What is marketing reporting software?
Marketing reporting software allows marketers to quickly generate reports that summarize key metrics such as website traffic, leads generated, and conversion rate. This data can be used to measure campaigns’s success, identify areas of improvement, and make data-driven decisions that lead to growth.
The manual way of reporting is to visit each marketing platform, export data to spreadsheets or PDFs, and then manually join, clean, and normalize the data, only to paste the visualizations and comments into a format suitable for sharing with clients. This approach to reporting is highly prone to errors, while the lack of accuracy inevitably slows down decision-making.
Automated reporting software solves those problems by automating much of the marketing reporting process. Marketing reporting tools collect data from various marketing channels and provide insights into campaigns’ performance, helping marketers identify which initiatives are working and which need improvement.
Marketing reporting software typically has dashboard reporting abilities, data visualization, and automated data collection and sendout.
How to choose the best marketing reporting software for your agency?
In one sentence, we would say — choose the marketing reporting software that solves all your agency reporting pain points, from connecting scattered data sources to providing feedback to clients.
Broken down, these are the features you must expect from advanced marketing agency reporting software:
Easy to connect any source
You should be able to connect a majority of your sources natively, with no third-party connectors or other tools needed. Third–party connectors are not as reliable as native integrations, as they are prone to breaking off or subject to individual vendors’ policies. Whatagraph lets you connect 45+ sources directly with a few clicks and start reporting.
Super intuitive and time-saving report building
Good marketing agency reporting software should let your team start reporting with previous experience or training needed. After a brief onboarding, even non-technical staff should be able to create a marketing report from a template or select any of the pre-made reporting widgets and drag and drop it on the page. For different marketing reporting cases, we created more than 50 pre-built templates. You can link multiple reports to one template and save time by editing them all at once.
Report sharing automation
Your marketing agency reporting tool should also automate the way you share reports. Instead of attaching the report on two dozen of individual emails or using another tool, you should simply be able to set up an automated reporting cadence. The software automatically refreshes the data and sends a PDF export to a list of email addresses at the recurring pre-set time. In addition to automated emails, Whatagraph also has a live sharing option, where you share a link to a live report so the recipients can check for updates whenever they want and even apply different date ranges.
Easy to set up data transfers and data export
In the case of reporting, storing your marketing data in a data warehouse helps you avoid the API call limits and changing rules of individual platforms.
Whatagraph has a no-code data transfer to Google BigQuery that you can complete in a few simple steps. Should you need to report on your stored historical data, connect your BigQuery account as a source and start reporting. If you need to analyze data aggregated by Whatagraph in another BI tool, you can easily export any report dataset as an Excel or CSV file.
Create an unlimited number of reports and dashboards
There are marketing reporting tools like Cyfe and Metrics Watch that price their packages by the number of dashboards users can create. Others, like Whatagraph, shape the pricing plans by the number of sources and user accounts while allowing you to create as many reports as you want. All of our pricing plans include an unlimited number of dashboards. Create, edit, and send as many as needed. Use our drag-and-drop dashboard tool to create client reporting dashboards in minutes and speed up client reporting. Add and remove widgets or create your own using data from multiple channels.
Easy cross-channel reporting
There are many marketing analytics and reporting tools that have cross-channel functionalities, but not all of them are user-friendly. Collecting data from multiple marketing platforms shouldn’t be different from connecting a single marketing data source. With Whatagraph, you can easily turn any report into a cross-channel report by simply connecting more sources and dropping the visualizations you need. This feature is a lifesaver when comparing different channels' performance or your overall digital marketing performance.
Amazing support and customer experience
Always go for a digital marketing reporting tool with a live chat where you can talk to the customer support team like you would with your friends. Whatagraph is a simple but highly capable tool and if you ever get stuck, you can contact our CS specialists, get a reply in under 1 minute, and get help with anything you need.
