How to Scale Your Agency with Automated Client Reporting

After you’ve onboarded a brand-new customer to your firm and have their projects up and running, it’s common that most of interaction will can be found in the type of customer reporting. 

The frequency and format of each report will alter for each customer, although there’s no concern that customer reporting is among the very best methods to show the worth of your services and keep customers over the long-run. 

As you begin to grow the firm, nevertheless, it’s most likely you’ve come across something that numerous other companies experience: manual reporting doesn’t scale.

Between gathering, aggregating, and imagining information—the time it requires to by hand produce your own customer reports builds up rapidly and can be a substantial traffic jam to development.

For this factor, customer reporting need to be automated as much as possible.

In this post, we’ll talk about precisely how to automate your customer reporting from start to end up, consisting of:

  • What to Include in Client Reports
  • Data Storytelling in Your Client Reporting
  • Report Automation: How to Streamline Your Agency

Let’s begin.

What to Include in Client Reports

The material of each report will naturally modification based upon the kind of marketing you’re doing, although there prevail functions that every report need to consist of. 

To provide you a concept of what customer reports need to consist of, listed below are the 7 areas that we’ve consisted of in AgencyAnalytics’ digital marketing report design template:

  • Report Summary
  • Google Analytics – All Channels
  • Google Analytics – Goals (Conversions)
  • SEO Rankings
  • Social Media Overview
  • PAY PER CLICK Overview
  • Email Overview 

Report Summary

The truth is that numerous customers won’t comprehend all the technical information of each marketing project, that makes the report summary exceptionally essential. This area offers you the chance to draw up your analysis of the previous month’s efficiency and lay out the strategy moving forward.

Report Summary

Google Analytics – All Channels

The Google Analytics – All Channels area shows the general success of the project, consisting of the overall variety of visitors, visitor sources, and KPIs such as typical session period, bounce rates, and conversions. The objective of this area is not just to notify your customer which channels are carrying out well, however can likewise assist direct your marketing method for the following month.

Google Analytics Report

Google Analytics – Goals

Next, we have an area for the variety of conversions, or Goals, which in Google Analytics can indicate anything from e-mail signups to purchases. This area offers customers an understanding of their general ROI for each channel and likewise offers a granular take a look at metrics connected to objective conclusions such as the dollar worth and conversion rate.

Google Analytics Goals

SEO Rankings

SEO rankings permits you to track and report on online search engine rankings on both Google and Bing. You can likewise see how rankings are altering with time, enabling you to determine which keywords might require more attention next month.

SEO Rankings Report

Social Media Overview

The social networks introduction reveals your customer the most essential metrics and KPIs for each platform they’re on. This consists of audience engagement metrics such as overall fans, post engagement, reach, and so on.

Social Media Overview


Next, we have an introduction area to track pay-per-click (PAY PER CLICK) projects throughout numerous platforms. This consists of metrics such as overall advertisement expenses, cost-per-click, conversions, impressions, and more. 


Email Overview

Finally, if you’re handling e-mail marketing projects for your customers, this area permits you to track essential metrics such as  open rate, click-through-rate (CTR), and the development in customers throughout the month.

Email Overview

Data Storytelling in Your Client Reporting

Now that we’ve discussed what to consist of in your customer reports, let’s talk about how you can take reporting an action even more and inform an engaging story with your information. 

Data storytelling describes the procedure of changing raw information into a story that highlights essential modifications, patterns, or patterns. This is achieved by integrating 3 core functions:

  • Data: Data storytelling initially needs that you gather and aggregate the information into a unified place. One of the primary advantages of reporting software application is that information is instantly recovered from different sources with an API.
  • Visualization: The next action is to take the raw information and use information visualization so that any person can comprehend it, despite technical know-how. This permits you to change raw information into actionable insights revealing patterns and patterns in the information.
  • Narrative: Finally, information storytelling need to consist of a story to explain the value of the information and highlight any essential KPIs.
Data Storytelling

One example of information storytelling in customer reporting is to include annotations and objectives to your line charts and date-based column charts. As you can see below, this function offers allows you to to highlight essential modifications straight within each chart:


Report Automation: How to Streamline Your Agency

The last crucial piece of customer reporting is automation. Although the preliminary setup of your customer reporting will take a while, report automation permits you to just concentrate on the most high-value jobs such as enhancing outcomes and including your own special insights to each report.

It’s essential to keep in mind that automation won’t occur over night and rather includes continually tweaking and enhancing your procedures. That being stated, a few of the most essential actions towards constructing an automated customer reporting maker consists of:

  • Centralizing your information
  • Leveraging report & control panel design templates
  • Creating finest practices for customer interaction
  • Assign information views & governance
  • Empowering your sales group

Data Centralization

One of the most tough parts of customer reporting is pulling information from different marketing sources into a single view. For example, with the 60+ marketing combinations at AgencyAnalytics you can prevent losing time by changing in between accounts and improve your project tracking in a single, instinctive user interface.

Leverage Report & Dashboard Templates

After centralizing your information into a single view, the next action is to take advantage of report and control panel design templates. It might hold true that you wish to go back to square one and produce a totally personalized report, although generally design templates can be an excellent beginning point that can be customized a little for each customer. Report design templates permit you to focus your efforts on project outcomes, eventually allowing you to scale a lot more effectively. 

Create Best Practices for Client Communication

After you’ve established your customer reports at first, the very best practices for customer interaction is something that ought to be plainly specified within the firm. Client interaction might vary a little based upon the customers requires, so it’s typically advised to identify this in your onboarding procedure. 

Assign Data Views & Governance 

Whether you’ve chosen to send out routine reports or offer 24/7 access to a live control panel, the next action is to offer access to customers. If you pick to choose routine reports this can be done by scheduling automated e-mails to your group every month. If you pick to choose a live control panel, you can provide your customers their own login to gain access to and totally tailor each user’s authorizations, so customers see just what they require.

Workflow Automation

Aside from automating specific report generation, the last action is to automate your firm’s workflows. One method to do this is with our suite of firm tools, which permits you to produce personnel accounts, designate them jobs, and keep an eye on the development.

Summary: Automated Client Reporting 

Client reporting is an important part of structure and scaling an effective firm. That stated, by hand producing reports can frequently be a traffic jam that is both lengthy and ineffective. Instead of by hand gathering, aggregating, and imagining information, reporting software application permits you to instantly draw in this information through an API so that you can concentrate on more high-value jobs.

In summary, automated reporting software application uses a variety of time and expense advantages for companies — a few of the most significant consist of the premium consistency of your reports, the scalability they provide, and the ease of customer interaction they offer. If you’re prepared to begin automating your customer reporting, begin your totally free trial of AgencyAnalytics today.


News and digital media editor, writer, and communications specialist. Passionate about social justice, equity, and wellness. Covering the news, viewing it differently.

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