20 Best Agency Reporting Software Reviewed In 2024
10 Best Agency Reporting Software Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
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Agency reporting software delivers valuable insights into performance metrics, allowing agencies to monitor progress, recognize trends, and make informed, data-driven decisions.
However, choosing the right agency reporting software can be tough with so many options out there. With years of experience using various agency reporting systems, I can guide you.
Let me help you find the best software choices to solve your agency reporting challenges. Here are my picks of the best agency reporting software.
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Best Agency Reporting Software Summary
We’ve investigated the pricing and availability of free trials and demo versions so you can make a much simpler side-by-side comparison.
| Tools | Price | |
|---|---|---|
| Tableau | From $70/user/month (billed annually) | Website |
| Adverity | From $548/month | Website |
| Looker | From $5,000/month | Website |
| ReportGarden | From $149/user/month (billed annually) | Website |
| TapClicks | From $25/user/month | Website |
| Improvado | Pricing upon request | Website |
| NinjaCat | Pricing upon request | Website |
| Justuno | From $29/month (billed annually) | Website |
| Rankability | From $124/month (billed annually) | Website |
| HubSpot | From $45/user/month | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow To Choose Agency Reporting Software
As you work through your own unique software selection process, keep the following points in mind.
- Integration Capabilities: One of the primary considerations when choosing agency reporting software is its ability to integrate with various data sources. Agencies often use multiple platforms such as Google Ads, Facebook Ads, LinkedIn Ads, and Google Analytics. The software should pull data from these sources to provide a view of marketing performance.
- Customization Options: Every agency has unique reporting needs, and the ability to customize reports is essential. Customization allows agencies to tailor reports to highlight specific metrics that matter most to their clients.
- Ease of Use: The software should be user-friendly, especially for team members with varying levels of technical expertise. An intuitive interface reduces the learning curve and enhances adoption across the agency.
- Real-Time Reporting: The ability to access up-to-date reports is invaluable for making timely decisions. Real-time data processing allows agencies to see the impact of their campaigns as they unfold, enabling quick adjustments to strategies.
- Support and Onboarding: Evaluating the responsiveness of the support team and the ease of onboarding is essential. A responsive support team can resolve issues quickly, which is especially important during reporting periods. Additionally, the software should offer onboarding resources to ensure smooth implementation.
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ClickUp
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Wrike
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
Hub Planner
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2
Best Agency Reporting Software Reviews
Here’s an in-depth analysis and overview of each agency reporting software. This will walk through the pros and cons of each tool, its features, and best use cases.
Tableau is agency reporting software that specializes in data visualization and business intelligence. It helps agencies transform raw data into actionable insights through interactive, shareable dashboards.
Why I Picked Tableau: I chose Tableau for this list because of its data visualization tools and ability to handle large datasets efficiently. Tableau stands out from other agency reporting software due to its drag-and-drop interface and customization options. Tableau also provides deep insights through interactive dashboards and real-time data analysis.
Standout Features & Integrations:
Features include data visualization, real-time analytics, and interactive dashboards. Tableau's drag-and-drop interface allows users to create complex visualizations without writing code, making it accessible to users of all skill levels.
Integrations include Amazon Redshift, Google Analytics, Google Sheets, IBM BigInsights, Microsoft Excel, OneDrive, Oracle, Presto, and Salesforce.
Pros and cons
Pros:
- User-friendly interface
- Real-time analytics
- Powerful data visualization
Cons:
- Steep learning curve
- Can be resource-intensive
Adverity is an integrated data platform designed to automate data integration and management. It streamlines collecting, cleaning, and unifying data from various sources.
Why I Picked Adverity: I chose Adverity for its ability to connect and manage data from multiple sources, making it suitable for agencies looking to optimize their data workflows. Adverity's focus on reducing manual data handling and improving data accuracy is why I believe it is a top choice.
