Client reporting is SO important. Get it right, and you'll have happy clients who understand your work & impact, and stick around for a long time. Get it wrong, and you'll waste hours and churn clients left & right.
In this guide, I'll share what are (in my opinion) the 11 best client reporting solutions that will help you build effective reports. Some are multi-channel, while others are suitable for a specific service (e.g. social media, PPC, SEO). Let's dig in.
Here are the 11 client reporting software tools
- Hootsuite Analytics
Best suited for: marketing agencies to make shareable white label KPI dashboards
Free trial: yes, 15 days. Sign up here.
Starting price: from $33/month
DashThis is a marketing reporting solution to visualize data in dashboards for SEO, social media, email, and paid campaigns. It integrates with many tools, including Google Analytics, Search Console, Semrush, Mailchimp, Google/Bing ads, and others.
It's very easy to use, with a drag-and-drop UI plus great customer support. DashThis offers preset dashboard templates so you start quickly. Here's some examples:
It's the perfect tool to bring all your reports together in one place. It saves client reporting time, since all key stakeholders can check the shareable URL anytime.
White label features are available, so that the shared URL uses a custom subdomain, and dashboard designs have your (or your client's) logo & branding.
DashThis has 4 plans: Individual, Professional, Business, and Standard. The pricing starts from $39 per month (paid monthly) or $33 per month (paid annually), and you get built-in dashboard templates, multi-integration dashboards, and email support. See pricing here.
Best suited for: shareable KPI dashboards & automating reports for clients (with a free version available)
Free trial: yes, 14 days. Sign up here.
Starting price: free version available. Paid plans from $72/month
Databox is another client reporting tool which lets you connect data sources & display/share dashboards. They have a comprehensive set of tools & features built especially for agencies.
As well as creating shareable dashboards like DashThis or Google Data Studio, Databox even have a tool available for speeding up written reports/presentations.
Since Databox has all of your data sources connected, it can help you to automate written highlights such as:
• [This month] we got [# signups], which is [%] of our goal.
• [Traffic] increased by [%] from [#] to [#].
• Between [date range] we saw a [%] increase in [close rate].
Databox has hundreds of client reporting templates available. You can see all their templates here.
They also offer help to set up your dashboards for free, and white label features are available at an added cost.
Databox comes with 4 plans: Free, Starter, Professional, and Performer. The ‘Free’ plan is limited to only 3 data source connections only. See full pricing here.
Best suited for: KPI dashboards that need customizable / complex data modelling
Free trial: offers freemium version. Sign up here.
Starting price: from $99/month
Klipfolio is a business dashboarding, data analysis, and reporting tool to build and share real-time dashboards with clients.
It comes prebuilt with over 100 API connections to assemble data from all your different data sources, including cloud, spreadsheets, and on-premise servers.
Klipfolio makes data sharing and collaboration simple. You can share your dashboards with certain people, or you can share them with the entire organization at once.
Klipfolio has another product, called Klips, developed for client management. The Klip gallery helps track your important performance metrics. Share your dashboards with your clients via view-only links, scheduled emails, or Slack messages.
Klipfolio has 4 plans: Free, Plus, Pro, and Custom. The free plan allows 2 users to use the platform and create unlimited dashboards. See full pricing here.
Best suited for: businesses who need to combine marketing data from lots of different sources
Free trial: Yes, 14 days. Sign up here.
Starting price: from $39.99/month
Megalytic is a reporting tool for collecting data and transforming it into interactive reports and dashboards
Megalytic can gather all of the data together to show the story of how your marketing is progressing, whether it's traffic, conversions, impressions, or revenue data. Share your reports in PDF format or present your insights on responsive web pages that can be read on any device. Furthermore, set your reports to be delivered to your clients on a schedule.
Start from the report template each time you need a report for a new client, and most of the work is already done. All Megalytic reports can be white labeled – upload logos, create cover pages, or change colors to match your brand identity and leave a professional impression on your clients.
Megalytic for reporting has 4 plans: Basic, Standard, Premium, and Enterprise. The ‘Basic’ plan costs $39.99 per month and it lets only 1 user use the platform and create 10 reports. See the full pricing here.
Best suited for: agencies and media companies needing to aggregate marketing data and visualize campaign performance
Free trial: Unknown
Starting price: Unknown
NinjaCat is a marketing performance management platform to consolidate marketing data and automate client reporting. It has a user-friendly interface that allows for massive data manipulation without expert knowledge of data engineering.
With NinjaCat’s data aggregation, you can view data from over 100 sources, including Google Sheets, Facebook insights, Hubspot, Twitter ads, YouTube ads, and many more. All NinjaCat dashboards update daily.
Like the other tools, templates are available to get started quickly. Additionally, you can easily white label your reports to create a unique experience by adding branding elements to all client-facing reports and dashboards.
NinjaCat doesn’t provide pricing information for its product. You can request a demo here.
Best suited for: monitor and analyze social media mentions
Free trial: offers freemium. Create your free plan here.
Starting price: from $24/month
Mention is a social media monitoring tool to understand audience perception across different social media accounts like Twitter, Facebook, and Instagram. With its robust filtering options, you can gauge the sentiment of your audience.
