Send out reports and dashboards automatically
Eliminate email writing, data copy-pasting. Never miss a deadline for report delivery
Whatagraph eliminates dull manual tasks of crafting emails, revising and attaching reports, and sending those out.
And you still having complete control over reports' content and flexible settings of the send-out process.
Choose how you want to share your marketing data
Choose the frequency, the delivery days and the time zone for each client. Make sure the client gets the report when and how they want to see it. Add the data itself as an attachment or as a link to an interactive dashboard.
Add an optional review step to be in control
Get a final view of the report before it goes out to your clients automatically with an email notification. If needed, email will not go out unless it gets an approval.
Customize your email template
Change the wording and the format of your report emails for each client, making for a fully personalized experience.
What others think about Whatagraph
I made a switch from GDS and Sheets for reporting to Whatagraph, and I am saving literal hours each week on performance report creation. Our small firm actually managed to onboard 2 new clients as a result of all the time we saved on managing data and reporting. The customer service is also really helpful and easy to reach.
Having active customer support to help fix any issues was a big contributor, but we also really liked the ability to save templates and connect sources to multiple charts/widgets at once without having to edit them individually. And having the grid layout is much easier to stay consistent with than the free form setup that Data Studio has.
The system has standard templates that are easy and fast to use. Also you can build your own report with lightning speed. It is very easy to use, has a lot of integration, and let get started very fast.
We love Whatagraph - we would definitely recommend and our account manager is great! I love how easy this tool is to use, everyone on the team finds it much more user-friendly than other dashboards. Integration was easy, we sent some example reports to the team who duplicated these for us. We literally had to log in and send it to our clients!
We are showing our clients the work that we're doing for them and this is incredibly important for our clients ROI. They want to see results and having a tool like Whatagraph that can show data from virtually every source we use is hugely important.
The tool is easy to use; you do not need to have development resources. Even my junior project managers are capable of making campaign reports in minutes. There are a lot of pre-made templates you can use as well as many pre-made widgets.
Really easy to connect data sources within the tool. The library of report templates has been helpful. The customer support team has been responsive to all of our needs. Our team enjoys the simplicity of setting up the reports and how the data is presented.