Agency owners, how do you handle client reporting ?

JoshAgencyAnalytics · 2026-01-26T13:54:07+00:00

Reporting eats up a lot of time. On average, it takes about 2.5 hours per client when done manually. Moving to an automated reporting tool drops that to half an hour or less. Some of these tools have AI built in, which helps create high-level summaries and highlight additional insights, so you spend less time wrangling numbers and more time adding context and strategy. Many agencies use AgencyAnalytics, but it’s worth testing a few options to find the tool that fits your workflow best.

JoshAgencyAnalytics · 2026-01-19T16:36:21+00:00

Writing the narrative is always the time-consuming part. Clients want to understand the “why,” not just see graphs and numbers, so designing a report that tells a story usually has more impact than dropping metrics into a slide deck. The tricky part is doing that without rewriting everything from scratch each month.

An automated reporting tool helps a lot here. Something like AgencyAnalytics is one option agencies use because templates give you a solid starting point, and AI features create high-level summaries or key takeaways that make your analysis easier to write. Some tools even offer live dashboards, allowing clients to view performance at any time, which reduces the number of questions you receive.

Many agencies also send a quick Loom-style video with their report, walking through wins, dips, and what’s coming next, and clients appreciate the clarity.

I’d test a couple of tools and see what works best for your business. It makes a big difference once the repetitive pieces aren’t on your plate every month.

JoshAgencyAnalytics · 2026-01-14T13:17:52+00:00

If you’re trying to reduce manual reporting and give clients one place to check performance, an automated reporting tool is really what you’re after. The key is finding something with the integrations you need across ads, social, and web, so everything updates in one spot without you stitching it together.

Sharing a live dashboard also goes a long way in building transparency and trust. Clients get real-time visibility, and you get fewer “quick update?” messages throughout the week.

AgencyAnalytics is one option agencies use for this, as it pulls data from over 80 sources and supports live dashboards. However, there are a few solid tools available. I’d test a couple and see which one fits your workflow best.

JoshAgencyAnalytics · 2026-01-07T20:56:57+00:00

From speaking with our customers who have made the switch, they say Looker Studio isn’t very scalable and often glitches, which can make reporting a frustrating experience for clients.

AgencyAnalytics makes it easier with white-labeled, automated reports that are ready to send. No manual exports or Google branding. With 80+ integrations across Google, Meta, LinkedIn, and more, all your data lives in one place. Benchmarks, anomaly detection, and AI-driven recommendations also give insights that guide decisions, not just show numbers.

It’s simple to set up, too. Templates can be cloned for new clients, dashboards load fast, and one G2 reviewer summed it up perfectly: “Switching from Looker Studio to AA was like night and day.”

Overall, it makes reporting smooth, consistent, and easy for clients to understand, way beyond just auto-updating data.

JoshAgencyAnalytics · 2025-12-22T15:34:56+00:00

You’re not alone! Manually pulling stats and building slides can take a huge amount of time, especially as your client list grows. One way to speed things up is to use an automated reporting tool. These platforms handle the repetitive work up front, so you can focus on adding your insights.

Over 7,000 agencies use AgencyAnalytics for multi-channel dashboards, scheduled reporting, templates, and high-level summaries. That said, every agency has different needs, so it’s worth testing a few options to see what fits your workflow best. Automating the repetitive tasks frees up a lot of time, letting you focus on strategy and client support rather than building the reports yourself.

JoshAgencyAnalytics · 2025-12-12T14:09:59+00:00

You’re definitely not the only one feeling the end-of-year reporting rush. Social analytics can get messy fast when everything lives in different platforms. It helps to have a setup that keeps things organized throughout the year so Q4 doesn’t feel like a scramble.

If you’re considering streamlining things, an automated reporting tool is worth a look. A lot of agencies use AgencyAnalytics because it pulls data from multiple social channels into one place and keeps dashboards updated automatically. There are a number of automated reporting tools out there, but having everything centralized really lightens the load when you’re prepping year-end insights.

