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FeaturesReport Scheduling

Report Scheduling

Streamline your agency resources by scheduling clients reports to automatically reach clients on a daily, weekly, monthly, or quarterly basis.
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An example of marketing report scheduling options from AgencyAnalytics
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.

An example of different report automations available from AgencyAnalytics
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.

A screenshot of report scheduling and approval options
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.

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 the report approval interface on an AgencyAnalytics marketing report

Report Approval

On the Grow plan or higher, get notified before reports go out for a final check and to ensure there are no surprises.

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.

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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