Efficient Client Reporting with Automated Reports

A reporting platform enabling marketing agencies to consolidate client metrics into one customized dashboard with automated report generation.

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75+ Integrations

Connect with all major marketing platforms to pull data automatically.

Custom Dashboards

Create white-label dashboards with customizable report designs.

White-Labeled Reporting

Full control over branding—add your logo and use your domain.

Complete Automation

Single dashboard consolidates data from multiple platforms automatically.

How It Works

1

Report Customization

  • Select report frequency (daily/weekly/monthly)
  • Choose time of distribution
  • Pick format: PDF or CSV
  • Add multiple recipients and campaigns
2

Dashboard Access

  • Schedule and manage automated reports
  • Edit or cancel scheduled reports if needed
  • Manual override option for emergencies
  • Access control via view keys for clients
3

Branding Options

  • Replace platform domain with custom domain
  • Customize color schemes
  • Add agency and client logos
  • Full email customization

Frequently Asked Questions

What is automated reporting?

Automated reporting is the process of scheduling reports to be generated and sent to clients automatically at specified intervals without manual intervention.

Can I pull data from multiple sources?

Yes, you can integrate with 75+ marketing platforms and consolidate all data into a single report.

Can I control who receives reports?

You have full control over recipients. Add multiple email addresses and manage access through view keys.

What formats are available?

Reports can be generated in PDF, Excel, or CSV formats depending on your needs.

Can I review reports before sending?

Yes, you can enable approval notifications to review and validate reports before they are sent to clients.

Save Hours Every Week on Client Reporting

Automate your reporting workflow and focus on growing your agency.

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