White Label Reports for Agencies
Table of Contents
Here’s where white label reporting comes into play – using a reporting tool can result in brand reinforcement since your clients will be regularly looking at your reports. Some clients appreciate getting a customized report that properly represents their brand. Meanwhile, others prefer a combination of agency and client branding.
White-label reports are ideal for companies that want to deliver clean-looking and professional data reports. Such reports allow you white label an existing solution and present it to the client as your own. This way, you’ll prevent wasting time on creating new end goals for your client.
How to Brand White Label Reports
To adequately represent your brand image, check if your white label report has the following features:
Add your agency’s logo, placing it in the upper right or left corner of your report. You can use an existing wordmark as your logo design, add a slogan or a tagline – however, make sure it doesn’t make the report harder to read.
To make the report more personalized, your client may ask to add their custom logo design, too. It’s a win-win situation: adding your client’s logo may help you easily navigate between multiple reports without getting lost.
The best area to place your client’s logo is the cover page of the report or the upper left corner if it’s a dashboard.
The cover page should include the title of the report, the period covered, and the delivery date. Also, make sure to include your logo or wordmarks, and use your brand colors. Check with your client whether they prefer the design to be a combination of their brand and yours: add logos and use coloring from both brands.
3.Headers and Footers
To have every page of your report representing your brand, use headers, and footers. You can add general contact information such as your agency’s physical address, general mail address, main phone, and fax number, or website link.
You can also add your wordmark or logo to the footer or header of your report – but be careful not to make it look cluttered.
Being able to include these details is one of the main reasons why your white label solution should allow custom headers and footers.
To build a white-label report, make sure you’re using colors that represent your brand. For example, use the main color of your brand on headings, subheadings, page background, chart elements or background, chart and table headers, or table background and rows.
Typically, marketing agencies send reports to their clients in PDF or give them links to their reports online. Therefore, your automated solution should allow sending reports from an agency-branded account.
Some clients may be using spam filters, causing your emails to be redirected to spam. If that’s the case, having a custom email domain will help your client locating your email easier.
If your clients access their reports online using a unique code, you should brand it, too. The perfect white label dashboard solution allows you to use your own domain to host the white-label reports to all of your clients.
This way, your client can log in by visiting a subdomain of your agency: - https://dashboards.youragencydomain.com
If you use software or a browser-based program for white labeling reporting, choose a tool that allows you to customize each and every aspect of the report, including the online reports, PDFs, and dashboards created for clients. With Whatagraph, you can customize everything: from branded colors, custom email domains, individual templates, custom date ranges, comment boxes, and widgets.
Published on Feb 17 2020
WRITTEN BYGintaras Baltusevičius
Gintaras is an experienced marketing professional who is always eager to explore the most up-to-date issues in data marketing. He is always in search of new and unexplored angles to share with his readers.
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