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FeaturesCross-Client Reporting

Cross-Client Reporting for a Unified View

Combine data, tables, and graphs from multiple clients in a single report. Streamline analysis, compare performance across accounts, and deliver comprehensive insights with ease.
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An example of cross campaign reporting tools available to build automated marketing reports for clients.
HOLISTIC REPORTING FOR ALL YOUR CLIENTS

All Your Data in One Place

Cross-client reporting allows you to combine data from multiple websites or locations into a single report. Keep track of all your client’s data in a single, intuitive dashboard or report that will help your team save time, increase revenue, and impress clients.

All your data in one place
EASILY IDENTIFY INSIGHTS & OPPORTUNITIES

Monitor Multiple Client Campaigns

If your client has multiple locations or websites it can be challenging to keep track of the performance of all their campaigns. With cross-client reporting, conveniently monitor all their campaigns in one place, identify optimization opportunities, and easily share key insights with clients.

Monitor multiple campaigns

More Features

Discover our full suite of features.
Easily Add Custom Commentary to Marketing Reports

Custom Comments

Add personalized insights directly into your reports and dashboards to tell the full story behind the metrics. With custom comments and annotations, you give clients valuable context, highlight key wins, and address concerns proactively—building stronger trust and reducing back-and-forth questions.

Track and manage marketing performance goals.

Goal and Budget Tracking

Set, track, and report on marketing goals to show progress towards targets, reinforcing your agency’s value at every step.

An example of the campaign, dashboard, and report templates available for client reporting

Client, Report & Dashboard Templates

Speed up client onboarding with prebuilt dashboards and report templates. Clone entire client setups—including dashboards, reports, and settings—to get new accounts up and running in minutes.

How to Schedule Automated Marketing Reports for Marketing Agency Clients

Automated Reports

Tired of wasting billable hours manually creating client reports each month? Automate performance tracking, streamline data collection, and deliver professional marketing reports in minutes—so your agency stays efficient and clients stay informed.

Create custom dashboards for each client

Custom Marketing Dashboards

No more scattered data. Centralize performance metrics from over 80 data sources and visualize campaign results in minutes–always know what’s working, easily spot areas for improvement, and quickly prove your agency’s ROI.

Unlock powerful AI insights for real-time marketing decisions. AgencyAnalytics' AI reporting tools instantly elevate your client dashboards and reports.

AI Reporting Tools

Turn raw data into clear, actionable insights in seconds. AI-powered reporting automates analysis, highlights key trends, and helps create smarter client reports—so your agency delivers data-driven results with less effort.

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