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9 Best Marketing Agency Reporting Tools for 2022

Every marketing agency and the in-house marketer does basic data tracking as a part of their job. However, it does not show valuable metrics or valuable insights and can be time and money resourceful. Today, we discuss why marketing agencies need proper marketing reporting tools and what features they should have. We will also list the eight very best reporting tools with their pros, cons and top features for digital marketing agencies.

Dominyka Vaičiūnaitė
Dominyka Vaičiūnaitė

Sep 16, 2022 6 min read

8 Marketing Agency Reporting Tools

Why Do Marketing Agencies Need Reporting Tools?

Developing, executing and evaluating strategies for your agency clients requires huge volumes of data. 

Moreover, marketing agencies usually have a large number of clients - sometimes hundreds at a time. This means handling different platforms, from AdWords to Tiktok, and covering countless reports. All of that translates to lots of data.

Handling data manually or with a poor marketing reporting tool can waste time and money.

Not only that, but not handling client data properly can cause a bad client-agency relationship as agencies usually need to report their progress.  

So essentially, marketing agencies need reporting tools for a couple of reasons:

  • To handle huge volumes of data;
  • To save time and money;
  • To handle client data.
  • To show the progress of their work to clients in an efficient and compelling way.

What Features Should a Reporting Tool Have?

There is no all-in-one solution here. Each reporting tool should have the most basic features for tracking marketing campaigns and sending accurate reports to clients. Here are some of the most important features your next reporting tool must have.

  • Automated reporting

By automated reporting, we mean automatically (instead of manually) pulling data into your report from data sources such as Google Search Console, Facebook, LinkedIn or any other marketing channels. 

This means that you don’t have to copy and paste the data into your custom reports. As a result, the data is more accurate and you save tons of time.

Usually, what you can expect from a proper reporting tool is a simple few-step automated reporting process:

Connect your data sources → open a blank page or a report → get your data.

  • Customization

By customization, we mean functionality to change the different elements within the report to make it look more customized for each client.

This could be many things such as fonts, colours, theme, domain, and logos.

There is also white-labelling, which is especially useful with client reporting as you can send reports that match your agency's branding. 

It could also be a new source of revenue for your agency, as you can charge for reports on top of your standard services such as SEO reporting.

  • Data visualization

By data visualization, we mean turning numbers and formulas into charts, tables and graphs. In other words, showing key metrics from platforms such as social media in a way that your clients easily understand. 

This is beneficial for two reasons:

  1. If you send client reports, data visualization will turn boring reports into beautiful, easy-to-understand data performance reports. Your clients will appreciate your effort to explain how their investments are paying off in a simple manner.
  2. Data visualization is a useful feature for you and your marketing team as well. Tables, charts and graphs display much information in the same simple manner on needed KPIs and metrics. By taking a quick look at a real-time dashboard, you can prevent any errors from occurring and make data-driven decisions fast. 
  • Scheduled reports

By scheduled reports, we mean the functionality that allows you to send automated reports at a specific time interval.

No matter how frequently your clients need them: weekly, monthly, quarterly, or yearly, a proper reporting tool should allow you to send these reports.

This feature will allow you to keep your clients updated without working extra time or worrying about those monthly reports. 

Which marketing tools for reporting have these features, and what else can a reporting tool offer to optimize your work? Find the list below:

1. Whatagraph

Whatagraph is a marketing reporting software specifically designed for marketing agencies and in-house marketers. It lets you create a wide variety of marketing analytics reports, including SEO, PPC, Web analytics, email marketing, call tracking, SEM, and ecommerce reporting. 

Whatagraph provides resources such as all things marketing blog, where you can find tips and tricks on creating different types of reports; newsflashes; industry news; case studies; and product updates.

In essence, Whatagraph lets you show your amazing marketing efforts to your clients in a way that is fast, accurate, beautiful and easy to understand.

