6 Client Reporting Benefits That Drive Success

We get it – nobody loves creating client reports. 

They often feel like a tedious chore, something you squeeze in between brainstorming sessions and client meetings. 

But here’s the reality: those reports are far more powerful than you might think. 

It’s not just about sending your clients a monthly update filled with metrics and charts (though those are important too).

What is Client Reporting?

At its core, client reporting is your agency’s way of telling a story. It’s how you showcase your hard work, demonstrate your value, and build a stronger partnership with your clients. It’s the bridge between your day-to-day efforts and your client’s business goals.

Think of client reporting as your monthly (or weekly, or quarterly) chance to:

  • Show your clients exactly what you’ve been up to
  • Celebrate the wins (big and small)
  • Tackle challenges head-on
  • Prove that their investment in your agency is paying off

In the following sections, we’ll dive into why client reporting is far more powerful than you might think, and how it can become your secret weapon for agency success.

Key Benefits of Client Reporting

1. Transparency Cultivates Trust

Trust is everything. Clients need to know they can rely on you, that you’re not just spinning numbers or hiding behind confusing jargon. That’s where transparent reporting comes in.

Think of your reports as a window into your agency’s operations. When that window is clear, clean, and shows the full picture – the wins, the losses, and everything in between – it builds trust. 

It shows clients you’re not afraid to own your mistakes and that you’re committed to continuous improvement. This level of openness builds a sense of partnership, where clients feel informed and valued, not just another account on your roster.

  • Open the lines of communication: Encourage consistent communication through regular reports, ensuring clients stay informed and engaged. It’s like having a standing weekly meeting, without actually having to schedule one.
  • Showcase tangible value: Highlight the concrete impact of your work through reports, justifying the client’s investment and reinforcing your value proposition.
  • Builds confidence: Transparency builds confidence in your agency’s capabilities and creates a sense of partnership. When clients see you’re upfront about everything, they’re more likely to trust your recommendations and strategies.
  • Set clear expectations: Craft an initial client report that outlines what the client should expect in both the short-term and long-term. Include benchmarks, goals, and initial data points to demonstrate your plan and set the stage for a successful collaboration from the get-go.
  • Differentiate your agency: In a crowded marketplace, quality reporting sets you apart. When prospective clients see that your agency goes beyond just running campaigns and also provides in-depth, actionable insights, you instantly stand out.

A clear view of all facets of a campaign or project gives clients a realistic perspective, creating an environment of trust and open collaboration. Transparency is the foundation upon which lasting client relationships are built.

Google Ads report client reporting 1
Client reporting example: Writing executive summary that can tell stories and statements

2. Accountability in Action

Reports aren’t just about pretty graphs and impressive numbers. They’re a powerful statement of accountability. When you consistently deliver detailed reports, you’re demonstrating that you take ownership of your work.

You’re not just throwing strategies at the wall and hoping something sticks; you’re meticulously tracking progress, analyzing results, and making data-driven decisions. It’s proof that you’re not just winging it; you’re invested in their success.

  • Take Ownership: Reports show that you’re responsible for both successes and setbacks, creating a sense of reliability and commitment. Be upfront about challenges and showing how you’re proactively addressing them.
  • Manage Expectations: Clear reporting helps establish and manage client expectations, keeping everyone is on the same page regarding goals and deliverables, much like a roadmap for your collaboration, keeping everyone aligned and focused.
  • Solve Problems Proactively: Use reports to identify potential issues early, allowing you to take corrective action before problems escalate. Show clients that you’re proactive, not reactive, and always one step ahead.

When you show clients you’re responsible and care about their needs, they know you’re on their side. This proves you’re not just another vendor, but a real partner who wants them to succeed.

Key Metrics in Client Reporting

3. Empower Your Clients with Knowledge

The best client reports don’t just dump data; they translate it into actionable insights. Instead of overwhelming clients with raw numbers, break down what those numbers mean for their business. Show them how your efforts are directly impacting their bottom line. The best client reporting tools offer features that help you go beyond raw data, providing visualizations and summaries that make insights clear and accessible for your clients.

  • Educate and Explain: Reports help clients understand the complexities of marketing and the strategies you’re using. Clarify the process and enable them to make informed decisions.
  • Drive Data-Driven Decisions: Provide clear insights, which will give clients the power to make informed decisions about their marketing investments. Give them the confidence to say “yes” to the strategies that are working and “no” to those that aren’t.
  • Strengthen Collaboration: When clients understand the data, they can actively participate in strategy discussions and contribute valuable feedback. Create a two-way dialogue where everyone feels heard and valued.
Google Ads report client reporting 2
Client reporting example: Provide clear insights with “Key Takeways”

It’s also vital to communicate the significance of your findings – and your role in uncovering them. Use reports to call attention to your discoveries and any issues that still need to be addressed. Open communication can go a long way in earning trust, even if there were miscalculations that caused your team to change course. 

When plans don’t go as intended, you can still emphasize what actions were taken and what is being done instead. Explaining how you settled on certain approaches can show that you learn from your mistakes, build trust and gain future business.

You’re the expert, but that doesn’t mean clients should be left in the dark. Educating them about the data allows them to become true partners in their marketing journey.

