FEATURE ALERT: Ask AI to turn client data into actionable insights.
FeaturesAutomated Reports

Put Your Client Reporting on Autopilot

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.
Report scheduling feature inside the AgencyAnalytics automated client reporting platform

Automated Client Reporting Tools for Marketing Agencies

Streamline your client reporting to scale your agency. Set up your marketing reports for each client and put the entire process on autopilot with a simple and scalable report scheduling and approval process.

80+ 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

Create fully branded reports featuring your logo and colors—even host them on your own domain

100% Automated

Automate your clients’ data collection and simplify reporting by scheduling reports to go out on a date and time customized for your clients

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. Paint a picture of your clients’ entire marketing strategy with customized white labeled dashboards and reports. Turn live marketing dashboards into professional marketing reports in a few clicks.

An example of the client report template in the AgencyAnaytlics platform
SAY GOODBYE TO LAST-MINUTE CLIENT REPORTING

Automated Report Scheduling

Easily flip powerful client dashboards into beautiful reports in minutes with all of your clients’ marketing data automatically populated. Use the report scheduling feature to create automated marketing reports that are sent on a customized schedule. On select plans, get notified before each report is sent out for your final approval and expert commentary.

An example of the AgencyAnalytics report scheduling feature for automated marketing reports
ADD YOUR OWN INSIGHTS

Get Notified Before Reports Are Sent to Clients

The report approval feature on select plans lets you 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
ARTISTRY MEETS ANALYTICS

Design Your Cover Page & Report

Use the drag-and-drop report editor to easily build aesthetically impressive marketing reports that leave an impact and tell the story of the great ROI your agency delivers. Adjust the background color or upload a custom designed image. Add and adjust your title and image widgets to suit your style. Save your favorite report designs as templates your agency can use again and again.

Digital Marketing Report Template Cover Page Example
ADD YOUR OWN INSIGHTS & COMMENTARY

Personalize Your Automated Marketing Reports

Give every client a personalized experience by adding your expert commentary to each report. Craft an executive summary, make recommendations, and tell a story with their digital marketing data. With automated data-retrieval and report creation processes, use a digital marketing reporting tool to focus your time on providing personalized insights, actionable context, and professional advice.

An example of client report metric personalizations within the AgencyAnalytics platform
ELEVATED CLIENT PRESENTATIONS

Transform Data Into Dynamic Slide Decks

Turn your marketing performance data into professional, client-ready presentations with ease. Use the AgencyAnalytics report builder to create visually engaging slide decks that not only simplify complex data but also highlight critical insights and trends. This means less time spent on formatting and more on driving impactful results. Quickly update your slide deck reports, ensuring accuracy and relevance while empowering more confident decision-making with your clients.

Create slide deck marketing reports to present to your clients.
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.

An example of available sharing options for marketing reports in the AgencyAnalytics reporting platform.

Automate client reports to save time and reduce errors

Try these client reporting features for marketing agencies

Angus Ewart

Marwick Marketing

Therearesomanyfeaturesandtheyareallveryeasytouse.Havingmonthlyreportssenttoclientsautomaticallycouldn’tbebetter.Clientsarehappy,I’mhappy!

Stop wasting time switching between marketing channels and bring all your clients' data under one roof with automated marketing reports. Connect to any of the 80+ integrations, including today's most popular marketing platforms, for real-time data automatically updated in live dashboards. Create custom metrics to blend data across campaigns to showcase growth and ROI.

A sample of third-party integrations that are on the AgencyAnalytics client reporting software

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

Communicate your marketing strategy success at a glance with the goal tracking widget. The visual progress bar shows exactly how your client's LinkedIn profile and other digital marketing efforts are trending against key marketing objectives. Break down the LinkedIn data to match performance targets of all your clients' LinkedIn pages into day-to-day action items and keep your team on track. Apply Goals to any metric and show clients exactly how you’re helping connect with their target audience.

An example of the AgencyAnalytics goal interface for automated client reporting
Anthony Guilhem CEO Momentumm Digital Headshot

Anthony Guilhem, CEO

Momentumm Digital

WeloveeverythingaboutAgencyAnalytics,fromfastandefficientdashboard/reportcreationtodataaccuracyandcollaboration—ouragencyhasseenabunchofbenefitsfromworkingwiththatsolutioncomparedwithouroldsetup,andwewouldnotgoback.

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