Features / Automated Reports

Put Your Client Reporting on Autopilot

Tired of bogging down a full-time employee with client reports every month? Build automated marketing reports in minutes & speed up your agency’s data-retrieval and reporting workflow.

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How to Schedule Automated Client Reports

70+ Integrations

No more switching between platforms. Automatically include all your clients’ latest marketing data in one place

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's data collection and simplify reporting by scheduling reports to go out on a daily, weekly, or monthly basis

DASHBOARD & REPORT TEMPLATES

Create Customized Client Reports in Minutes

Choose from dozens of prebuilt reports and dashboard templates including SEO, PPC, Social Media, and more. Customize your white labeled dashboards and reports with an easy-to-use drag and drop report builder. Turn live marketing dashboards into professional client reports in a few clicks.

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Create Customized Client Reports in Minutes

SAY GOODBYE TO LAST-MINUTE CLIENT REPORTING

Automated Report Scheduling & Approval

Use the report scheduling feature to automatically send client reports on a daily, weekly, or monthly basis. On select plans, get notified before each report is sent out for your final approval.

Choose from 70+ integrations

All Your Clients’ Marketing Metrics In One Place

Stop wasting time switching between platforms and bring all your clients' data under one roof. Connect to any of 70+ integrations for real-time data automatically updated in live dashboards.

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 creation and approval process, streamline your reporting while still providing personalized insights and advice.

There are so many features and they are all very easy to use. Having monthly reports sent to clients automatically couldn't be better. Clients are happy, I'm happy!

Angus Ewart / Digital Marketing Director

MULTIPLE CAMPAIGNS, ONE REPORT

Cross-Campaign Reporting

Cross-campaign reporting keeps your team updated on all clients in one place, covering each client's key metrics to ensure you’re hitting all your goals. For clients with multiple websites or locations, aggregate their data into a single client report to provide a complete overview of your agency’s work.

SET GOALS AND HIT PERFORMANCE TARGETS

Show Clients You’re Hitting their Marketing Goals

Communicate your success at a glance with the Goals widget. The visual progress bar shows exactly how your efforts are trending against key marketing objectives. Break down your monthly performance targets into day-to-day action items and keep your team on track. Apply Goals to any metric and show clients exactly how they’re progressing towards their performance targets.

INSTANTLY SEND REPORTS TO CLIENTS

Stay On Top of Your Reporting

Schedule client reports to send automatically, or deliver them 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 seeing exactly when reports have been opened or clicked to make sure your clients are engaging with your agency reports.