Standout Features & Integrations:
Features include AI-powered data transformation, a vast library of data connectors, and built-in data governance. These features help users automate data preparation, ensure data quality, and manage data security effectively.
Integrations include Box, Google Ads, Google Analytics, HubSpot Marketing Hub, Instagram, Mailchimp, Microsoft SharePoint, SEMrush, Shopify, and Twitter.
Pros and cons
Pros:
- Built-in data governance
- Extensive data connectors
- AI-powered data transformation
Cons:
- Limited customer support hours
- Can be complex for non-technical users
Looker is a business intelligence and data visualization platform designed to help organizations explore and analyze their data. Its data exploration and visualization capabilities make it a good tool for agencies looking to derive insights from their data.
Why I Picked Looker: I chose Looker for this list because of its data exploration and visualization capabilities. Looker’s ability to connect directly to databases and provide real-time insights makes it a good tool for data-driven decision-making. Its user-friendly interface and customization options make it good for agencies that need to tailor their reports to specific client needs.
Standout Features & Integrations:
Features include LookML, a modeling language that allows users to define data relationships and business logic. It also includes data visualization tools that enable the creation of interactive dashboards and reports. Looker also offers data governance and security features.
Integrations include Salesforce, Shopify, Airtable, Google Ads, Mailchimp, Google Analytics, Slack, HubSpot, Dropbox, and Quickbooks.
Pros and cons
Pros:
- Comprehensive data governance
- Customizable dashboards
- Real-time data insights
Cons:
- Requires technical expertise
- Limited offline access
ReportGarden is a marketing reporting software that offers customizable dashboards, automated reporting, and integration with various data sources. It is known for its template library and data blending capabilities.
Why I Picked ReportGarden: I chose ReportGarden for its customization options and user-friendly interface. The ability to create tailored dashboards and blend data from multiple sources creates visually appealing reports. ReportGarden also offers over 1000 templates and custom widgets, allowing users to create reports that meet specific marketing needs.
Standout Features & Integrations:
Features include a library of over 1000 templates, custom widgets for detailed marketing data visualization, and the ability to blend data from multiple sources. It also offers PPC reporting, SEO audits, and budget tracking to help agencies deliver client insights.
Integrations include Google Ads, Google Analytics, Facebook Ads, Instagram Profiles, Google Search Console, Google Business Profile, Google Drive, Bing Integration, LinkedIn Ads, and Twitter Ads.
Pros and cons
Pros:
- Data blending
- Custom widgets
- Extensive template library
Cons:
- Limited to marketing data sources
- Fewer data visualization options
TapClicks is a marketing operations platform that integrates marketing data from various sources into a unified dashboard. Its data integration capabilities make it an essential tool for agencies managing multiple data streams.
Why I Picked TapClicks: I chose TapClicks for its data integration capabilities, which set it apart from other agency reporting software. The platform's ability to centralize data from numerous sources into a single, user-friendly interface makes it invaluable for agencies. TapClicks simplifies the process of managing and analyzing large volumes of data, allowing agencies to make informed decisions quickly.
Standout Features & Integrations:
Features include automated data pipelines, customizable reporting, and workflow automation. TapClicks also offers intelligence tools and a marketplace for additional connectors, enhancing its versatility.
Integrations include Google Analytics and Ads, Facebook, Yelp, Twitter, Snapchat, LinkedIn, Criteo, AppNexus, MediaMath, Adobe Marketing Cloud, Instagram, AdRoll, StackAdapt, Bing Ads, YouTube, CallRail, and Mailchimp.
Pros and cons
Pros:
- Workflow automation
- Customizable reports
- Centralizes marketing data
Cons:
- May not be appropriate for smaller teams
- Complex learning curve
Improvado is an automated marketing reporting and analytics platform that offers data extraction, transformation, and integration from various online and offline sources. It leverages AI to automate complex campaign reporting, optimize performance, and drive ROI.
