The 10 Best Marketing Agency Reporting Tools
Megan Mahoney, Tue Nov 23 2021, 21 min
There is no shortage of marketing agency reporting tools, but finding one that just does the job efficiently and presents the data in a way that makes it easy for the client to understand the value of your agency can be rather difficult.
After talking to a number of marketing agency owners and managers, we decided to put together a list of marketing agency reporting tools that have the best combination of:
  • Design options
  • Automated send capabilities
  • Detailed data
  • Ease of use (non-developer friendly)
  • Integration options
By using one of these reporting tools, you’ll be able to better demonstrate the value of your business by clearly demonstrating how many leads you’ve helped them generate. The best part is that you won’t even have to spend hours putting your reports together!

1.) Oribi

Oribi is an ideal solution as it is, first and foremost, a marketing and web analytics tool. This means all of the data you collect (from funnels to specific events) is instantly available in the reporting dashboard. It also has a beautiful user interface and excellent design options that make it easy for clients to see the value of your services. 
The automatic scheduling feature also allows you to send recurring reports automatically, saving your team hours every week, month and year. To see for yourself, try Oribi today for free. 

How to Create a Report in Oribi

As all of your data already exists in Oribi, creating a report is a simple 3-step process.
  • Click on “Report Tools”
  • Click “Create Your First Report”
  • Name Your Report
Oribi analytics
Just like that, you have your first report!

Select a Custom Timeframe (Access Data From The Day You Installed Oribi – Not Just 90 Days)
You can also select a custom timeframe of how much data you want to include in the report, and we'll show you historical data from the day you installed Oribi.
Even better, we can also show you historical data on events you haven't been tracking. For example, let's say you installed Oribi two years ago and only just now decide you want to track conversions from blog posts. Unlike Google Analytics and other reporting tools that require you to set up the event and then begin tracking the data, Oribi can immediately show you all of the blog conversions generated from the day that Oribi was installed.

What’s Included in Your Report (And Customization Options)

The reports Oribi produces out of the box are impressive. As Oribi is your analytics tool, everything your tracking is automatically available in the reports. Specifically, here are the reports you'll see out of the box:
  • Trends
  • Insights
  • Channels
  • Funnels
  • Correlations
  • All Visits
  • Magic Events
While it offers enough data to satisfy the most advanced clients, it's designed in a way that even the least savvy clients can clearly understand the data (and the value you provide). Here's a more detailed look at the reports that come out of the box.
While it offers enough data to satisfy the most advanced clients, it's designed in a way that even the least savvy clients can clearly understand the data (and the value you provide). Here's a more detailed look at the reports that come out of the box. 
Trends 1
All Visits
All Visits
If your clients also want to see specific data, you can make the reports more granular by adding specific magic events.
magic events
Magic events are a key differentiator in Oribi as they allow you to effectively track specific events like visits to a particular page, CTA button clicks, etc., with no additional coding. Instead, just click on an icon:

key events
Therefore, unlike Google Analytics and other analytics tools, you don't need a developer to set up tracking for a specific event, making it easy for everyone on the team to track and measure their work. 
In addition, because Oribi can show you data from the day you added Oribi to your site, you can have historical data on any magic event the day you create it rather than setting it up and waiting for the data to roll in. This means if your client suddenly wants to know a particular metric, you can provide them with historical data on that event and effectively demonstrate the value of your agency with hard data immediately.
Feel free to read more about creating a magic event
To include these specific events in your report, all you have to do is select "Detailed" (rather than "Summary") and then click the "Select Magic Events" tab. Check the magic events you want to include in the report and they'll automatically appear in your new report with the design and style already chosen. 