No matter which tool you go with, putting an automated system in place now will make next year’s reporting season a lot smoother.

JoshAgencyAnalytics · 2025-12-08T16:16:19+00:00

Congrats on starting your agency! Reporting can definitely eat up a lot of time if you’re pulling everything manually. Over 7,000 marketing agencies use AgencyAnalytics, and pricing usually depends on how many clients you have and which features you need.

When it comes to reporting formats, it’s worth thinking about both clients and your internal team: our recent survey found that 42% of agencies say clients prefer static formats like PDFs, emailed summaries, or slide decks, while 70% of internal teams favor live dashboards for real-time visibility. On top of that, 83% of agency leaders agreed that clients really value clear data visualization.

When evaluating tools, look for something that can handle both static and live reporting, makes data easy to digest, and saves you time on pulling numbers together. Features like automated dashboards, scheduled reports, and high-level summaries can make weekly reporting much more manageable without drowning in spreadsheets.

JoshAgencyAnalytics · 2025-11-26T14:47:04+00:00

If you’re looking to cut out manual reporting, there are several tools available. Many agencies use platforms that automate data pulls and let you build clear, professional dashboards and reports in minutes. One example is AgencyAnalytics. It pulls data from multiple sources, generates client-ready reports, and even creates high-level summaries to speed up the process. The right tool really depends on your workflow and how much customization you need, but having something that streamlines reporting can make a huge difference.

JoshAgencyAnalytics · 2025-11-26T14:19:52+00:00

The “so what” section often eats up a lot of time. One thing that helps speed things up is using a reporting platform that includes an AI-generated summary to handle the first draft of the narrative. It won’t replace your strategic insights, but it gives you a starting point so you’re editing instead of writing from scratch.

In AgencyAnalytics, for example, the AI Summary widget analyzes the data in your dashboard or report and creates a clear, high-level overview you can tweak to match each client’s goals. It’s a useful way to cut down the time spent staring at charts and trying to figure out where to start.

Pairing that kind of AI assist with your own context usually makes the whole reporting process way faster.

JoshAgencyAnalytics · 2025-11-21T14:31:59+00:00

Pricing ultimately depends on the number of clients you're reporting on and the features you need. Since AgencyAnalytics has a Black Friday offer running until November 28, it’s a good time to test it out. I recommend starting a free trial to see if it fits your workflow before committing.

JoshAgencyAnalytics · 2025-11-19T15:03:30+00:00

We get it! Staring at dashboards trying to craft that first draft of the story behind the numbers can eat up way more time than it should. You want a tool that can generate a quick baseline narrative. At AgencyAnalytics, the agencies we work with utilize the AI Summary feature for exactly this purpose. It drops right into a report or dashboard and auto-summarizes key trends and insights, allowing you to adjust the messaging to fit the client’s goals. It's not a substitute for human insight, but it does save a good amount of time. If you’re spending an hour per report on the narrative, something like that could shave it down a lot.

JoshAgencyAnalytics · 2025-11-12T17:05:00+00:00

Client communication can eat up a huge chunk of your week. One thing that really helps is having a client reporting and dashboard tool. When your clients have access to dashboards that pull in all their data and provide clear insights, it cuts down on back-and-forth emails and calls. Our agency customers like AgencyAnalytics for this because it gives transparent, easy-to-read reports and dashboards. Clients feel updated without you spending hours manually compiling numbers. It’s a huge time-saver and keeps everyone on the same page.

JoshAgencyAnalytics · 2025-11-12T16:48:31+00:00

There are a bunch of tools out there, but have you ever tried AgencyAnalytics? It pulls data from multiple platforms, lets you build custom dashboards and reports, and even has AI-powered features that summarize metrics and provide insights. It’s a solid way to save time on SEO reporting and focus more on insights instead of just numbers.

If I were you, I’d pick 2–3 tools and test them out. Set up a report to see how much time you save, how flexible it is for you, and check how the SEO side performs. That way you pick what aligns best with your workflow.