Why I Picked Improvado: I chose Improvado for its AI capabilities that set it apart from other agency reporting software. Its AI agent enables natural language queries, making data interaction smooth for both technical and non-technical users. It automates complex reporting tasks and provides actionable insights.
Standout Features & Integrations:
Features include data extraction from over 500 sources, AI-powered analytics, and customizable dashboards for various BI tools. It also offers data quality assurance and instant intelligence for real-time insights.
Integrations include Google Ads, Facebook Ads, and TikTok for Business, and Google Analytics.
Pros and cons
Pros:
- Customizable dashboards
- Extensive data sources
- AI-powered analytics
Cons:
- Number of features can be overwhelming
- Learning curve for new users
NinjaCat is a marketing reporting and analytics platform that offers AI-powered data management and analysis tools. It has AI capabilities that automate and enhance the reporting process, making it more insightful.
Why I Picked NinjaCat: I chose NinjaCat for its AI-powered analytics and reporting capabilities. Its ability to automate routine tasks and provide deep insights makes it ideal for agencies looking to simplify their reporting processes.
Standout Features & Integrations:
Features include AI-enabled analytics, customizable reporting, and a data cloud for storing and managing marketing data. These features help agencies save time and improve the accuracy and effectiveness of their marketing reports.
Integrations include Google Ads, Google Analytics, Facebook, LinkedIn, and Amazon Ads.
Pros and cons
Pros:
- Can handle data at scale
- Customizable reports
- AI-powered insights
Cons:
- Limited customization options
- High entry cost for small agencies
Justuno is a website marketing automation platform that helps businesses convert visitors into customers. Its suite of tools is designed to enhance visitor engagement and drive sales through personalized messaging and dynamic content.
Why I Picked Justuno: I chose Justuno for its marketing automation capabilities. Justuno provides integration of various marketing tools, making it a good choice for businesses looking to automate their website marketing efforts. Its ability to adapt to visitor behavior in real time and offer personalized experiences sets it apart from other tools.
Standout Features & Integrations:
Features include advanced segmentation, A/B testing, and dynamic content personalization. Justuno's platform allows businesses to create highly targeted marketing campaigns that adapt to visitor behavior, thereby increasing conversion rates and customer satisfaction.
Integrations include BigCommerce, Shopify, Klaviyo, Magento, ActiveCampaign, Emotive, Google Analytics, HubSpot, IBM, and Lightspeed.
Pros and cons
Pros:
- Easy to use pre-built design elements
- Real-time personalization
- Advanced segmentation
Cons:
- Advanced rules can be tricky to set
- Can’t schedule promos for future dates
Rankability is an SEO software that helps users create optimized content that ranks well on Google. It is best due to its AI-powered content briefs and NLP keyword recommendations, ensuring maximum relevance.
Why I Picked Rankability: I chose Rankability for its SEO content optimization capabilities. The tool stands out with its AI-powered content briefs and NLP keyword recommendations, which are important for creating highly relevant content. It is best because it leverages advanced technologies to ensure content ranks well on search engines.
Standout Features & Integrations:
Features include AI-powered content briefs, NLP keyword recommendations, and content monitoring. These features help users create, optimize, and track the performance of their content to ensure it ranks well on Google.
Integrations include Google Analytics, Google Search Console, SEMrush, Ahrefs, Moz, WordPress, HubSpot, Trello, Slack, and Asana.
Pros and cons
Pros:
- Content monitoring
- NLP keyword recommendations
- AI-powered content briefs
Cons:
- May require advanced SEO knowledge
- Setup can be time-consuming
HubSpot is a marketing platform designed to help businesses grow through inbound marketing strategies. It provides insights into customer interactions and campaign performance.
Why I Picked HubSpot: I chose HubSpot for its inbound marketing analytics capabilities, which set it apart from other agency reporting software. HubSpot's ability to track and analyze customer interactions across various channels makes it a good tool for inbound marketing. Its analytics features help businesses understand the effectiveness of their marketing efforts and optimize strategies accordingly.
