10 Automated Client Reporting Tools for Agencies in 2025

Keeping clients happy needs more than just good results—it needs regular engagement and clear communication. Many agencies face "project fatigue," where clients feel out of touch or unsure of the value they're getting. The solution? Be proactive with transparency, effective communication, and automated client reporting.

Automated client reporting tools help tackle these issues. They provide real-time updates and show key performance metrics, which build trust, improve client relationships, and boost efficiency. With these tools, agencies can not only meet but exceed client expectations and set themselves up for lasting success.

What is Automated Client Reporting?

Client reporting is the process of summarizing and presenting key metrics, performance data, and campaign insights to clients. It ensures that clients understand the progress and success of your efforts, aligning them with the goals you’ve set together.

Effective client reporting transforms complex data into easily digestible insights that showcase your agency’s value and expertise.

What Should You Look for in Automated Client Reporting Tools?

Selecting the right client reporting tools depends on your agency’s needs and priorities.

The right tool enhances communication and helps foster stronger relationships by providing clients with clear, relevant updates.

Here are 5 essential features to consider:

Goal and KPI setting: A good tool should help you set and track goals like better engagement, more conversions, or higher SEO rankings. Make sure the tool has customizable KPI dashboards that match each client’s specific goals.
Automation: Manual reporting takes too much time. Automated tools save hours by pulling data from your platforms and creating reports automatically.
Scalability: As your agency grows, you'll have more clients. Choose tools that can grow with you without losing performance.
Real-time data processing: Clients want timely updates. Real-time data processing gives them the latest insights, building transparency and trust.
Efficiency and customization: Templates, drag-and-drop features, and branding options let you make professional, custom reports easily.

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The 10 Best Automated Client Reporting Tools to Use in 2025

1. StoryChief

StoryChief is a content marketing platform for agencies, offering real-time data on content performance. It includes metrics such as engagement rates, audience reach, keyword performance, and social media effectiveness.

storychief Automated Client Reporting — StoryChief Automated Client Reporting - Website and Social Media Analytics

Reporting features:

Traffic analytics: Discover traffic sources, keyword data, and underperforming keywords to guide decisions.
SEO and competitive analysis: Monitor keywords, audit sites, and analyze competitors.
Automated reporting: Schedule weekly performance reports and opportunities.
Weekly content audit: Identify improvement opportunities with regular content checks.

Collaborative content marketing features:

Comprehensive suite: Integrate content creation, collaboration, distribution, and analytics tools into one platform.
Multi-channel publishing: Publish across platforms from a single interface.
Collaborative workspace: Enhance teamwork with shared calendars and workflows.
Built-in SEO optimization: Improve visibility directly within the platform.
Client dashboards: Offer clients real-time access to their campaign data.

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2. AgencyAnalytics

AgencyAnalytics offers a broad spectrum of data, including keyword rankings, backlink analysis, and PPC performance. While it covers essential metrics, it might not provide the granular data analysis available in more advanced platforms.

Features:

Customizable dashboards: Tailor reports for SEO, PPC, social media, and more.
Automated reporting: Schedule reports to be sent directly to clients.
White labeling: Brand reports with your agency’s identity.
Integrations: Supports numerous marketing platforms for comprehensive data collection.

Pros:

Ease of use: Simple setup with drag-and-drop functionality.
Client access: Allows clients to view real-time data through dedicated dashboards.

3. DashThis

DashThis consolidates data from various platforms, presenting metrics such as website traffic, social media engagement, and ad performance.

Features:

Preset templates: Quickly generate reports using customizable templates.
Data merging: Combine data from multiple sources into a single dashboard.
Automated updates: Reports refresh automatically with the latest data.
Sharing options: Easily share dashboards with clients via URL or PDF.

Pros:

Visual appeal: Clean and engaging report designs.
Time-saving: Automation reduces the time spent on report generation.
Responsive support: Users commend the customer service quality.

4. Supermetrics

Supermetrics acts as a data pipeline, transferring metrics like keyword performance, CPC, and search volumes into your chosen analysis tool. It doesn't provide analytics itself but enables detailed analysis within integrated platforms.

Features:

Data integration: Pulls data into tools like Google Sheets, Excel, and Data Studio.
Custom queries: Create tailored data queries for specific needs.
Scheduled refreshes: Automate data updates at set intervals.
Extensive connectors: Supports a wide range of marketing platforms.

Pros:

Flexibility: Integrates with multiple data destinations for customized reporting.
Scalability: Suitable for both small teams and large enterprises.
Comprehensive data access: Access to granular data from various sources.

5. ReportGarden

ReportGarden provides analytics on campaign performance, budget utilization, and ROI. While it offers a broad overview, it may not deliver the depth of analysis found in specialized analytics tools.

Features:

Client reporting: Generate reports for SEO, PPC, and social media campaigns.
Budgeting tools: Manage and forecast budgets within the platform.
Invoicing: Create and send invoices directly to clients.
Proposal generation: Develop and share proposals with potential clients.