Akvile DeFazio, a digital advertising specialist at @AkvileDeFazio and @AKvertise with a passion for clear communication, understands the importance of educating clients. As she puts it,

‘It’s important to be transparent about changes…and educate the client on how to read the data…[and] understand user behavior…’ she says. To do this, she suggests using reports to ‘show how much weight certain channels hold and how they impact the bottom line…educate them about conversion funnels, user behavior, and how to read the data…’

Ultimately, she believes this leads to better client retention.

Google Ads report client reporting 3
Client reporting example: Add recommendation based on your analysis and stay proactive with your clients business.

4. Champion True Partnerships through Collaboration

Reporting on a regular basis creates a natural rhythm for communication and collaboration. It’s a dedicated time to celebrate wins, troubleshoot challenges, and brainstorm new strategies. It transforms the client-agency relationship from a transactional one into a true partnership, where both sides are working together towards a shared goal.

  • Open Dialogue: Reports enable ongoing conversations, ensuring both parties are aligned and working towards the same objectives. Create a space for open and honest communication, where ideas can flow freely.
  • Shared Ownership: Involve your clients in the reporting process to create a sense of shared responsibility and investment in the outcomes. Make them feel like they’re part of the team, not just a passive recipient of your services.
  • Adaptability: Regular feedback allows you to adapt your strategies based on client input and changing market conditions. It’s about being agile and responsive, showing clients that you’re always listening and willing to adjust course if needed.
  • Built-in, Regular Check-in: Well-written client reports as an ongoing dialogue, not a monologue you deliver from on high. They’re a dedicated time to celebrate wins, acknowledge losses, and discuss the next steps.

Effective communication of these aspects allows agencies to validate their strategies and strengthen a collaborative environment where both parties can strategize and pivot based on tangible insights.

5. Drive Growth and Keep Clients Coming Back

Client reporting isn’t just about keeping existing clients happy; it’s about driving growth for your agency. When clients see consistent results and understand the tangible value you bring, they’re more likely to renew contracts and even expand their engagement. Think of reports as a subtle yet powerful sales tool, showcasing your expertise and opening doors to new opportunities.

  • Demonstrating ROI: Reports clearly illustrate the return on investment clients receive from your services, making it easier to justify continued or increased spending. Show clients that their marketing dollars are working hard for them.
  • Building Loyalty: Consistent, positive results nurture client loyalty and increase the likelihood of long-term partnerships. Prove your worth time and time again, earning their trust and their business.
  • Generating Referrals: Satisfied clients are more likely to recommend your agency to others, leading to organic growth and new business opportunities. It’s about turning your clients into your biggest advocates.
  • Proof Points for Retention: When clients see their goals met and can trace a line from your actions to those outcomes, they’re likely to stay. Reports that continually deliver insights and show value retain clients while turning them into advocates.
  • Upselling and Expansion: Effective reporting plays a key role in upselling. When clients see their goals met and can trace a line from your actions to those outcomes, they’re more likely to consider expanding the scope of your services

Marketing agencies understand that communication, transparency, working relationships, and campaign performance are the top factors influencing client retention–all of which are covered by solid client reporting.

Google Ads report client reporting 4
Client reporting example: Swydo client reporting tool automatically adds all relevant glossary terms based on the metrics included in your client report. Use the text widget to add recommendations, next steps, the focus for next month, and a conclusion.

6. The Unexpected Benefits Hidden Within the Data

While data is at the heart of client reporting, the benefits extend far beyond spreadsheets and charts. Regular reporting strengthens relationships, enhances your agency’s reputation, and provides peace of mind for clients. It allows you to proactively address challenges, celebrate successes together, and build a true partnership based on trust and mutual respect.

  • Strengthened Relationships: Reports create opportunities for meaningful interactions, create a deeper understanding and connection with clients. Go beyond the numbers and building genuine rapport.
  • Enhanced Reputation: Consistent, high-quality reporting builds your agency’s credibility and positions you as a leader in the industry.
  • Client Peace of Mind: Regular updates and insights alleviate client anxieties and builds confidence in your agency’s capabilities.Provide reassurance and demonstrate that you’re on top of their campaigns.
  • Proactive Problem-Solving: Reports demonstrate your commitment to their success. Reassure clients by showing that you’re actively managing and addressing any challenges in their campaigns.

Benefits of Client Reporting: Detailed Examples

The table below provides a comprehensive overview of the key benefits of client reporting and illustrates how each benefit can be effectively showcased through specific report elements. For every benefit, we outline actionable components to include in your reports, offer practical examples, and explain how these elements enhance client perception. 

This detailed guide not only highlights why client reporting is essential but also how to implement it in a way that builds trust, ensures accountability, and enables your clients with valuable insights.