Mention scans the web daily to monitor social mentions about your brand and user can download an Excel file with the data. Get in-depth dashboards, discover the trends at a glance with data visualization, and share them with your clients.
Furthermore, Mention lets you plan and manage social media posting from one tool so you can schedule your posts in advance and choose when you want your posts to go online. Access your social media calendar easily from anywhere via desktop or mobile apps.
Mention has 5 plans: Free, Solo, Pro, ProPlus, and Company. The ‘Free’ plan can only track 1000 social media mentions and concerts with 3 social media accounts. View full pricing here.
Best suited for: social media reporting & analytics
Free trial: yes, 30 days. Sign up here.
Starting price: from $49/month
Hootsuite Analytics is a social media analytics and reporting solution to seamlessly manage social media accounts from one dashboard. With its multiple client capability, you can easily manage activities like engagement and monitoring across your entire client portfolio.
Publishing content is easy with Hootsuite, and you can create a new post for any social media platform in your account. It’s simple to post content immediately or schedule it for later, and once you do so, Hootsuite will provide you with the best time to post to reach the maximum number of people, based on previous analytics.
With Hootsuite, you can filter social conversations by keyword, hashtag, or location to see what people say about your clients’ brands. With its intuitive analytics, Hootsuite offers you a complete overview of campaign performance across all major social media channels and websites.
4 plans are currently available on Hootsuite Analytics: Professional, Team, Business, and Enterprise. The ‘Professional’ plan starts from $49 per month that allows connecting with 10 social medial accounts. See full pricing here.
Best suited for: automating social media reports for clients
Free trial: yes, 7 days. Sign up here.
Starting price: from $315/month
quintly is a social media analytics platform to monitor social media channels (Facebook, Instagram, Twitter, LinkedIn, YouTube, and Snapchat) and optimize marketing strategies in one central place. It’s a powerful tool to evaluate your performance and get insights into your competitors, inspiring brands, as well as social media influencers.
With quintly, To create insightful analyses, you may choose from more than 500 social media metrics and hundreds of customizable dashboards. quintly supports multiple commonly used export format options for your social media data, including CSV, XLS, PDF, and PPTX.
quintly pricing is based on the number of social media pages (e.g. Facebook, Instagram) you wish to analyze. For example, to analyze 3 social media pages, you’ll have to pay $345 per month per 1 user (billed annually) or $410 per month per 1 user (billed monthly). See full pricing here.
Best suited for: monitoring brand reputation & social media mentions
Free trial: yes, 14 days. Sign up here.
Starting price: from $43/month
Mentionlytics is a social media monitoring and reputation management tool that allows you to track the mentions for your brand from major sources like Booking.com, Google reviews, and Facebook reviews.
Its report builder lets you build customizable reports in a user-friendly drag and drop manner and save those reports as templates for future use. All the reports can be white labeled with your own titles, labels, and texts for every section.
Mentionlytics has 3 types of reports. Its ‘Mentions’ report shows you the top mentions such as brand names and hashtags across all the digital channels. The ‘Share of Voice’ report compares your brand and the rivals based on the targeted keywords. Lastly, the ‘Influencers’ report allows you to assess the results of campaigns running by the influencers using your keywords.
Mentionlytics has 5 plans: Basic, Essential, Advanced, Pro, and Agency. The ‘Basic’ plan costs $49 per month (billed monthly) or $43 per month (billed annually). This plan comes 2ith 10 social profiles. View full pricing here.
Best suited for: agencies and media companies who need to analyze the performance of marketing campaigns from different channels
Free trial: yes, 14 days. Sign up here.
Starting price: from $499/month
TapClicks is a great reporting, dashboard, and campaign analytics platform to aggregate data and measure offline and online marketing campaigns.
Its analytics and data management capabilities let you divide your data based on selected parameters so you can use it more efficiently within marketing operations. All TapClicks reports are white label and with automated reporting, you can build client reports faster and with less effort.
Another important TapClicks feature is that you can gain complete visibility into your competitors’ SEM conversion funnel. In that way, you can compare your prospects’ SEM market positioning against the local SEM competitors and discover their unseen weaknesses.
Currently, 3 plans are available on TapClicks: Basic, Pro, and Elit. The ‘Basic’ plan starts from $499 per month (billed annually) or $599 per month (billed monthly), and this plan comes with limited data connectors.
Best suited for: social media marketers who need to understand their audiences and improve social engagement
Free trial: yes. Sign up here.
Starting price: from $200/month
Socialbakers is an AI-driven unified social media marketing platform to understand your audience, build content they need, analyze engagement, and improve cross-channel performance.
With Socialbakers, it’s really easy to evaluate your marketing efforts with one dashboard, including organic content, paid campaigns, social media, and influencer collaborations. Uncover important content trends and don’t miss critical insights that can improve your content engagement.
Socialbakers allows you to automate every report to be delivered to clients within seconds when they need it.
Lastly, execute your multi-channel strategy and analyze posts across Facebook, Instagram, LinkedIn, Twitter, and Pinterest using a single interface while ensuring your entire team remains in sync.
Socialbakers has 2 plans: Complete Solution and Essential Tools. The ‘Complete Solution’ costs $200 per month (billed annually) or $240 per month (billed monthly) for 10 social media platforms. See full pricing here.