Best Client Reporting Software [Compared by Features]

‍SEO specialists are either excited to show off their results in clients’ reports or try to put it off till the very last minute.

‍No matter what group you belong to, having an actually effective client reporting software makes the whole process at least a bit more bearable. Yes, you can simply use Excel. But if you look out of the window, you’ll see that it isn’t the 90s anymore.

‍Gone are the days when gathering data and presenting that in clear, actionable insights meant hours of boredom. With technology, everything is now much easier.

‍And you know what they say about doing business online? Evolve or die (Okay, maybe not that, but the point stands). So, to help you remain relevant, we will look at how a client reporting system works and what’s in it for you.

‍Of course, we also have a list of our favorites to help you make the right choice.

‍Client reporting software is a tool that lets you automatically collect data from different sources. Sounds cool already. But this type of software also arranges the collected data in a structured, visually appealing way. Talk about having a cool sidekick (or maybe a hero!)

‍All of the collection, organization, and reporting happens seamlessly. So, you don’t have to break a sweat over creating professional reports for your clients. Clearly, these tools are a big deal for any service-based business.

‍Building reports with clients can be the best part of your work when you invest in one of these tools. How so?

• Saves more time. It frees up your time so you can focus on actually doing your job. Since it is an automated process, you get to channel your energy into coming up with efficient strategies to grow your business.
• Makes for better communication. Marketing agency client reporting tools (or any other type of agency, really) are an absolute must to update your customers timely and easily. Typically, with this software, you don’t really have to do much to send regular reports.
• Helps make sense of your data. Imagine if you were to send your client a spreadsheet with tons of raw numbers. Does it show the data? Well, yeah. Will they read it and understand your value? Hardly. Reporting tools, on the other hand, make it easy for people to understand what’s happening without having a degree in data science.
• Puts you in a good light. Clients need to know they are in control, and having the right data is part of that process. When you show them a clear result of your work, they will value what you do even more.

‍But which of the many client reporting solutions out there is best for you? This brings us to the next section.

#1 Klipfolio

‍Source: Klipfolio

‍Klipfolio is one of those real-time data client reporting tools with a very customizable dashboard. It has 2 product options:

1. Klipfolio Klips: This tool works best for small teams and businesses. Here, you still have tons of APIs and customization options, so don’t worry about limitations.
2. Klipfolio PowerMetrics: This edition of Klipfolio caters to a different audience — large companies and enterprises. It’s a pro version that allows you to connect to your data warehouses and semantic layers.

‍You can use both to draw up various kinds of reports like marketing metrics, SEO KPIs, etc.

Best Features

‍Some of the cool perks of this software include the fact that it:

• Connects to multiple data sources (SQL, JSON, etc.)
• Your report can be exported in readily accessible file formats like PDF and shared directly via email or over the web.
• Easy to control who has access to what.
• Since it’s cloud-based, you can control and access your data from anywhere.
• Responsive support team.

Cons

‍But nothing is perfect, not even some of these best tools, which is why you will find that:

• Some users say it’s difficult to format pre-defined reports, and error reporting needs improvement.
• It can require a bit of a learning curve if you want to be able to master more complex features. This includes things like customizing connectors, etc.

Pricing

‍For Klipfolio PowerMetrics, you have:

• Free: A 30-day free trial with access to all premium features
• Professional: From $60/month
• Business: Custom

‍With Klipfolio Klips for agencies, you get:

• Starter: $110/month
• Lite: $210/month
• Pro: $420/month
• Premier: $1,025/month

#2 Databox

‍Source: Databox

‍Want something that not only removes the hassle of manually creating reports for many clients but also alerts you to any changes? Then Databox is your “guy”. Described as an “all-in-one platform for centralizing data,” you can’t go wrong with this one.

‍The idea behind this digital reporting tool is to make analytic features more accessible for growing businesses.

‍Are you a marketing team lead who needs a way to highlight the results of your Facebook ads or a salesperson who wants to see the Shopify store metrics? Then, using this software can be exactly what you need.

Best Features

‍You can expect to enjoy benefits like:

• Track thousands of metrics at once and visualize them all while at it.
• It works well with APIs and web automation tools like Zapier.
• A nice drag-and-drop interface makes it user-friendly.
• You can create a template and just use that to present multiple reports as needed.
• You can schedule snapshots to be sent to emails or Slack, so you are always in the loop.

