Save time and effort with one-click smart marketing reports

Skip the manual work. Smart Reports automatically pull the most commonly used marketing metrics from each integration based on typical marketing agency reporting patterns. Save time, eliminate guesswork, and deliver client-ready reports in seconds.
Automatically build complete marketing reports in seconds with Smart Reports
Client Reports, Ready in Seconds

Build marketing reports in seconds—No guesswork required

Smart Reports know what marketing agencies need to showcase. Automatically pull the most relevant metrics from each integration, so you generate client-ready reports with a single click. Watch as AgencyAnalytics automatically populates each section of your Smart Report with the metrics that matter.

Instant Client Reports

Create Smart Reports with just a click—it’s the fastest way to start your client reporting

Built With Top Metrics

Smart Report metrics are pulled based on popular reporting patterns of marketing agencies

Easy to Customize

Adding additional marketing metrics to your Smart Reports is as simple as drag, drop, done

Quick Time To Value

Immediately start sending professional, insightful marketing reports your clients will love
Instant Client Reports, Zero Setup

Connect, Click, Done in 11 Seconds or Less

Once your client’s integrations are connected, Smart Reports generate with just one click. Preloaded with key marketing metrics, they’re ready to use immediately—or customize as needed. It’s the fastest way to go from raw data to client-ready insights.

No more struggling with multiple templates and metrics, automatically create Smart Reports in less time than it takes to make a cup of coffee.

Dashboard Reporting Software Data Visualization Examples
Top Marketing Metrics

Report on What Matters to Your Clients

With more than 7,000 marketing agency customers and counting, AgencyAnalytics understands which marketing metrics get the most traction across 85+ integrations. Each Smart Report is automatically populated with data points based on the real reporting patterns of marketing agencies like yours.

A sample of third-party marketing platform integrations that are on the AgencyAnalytics client reporting software
A Smart Way to Start

Customize Your Smart Marketing Reports

Building a client report from scratch is a great way to get it just the way you like it. On the other hand, it’s also a daunting task if you aren’t exactly sure where to start or which metrics to include. Smart Reports are ready to use as-is, but they can also be a strong starting point. Take your report to the next level by including custom metrics, adding goals and budget tracking widgets, and enhancing your Smart Report to fit your unique vision!

An example of how to generate granular insights for a marketing analytics dashboard using custom metrics
Marketing Reports With Impact

Add Design to Your Smart Client Reports

Create visually stunning marketing reports that effectively communicate the return on investment your marketing agency provides. Customize these reports by altering the background color or uploading a custom-designed image. Tailor your reports further by modifying the title and image widgets to match your marketing agency’s aesthetic.

Digital Marketing Report Template Cover Page Example
Bring Professional Design to Every Client Report

Showcase Results With On-Brand Precision

Clients don’t just see the data—they see your agency. With enhanced design tools, control the fonts, colors, widget styling, and backgrounds that shape your reports. Save your settings as themes to apply across dashboards and reports in seconds. Use a pre-built design or tailor your own—it’s never been easier to create polished, on-brand reporting that builds trust at a glance.

Examples of the client report styling theme options available with AgencyAnalytics

Generate client reports in seconds using marketing data you’re already tracking

Illustration of a user at a marketing agency trying the client reporting features from AgencyAnalytics

Sending clients consistent reports is smart. Scheduling those consistent marketing reports to send automatically is even smarter! Set your reports to send daily, weekly, bi-weekly, monthly, quarterly, or even yearly. Streamline your client reporting process and scale your agency.

Use built-in visualization tools to turn complex marketing data into interactive dashboards clients actually understand. No exports. No spreadsheets. Just the clarity needed to reinforce the results your agency delivers.

Reporting built for transparency, strategy, and stronger relationships.

Give your client a clear, at-a-glance understanding of how your marketing agency is driving their performance. The Goals widget features a visual progress bar that displays how your efforts are impacting their essential marketing objectives. It enables you to break down your monthly performance targets into daily actionable tasks, ensuring your team remains focused and on course.

An illustration of how to schedule marketing reports to be sent automatically

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

Automate data analysis with AI tools that highlight campaign trends, audience shifts, and performance updates across accounts. Deliver personalized summaries that help clients connect the dots—and help your marketing agency lead the conversation.

When AI handles the noise, you focus on what drives growth.


Give clients a secure, branded portal to monitor performance, track shared tasks, and stay aligned in real time. Custom views keep reporting focused and relevant—no confusion, no unnecessary clutter.

A shared workspace that builds trust and keeps your marketing agency front and center.

Pull in key data from 85+ sources to build a comprehensive, white-labeled reporting platform. Combine website metrics, campaign results, and conversion data to show the full impact of your marketing agency’s strategy.

Create custom templates once, and scale personalized reporting across every client.

AI Powered Client Reporting Features for Marketing Agencies

Frequently Asked Questions

  • Yes. AgencyAnalytics holds each scheduled report for your review before it goes out, a setting called Require Approval, so you can read the numbers, add context, or make a late edit first. Anything waiting sits in Awaiting Approval with a running count, and each one is reviewed or rejected from there.

  • An AgencyAnalytics Smart Report is built from the reporting patterns of 7,000 marketing agencies across 85+ integrations, then filled with your client’s own figures from the accounts you’ve connected. It’s ready to send as it stands, and it also works as the starting structure for a report you shape yourself.

  • Yes. One AgencyAnalytics report holds sections from every integration connected to that client, so paid, organic, email, and call data land in the same place. If you want the view across several clients at once, that’s a roll-up report.

  • Yes. AgencyAnalytics white labels the whole thing: your logo replaces ours on the login screen and on every report cover and header, your icon becomes the favicon in the client’s browser tab, and your colors apply to dashboards and widgets. Reports can be served from your own domain, and it’s a one-time setup.

  • Yes. AgencyAnalytics takes anything you keep in a Google Sheet straight onto a dashboard or report, and custom widgets cover the rest as a stat or a simple text or image block. You can also request an integration; agency votes decide what gets built next.

  • Yes. An AgencyAnalytics report or dashboard shared as a link opens read-only with no sign-in. Put it on a schedule if they’d rather it just turned up, or give them a portal login if they like to dig into the numbers themselves. Client and staff users are unlimited, so it costs nothing either way.

  • Usually not. Ask your client to add you as a user on their own accounts with the access AgencyAnalytics needs, then connect under your own login. If they’d rather hang onto their passwords, set them up as a Client User and they connect everything themselves.

  • Yes. Put a KPI target on the metric and AgencyAnalytics posts to your in-app notification inbox when the target is met, or when the number moves far enough to be worth a look. Set it on one client or across the whole account.

  • Yes. When an integration disconnects, AgencyAnalytics notifies every user with access to that client, in their in-app inbox. Same whether the authorization lapsed or someone changed permissions at the client’s end, so you hear about it before they do.