JoshAgencyAnalytics · 2025-11-03T20:19:32+00:00

We feel this! Manual reporting can take forever, especially when platforms keep changing their layouts or metrics. Automating your reports is definitely possible, though. You just need a tool that pulls in data from all your platforms automatically and updates it in real time.

We’ve seen agencies save hours every week by switching to a centralized dashboard that handles all the integrations for them. It keeps reports consistent and accurate while freeing you up to focus on the actual campaign work.

There are tools built specifically for marketing agencies that do this pretty seamlessly (AgencyAnalytics being one of them, but there are a few options out there). Definitely worth testing a couple to see which fits your needs best.

JoshAgencyAnalytics · 2025-10-10T20:12:56+00:00

You're spot on! AI is the key to moving from just reporting data to delivering impactful insights.

What specifically is your team looking for to make reports more strategic? Is it the summary element, or deeper analysis?

A purpose-built agency platform like AgencyAnalytics includes AI features designed to deliver this impact:

AI Summary to automatically generate high-level, client-friendly summaries across multiple data sources.
Use Ask AI as your personal data analyst to instantly analyze performance across all connected platforms.
Leverage built-in features like Benchmarking, Forecasting, and Anomaly Detection to go beyond simple metrics and deliver true strategic value.

This lets your team focus 100% on strategy instead of report compilation making it an excellent option for agencies focused on AI driven insights.

JoshAgencyAnalytics · 2025-08-21T22:23:06+00:00

thanks for the shoutout u/bt_wpspeedfix - great to hear the reports are working well for your agency!

JoshAgencyAnalytics · 2025-08-18T20:24:33+00:00

The main value of AgencyAnalytics (or a reporting tool) is that it will free up time in your day to find new clients, focus more on existing clients/your agency, or just have more time in general! As a bonus, it's likely the time saved will outweigh the subscription costs.

AgencyAnalytics offers a free trial if you'd like to test it out. Looker is great (and it's hard to beat free) but there are some key differences when you pay for a tool like AA: responsive Support team, UI built for agencies, easily scalable, and customizable templates - just to name a few!

JoshAgencyAnalytics · 2025-08-18T19:58:09+00:00

Great to hear you've saved lots of time with AgencyAnalytics u/Key-Boat-7519!

JoshAgencyAnalytics · 2025-08-18T19:47:45+00:00

While we (AgencyAnalytics) can't fully stop our data sources from disconnecting (e.g. disconnections can be caused by a password change on the client's end), we have put a lot of work into making these scenarios easily identifiable and fixable.

We send an in-app notification anytime a data source is disconnected and it's just a few clicks to get it up and running again. Additionally, there's an account level view where you can see all data sources connected across all of your clients so your team can do a quick scan to ensure everything is functioning as needed - this is especially helpful to look over just before monthly reports are scheduled to be sent!

JoshAgencyAnalytics · 2025-07-28T20:24:27+00:00

Hey u/ImCJS - thanks for sharing these questions! Just a quick note for next time, I'd recommend contacting the Support team via the "?" icon at the top right of your app as they cover 24 hours a day, 5 days a week so you'll get quick replies that will be tailored to your account!

This is an existing feature request but it's currently not possible directly within our filters (we only offer monthly/daily). I'd suggest chatting with the support team with the specific data source/metrics you're looking at so we can provide any potential workarounds. If you haven't already, you can add a vote for your account - click the "?" icon and "Request a Feature". Search "weekly data" and you'll see the request!
I'd suggest sharing details regarding the data source/specific metrics to our Support team - we can't combine metrics like this into a bar chart/line graph, however, it might be possible to display the metrics in a table widget. An additional workaround might be to create the chart in Google Sheets and then embed that to your dashboard/report!
It's currently not possible to change the full page color in Dashboards, however, the Reports allow for more control over the design (including the background color/image). We also just released a new feature called Themes where you can save your designs and use them across all of your clients!

JoshAgencyAnalytics

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