Cons

‍But brace yourself for little frustrations like:

• Some users say it is hard to customize and can be buggy.
• A bit on the pricey side.
• You may have to pay for add-ons.

Pricing

• Free: Limited features free forever
• Starter: $59/month
• Professional: $199/month
• Growth: $399/month
• Premium: $999/month

#3 ClickUp

‍Source: ClickUp

‍ClickUp is often called one of the most customizable client reporting tools. This software helps you keep an eye on metrics, client communications, and many other work aspects in one place.

‍With its analytics report templates, ClickUp is a good fit for startups and agencies. It works well when you need an affordable solution that can be easily integrated into the workflow.

Best Features

‍You get to enjoy exciting benefits like the following ones:

• Easy-to-use interface.
• An attractive dashboard that makes tracking metrics and tasks progress hassle-free.
• Plays well with other software.
• It can easily replace a lot of other tools as it brings a lot of features into one handy platform.

Cons

‍But you could also end up with these frustrating experiences:

• It can feel complex and intimidating until you figure it out.
• Some of the more useful features are behind a paywall.

Pricing

• Free: Limited features free forever
• Unlimited: $10/month
• Business: $19/month
• Enterprise: Custom

#4 TapClicks

‍Source: TapClicks

‍TapClicks is one of those software that has a wide range of uses, but it still functions as a client line reporting tool. It is built with marketing and media companies in mind. Many SEO agencies who use this software rely on it to create SEO and PPC reports.

‍Think how useful it is for keeping track of metrics when your client is working on getting backlinks to increase their online visibility. You can tell when their efforts are paying off or not.

‍You can automatically generate reports for your customers as often as you need. Can you include performance metrics across different channels? Yes! Want to visualize data for social media, TV ads, and SEO? No worries!

‍Best part? You can do a lot more with it, like automated order entry, workflow automation, and so on. It is also a good fit for franchises or brands that operate in multiple locations.

Best Features

‍You can expect that once you sign up, you will notice the following cool things:

• It is compatible with other analytics tools like Google Analytics, Looker Studio, etc.
• Easy to set up and customize your reports.
• Cross-platform data analysis is easy.
• Flexible as it allows for a wide range of tasks like analyzing performance, etc.
• Responsive customer support.
• Quick to implement suggestions from users.

Cons

‍Still, sometimes, these have been known to happen:

• Some users complain that functionality on some connectors is more limited than others.
• Some complain about inefficient user interfaces and bugs.
• There are some users who report discrepancies in data imported from Facebook and Google with what is in TapClicks.

Pricing

• Free trial: 14 days for free with no credit card required
• TapDataLite: From $99 (64 Connectors and SmartConnector Basic)
• TapData+: Starts at $349 (250+ Connectors and basic SmartConnector Plus)
• TapData Max: Starts at $649 (250+ Connectors and basic SmartConnector)

#5 Tableau

‍Source: Tableau

‍It’s kind of hard to make a list of digital client reporting tools without adding Tableau somewhere, so here we go. It is designed to handle large volumes of data and make it easy for businesses and marketers to turn that data into stories.

‍Many SEO agencies use this one to create reports that not only look cool but are also interactive. Yet, don’t think it’s only for those in the marketing niche. This tool is so popular that you find businesses using it across several industries.

‍The product has 3 “packages”: Tableau, Enterprise, and Tableau+.

‍Each of these has different features and pricing models. The Tableau+ is the most expensive, but it comes with AI-powered analytics and other advanced features.

Best Features

‍Some of the features that make this tool stand out from the rest is the fact that it has:

• Instant real-time analytics that makes decision-making easier.
• User-friendly interface and easy customization.
• Easy to bring data from different places together.
• You can “talk” to your data in plain English.
• Role-based permissions so confidential data does not get into the wrong hands.

Cons

‍Even then, there is the fact that:

• It takes a little while to really master it, especially if you are a newbie when it comes to dealing with data.
• Some users say that canceling a query can take a while.
• A few users say that files with data from three sources can be slow, especially when the columns are above 100.