BenefitReport ElementExampleClient Perception
Transparency Cultivates TrustComprehensive Data BreakdownDetailed analytics on campaign performance, including impressions, clicks, conversions.Clients see the full scope of activities and results, providing trust in data accuracy.
Clear VisualsUse of charts and graphs to represent data trends and outcomes.Clients easily understand complex data through visual representation.
Honest Reporting of ChallengesInclude sections that discuss underperforming areas and steps taken to address them.Clients appreciate transparency about setbacks and trust your commitment to improvement.
Benchmark ComparisonsCompare current performance metrics against previous periods or industry standards.Clients can gauge progress and understand relative performance.
Goal TrackingProgress indicators showing how current results align with predefined goals.Clients see clear alignment between actions and objectives, reinforcing trust.
Accountability in ActionActionable InsightsRecommendations based on data analysis to optimize future campaigns.Clients recognize your proactive approach and responsibility for their success.
Performance MetricsKey Performance Indicators (KPIs) such as ROI, CPA, and conversion rates.Clients understand the tangible outcomes of your strategies, ensuring accountability.
Monthly Performance SummariesExecutive summaries highlighting major achievements and areas for improvement.Clients receive concise overviews, supporting your commitment to their goals.
Enable Your Clients with KnowledgeEducational ContentGlossary of terms, explanations of strategies, and insights into industry trends.Clients gain a better understanding of marketing processes, empowering informed decisions.
Interactive DashboardsDashboards that allow clients to filter and explore data on their own.Clients feel enabled to analyze data independently, enhancing their engagement.
Case Studies and Success StoriesExamples of successful campaigns and the strategies that led to them.Clients see real-world applications of your methods, increasing their confidence.
Champion True Partnerships through CollaborationFeedback SectionsDedicated areas for clients to provide feedback and suggestions.Clients feel heard and valued, builds a collaborative relationship.
Joint Strategy SessionsScheduled meetings to discuss report findings and adjust strategies accordingly.Clients are actively involved in decision-making, strengthening partnership bonds.
Shared Goal SettingCollaboratively set short-term and long-term goals within reports.Clients are aligned with your objectives, ensuring mutual commitment.
Transparent Communication ChannelsProvide contact information and regular updates outside of reports.Clients have easy access to communication, enhancing trust and collaboration.
Drive Growth and Keep Clients Coming BackROI AnalysisDetailed calculation of return on investment for each campaign.Clients see the value of their investment, encouraging continued collaboration.
Growth MetricsTracking metrics like customer acquisition, retention rates, and revenue growth.Clients observe tangible growth indicators, strengthening their decision to stay.
Referral Program HighlightsShowcase successful referrals and their impact on business growth.Clients recognize the benefits of referring others, promoting loyalty.
Upsell OpportunitiesIdentify and suggest additional services that can benefit the client.Clients see potential for further growth and value in expanding services.
Success MetricsHighlight key achievements and milestones reached through your services.Clients feel confident in your ability to drive success, increasing retention.
The Unexpected Benefits Hidden Within the DataTrend AnalysisIdentify emerging trends and how they affect the client’s business.Clients gain insights into market dynamics, aiding strategic planning.
Predictive AnalyticsForecast future performance based on current data patterns.Clients can anticipate outcomes and make proactive decisions.
Segmentation ReportsBreak down data by customer segments to identify high-performing groups.Clients understand which segments to target for maximum impact.
Anomaly DetectionHighlight unusual patterns or spikes in data that require attention.Clients are alerted to potential issues or opportunities early on.

Read our client reporting best practices to continue with your journey.

Conclusion

Client reporting is more than just a necessity; it’s a strategic advantage. 

When you focus on transparency, accountability, and data-driven insights, you strengthen client relationships, fuel your agency’s growth, and position yourself as a trusted partner.

So, the next time you’re tempted to rush through a client report, remember its true power. 

As Ryan Gould, Vice President of Strategy and Marketing Services, Elevation Marketing emphasizes,

Your client reports present a multitude of opportunities; not only do they let you connect better with your clients, but they allow you to showcase your value… Start by investing in some relevant data-capture tools, finding out what your clients actually want and need from you, and presenting their reports in a way that’s easy to understand and hits their main goals.

It’s proof of your agency’s dedication to quality, a way to deepen connections with clients, and a key driver of long-term success.

Kernwoorden:

How to Set Up an Effective Marketing Analytics Dashboard in 4 Essential Steps

A marketing analytics dashboard plays a vital role in client reporting. Besides providing actionable insights and data, it helps measure the impact of your campaigns, track KPIs, and make data-driven decisions. You can also use a marketing dashboard to share performance metrics with your clients  and explain your choices using hard-and-fast numbers.

To do that effectively, you should tailor each marketing analytics dashboard to a client’s specific goals. Share KPIs that resonate with them and provide actionable insights, so you’ll foster transparency, trust, and open communication. This approach allows you to maximize your impact on a client’s growth and success — not only because it helps you and your client stay on the same page, but also because a properly set up marketing dashboard makes it easy to identify optimization opportunities. Armed with a bird’s-eye-view, you can analyze data, spot areas for improvement, and adapt your strategy accordingly.

The Nuts And Bolts of a Digital Marketing Dashboard

On a digital marketing dashboard, you display key metrics that provide an overall picture of your marketing efforts. Depending on the client, you might want to share information about marketing campaigns, email marketing, or social media performance, among other things.