Standout Features & Integrations:
Features include event tracking, A/B testing, customer segmentation, goal tracking, and detailed reporting dashboards. These features allow users to gather actionable insights from their marketing data, track the performance of their campaigns, and make data-driven decisions.
Integrations include Wistia, Databox, Seventh Sense, Zerys, PandaDoc, Aircall, Oz Content, Kixie, Gatsby.ai, and Merlin Guides.
Pros and cons
Pros:
- CRM features for personalized customer experience
- Offers a full marketing suite
- Comprehensive analytics
Cons:
- Steep learning curve for beginners
- Overwhelming amount of data
Other Agency Reporting Software
Below is a list of additional agency reporting software that I shortlisted, but did not make it to the top list. Definitely still worth checking them out!
- Sprout Social
Best for social media management
- Zoho Analytics
Best for business intelligence
- Hootsuite
Best for social media analytics
- Semrush
Best for competitor research
- Google Analytics
Best for web traffic analysis
- Klipfolio
Best for team monitoring
- Looker Studio
Best for data visualization
- Moz
Best for content marketing analysis
- Databox
Best for KPI tracking
- AgencyAnalytics
Best for agency scaling
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Agency Reporting Software Selection Criteria
The criteria for choosing agency reporting software should address buyer needs and common pain points, ensuring the tool effectively serves its intended purpose. As an expert who has personally tried and researched this type of software, here are the requirements I use when evaluating these tools.
Core Agency Reporting Software Functionality: 25% of total weighting score
- Data visualization
- Customizable reports
- Integration with other tools
- Real-time data updates
- User access controls
Additional Standout Features: 25% of total weighting score
- Data visualization reporting platform
- Advanced customization capabilities
- AI-driven insights
- Integration with niche tools
- Real-time collaboration features
Usability: 10% of total weighting score
- Intuitive interface design
- Drag-and-drop functionality
- Easy navigation
- Minimal learning curve
- Responsive design
Onboarding: 10% of total weighting score
- Availability of training videos
- Interactive product tours
- Chatbots for instant help
- Webinars for in-depth training
- Pre-built templates
Customer Support: 10% of total weighting score
- 24/7 support availability
- Multiple support channels (email, chat, phone)
- Dedicated account managers
- Help center
- Fast response times
Value For Money: 10% of total weighting score
- Competitive pricing
- Transparent pricing models
- Flexible subscription plans
- Discounts for long-term commitments
- ROI potential
Customer Reviews: 10% of total weighting score
- Overall satisfaction ratings
- Feedback on ease of use
- Comments on customer support
- Insights on feature effectiveness
- User testimonials
Trends For Agency Reporting Software
Agency reporting software is changing and transforming how agencies oversee their data. As technology advances, staying informed about the latest developments is essential. Here are some key trends to watch that could impact your organization.
- AI-Driven Analytics: AI-driven analytics are becoming more prevalent. They offer deeper insights and predictive capabilities. This trend is important for making data-driven decisions.
- Real-Time Data Integration: Real-time data integration is gaining traction. It allows agencies to access up-to-the-minute information. This is important for timely and accurate reporting.
- Customizable Dashboards: Customizable dashboards are increasingly popular. They enable users to tailor their reporting views beyond the traditional spreadsheet. This trend enhances user experience and efficiency.
- Enhanced Data Security: Enhanced data security measures are being implemented. Protecting sensitive information is a top priority. This trend addresses growing concerns over data breaches.
- Mobile Accessibility: Mobile accessibility is on the rise. Users can now access reports from apps on any device. This trend supports remote work and flexibility.
These trends are shaping the future of agency reporting software by enhancing user experience, integrating advanced analytics, and improving collaboration features. As agencies seek more efficient ways to manage data and communicate insights, these developments pave the way for more effective reporting solutions.
What Is Agency Reporting Software?