Customize and Design Your Report

Tools like Google Analytics can be difficult for clients to read and comprehend, which means they may not understand the value of your agency. In addition, while most smaller agencies don't want to pay for expensive designers, a poorly formatted or designed report may cause clients to perceive your agency as lower quality.
Therefore, Oribi makes it easy to design and customize your reports with various color and graphic options on every plan level. You can also add your own logo and branding to reports at any pricing tier.
report design

Schedule Reports to Send Automatically

Reporting is a huge bottleneck as it costs human resources that could be better invested in serving the client. However, sending reports that show off the value of your work is essential to customer satisfaction, improving LTV, and even increasing your prices.
Fortunately, Oribi can send reports automatically.
You can set how often you want it to send (monthly, weekly, or daily) and the specific date and time. Then, just enter the recipients, and it will send automatically with real time data.
recurring email
Or, if you just had a conversation with the client and they want to see a specific metric or some other one-off report, you can also send a one-time email report.
This way, the team isn't constantly interrupted by reporting tasks giving them time focus on driving results for the client. In addition, your reports will never be late, and your clients will appreciate the set schedule.
If you'd like to try Oribi and see for yourself how many hours it can save your team (and how much more money your clients want to spend once they understand your value), sign up today!

2.) AgencyAnalytics

AgencyAnalytics is another popular reporting tool as its marketing reports are fairly intuitive and straightforward.
Agency analytics
Who is It For?
They cater towards agencies that prioritize simplicity as you can create custom reports and dashboards with drag and drop widgets. Or, if you want something even simpler, just adopt one of their sample templates.
How is Data Generated (Will I Need a Data Analyst)?
As it's only a reporting tool, you'll need another tool to capture the data from your marketing campaigns, like Google Analytics, Facebook, Instagram, etc., and then integrate them with AgencyAnalytics. Therefore, you may have to hire a Google Analytics specialist to help you get set up and track specific events.
You'll also have to analyze the data and uncover insights yourself. For example, while a tool like Oribi allows you to ask questions like "Are people that visit Page X more likely to convert?", AgencyAnalytics shows you the raw data from your sources, though you have to draw your own insights.
How Are Reports Sent?
You can select to send reports manually, or use their email scheduling option which will send recurring reports at a specific time and date.
Can I Access Historical Data?
AgencyAnalytics does not have a cap on historical data. So the length of historical data you can see depends on the platform you are requesting data from. For example, Facebook Ads can only go as far as 37 months of historical data, but AgencyAnalytics doesn’t impose their own limitations. 
Does it Offer White Labeling?
Yes, you can customize the reports with your own branding and design. Designing them is also pretty easy with drag and drop widgets. 
To learn more about it, here's an overview of the platform:

3.) DashThis

DashThis also makes the list as one of the most popular marketing reporting tools and is very similar to Agency Analytics. 
The dashboards are broken down into three sections:
  • Periodic Dashboards (create a report by time –  daily, weekly, quarterly, or annual report)
  • Campaign Dashboards (dashboards for SEM, PPC, social media, etc. for a specific time)
  • Rolling Dashboards (compare three different time sets for a specific campaign)
One cool feature about this reporting software is that if you have a lot of reports to make, you can use their bulk dashboard creation service, which enables you to create and edit dashboards in bulk.
Who is It For?
This tool is ideal for marketing agencies that just need a simple reporting tool that shows all the client data in one place and enables them to break it down by time period and channel. 
How is Data Generated (Will I Need a Data Analyst)?
DashThis also allows you to connect multiple data sources to the same dashboard, and for each data source, there is a unique set of KPIs that you can include (though you can also choose to exclude it if you wish).
However, they only show the raw KPIs, so you'll have to draw your own insights (you can't ask questions like "Are people that visit my blog post more likely to visit the contact page?"). In addition, you'll need a developer or analytics expert to help you set up specific event tracking.
How Are Reports Sent?
DashThis allows you to schedule recurring emails to automate your marketing reporting, or you can send report manually. 
Can I Access Historical Data?
DashThis does not impose limitations on historical data access, though you will be at the mercy of how long the third party integration holds historical data (for example, 3 years for Facebook ads).
Does it Offer White Labeling?
DashThis allows you to add your own branding to the dashboards, and you can adjust the color and design.