Pricing

‍For the Tableau:

• Tableau Viewer: $15/month (billed annually only)
• Tableau Explorer: $42/ month (billed annually only)
• Tableau Creator: $75/ month (billed annually only)

‍For the Enterprise:

• Enterprise Viewer: $35/month (billed annually only)
• Enterprise Explorer: $70/month (billed annually only)
• Enterprise Creator: $115/month (billed annually only)

‍For Tableau+:

• Contact the sales team

#6 Microsoft Power BI

‍Source: Power BI

‍Microsoft Power BI is built to make client reporting operations as seamless as possible. You will find that it works well whether you are an agency or a multi-location corporation. You can create shareable data reports, tracking sales, marketing progress, or performance.

‍Because it is made by Microsoft, you just know it will integrate well with other Microsoft products. It is best for those who handle large datasets every day.

Best Features

‍Some of the popular things people love about this one include:

• Real-time data updates.
• Intuitive interface.
• Great for collaboration and with robust security features for added safety.
• Ability to combine pre-built functions and formulas with building your own formulas.
• You can easily source and transform data with Power Query.
• You can create informative visual maps with your data.

Cons

‍Even then, you need to know that there is a flip side, including the fact that:

• Some users complain about the power query being too slow.
• It is a bit tough for newbies to get the hang of it.

Pricing

• Free account: No credit card required (included in Microsoft Fabric free account)
• Power BI Pro: $10/user/month
• Power BI Premium Per User: $20/user/month
• Power BI Embedded: Contact sales team

#7 Zoho Analytics

‍Source: Zoho Analytics

‍Zoho Analytics is one of the customer service report software that has earned its place as one of the best. The platform is flexible enough to serve both small teams and large marketing agencies.

‍It allows you to quickly create rich, insightful data reports and tree maps with a few clicks. Besides, it’s a flexible platform, so it’s easy to integrate with Slack, Salesforce, and other tools that you use regularly. Plus, you get to save time with the self-service feature.

Best Features

‍This one comes packed with cool features like giving you the ability to:

• Manage over 10 channels from the same place.
• Get automated AI-powered insights about your data.
• Make shareable, beautiful, and easy-to-understand reports.
• Very easy to collaborate with others as you can share insights as stories.
• You can ask your data any question using natural language and get a response in the form of a visualization.

Cons

‍On the flip side, there are also some potential downsides:

• Some customers complain that the support team response is slow.
• It takes a bit of getting used to.
• Some features are limited compared to the competitors (this includes data manipulation and report variety).

Pricing

• Free trial: 15-day free trial with no credit card required
• Express: $30/month
• Standard: $60/month
• Premium: $145/month
• Enterprise: $575/month

#8 AgencyAnalytics

‍Source: AgencyAnalytics

‍Built to make SEO reporting as seamless as possible, AgencyAnalytics offers the ability to track keywords, backlinks, and much more. This is very important if your clients buy backlinks from time to time. You want to ensure that their site is always safe.

‍It also includes an SEO tool that audits and crawls your clients’ sites regularly to find issues that can affect organic rankings.

‍Want to track keywords for country-wide or local campaigns? No problem. Want to run multiple site audits and monitor Facebook and Google Analytics in one place? You got it!

‍You can also generate a comprehensive report that covers a wide range of SEO performance metrics. This makes it easy to keep your clients in the loop and make smarter decisions.

Best Features

‍What sold us on this one was the fact it had:

• Customizable dashboard and reports.
• User-friendly interface.
• Drag and drop widgets.
• Monitor several channels in one central location.
• Responsive customer support.

Cons

‍Still, you might not be too thrilled about this part:

• Limited features on the cheaper plans.
• Some users complain that the reporting feature can be a bit confusing to get at first.
• You will need to pay extra for additional add-ons like Rank Tracker and Database Connectors.

Pricing

• Free trial: 14 days of free trial with no credit card required
• Launch: $79/month
• Grow: $239/month
• Perform: $479/month

‍The truth is client reporting tools are now a regular part of the routine of any SEO or marketing agency. With so many options out there, you will need to do a bit of trial and error. This is the easiest way to find the one that covers most (if not all) of your needs.

‍Of course, you have to carefully check out the ratings and features. Besides, don’t forget to consider your budget because this is a cost you’ll have to handle every month.

‍It’s all part of the process to find the right fit. But once found, it is a good investment as it will greatly simplify your workflow.