Features / Report Scheduling

Report Scheduling

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

A screenshot of report scheduling options

SAVE TIME & SCALE YOUR AGENCY

Automate Your Client Reporting

Build and configure client reports once and then put the entire process on autopilot with report scheduling. The report scheduling capability is just what you need to save time and scale your marketing agency.

Automate Your Client Reporting

GIVE CLIENTS A PERSONALIZED EXPERIENCE

Report Scheduling & Approval

By pairing report scheduling with the report approval feature, you streamline the efficiency of your agency while still providing clients a personalized experience. Schedule reports and then get notified before they go out so you can ensure nothing is missing and that there are no surprises.

Report Scheduling & Approval

SCHEDULE REPORTS OR SEND THEM ON DEMAND

Send Client Reports on Demand

You also have the option to share client reports on demand through various ways, including downloading the report as a PDF file, creating a sharable link, or emailing a report at any time. With AgencyAnalytics, you’re in complete control over your reporting and can provide clients the most professional experience possible.

Send Client Reports on Demand

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