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Report Approval

On the Agency plan or higher, get notified before reports go out for a final check and to ensure there are no surprises.
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An example of the report approval interface on an AgencyAnalytics marketing report
ADD YOUR OWN INSIGHTS

Get Notified Before Reports Are Sent to Clients

The report approval feature allows you to check all the data in your reports before they’re sent to clients. This gives you another opportunity to add your own comments, personalized insights, and explanations to each report. With a report approval process in place, you keep unwanted surprises out of client reports.

An example of the report send status features in the AgencyAnalytics client reporting platform
SAVE TIME & STREAMLINE YOUR AGENCY

Report Scheduling & Approval

Paired with our report scheduling feature, report approval helps marketing agencies automate their reporting while still providing a personalized experience to clients. Build and configure a report once, set your reporting frequency, and get notified before each one is sent. AgencyAnalytics comes with all you need to save time, impress clients, and streamline your marketing agency. 

A screenshot of report scheduling options

More Features

Discover our full suite of features.
An example of custom comments in an AgencyAnalytics client marketing report

Custom Comments

Add comments, provide explanations, and offer your expert recommendations. With custom comments, you give clients the personalized experience they’re looking for.

An example of cross campaign reporting within the AgencyAnalytics platform

Cross-Campaign Reporting

Include client data, tables, and graphs from multiple campaigns in a single report to provide holistic visibility on client campaigns.

annotations and goals feature in marketing dashboards to track progress

Annotations & Goals

Tell a winning story with your clients’ data and add insightful context to your reports by including personalized annotations and trackable goals.

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

Campaign, Report & Dashboard Templates

Get your client metric monitoring up and running right away with dozens of prebuilt dashboard and report templates. Then streamline your new client setup process by using the dashboard and report templates your team loves to pre-populate entire client campaign templates.

An example of marketing report scheduling options from AgencyAnalytics

Report Scheduling

Streamline your agency resources by scheduling clients reports to automatically reach clients on a daily, weekly, monthly, or quarterly basis.

How to Schedule Automated Marketing Reports for Marketing Agency Clients

Automated Reports

Tired of wasting billable hours manually creating client reports each month? Build automated marketing reports in minutes to speed up your agency's data-retrieval and reporting workflow.

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