Before you dive into your client’s Google Analytics and other marketing data to create a(n) (web) analytics dashboard, it’s important to know the difference between a marketing KPI dashboard and a KPI report: a KPI dashboard provides a high-level overview of specific KPIs (ideally, 6 to 9) that are relevant to the client’s goals, while a KPI report explains what’s behind the numbers.

When reporting KPIs, you need both. Suppose you ran a Google Ads campaign, and the KPI dashboard displays 100 conversions. That’s great at-a-glance information, but how did those 100 customers convert? You can use the in-depth KPI report to show your client which campaigns and keywords generated the most leads, explaining how it all came together. (If you want to lay a solid foundation for KPI reports, read our blog post on what should be included in a KPI report.)

We won’t dive into the tech side of marketing analytics dashboards here, nor will we share marketing dashboard examples and marketing dashboard templates (be wary of the latter — there is no such thing as a cookie-cutter template you can download from the internet!). You will want to lay the groundwork first. So, let’s discuss how to set up a marketing performance dashboard that displays the right marketing data and context and helps you make data-driven decisions.

Lay the Groundwork: 4 Steps to Creating a Powerful Marketing Performance Dashboard

1. Set clear business and strategic goals

The best marketing dashboards provide insightful, relevant information that helps achieve your client’s objectives. So, it’s crucial to sit down with them and define their business and strategic goals. Based on these, you can determine your mix of marketing and branding activities, as well as the marketing channels and key performance indicators you’ll focus on.

2. Define your goals per channel

To create an effective digital marketing dashboard, you need to specify your goals. Consider the number of leads or sign ups you need per channel (PPC, SEO, social media, and email marketing). If you know what your marketing analytics should look like beforehand, you can create and optimize your action plan for each channel, include key marketing metrics in your dashboard, and determine whether your channels perform the way they should. This approach makes for actionable KPIs that will help you make decisions regarding next steps.

3. Make decisions based on SMART objectives

When setting goals, we recommend that you use a well known method called ‘the SMART formula.’ This means your goals should be specific (S), measurable (M), attainable (A), relevant (R), and timely (T).

Also, define your quantitative goals before considering your qualitative goals. It’s wise to add context to each goal so you’ll get actionable insights: if you know where you’re headed, you can identify what’s going well and which elements you need to improve.

Want to get in-depth information about creating a succinct, actionable business strategy? Read our blog post about goal setting for marketing.

4. Choose the right data visualization

Marketing dashboards contain lots of data (as they should). But the human brain isn’t great at processing rows of numbers and ratios. What to do? Well, two things tend to stick: visuals and stories. If you use data visualization to tell a comprehensible, engaging story to your client, it’s easier to keep them on board. How to go about it?

Choose a visualization method that helps convey the types of data you want to share. It’s important to take various aspects into account. For example, make sure your presentation of data isn’t visually misleading, use colors strategically (and include a legend to explain what each color represents), create clear pie charts (pies with 5 to 9 sections can be easily understood), and organize data in a coherent way.

Want to explore the options? Read our blog post ‘How to choose the most effective data visualization.’

Quick Tips for Setting Up Impactful Marketing Dashboards

  • List marketing data in order of significance. The most essential data should always be at the top of the dashboard.
  • Limit the data visualizations on your marketing performance dashboard. Pick 6 to 9 KPIs that matter to the client’s goals.
  • Once your marketing dashboard is up and running, don’t sit back and relax. It evolves as your marketing evolves. So, use it to continuously improve your client’s campaigns.

Need a Practical Tool to Set Up Your Marketing Analytics Dashboard?

Swydo is an easy to use, scalable, and dynamic marketing reporting tool. Curious to see what Swydo can do for you? Request a demo and create your free marketing report in minutes. Or, sign up for a free trial to explore more options.

Kernwoorden: ,

Reinforce Your Brand: White Label Reporting for Marketing Agencies

In a competitive business environment, marketers today yearn to differentiate themselves and stand out amidst the crowd. The goal is to seek client attention and leave a lasting impact.

Weaving your own spell of uniqueness and personalizing your client communication with white label reporting can not only help you create a lasting impression on your clients but also foster a culture of trust.

By utilizing a powerful reporting tool like Swydo, businesses can create personalized reports that provide valuable insights, strengthen their client’s brand image, promote transparency, and cater to their clients’ specific preferences.

Let’s explore the essential aspects of white label reporting and discuss how it can benefit your digital marketing agency.

What is White Label Reporting?

White label reporting entails using a reporting tool to craft customized reports that bolster your brand and cater to your client’s preferences.

It allows you to present data in a manner that aligns with your brand’s aesthetics and messaging, resulting in a cohesive and professional appearance.

With white label reporting, you seamlessly incorporate your brand elements into the reports, making them an extension of your business identity.

Key Elements to Consider When Branding White Label Reports

To maximize the impact of white label reporting, it’s important to consider the following key elements when branding your reports:

1. Add Logos

To add a professional touch to your report, including your agency’s logo is a great idea. Place the logo in the report’s upper right or left corner to ensure it’s displayed without hindering readability.

This win-win situation allows for easy navigation between multiple client reports without confusion. The ideal placement for the client’s logo is either on the report’s cover page or in the upper left corner if it’s a dashboard.