4.) Cyfe

Cyfe is an all-in-one dashboard software that shows your digital marketing reports, as well as sales, support, and other analytics reports all in one tool. 
While you can include multiple channels in one report, you can also segment it down. For example, you might have a separate report for social media, SEO, and call tracking, or you can create an integrated report with an overview of various channels. To build a dashboard, you can either select a template and edit it, or start from scratch.
Who is It For?
Cyfe is great for marketing agencies that want a tool that offers similar dashboards across various departments, including sales, support, and marketing.
How is Data Generated (Will I Need a Data Analyst)?
Cyfe doesn't capture your data automatically. Instead, you'll have to use various third party integrations (Google Analytics, Facebook ads, etc.) to import the data into the dashboard. If you don't see your desired integration, you can upload data from Google Sheets, a CSV, SQL, private URL, or push API, and you'll still see the data in your dashboard.
It also does not allow you to ask simple analysis questions like "Are people that visit the blog more likely to return in the future?". Instead, you'd have to ask a developer or analytics expert to find those answers.
How Are Reports Sent?
To send reports to clients, you can use the embedded analytics feature, which allows you to take your entire dashboard or a single widget and embed it somewhere else. Or, if you'd rather just drop them a link to the dashboard in Cyfe, you can do that as well. 
Can I Access Historical Data?
TapClicks does not restrict historical data, though you are restricted by the historical data limitations of the third party data sources you’re using.
Does it Offer White Labeling?
Cyfe does allow you to customize and design your report with your agency’s branding. You can even design the individual widgets and choose between pie/donut charts, cohorts, lists, funnels, numbers, gauges, and tables.

5.) TapClicks

TapClicks is an all-in-one marketing platform for marketing agencies as it offers options for competitive intelligence, order fulfillment (for ecommerce), workflow automation, and of course, reporting. 
You can choose to have each report show the results of a single marketing channel, or combine several channels to show the overall performance of a particular campaign.
Tap Clicks
Who Is It For?
TapClicks is great for marketing agencies that need a marketing platform.  With various other tools such as order fulfillment, workflow, and competitive intelligence options, it's much more than just a marketing reporting tool.  
How is Data Generated (Will I Need a Data Analyst)?
TapClicks provides the raw data sent from the various integrations you choose to connect it with. For example, if you connect it with Google Analytics, any raw data from Google Analytics will be available in the dashboard. However, you'll still have to have an analytics specialist set up goal tracking and any other event events you wish to track.
In addition, you'll have to do all of the analysis yourself (so unlike Oribi, where you can literally just ask the software a question like "Are blog visitors more likely to convert?", you'll have to perform all of this analysis manually).
How Are Reports Sent?
You can give clients a login so that they can access the live dashboard at any time, or you can send automated reports by scheduling a particular date and time.
Can I Access Historical Data?
TapClicks doesn’t restrict how far back your data is available for, though you are at the mercy of the third party data source’s historical data policies.
Does it Offer White Labeling?
You can design your dashboards with your agency’s colors and logo, and there are some additional design options. 
For a more detailed overview of this reporting tool, check out this video:

6.) Megalytic

If you love Google Data Studio, Megalytic is a great tool to create a concise marketing report that your clients can easily understand. Here's an example of the dashboard
Who is It For?
Megalytic is a great reporting tool for agencies that love using Google Data Studio and want to create reports with excellent design.
How is Data Generated (Will I Need a Data Analyst)?
You can easily import data from Facebook ads, Linkedin ads, Call Rail, Twilio, and other platforms.
However, you'll still need an analyst to help you set up event tracking for the third party tool. You'll also have to interpret the data yourself (for example, you can't ask it specific questions like "do people that come from organic traffic convert more than Facebook traffic?").
How Are Reports Sent?
Automating reports is also very straightforward as you can enter the client’s email address, and they will automatically receive a report with live data.
Can I Access Historical Data?
Historical data in Megalytic is available for only as long as the third party data source permits. For example, you may be able to see as far back as 37 months of historical data for Facebook ads as that is the limit Facebook ads permits. However, Megalytic themselves does not limit the historical data you can view.
Does it Offer White Labeling?
This tool does allow you to white label your reports with your own branding, though the design capabilities are limited. 
If you want to learn more, feel free to check out this video:

7.) Klipfolio

Klipfolio is a lightweight BI platform that enables users to comprehend detailed analytics easily. In short, they are mostly a dashboard tool with options for sales, devops, executives, and more.
They offer standard metrics such as CPC, total visits, and other traditional campaign metrics, though you'll also find metrics like new MRR, trial win rate, and other more tangible metrics.
Here's an example of what your dash might look like in Klipfolio:
Who is It For?
Klipfolio is for agencies that want easy-to-read dashboards that can quickly show off the value created for the client. However, several agencies mentioned that you have to pull in all engine accounts separately. Therefore, it might be best for smaller agencies that don't have a lot of clients as setup might take some time.
How is Data Generated (Will I Need a Data Analyst)?
Klipfolio pulls data from external sources such as Google Analytics, Facebook, email marketing, etc., so you may need someone to help you set that up. However, they are one of the few tools that assists you in pulling insights from the data. For example, they have a content effectiveness template that shows some analysis for the data you collected.
klipfolio 2
It isn't quite to the standard of Oribi (where you can ask it any data question like “are blog visitors more likely to convert?”), though it does give you some ideas on how to interpret your data.
How Are Reports Sent?
Each dashboard shows real time data and allows you to set up automated reports. Therefore, when clients look at your marketing report, they know the data they are seeing is real and up to date.
Can I Access Historical Data?
One drawback with Klipfolio is that they don't allow you to access extensive historical data. For example, you are limited by the data constraints of the third party tool (for example, Google Analytics only allows you to view 90 days of data), and their basic plan further limits you to only seeing two months of data.
Does it Offer White Labeling?
If you want to have your branding on the reporting dashboard, you can do so with their white label feature. You can also have the dashboard live on your own domain rather than a Klipfolio domain.
Finally, if you have more technical experience and wish to create your own custom theme, they have an option for that as well.  
To learn more about Klipfolio, watch this video.

8.) Databox

Databox is a marketing analytics platform that offers reporting tools for marketing agencies in addition to other helpful tools like KPI tracking, goal tracking, metric alerts, and more.
While they offer standard reporting dashboards that show the results of a single channel, their looped dashboards allow you to combine several dashboards to show the full story. Just click through the buttons on the bottom, and it will show each dashboard in the file rather than forcing you to send links to multiple dashboards.
Below is an example of the dashboard UI (which is customizable):
Who is It For?
Databox is a great solution for marketing agencies that need an easy way to visualize the results they achieve for their clients. With many integrations and specialized features such as dashboard cloning, looped dashboards, and scheduled reporting, it's used by both large and small agencies.
How is Data Generated (Will I Need a Data Analyst)?
Data is collected through third party integrations (everything from Hubspot to Google Analytics) and imported into the dashboards. Once inside the dashboard, you can select which metrics you'd like to track.
Therefore, while all of your data will be in one concise location, it will require you to set up these third party integrations, and you'll have to do your own analysis. For example, if you want to know whether a visitor from Facebook or Google is more likely to buy, you'll have to do that analysis manually (whereas a tool like Oribi does it for you).
How Are Reports Sent?
It's easy to schedule daily, weekly, or monthly automated reports, which eliminates late reporting and saves teams the time of manually sending reports.
Can I Access Historical Data?
Typically, historical data is available for 11 months, though you can upgrade to their highest pricing tiers to see data for 24 months. In addition, there are some API limitations with some data sources, so there is no historical data available before the initial connection.
Does it Offer White Labeling?
Yes, you can customize your dashboards as you wish with your own logo and branding.
To learn more about Databox, view the video below:

9.) ReportGarden

ReportGarden offers PPC, SEO, Facebook, Twitter, Google Analytics, and Adwords reporting software. The templates are relatively simple yet easy to use and beautifully designed. 
Within each report is a list of KPIs. For example, the SEO report includes keyword rankings, backlink research, keyword performance, and other broader metrics.
Here's a quick look at their reporting dashboard:
report garden
Who is It For?
ReportGarden is ideal for ad agencies that need a simple dashboard that combines all of their data into one place.
How is Data Generated (Will I Need a Data Analyst)?
Data is gathered from sources like Google Analytics, Ads, Search Console, and Drive. If you want to upgrade to a higher plan, you can gather data from more sources like Spotify ads, Quora ads, call tracking, and more.
However, similar to the other tools, there isn't any analysis done for you, and you'll need a data analyst to set up the third party tools correctly.
How Are Reports Sent?
ReportGarden allows you to send reports on an automated schedule, or you can send them manually via email whenever you'd like.
Can I Access Historical Data?
ReportGarden does not limit access to historical data, though you are limited to the third party data collection’s historical data options. For example, Facebook ad data will only be available for 37 months. 
Does it Offer White Labeling?
As you can see from the screenshot above, ReportGarden enables users to white label the reports for a more professional feel, and the drag and drop widgets make it easy for non-technical people to create beautiful reports.
To learn more about ReportGarden, watch the video below.

10.) Oviond

The last reporting tool to make the list is Oviond. This software enables users to integrate with 40 different marketing tools like Google Analytics, Facebook, Linkedin, Shopify, and more. Then, you can choose from over 100 different templates to create your reports and send them to clients. 
If you need help getting started, they will even set the dashboards up for you.
Who is it For?
Oviond is a great option for smaller agencies that want clean and simple reports. Their pricing structure limits users by client projects rather than by dashboards or reports, so if you only have a few clients, it's an excellent option.
How is Data Generated (Will I Need a Data Analyst)?
Oviond uses data through third party integrations like Google Analytics, Facebook, Instagram, and other platforms. Therefore, you’ll have to have an expert set up those platforms for you to begin tracking critical KPIs in your new reports. 
If you need help, their highest pricing tier offers a consulting service where an expert will help you set it up and execute all of the integrations for you.
How Are Reports Sent?
To send your reports to clients, you can either automate them to send at a specific date, or manually share a link or PDF. 
Can I Access Historical Data?
Yes, Oviond allows you to access historical data, though like most of the other tools on this list, you’ll still be limited by the historical data restrictions of the third party data.
Does it Offer White Labeling?
Oviond allows you to create customized dashboards with drag and drop design, blended data widgets, and white label options that make your marketing reports visually appealing and easy to comprehend. 
For more information about Oviond, check out this video:

Choosing a Marketing Agency Reporting Tool

There are plenty of marketing reporting tools available, so choosing the right one can be overwhelming. 
Therefore, consider these criteria as you make your decision:
  • Will it automatically track all of the metrics I need (i.e., the conversion rate of a specific landing page), or will I still need an analyst to set up an analytics tool like GA?
  •  Will I have to hire someone to set up and design the report, or is it fairly intuitive? Do they offer setup support?
  • Can I automatically send my reports, or will I have to send them manually?
  • How far back does the data go? Can I access historical data?
  • Does it offer white labeling? Or will the reporting tool's branding be all over my agency's reports?
Oribi is the only one on this list (and the only tool I could find) that checks off all of these boxes. For the most part, generic marketing agency reporting tools only show data from third party tools rather than allowing you to collect your data and automatically transfer it to the reports all in one tool. 
Therefore, you don't need Google Analytics or a data analyst to track specific events like which posts drive the most conversions. With a few clicks, you can measure specific events and add them to your reports in minutes.
So rather than dumping a lot of data into a report and sending it to a client that probably won't understand it, Oribi makes it easy to draw insights from the data and include those insights in the reports.
If you'd like to see for yourself how Oribi can make your reports more effective at reducing churn and improving client satisfaction, start a free trial today.