Client reporting for marketing agencies
Reporting is only as good as what it counts.
Reports connects the advertising, analytics, search and revenue accounts your clients actually run, and turns them into a live report under your own brand — so what you put in front of a client is complete, current, and yours.
About $10.35 per client at 20 clients, and it keeps falling · White label included · Cancel in the trial and pay nothing
Overstated — the same spend divided by an incomplete count.
Why accuracy
An incomplete report is not a smaller truth. It is a different one.
Every decision a client makes about their marketing is made on the numbers you hand them. Which is why the counting matters more than the chart.
The budget follows the count
An undercounted channel looks expensive. Money moves away from the thing that was working, and the report is the reason it moved. Counting every channel in one place is what stops that decision being made backwards.
Clients leave quietly
Very few accounts are lost over a bad month. They are lost over months nobody could read — where the client could not tell whether the work was paying, so they assumed it was not. A report that answers plainly is retention work.
A bad month is caught in week two
Reports refresh from the source accounts on a schedule and pace the period against its goal, so a campaign drifting off course shows up while there is still time to move, not in a monthly export written after the fact.
Connectors
Wired straight into the accounts the work happens in
Connect an account once and it keeps reporting. The big platforms come through their own APIs rather than a middleman, so the numbers in your report are the numbers in the platform.
Advertising
Spend, impressions, clicks and conversions, by campaign and by day.
- Google Ads
- Google Local Services Ads
- Meta — Facebook & Instagram
- Microsoft Advertising
- LinkedIn Ads
Analytics & search
What happened after the click, and how the site earns its organic traffic.
- Google Analytics 4
- Google Search Console
- Google Business Profile
Calls & leads
The tracked phone calls the ad platforms never see, answered and missed.
- CallRail
SEO & AI visibility
Keyword positions over time, and whether AI answers cite the client at all.
- Keyword ranking workbooks
- AI visibility — ChatGPT, Gemini, AI Overviews
- WordPress maintenance records
Your own numbers
Revenue, jobs sold and anything the ad platforms will never know.
- Google Sheets
- CSV upload
- Snowflake
- Manual entry
more platforms through the Windsor bridge
When a client runs somewhere less common, it still lands in the same report, on the same dates, next to everything else.
- TikTok Ads
- Amazon Ads
- Shopify
- HubSpot
- Klaviyo
- GoHighLevel
- Salesforce
- Stripe
- Mailchimp
- Pinterest Ads
- Snapchat Ads
- BigQuery
- and more
What you build
A report that answers the question before it is asked
Every client meeting turns on the same three questions: is it working, is it worth it, and are we going to hit the number. The report should already say.
Forecasting
Report the quarter, not just the fortnight that has gone
Reports paces the month that is still running: what the spend is on course to produce by the end of the quarter, measured against the goal you set. Downstream numbers your CRM has not sent yet are modelled from your own booking and close rates and marked as modelled, then flip to live the moment real data arrives.
It changes the meeting. Instead of explaining a number that has already happened, you arrive with the one lever that still moves it.
Cost per lead is holding at $174 against a $200 ceiling. Hold spend and the quarter clears its goal with room.
Metrics in your own language
Write the formula once — blended cost per lead, management fee, sold rate, return on marketing spend — and name it what your client calls it. Set a monthly or quarterly goal and every report checks itself against it.
Build a report in an afternoon
Drag scorecards, charts, tables, funnels and ranking grids onto a page. Ask for a first draft and get a laid-out report back to edit. Save it as a template and the next client takes minutes.
One report, many pages
Give paid search, SEO and site care their own tab, each scoped to its own sources, so a client reads the part they came for without scrolling past the rest.
Send it without sending a PDF
Share a live link — password protected, expiring, revocable — or schedule the report to arrive by email on your cadence, in your client's timezone, with a written summary of the period.
Your brand, down to the domain
Your logo, your colours, your sending address, and reports served from your own domain with certificates issued automatically. Nothing on the page says our name.
From both sides of the report
The agency that sends it, and the client who reads it
Reporting only works if it survives contact with the person paying for the marketing.
Reporting on every client, every month
We were rebuilding the same four dashboards every month and still getting asked where the Local Services leads had gone. Now the report is already standing when we walk into the meeting, and the lead count is the whole lead count.
Counting every channel
The first month it counted both channels, our cost per lead dropped by twenty dollars on paper. Nothing about the marketing had changed — somebody was finally adding it up properly. That is the number we set the budget on.
Scheduled delivery
One email at the start of the month with the whole picture and a paragraph telling me what it means. I have stopped asking for the call.
Pricing
Priced per client report, because that is the work
One price per client report, falling the whole way up, with white label included at every size. Free for 14 days — cancel inside the trial and you are not billed at all.
Every client is priced at the rate for its own place in the ladder, so the price per client falls the whole way up and there is never a step where adding one costs you a jump.
- First 3$15each
- 4–10$11each
- 11–25$8.50each
- 26–50$6.50each
- 51+$5each
From client 11 the rate drops again, to $8.50.
Bring one client. See the month counted properly.
Data and privacy
What Reports does with your Google data
Reports only uses data from accounts you explicitly connect, and only to build the reports you configure.
- Reads your Google marketing data
- With your permission, Reports retrieves campaign, traffic, search, and Local Services Ads metrics from the Google Ads, Analytics 4, Search Console, Business Profile and Local Services accounts you connect.
- Builds branded reports
- That data is organised into scorecards, charts and tables. Each agency applies its own logo, colours and domain for a white-label client view.
- Keeps them current
- Reports refresh from the source accounts on a schedule, so clients see up-to-date performance without manual exports.
Reports’ use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. See our Privacy Policy for how your data is handled, stored and deleted.