Incorporating your company’s logo into the reports creates a strong visual association between the marketing data and your brand. Thus reinforcing your brand presence throughout the entire reporting experience.

Swydo's White Label Report - Changing Cover Page

2. Give Cover Pages a Makeover

Cover pages serve as the first impression of your reports. Including titles, dates, and logos on the cover page not only provides a professional touch but also helps establish a sense of credibility and authenticity. A well-designed cover page sets the tone for the entire report and captures the attention of your clients. Here’s what you must remember while designing your client reporting cover page.

Step 1: Start by changing the cover page background image. Add your client colors or their logo as a backdrop.

Rebranding White Label Reports with Swydo

Step 2: Incorporate titles, dates. You can also change the font and colors to the one that your brand identifies with.

Step 3: Use engaging typography. Choose fonts that are clear, readable, and visually appealing. Play with different font styles, sizes, and colors to make it dynamic. Ensure the text is legible and complements the overall design of the cover page.

Step 4: Maintain a professional touch. While adding brand elements, it’s important to maintain a professional appearance and not to overdo it. Ensure that the cover page looks polished and well-designed. Less is more.

Step 5: Save it. Take a step back and review your design. Make any necessary adjustments to improve the overall aesthetics and ensure all the essential information is present and easily readable. You can then save it as a brand template to reuse it the next time or replicate it across different reports.

3. Use Headers and Footers

Consistency is key when it comes to brand recognition. You can maintain brand consistency across different sections and pages by using headers and footers in your reports. These elements can include your company name, logo, account manager information, or even a tagline. Ensuring that your brand elements are present in every part of the report reinforces your brand’s authority and credibility.

Include subheaders in your client reports
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4. Select Brand Colors

Colors are vital for brand recognition and evoke emotions. When branding white label reports for your clients, choose brand colors that resonate with them. Use them consistently across different report elements, such as charts, graphs, or text boxes, for a cohesive experience. You can also name your brand template with your client’s name for easy access in the future.

Saving Brand Colors

5. Use a Custom Email Domain

Communication is a vital aspect of any business relationship. To avoid your reports getting caught in spam filters and to maintain a professional appearance, consider utilizing a custom email domain. This ensures that your reports reach clients’ inboxes seamlessly, enhancing the overall user experience and reinforcing your brand’s reliability.

Custom Email Domain - White Label Reporting

6. Branding Your Report and Dashboard Domain

Send your dashboards and online reports from your own domain and strengthen your brand presence. You can customize the dashboard URL with your brand name or a relevant keyword and create a consistent experience that aligns with your brand identity.

Swydo Custom Domain - White Label Reporting

7. Create Your Own Favicon

What is a favicon, you may wonder? A favicon is a small square icon that represents a website and appears in browser tabs, bookmarks, and search results. It distinguishes your site, enhances user experience, and adds a touch of professionalism. Unlike a team logo used on report covers, a favicon is specifically for online dashboards, reports, and PDFs. Swydo’s Favicon feature allows agencies to customize this icon, aligning it with their brand identity and creating a consistent visual identity across all browser tabs, benefiting branding and user experience.

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Why Choose Swydo for White Label Reporting?

When it comes to reporting tools that can be customized according to agency needs, Swydo shines as a reliable and user-friendly solution. Swydo offers a wide range of customization options and features that empower digital marketers and agencies to create tailor-made reports. Now, let’s delve into some of the notable features that make Swydo an exceptional choice for white label reporting.

Here’s a walkthrough for customizing your brand templates with Swydo

1. Easy Customization

Swydo provides comprehensive customization options, allowing you to tailor every aspect of your reports. From online reports to PDF exports, dashboards to templates, you have full control over the look and feel of your reports. Customize date ranges, text boxes, widgets, and more to deliver a truly personalized reporting experience or add your own favicon.

2. Beautiful Visualizations

Visual appeal is essential in delivering data-driven insights effectively. Swydo offers a variety of charts, graphs, and data visualization to transform your data into a captivating story. With easy-to-understand visualizations, you can present complex information in an appealing manner that resonates with your clients.

3. Intuitive Interface

User experience is a top priority for Swydo. The platform boasts an intuitive interface that makes report creation and customization a breeze. Even if you’re not a design or data expert, Swydo’s user-friendly interface empowers you to create professional reports with ease, saving you time and effort.

4. Collaborative Features

Swydo allows for seamless collaboration with team members and clients. You can invite team members to contribute to report creation and share reports with clients in a secure and user-friendly manner. Collaboration features ensure everyone is on the same page and can provide valuable input, leading to more impactful reports.

Team Collaboration Swydo

Conclusion

White label reporting is a remarkable way that helps digital marketing agencies strengthen their brand identity while providing valuable insights to clients.

By infusing creativity and customization into reports through logos, cover pages, headers, footers, brand colors, custom email domains, and dashboard branding, you can create reports that leave a lasting impression.

Swydo, with its comprehensive customization options, beautiful visualizations, collaborative features, and user-friendly interface, emerges as the perfect solution for businesses seeking top-tier reporting.

Embrace these strategies and harness the power of Swydo – your client reports can surpass competitors and establish your brand as an industry leader.

