The Ultimate Cheatsheet
to Automate Marketing Reporting

Whatagraph Ebook - Pink book cover with title: The Ultimate Cheatsheet.

Reporting is a pain,
but it doesn’t have to be

This cheatsheet is designed to help you automate the busywork and

focus on what matters: delivering results.

What’s included

Get practical tips, stunning report templates, and best
practices to finally take the pain out of marketing reporting.

Section 1

6 tips to automate marketing reporting

• Proven strategies agencies use to save hours on reporting
• Real stories from marketers who scaled reporting without scaling workload
• Practical ways AI and automation can replace manual, repetitive tasks

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Section 2

7 report templates to get inspired by

• Ready-made structures for PPC, SEO, social media, email, and more
• Re-created from actual reports used by marketers
• Guidance on metrics to track, how to structure, and who each template is best for

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Section 3

5 best practices for building impactful reports

• Insights from agency leaders and marketers on what makes reports stick
• How to avoid data overload and highlight what stakeholders actually care about
• Simple adjustments that improve clarity, trust, and decision-making

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Section 4

A 31-point checklist to vet marketing reporting tools

• Must-ask questions on integrations, data accuracy, and compliance
• What to look for in AI and automation features
• How to compare leading tools and pick the right fit for your team

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Key insights from marketers

AI is saving so much time and energy for our marketing specialists. We now have more time to focus on strategic things that help both our agency and our clients grow.

Lars Maat

Co-Founder at Maatwerk Online

There’s a ton of metrics on reports that would make no sense and probably overwhelm the clients. So we always try to be very specific about what is the client’s goal and then just show the metrics for that.

Cheyenne Skye

Digital Marketing Analyst at Noise New Media

Keep reports simple. Most leaders will go into the details if they need to, but make sure you’re also highlighting the key insights, actions, and recommendations.

Ryan Anderson

President at Markiserv

One of the biggest mistakes that marketers make when creating reports is just adding screenshots of performance charts without any context or analysis.