire process on autopilot with a simple and scalable report scheduling and approval process.
A screenshot of a client report
60+ Integrations
Automatically include data from over 60 marketing integrations; no more switching between platforms
Fully Customizable
The drag and drop report builder offers complete customization so you can build reports how you want
White Labeled
Created fully branded reports featuring your logo, colors, and even host them on your own domain
100% Automated
Automate your client reporting by scheduling reports to go out on a daily, weekly, or monthly basis

DASHBOARD & REPORT TEMPLATES

Get Started in Minutes with Report Templates

Start automating your client reporting in minutes with dozens of prebuilt report and dashboard templates and an intuitive drag and drop report builder. From SEO, PPC, social, and more, you’ve got everything you need to save time and streamline your agency.

Get Started in Minutes with Report Templates

SAY GOODBYE TO LAST-MINUTE CLIENT REPORTING

Report Scheduling & Approval

Report scheduling allows you to automatically send client reports on a daily, weekly, or monthly basis. Get notified and approve each report before it goes out so that you can add your own personalized commentary and ensure there are no surprises.

Report Scheduling & Approval
There are so many features and they are all very easy to use. Having Monthly reports being sent to clients automatically couldn't be better. Clients are happy, I'm happy!
Angus Ewart
Angus Ewart / Digital Marketing Director

Choose from 60+ integrations

All Your Clients’ Data In One Place

Connect all your clients' marketing channels in just a few clicks. With access to 60+ integrations and robust reporting capabilities, you can stop wasting time switching between platforms and bring all your clients' data under one roof.

All Your Clients' Data In One Place

ADD YOUR OWN INSIGHTS & COMMENTARY

Personalize Your Marketing Reports

Give each client a personalized experience by adding your own commentary to each report. Craft an executive summary, make recommendations, or tell a story with the data. With an easy report approval process, you can streamline your reporting while still providing personalized insights and advice.

Personalize Your Marketing Reports

MULTIPLE CAMPAIGNS, ONE REPORT

Cross-Campaign Reporting

If your clients have multiple websites or locations, you can aggregate this data into a single client report and provide a complete overview of your agency’s work. With cross-campaign reporting, you can also keep your team updated on all clients at once. Set up a weekly internal report covering each clients' key metrics to ensure you’re hitting all your goals.

Cross-Campaign Reporting

SET GOALS AND HIT PERFORMANCE TARGETS

Show Clients You’re Hitting their Marketing Goals

Designed to help you communicate success at a glance, Goals can be applied to any metric to show clients exactly how they’re progressing towards their performance targets. With the Goals widget, the visual progress bar shows you exactly how your efforts are trending against key marketing objectives. Use Goals to break down your monthly performance targets into day-to-day action items and keep your team on track.

Show Clients You’re Hitting their Marketing Goals

INSTANTLY SEND REPORTS TO CLIENTS

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.

Keep In Control Of Your Reporting

Get Started For Free

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