Pros

There are many features in Whatagraph that digital agencies will like. These include:

  • 40+ the most popular marketing integrations;
  • Gallery with 95+ ready-to-be-used report templates;
  • 20/5 customer support. Use our live chat to solve any bugs, get answers to your questions or receive tips & tricks on the best reporting practices;
  • A dedicated account manager for each customer;
  • Cross-channel reporting that allows you to compare the performance of each of your marketing platforms, see how your overall marketing strategy is performing and which campaign needs a push;
  • Report customization. Alter every bit of the report, including colours, fonts and themes. You can also drag and drop widgets where needed and resize them;
  • Help center with a convenient search button where you can type keywords of your question and in no time get answers;
  • It can be installed on your desktop.

Cons

  • Integrations are more appropriate for broader use cases, not for specialized niche agencies;
  • Forecasting, data insights, and similar features are on the product roadmap with something like Overview;
  • If you’d need to track UTMs, Whatagraph does not support this function;
  • There are no drill-down (filtering) options when sharing live dashboards.

Best features for agencies

  • White-label is an extended customization solution providing access to rebrand the report fully. You can change the logo and the report's domain to match your choice's branding. 
  • Report automation to send reports on needed frequencies reporting chosen time period. With Whatagraph, you can review reports before sending them, add as many recipients as needed and create your email style. 
  • Smart builder is a great addition for marketing agencies as it is a two-step report creation process. It’s truly a time saver, allowing you to create reports in no time while highlighting the most important KPIs. 
  • Overview is one of the best and most beneficial features for any marketing agency. Overview lets you track all your clients and their KPIs in one place. This means you can compare each client’s strategies, monitor them, and spot performance patterns. 

Pricing

Whatagraph offers three pricing tiers that can be combined and altered to suit the needs of any customer. Pricing starts at $199 per month.

There are three current tiers: Professional, Premium, and Custom. An annual subscription to Whatagraph is available with a 30-day money-back guarantee.

2. Metrics Watch

Metrics Watch is an email-based tool designed to simplify client reporting. It lets you send professional marketing reports that are displayed in the body of the email to eliminate the need for PDFs, allowing your client to view their marketing data from the convenience of their inbox.

It lets you combine data from multiple marketing channels (including Google Analytics, Adwords, Facebook, Google Sheets, and more) and visualize it using charts and graphs.

Pros

  • Reports are displayed in the body of the email, removing the need for PDFs or links;
  • Codeless drag-and-drop editor;
  • Cross channel reporting;
  • Automated scheduling;
  • Concierge service;
  • White label features;

Cons

  • Reports are currently only able to be sent by email, so not suitable for clients requiring access to real-time data dashboards;
  • Integrations are limited, though most popular marketing channels are supported;

Best features for agencies

  • White label options + concierge support with all plans.
  • The preview feature gives you the option to add your personal insight before reports are sent to clients.
  • Automated reports are sent directly to your client’s inbox.
  • Create identical reports for multiple clients quickly using a simple CSV file or via API.
  • PPC markup to add commission to PPC reports.

Pricing

There are 4 flexible pricing tiers to cater to agencies of any size.

  • Starter - $29/mo
  • Pro - $50/mo
  • Premium - $100/mo
  • Enterprise - contact for quote 

Metrics Watch offers a free 14-day trial (no credit card required).

3. Google Data Studio

Along with Google Analytics, Google Ads, Excel, Google Sheets, and BigQuery, Google also provides a cloud platform called Google Data Studio for digital marketing reporting. With the help of this cloud-based BI tool, marketers can transform sizable amounts of complex data from essential data sources and apps into aesthetically tailored reports and reporting dashboards.

Pros

  • Has 600+ connectors;
  • You can share reports with other Google Data Studio users or create a shareable link;
  • Customizable dashboards;
  • Interactive data visualizations;
  • Filter tools.

Cons

  • Only 20 of the 600 available connectors are actually free;
  • Limited visualization options. You can only have a certain amount of charts on a single page, limiting your reporting opportunities;
  • Doesn’t provide automated reporting;
  • No support or onboarding;
  • No automated real-time updates;
  • No white-label feature.

