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FeaturesBulk Reporting Operations

Simplify Bulk Reporting Tasks

Save time by performing key actions across multiple reports with just a few clicks. Streamline your workflow by managing templates, automating tasks, and adjusting schedules—without the back-and-forth.
Bulk Operations Hero

Use Bulk Operations To Guide Strategic Growth

Instantly transform your agency’s efficiency by performing operational reporting tasks in bulk with just a few clicks! This powerful shift slashes the time spent on mundane data tasks, unlocking opportunities for strategic creativity and innovative campaign execution.

Boost Efficiency

Streamline routine reporting tasks across large numbers of reports and dashboards

Improve Consistency & Accuracy

Enhance reporting consistency and reduce errors with uniform bulk updates

Build Scalability

Manage a growing volume of reports and dashboards without impacting performance

Strengthen Strategic Focus

Reduce operational task work allowing for more focus on strategic and creative marketing efforts

BULK ADD, UPDATE & DELETE

Manage Reports and Dashboards

If your agency has tens or even hundreds of clients, creating and managing their reports and dashboards becomes a time-consuming process. Leverage Bulk Operations to add, delete, and even apply templates to client reports and dashboards across unlimited campaigns. All it takes is a few clicks! Save valuable time on report operations; focus more on strategic marketing and client service.

Adding report templates in bulk
SCHEDULE IN BULK

Pause & Resume Report Scheduling

No need to panic if your scheduled client reports require last-minute updates or additions, even if they're due today! Instantly pause all scheduled reports, giving you the freedom to make stress-free edits. Once you're satisfied with the changes, resuming the scheduling is just as easy, ensuring you maintain full control and efficiency over your agency's reporting timeline.

Pause & Resume Report Scheduling
BULK EDIT REPORT EMAILS

Streamline Client Email Communications

Transform how you communicate through your client reports with the Bulk Operations Edit Email Message action. Whether it's adding promotional offers, seasonal greetings, important announcements, or educational content, you can now customize emails across multiple reports in one go. Simply choose your reports, tailor your message, and apply changes. Keep your communications as dynamic and engaging as your services!

Streamline Client Email Communications
ENHANCED TEAM PERMISSIONS

Boost Team Efficiency With Bulk Operations

Empower your team with the ability to execute at scale. Grant any staff member at your agency permission to add, edit, and manage multiple or even all of your reports and dashboards simultaneously, enhancing efficiency and productivity. With this newfound flexibility, your agency can respond faster to changes and optimize operations effectively.

Boost Team Efficiency With Bulk Operations

Make managing reporting for tens or even hundreds of clients a breeze

Try these client reporting features for marketing agencies
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Rachel Jackson, Lead SEO

Wit Digital

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Say so-long to manual report generation and hello to scaled-up, streamlined workflows. With automated reporting, effortlessly schedule and deliver insightful reports, freeing up valuable time for you and your team to focus on strategic marketing initiatives. Your clients will receive timely, accurate reports that will boost their satisfaction and strengthen your partnerships. Win-win.

How to Schedule Automated Marketing Reports for Marketing Agency Clients

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

Transform your marketing dashboards and reports using data from 80+ integrations to craft uniquely blended custom metrics. This advanced customization offers an unparalleled level of insight and clarity in your client reports, demonstrating your agency's commitment to detail and understanding of their unique needs. Tailor every report to showcase the depth of your analytical capabilities and reinforce the strategic value you bring to each client.

Combine and report on performance metrics across multiple social media platforms.
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Garrett Kite, President

Kite Media

AgencyAnalyticshaschangedthewaythatwedoclientreporting.Itsavesustime,isinsanelyconvenient,andmakesuslookgood.It’sbeenamassivewinforourbusiness.

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White Label

Deliver white-labeled reports and dashboards that highlight results and reinforce your agency’s brand.
Connect Your Data

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AI-Powered

Data Visualization

Visualize 80+ data sources to track KPIs and trends—no complex BI tools needed.
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Data Aggregation

Unify key metrics across clients to compare performance, spot trends, and make fast, smart decisions.

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