Agency reporting software is designed to help marketing agencies collect, analyze, and present data from various campaigns and clients. It is commonly used by digital marketing agencies, advertising firms, and PR agencies to track performance metrics, generate reports, and provide client insights.
The primary components of agency reporting software include data integration, customizable reporting templates, and analytics dashboards. These features allow users to pull data from multiple sources, create tailored reports, and visualize key performance indicators to inform decision-making and demonstrate client value.
Features Of Agency Reporting Software
Agency reporting software helps agencies demonstrate their value to clients by automating and personalizing reports. Below are some of the most important features to look for in agency reporting software.
- Automated Reports: Automated reports save time by generating reports without manual intervention. This feature ensures that clients receive timely updates, enhancing efficiency, and client satisfaction.
- Customizable Dashboards: Customizable dashboards allow agencies to tailor the presentation of data to meet specific client needs. This flexibility helps deliver more relevant and personalized insights.
- White Label Branding: White-label branding lets agencies add logos and color schemes to reports. This feature enhances professionalism and reinforces the agency's brand identity.
- Client & Staff Management: Client and staff management features help organize and track user activities. This ensures everyone is on the same page and reduces the need for follow-up communications.
- SEO Tools: SEO tools provide insights into keyword rankings and site audits. These tools are essential for optimizing search engine performance and demonstrating the impact of SEO efforts.
- Multiple Integrations: Multiple integrations with various marketing platforms ensure prompt data collection. This feature allows agencies to pull data from different sources, providing a holistic view of campaign performance.
- Drag & Drop Report Builder: A drag & drop report builder simplifies creating customized reports. This feature allows agencies to mix and match metrics to tell a complete story, making reporting more efficient.
- Pre-Designed Templates: Pre-designed templates for reports and dashboards speed up the workflow. These templates ensure consistency across all client reports and save report generation time.
- Report Scheduling & Approval: Report scheduling and approval features allow agencies to set reporting frequencies and require approvals before sending reports. This ensures the accuracy and timely delivery of reports.
- Advanced Metrics Filters: Advanced metrics filters enable more granular data analysis. This feature helps present the most relevant insights, making reports more actionable.
By automating tasks, providing customization options, and integrating with multiple platforms, these tools help agencies deliver insightful reports that save valuable time.
Benefits Of Agency Reporting Software
Agency reporting software is designed to simplify the process of data collection, analysis, and presentation for marketing agencies. Below are five primary benefits of using reporting tools for users and organizations.
- Time Efficiency: Automated marketing reporting tools significantly reduce the time spent on manual data collection and report generation. This allows agency staff to focus more on strategic planning and client relationship management.
- Improved Accuracy: The software minimizes the risk of human error by automating data collection and report generation, ensuring that the data presented is accurate and reliable.
- Enhanced Client Reporting: The software provides detailed and custom reports that clearly illustrate the effectiveness of marketing strategies, helping to build client trust and satisfaction.
- Real-Time Data Processing: Many agency reporting tools offer real-time data processing. This allows marketers to see the impact of their campaigns as they unfold and make quick adjustments based on current data trends.
- Scalability and Flexibility: As agencies grow, the best marketing software can scale to accommodate increased data volume across marketing channels and more complex reporting needs. This ensures that it remains a valuable tool as the business expands.
By automating time-consuming tasks and providing real-time insights, these tools empower marketing teams to deliver better results and maintain a competitive edge in the market.
Costs & Pricing Of Agency Reporting Software
When choosing agency reporting software, it's essential to understand the available pricing plans and features. Software buyers often need clarity on the costs and features they can expect at each price point.
Below, I provide a detailed overview of typical plan options for agency reporting software.
Plan Comparison Table for Agency Reporting Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic reporting, limited data sources, and basic templates |
| Personal Plan | $29-79/month | More data sources, customizable templates, and basic automation |
| Business Plan | $79-179/month | Advanced data integrations, white-labeling, and automated report delivery |
| Enterprise Plan | Custom pricing | Full customization, advanced analytics, dedicated support, and unlimited data sources |
Buyers should carefully assess their unique needs and budget when considering each plan's features and price points to select the most appropriate option.