Pros:

All-in-one solution: Combines reporting, budgeting, and invoicing.
Customizable reports: Tailor reports to match client requirements.
User-friendly interface: Simplifies complex tasks with an intuitive design.

6. Swydo

Swydo offers analytics on campaign performance, including metrics like impressions, clicks, and conversions.

Features:

Automated reporting: Schedule and send reports for various marketing channels.
KPI monitoring: Track key performance indicators in real-time.
Multi-language support: Cater to clients in different languages.
Integration capabilities: Connects with platforms like Google Ads, Analytics, and Facebook Insights.

Pros:

Customization: Highly customizable reports to suit client needs.
User-friendly: Easy setup and navigation.
Responsive support: Positive feedback on customer service responsiveness.

7. Whatagraph

Whatagraph provides visual analytics on various metrics, including website traffic, social media engagement, and campaign performance.

Features:

Visual reports: Transforms complex data into easy-to-understand visuals.
Cross-channel reporting: Combine data from multiple sources into one report.
Automated delivery: Schedule reports to be sent automatically.
Custom branding: Apply your agency’s branding to all reports.

Pros:

Ease of use: Intuitive interface with minimal learning curve.
Engaging visuals: High-quality graphics enhance data presentation.
Time efficiency: Automation saves time on report generation.

8. Google Looker Studio

Google Data Studio excels in providing a centralized view of data from various platforms. It’s particularly effective for agencies managing PPC campaigns, website traffic, and user behavior analytics. However, it lacks prebuilt templates for certain use cases, which may require manual setup.

Features:

Customizable reporting: Create dynamic, interactive dashboards with customizable layouts.
Integration capabilities: Supports a variety of data sources like Google Analytics, YouTube, Google Ads, and external platforms via connectors.
Real-time data update s: Ensures that reports reflect the latest metrics.
Collaboration tools: Multiple users can work on the same dashboard in real time.

Pros:

Free to use: Budget-friendly for agencies of all sizes.
Highly customizable: Allows for tailored dashboards and reports to meet specific client needs.
Interactive visuals: Clients can explore data via filters and drill-downs.

9. SEMrush

SEMrush offers deep insights into organic search performance, paid campaigns, and competitor strategies. However, its focus on SEO means it may not provide comprehensive social media or email marketing data.

Features:

SEO and competitive analysis: Offers tools for tracking keyword rankings, auditing websites, and analyzing competitors.
PPC reporting: Monitors ad performance on Google Ads and social platforms.
Traffic analytics: Provides insights into traffic sources, audience demographics, and engagement.
Backlink monitoring: Tracks inbound links and assesses their quality.

Pros:

Comprehensive marketing suite: Combines SEO, PPC, and content analytics in one platform.
User-friendly reports: Prebuilt templates make reporting straightforward.
Competitor insights: Valuable for benchmarking performance against industry rivals..

10. Klipfolio

Klipfolio’s analytics provide real-time insights into various metrics, such as revenue, customer acquisition, and campaign performance. Its versatility makes it a favorite for agencies managing diverse datasets. However, it’s less beginner-friendly than simpler alternatives.

Features:

Advanced data visualization: Build interactive dashboards using various visualization types.
Extensive integrations: Connects to a wide array of data sources, including CRM platforms and custom APIs.
Real-time dashboards: Tracks metrics as they happen, enabling immediate action.
White labeling: Brand dashboards and reports to maintain your agency’s identity.

Pros:

Highly customizable: Allows granular control over report design and content.
Real-time data: Keeps both agencies and clients informed with up-to-date information.
Scalability: Suitable for agencies managing multiple clients and campaigns.

What To Include in Automated Client Reports

While the structure of your client reports may vary, certain elements are non-negotiable for building trust and showcasing results:

Campaign objectives: Reiterate the goals and explain how your strategy aligns with them.
Key metrics: Highlight essential KPIs like ROI, engagement, or lead generation.
Performance insights: Provide context for the numbers—what’s working, what’s not, and why.
Actionable recommendations: Suggest next steps or adjustments based on the data.
Visuals and summaries: Use graphs, charts, and concise summaries to simplify complex information.

Turn Client Reports into Growth Opportunities

Client reports shouldn’t just be a summary of what’s happened—they should serve as a springboard for future growth. By leveraging automated tools, agencies can:

Identify opportunities: Spot trends or gaps in the data to refine strategies.
Showcase ROI: Clearly communicate the impact of your efforts to justify budgets and strengthen client trust.
Foster collaboration: Engage clients in discussions about results, goals, and next steps.
Save time: Automating reports allows your team to focus on strategy and execution rather than manual data collection.

With the right approach to reporting, your agency can not only retain clients but also position itself as a trusted partner in their success.

Ready to revolutionize your agency’s reporting? Access free reporting templates to impress your clients.