Best features for agencies

Google Data Studio has some of the best features for agencies, such as:

  • If you are using some or all of the 20 platforms provided by Google, such as Google Docs, Google Sheets etc., the tool is free;
  • Provides around 40 marketing report templates as an easy way to create reports;
  • Cross-channel reporting;
  • Agencies using Google Workspace or Cloud Identity can automate the monitoring and migration of Data Studio assets with the help of the Data Studio API.

Pricing

Google Data Studio seems to be free. 

However, as already mentioned, it is free as long as you use the tool with the 20 available platforms offered by Google. 

Learn more about their pricing and what your monthly receipt could look like in this Google Data Studio pricing analysis. 

We also covered Google Data Studio in our review blog and researched the difference between their free vs paid connectors and their top 10 ones. 

4. DashThis

A reporting tool called DashThis allows users to automate the creation of visually appealing marketing dashboards and reports. They provide services and consulting for IT. They also help agencies and marketers by providing client reporting tools and marketing-related integrations.

Pros

  • Cross-channel reporting;
  • Has customer support;
  • Provides a help center;
  • There is no limit to the number of client accounts you want to include in one report.

Cons

  • DashThis doesn’t store data;
  • No advanced business insights;
  • No forecasting is available;
  • There is a limit to the number of widgets per report. 

Best features for agencies

  • 34 integrations;
  • CSV file import system;
  • Unlimited data sources;
  • Pre-made report templates;
  • Automated sharing via email, through a link or PDF file;
  • White-label reports.

Pricing

DashThis offers four pricing options:

  • Individual - $39/mo;
  • Professional - $129/mo;
  • Business - $249/mo;
  • Standard - $399/mo.

5. AgencyAnalytics

Another great example of a modern and powerful client reporting tool - AgencyAnalytics.

With AgencyAnalytics, not only can you pull the marketing data you need and create beautiful reports, but you can also use the tool to manage your team and their work. This means you can collaborate with your team, monitor their work progress and streamline workflows. 

Pros

  • It can work as a keyword research tool;
  • Provides 350+ templates;
  • Real-time reporting;
  • Third-party integrations;
  • Allows you to review and track online product reviews;
  • Provides a help center;
  • Has customer support.

Cons

  • Custom calculations are available on higher paying plans only;
  • Can’t create custom metrics;
  • Charts and visuals are not customizable.

Best features for agencies

  • Customizable dashboards and reports;
  • White-label feature;
  • Cross-channel reporting;
  • 70+ integrations;
  • Automated reporting and report delivery in your desired time intervals

Pricing

AgencyAnalytics offers three pricing options:

  • Freelancer - $12/mo;
  • Agency - $18/mo;
  • Enterprise- Custom.

6. Klipfolio

The fifth on the marketing agency reporting tool list is Klipfolio.

Klipfolio is a solution for marketing agencies providing a user-friendly UI, data visualization, and data documentation features.

Klipfolio provides flexibility and the ability to make better marketing decisions by offering goals widgets and notifications whenever you hit your targets.

You can create pixel-perfect real-time data visualizations with Klips and share effective tailored dashboards and reports. Get your team on the same page using advanced customization, formulas, and functions to transform and streamline your data.

Pros

  • Provides 32 chart types;
  • Provides 90+ interactive live dashboard examples;
  • Allows you to connect dashboards to TVs for meetings;
  • Data blending and filtering;
  • Customer support;
  • Integration APIs;
  • Offers a help center. 

Cons

  • Depending on your pricing plan, you’ll receive different data refresh times. It might take an hour to get real-time data. By that time, it’s hardly real-time any more;
  • Dashboards are limited;
  • The white-label option is available on more expensive plans only.

Best features for agencies

  • Integrates with 300+ data sources;
  • Provides 32 chart types;
  • Report customization;
  • Automated reporting;
  • Provides data and metric warehouse. 

Pricing

Klipfolio offers three plans:

  • Grow $99/mo;
  • Team $199/mo;
  • Team+ $399/mo

7. Databox

Next, we have Databox. 