Start leveraging the potential of white label reporting today. Unlock new opportunities for your business’s success. Your first free white labeled report is on us!

Create your first free white labeled report

FAQ (Frequently Asked Questions)

1. Can I create multiple report templates in Swydo?

Swydo allows you to create multiple report templates to suit different clients or reporting requirements. You can customize each template to align with the specific branding and needs of each client. You can also duplicate templates and reuse them saving you more time.

2. Is Swydo suitable for small agencies or individual freelancers?

Absolutely! Swydo caters to agencies of all sizes, including small agencies and individual freelancers. Its user-friendly interface, affordable pricing, and customizable features make it accessible and valuable for everyone in the digital marketing industry.

3. Can I export Swydo reports in different file formats?

Swydo offers export options in various file formats, including PDFs as links and attachments, Online Dashboards, and Online HTML Reports. This flexibility allows you to share reports with clients in their preferred format or integrate them into other reporting systems.

4. Is it possible to schedule automated report generation in Swydo?

Swydo integrates with over 30+ digital marketing platforms, including Google Analytics, Google Ads, Facebook Ads, Instagram Ads, LinkedIn Ads, and more! This allows you to pull data from multiple sources, create comprehensive reports, and consolidate them how you want!

📚 Next Steps:

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10 Must-Have GA4 Reports For All SEOs

Love or hate it – if you’re a digital marketer, you cannot ignore it. With the Google Analytics 4 migration clock ticking fast, we have UK’s leading digital marketing agency MD and brightonSEO’s Measurefest speaker, Farhad Divecha, shedding light on the must-have GA4 reports for all SEOs. Here’s an updated slide deck to go along with your reading.

Tell us about your topic, 10 must-have GA4 reports for all SEOs, and why you chose it?

I’m very acutely aware that everybody’s being pushed to move to GA4, and I’m acutely aware that many people are unhappy about that. They find it very, very different and fairly challenging. I have also seen much information and misinformation about GA4 and its workings. I know it’s quite a powerful tool, but you’ve got to understand the system and make the most of it. At BrightonSEO, I will specifically uncover GA4 reports for SEO, show how to set them up via GA4 + GTM, explain insights to be gained from those reports, and discuss actions that SEOs can take from those insights.

How’s your experience with GA4 been?

Personally, I really like it. I think it’s way more powerful than Universal Analytics. I say this because we have been using Facebook Pixel for much longer than GA4, before it even existed. Facebook Pixel has so much flexibility in what you can measure and how you track conversions and important actions on your site —moving to a similar event-based model with much more ability to track important parameters and get flexible reporting is a step up.

One piece of SEO advice for folks learning the ropes?

The most important thing any SEO can do is look at the data and start realizing where they’re already — getting organic placement rankings and traffic — compare that to what they want to achieve and understand why that gap exists. 

Look at the traffic you get from certain non-branded keywords and understand what stops you from getting that traffic on the keywords you want to rank for. Usually, that’s a very good starting point, so understanding what’s working in some ways is also understanding what is not working. It lets you figure out how to reach Point B from Point A.

What presentations are you most interested in attending/speakers you are most interested to hear and why?

I remember looking at the list and thinking there were some really interesting ones — topical conversations about equality, embracing diversity, and how people can put their genuine, authentic sleeves forward. There are a couple of AI sessions that I’m looking forward to. And, of course, the SEO topics because it’s fascinating to see how deep some people get into it and try to reverse engineer the algorithm.

What has been your core mantra in driving your agency forward?

I think there are two things. It’s incredibly good client support and a laser-sharp focus on growing internationally at scale. We set ourselves up for some high client support targets within the company that we insist everybody meets. So when a client asks us for anything, we have to respond within four hours, and if it takes a little bit more time, we have to start working on the solution within 12 hours. We aim to deliver most solutions within 48 hours. Where they want tweaks, where they want things changed, where they want an opinion, where they want advice, that sort of stuff is resolved very quickly. That’s why our clients stay with us for as much as 10 to 12 years. The agency average in the UK is a bit more than one year. Yeah, so it’s a massive difference for us. We believe in always taking a step back, looking at the bigger picture, and delivering on the impact.

What are the top 5 tools or apps you use daily and why?

Apart from the obvious platforms (Office 365, Meta Ads, Google Ads, DV360, LinkedIn Ads & TikTok Ads), I personally spend time daily using:

  1. Unyte.ai – Our marketing mix modeling tool
  2. Google Analytics – To track traffic & online actions for us & our clients
  3. Adobe cloud – For all things creative 
  4. Swydo – Reviewing daily activity reports for my team 
  5. SharpSpring  – Our CRM and marketing automation tool

Farhad 2

Farhad is MD of digital agency AccuraCast. He advises corporations on their analytics and data strategy, and is passionate about using technology to improve performance marketing.

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How To Be a Data Storyteller: A Guide To Reporting and Visualization

Data Analyst Eda Salihoglu knows how tricky it is to do client reporting well. In her upcoming talk at brightonSEO’s MeasureFest, she will share actionable insights into what makes her reporting successful. Here’s Eda’s data storytelling slide deck.

Tell us about your topic, How to be a data storyteller, and why you chose it?