Agency Reporting Software FAQs
Still figuring out how agency reporting software can enhance your agency’s performance and efficiency? Here are some answers to frequently asked questions that should provide clarity.
How can I integrate agency reporting software with other tools and platforms?
Integrating agency reporting software with other tools and platforms typically involves using APIs (Application Programming Interfaces) provided by the software. Most advanced agency reporting software solutions offer API documentation that guides users through the process of connecting the software with other systems such as CRM, social media platforms, and analytics tools. Additionally, some software solutions come with built-in native integrations for popular tools, making the process smoother.
What are the best practices for customizing reports in agency reporting software?
Customizing reports in agency reporting software involves several best practices to ensure the reports are both informative and visually appealing. Start by identifying the key metrics, client data, and KPIs most relevant to your clients or stakeholders. Use the software’s customization features to tailor the report layout, including charts, graphs, and tables, to highlight these metrics. It’s also beneficial to use consistent branding elements such as logos and color schemes. Regularly update and review the report templates to ensure they align with the evolving needs of your clients.
How can I ensure data accuracy and reliability in agency reporting software?
Ensuring data accuracy and reliability involves several steps. First, verify that the data sources integrated with the reporting software are reliable and up-to-date. Regularly audit the data to identify and correct any discrepancies. Utilize the software’s data validation features to automate some of these checks. Additionally, training your team on best practices for data entry and management can help minimize errors. It’s also advisable to set up automated alerts for any significant data anomalies that may indicate issues.
What are the common challenges faced when using agency reporting software, and how can they be mitigated?
Common challenges include data integration issues, user adoption, and maintaining data accuracy. To mitigate these, thoroughly train all users to familiarize them with the software’s features and capabilities. Regularly update the software to benefit from the latest features and security patches. Establish clear protocols for data entry and management to maintain data integrity. Additionally, leverage customer support and community forums provided by the software vendor to troubleshoot and resolve any issues promptly.
How can I optimize the performance of agency reporting software?
Optimizing the performance of agency reporting software involves several strategies. Regularly update the software to the latest version to benefit from performance improvements and bug fixes. Optimize data queries and reports to reduce load times, especially for large datasets. Ensure that your hardware and network infrastructure meet the software’s requirements. Additionally, consider using cloud-based solutions that can scale resources dynamically based on demand. Regularly monitor the software’s performance and address any bottlenecks promptly.
What security measures should be in place when using agency reporting software?
Security measures for agency reporting software should include data encryption, both in transit and at rest, to protect sensitive information. Implement role-based access controls to ensure that only authorized users can access specific data and features. Regularly update the software to patch any security vulnerabilities. Use multi-factor authentication (MFA) to add an extra layer of security. Additionally, conduct regular security audits and compliance checks to ensure that the software adheres to industry standards and regulations.
How can I leverage advanced analytics features in agency reporting software?
Advanced analytics features in agency reporting software can provide deeper insights into your data. Use predictive analytics to forecast trends and outcomes based on historical data. Implement machine learning algorithms to identify patterns and anomalies that may not be immediately apparent. Use data visualization tools to create interactive dashboards that allow users to explore data dynamically. Additionally, consider integrating third-party analytics tools to enhance the software’s capabilities further.
What are the key considerations when scaling agency reporting software for a growing agency?
When scaling agency reporting software, consider the software’s ability to handle increased data volume and user load. Ensure that the software offers scalable infrastructure, such as cloud-based solutions, that can grow with your agency. Evaluate the cost implications of scaling, including any additional licensing fees or resource costs. Additionally, consider the software’s flexibility in integrating with new tools and platforms as your agency’s needs evolve. Regularly review and optimize your reporting processes to ensure they remain efficient and effective as you scale.
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