Databox is a data reporting and visualization tool providing collaboration functionalities, all things business analytics blog, case studies and metrics-related podcasts.

Databox also provides training courses, live chat, API documentation and affiliate programs. 

Its main tools consist of:

  • Goal tracking;
  • KPI alerts;
  • Desktop, Mobile & TV view;
  • KPI scorecards.

Pros

  • Client reporting;
  • Report customization;
  • Allows to calculate data within the report;
  • Guided onboarding;
  • 3,000+ third-party integrations.

Cons

  • Limited report customization;
  • The business plan is necessary for white-labelling.
  • There is a limit to how many data sources you can connect at once;
  • Depending on the plan you get, Databox will store your data accordingly.

Best features for agencies

  • White-labelling;
  • Insight notifications;
  • Looped dashboards;
  • Cross-channel reporting;
  • 70+ integrations;
  • 200+ dashboard examples;
  • Automated reporting.

Pricing

For agencies, Databox offers special plans, so you’d need to reach out to find out the exact fees. 

8. NinjaCat

NinjaCat is a modern marketing data reporting tool that creates visual reports by aggregating cross-channel data.

It has data management, campaign monitoring, and call tracking capabilities. It also helps to integrate all your key and most important marketing KPIs into one place, track your budget, collect data from 150+ sources and create your custom calculations. 

Pros

  • Goal monitoring;
  • Enterprise-level scalability and security;
  • Custom data calculations;
  • Cross-channel reporting;
  • Dashboards allowing interactive data sharing;
  • Customer support;
  • API integration;
  • Export to PDF/PPT formats.

Cons

  • Limited data manipulation capabilities;
  • There is no undo button;
  • Provided templates are images and not available to use;
  • It might take 10-15 minutes for the report to load;
  • Customers complain about the tool being quite laggy on G2.

Best features for agencies

  • White-labelling;
  • Report and dashboard automation;
  • Custom notifications;
  • Automated reporting templates;
  • Dedicated account manager.

Pricing

NinjaCat has not provided pricing information for its product. You need to contact them to get a personalized pricing package. 

9. Megalytic

Last but not least on the list, we have Megalytic.

Megalytic is a customer detailing and dashboard tool used by sophisticated marketing offices and website hosting businesses. Megalytic automates the dull, repetitive work of monthly announcements. Customers receive convenient and useful reports from you that enhance your reputation.

Pros

  • Megalytic saves at least 90 minutes per report each month;
  • Report customization;
  • They offer a marketing-related blog;
  • Help center;
  • Data filters;
  • Image embedding;
  • Goal tracking widget;

Cons

  • Not depending on the plan you purchase, the number of reports you create and data sources you connect is extremely limited;
  • Only the Premium and Enterprise plans allow client reporting;
  • No API integration;
  • Limited customization capabilities;
  • Limited widget customization capabilities. 

Best features for agencies

  • White-labelling;
  • Automated data updates;
  • Automated reporting;
  • Custom metrics creation;
  • Report and dashboard templates;
  • Cross-channel reporting. 

Pricing

Megalytic offers four pricing options:

  • Basic - $39.99/mo;
  • Standard - $99.99/mo;
  • Premium - $199.99/mo;
  • Enterprise - $399.99/mo.

Bottom Line

There are many modern, powerful and professional reporting tools specifically designed for marketing agencies on the market. However, as you can tell from the provided list, they all have their own strengths and weaknesses. Evaluate your needs and the features that would benefit your team and clients. 

Before you go, we’d like to offer you a 7-day free trial of Whatagraph. If you sign up today, you’ll get access to the best features for your marketing agency, such as report automation, 40+ integrations, unlimited report creation and a pre-made template gallery. 

Start reporting with Whatagraph and amaze your clients with the most beautiful, easy-to-understand, interactive live reports. 

Published on Sep 16, 2022

Dominyka is a copywriter who uses simple words to explain tough ideas. Her content is inspired by the good old brand “For Dummies.” Anyone can read and learn all things marketing with her.

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