Throughout my career, I’ve seen agencies struggle to create reports covering clients’ requests. It’s easy to get stuck on minor details and forget the big picture, which matters most regarding decision-making. A simple structure in the thought process behind reporting can help build a link between the creator and reader of any report. I want to remind everyone that we can all apply our storytelling skills to our work with minimal effort to build useful and guided reports.

Could you give us an example of how you used this strategy to help one of your clients? How did you go about it?

We used to have lots of back and forth with one of our clients every Monday when we sent over their weekly performance report; we never seemed to answer the right questions, and they weren’t even reading the entire report. After having an open discussion about their requirements, I realized they’re happy as long as they can get the gist of the information fast, along with actions off the back of all the factors that play a part in the performance. I formatted the following week’s report to follow the structure of a very simple story just as an experiment which halved the report’s length. Not only did the client not mind the new report size, but barring 2 questions, they didn’t need to follow up! I recommend it to everyone creating reports frequently ever since.

What presentations are you most interested in attending/speakers you are most interested to hear and why?

I’m excited to see the Friday keynote speech on AI in marketing, as its impact is much bigger than expected. Sam Oh’s talk on automated link building is definitely one I want to catch; knowing how tedious a process link building is, I’m curious about how we can streamline it. Anything to do with No-Code sounds very interesting to me as I think that’s where the industry is headed, so Abhishek Lakhera’s session is one to keep in mind.

Do you see any trends specific to PPC reporting in 2023?

For the last few years, most brands and agencies have begun looking at Search as a single entity that gets its input from PPC and SEO separately. I think this trend is here to stay as there’s an undeniable link between the two, and the more interconnected their strategies, the more robust their individual performances. I believe most brands will continue experimenting with keyword match types, especially in PPC campaigns, so I hope to see simpler reports on their performance that aren’t too granular.

Who are your go-to people/ resources for beginners in digital marketing?

I would recommend Google’s own training courses, courses by Hubspot Academy and Copyblogger, for those who want to have a basic understanding of what digital marketing is and how its reporting works. Access to the GA Demo Account is quite useful, so playing around with it and inspecting site structures in your own time can also help build a foundation.

What actionable tips would you like to share with folks about client reporting?

It’s okay to experiment with different kinds of reporting and get client feedback before pursuing one structure consistently! Metrics and dimensions crucial in one industry might be irrelevant for another if their overarching objectives differ. Hence, it’s very important to understand where the clients are coming from. I recommend preparing reports manually throughout the experimentation process at the very start, and switching to more automated reporting methods once you’re clear on what the reports should consist of. Even after you switch to using automated sheets or dashboards, I feel it adds value, including a small commentary detailing key insights alongside screenshots of graphs and data tables that clients can get on their own.

What are the top 5 tools or apps you use daily and why?

I use Notion often to keep track of the projects I’m working on and their timelines. Looker and Tableau are always on the go, as I have multiple dashboards running on both platforms and need to check if any of their connections are broken. PgAdmin is my GUI tool of choice to confirm all the automated data tables are up to date and to perform ad-hoc data validation. I use Slack to communicate with my team internally and Microsoft Teams to reach clients, so I ensure I’m available daily.

What advice would you give yourself when you first started digital advertising?

Always stay inquisitive and keep asking questions! This is such a dynamic field it helps follow accounts and attend relevant conferences to stay informed. Do not be discouraged when you make mistakes or the feedback you receive is more constructive than positive – there’s no better way to learn. Digital advertising is vast. Try to get exposure to as many different areas within it as possible before concentrating on what you ultimately want to build a career on. Most importantly, enjoy this fast-paced environment!

Eda Salihoglu

Eda is an industrial engineer turned digital marketing professional who is the Data & Analytics Manager at Kaizen. Her proficiency with numbers and attention to detail has strengthened her skill for interpreting and visualizing data efficiently and coherently to not only add significant value to reporting methods but also easily draw actionable insights.

Tell data-driven stories with Swydo. Bring your marketing data together in one platform to create comprehensive client reports. Start your journey here.

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How automation can make your reporting easier

Are you a digital marketer consumed by time-intensive tasks like reporting? Do you want to spend less time copying and pasting data from multiple sources into spreadsheets and sharing them with clients and stakeholders? It’s time to embrace report automation. 

Delivering data-driven insights is a crucial part of your job as a marketer. As you juggle multiple roles, keeping track of many moving parts can seem daunting. Fast decision-making, prioritization, and data optimization are critical to driving business results and can be achieved by automating processes like reporting. 

The state of PPC survey 2022 noted that PPC marketers wanted to automate top ‘time suck’ activities like reporting, budget management, writing ads, and search query mining. If this sounds like you, continue reading on. 

What is report automation? 

Report automation is a way of streamlining the creation, updating, and delivery of marketing reports and dashboards, thus eliminating the need for manual effort or additional human labor. 

Report automation can help facilitate faster decision-making and optimize workflows by providing businesses with up-to-date data and insights. It will help you save time and resources by increasing accuracy and consistency in reporting. In addition, it can help organizations gain insights from data in a timely and efficient manner. 

