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Automated Client Reporting

Manage client reporting from your agency data platform

Integrate Data Sources

Connect all of your client's platforms from advertising channels to website analytics tools to their CRM.

Generate Reports

Once connected, you can generate pre-built reports from our library of templates for each platform.

Secure Data Access

Invite clients to your site by email and manage which reports they can access.

White-Label Your Site

Maintain brand consistency throughout the platform with a customizable logo, colors, email, and domain.

Automated Client Reporting

Present a modern client experience

Share agency-branded reports on your domain through our platform and white-label every piece of the platform to make it feel like your own.

Generate reports in a few clicks using our templates

Near real-time integrations allow you to report on all channels

Customize the colors of the site and use your own domain

Invite users to a single report or the entire client space

Streamline your reporting. Get started today!

Get Started

It's never been easier to manage client reporting

Create an account, connect your data sources, then clone a template in one click.

1. Create an account

Create an account and update the site with your agency's logo, colors, domain, and custom email.

2. Integrate your sources

Connect the marketing channels your agency uses most often in just a few clicks.

3. Clone a template

Clone any of our report templates in one click with data ready for your client.

Take control of your client reporting. Book a free demo today.