Why you should automate your reporting process 

The time and effort you’re spending on manual reporting is taking away from other important tasks, such as analyzing and optimizing strategies to improve your performance. Additionally, because manual tracking and analysis are error-prone, you may make decisions based on inaccurate data. With automated reporting tools, you can: 

1. Save Time 

Are you spending hours a month manually compiling your marketing reports? With so many different marketing platforms and data sources, bringing them all together takes a challenging feat. Plus, if you’re creating client reports, you have to multiply that time by the number of them. The added challenge is making everything look professional and ensuring the correct business reports are shared with the right people. By automating your reporting, you set it up once and are done. 

Digital agencies have notably saved hours each week by automating their reporting process. And 33.2% of marketers have claimed that marketing automation has reduced daily work errors and helped them focus on data analysis.

2. Customize it the way you want 

Report automation is about making your busy marketing life a bit easier. With a suitable tool, you’re saving time and resources and reinforcing your brand. The right platform will allow you to tailor your reports and send them via your domain, offering you incredible flexibility and customization opportunities. 

3. Get real-time data insights

As the number and size of your marketing channels continue to grow, tracking your campaign metrics will become complex and time-consuming. Automating your reporting makes monitoring and identifying problems and opportunities easier and taking faster action, reducing your decision-making time. 

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4. Improved productivity 

By automating time-intensive tasks like reporting, teams have time to focus on more analytical and impactful work. Gemma Ross, PPC Head at BigWave Marketing explains: 

“By using, Swydo, we had more time to grow our clients’ businesses and focus on performance rather than writing weekly manual summaries by hand. By streamlining internal processes and increasing productivity, we could scale our business and grow our Paid Media (PPC) department by 100%.”

5. Scale your business 

Running a digital marketing agency means wearing multiple hats and giving your clients the best-optimized results for their marketing buck. By automating reports, you get closer to that goal.

Explains Farhad Divecha, Managing Director of AccuraCast and a Swydo customer: “We are a team of 12, and I know it sounds shockingly small for the sort of business we are. It all comes down to being efficient. We use automation as much as possible to make things run smoothly. And use our time very intelligently as a team. We care about delivering the best results for our clients and then found a reporting platform that allowed us to get that maximum bandwidth with as many marketing channels as possible. It allowed us to create reports with a high degree of flexibility with lots of different reporting interfaces. Anybody working with large enterprises knows that you’re probably creating one report per country, one report per business unit, or one report per country per business unit. With that complexity, we needed something we could scale easily with. We love that automation allows us to be accurate, reliable, and scalable.”

What are the criteria for choosing a report automation tool? 

When selecting a reporting tool, it is important to consider data accuracy, team management, customization, shareability options, and the type of reports you want to generate. Additionally, depending on the task, digital marketers may want to consider the availability of easy access to support. Look for a tool that is easy to use and learn. This will not only help you save time but also help you train new employees easily. Here are some factors to consider: 

1. Branding and customization

Choose software that allows you to customize reports according to your business requirements. – think brand colors, white labeling options and hosting your reports on your own company domain. This will help you increase your brand visibility and reinforce your brand. 

2. Cross-platform integrations

Look for software that integrates with your existing marketing tools. This way you will reduce errors and copy-pasting data using manual spreadsheets and help you consolidate your data under one roof.  

3. Ease of use

A user-friendly and easy-to-navigate software allows you to create actionable reports within minutes from any data. Also, makes learning and onboarding new clients and peers easier. 

4. Data security

Consider the software’s data security measures to protect sensitive client information.

5. Reporting capabilities

The ultimate goal of reporting software is to reduce manual workload, help you scale your business, and get that marketing ROI up and running. So choose a platform with robust reporting capabilities that allows you to communicate meaningful data insights and bolster your decision-making. 

6. Scalability

Ensuring your chosen software can scale to meet your business’s ever-increasing demands is important. Additionally, it should be easy for multiple people to collaborate. 

7. Customer support

Look for software with reliable and responsive customer support to assist you in case of any issues. 

How Swydo can help you with your report automation needs

  • Generate professional, branded PPC, SEO, and Social Media reports in a jiffy
  • Save time with templates, pre-built widgets and auto-scheduling
  • Customer support via chat and video calls

Report automation with Swydo is easy. It takes a few steps to combine your metrics with data from 30+ other marketing channels into one comprehensive report or dashboard. Check out the full list of integrations! Not yet a Swydo customer? Try it for free. 

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Client testimonials

Discover Why Over 2,500 Agencies Trust Swydo

 

Chris Cabaniss / Falcon Digital Marketing

Swydo saves countless hours. An Excel report could easily take five or six hours.

With Swydo, it takes 10 minutes, maybe 20.

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Chris Cabaniss
Co-Founder
Falcon Digital Marketing

Juan Knoepffler / User Friendly Media

The number one thing I love about Swydo is the customer support.

I literally clicked the chat box, in less than 15 minutes I had a reply from Andrea.

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Juan Knoepffler
Digital Marketing Manager
User Friendly Media

Peter Van Zelst / Zelst Limited

What used to take days now takes minutes, cutting our reporting time by over 50%.

An absolute game-changer!

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Peter Van Zelst
Managing Director
Zelst Limited

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