Prompt

Can you recommend a reporting automation software for client-facing portals and scheduled campaign performance updates?

Latest observation

Jul 23, 2026 · OpenAI APIWeb search: off

Yes — a few strong options depend on whether you want white-label client portals, automated scheduled reports, or marketing-campaign analytics across multiple channels.

Top recommendations

1. AgencyAnalytics

Best for: Marketing agencies that need client-facing dashboards and recurring reports
Why it stands out:

  • White-label client portals
  • Scheduled email reports
  • Integrates with Google Ads, Meta, SEO tools, analytics, CRM platforms, and more
  • Easy to set up for non-technical teams
  • Good for recurring campaign performance updates

Watch for:
Less flexible than BI tools if you need highly custom data modeling.


2. Whatagraph

Best for: Beautiful, client-ready marketing reports and dashboards
Why it stands out:

  • Strong visual reporting
  • Automated report delivery
  • Client portals/dashboard sharing
  • Great for multi-channel campaign summaries
  • Good for agencies and in-house marketing teams

Watch for:
Can get pricey as you scale.


3. Databox

Best for: Real-time KPI dashboards with scheduled reporting
Why it stands out:

  • Easy dashboard setup
  • Scheduled reports and alerts
  • Good for combining marketing, sales, and product metrics
  • Shareable client-facing dashboards
  • Works well if you want quick visibility into performance

Watch for:
Client portal experience is solid, but less agency-specialized than AgencyAnalytics.


4. Looker Studio + automation layer

Best for: Low-cost reporting with flexible dashboards
Why it stands out:

  • Free dashboarding with Google ecosystem
  • Can be paired with connectors and scheduling tools
  • Highly customizable for campaign reporting
  • Good if you already live in Google Ads/GA4

Watch for:
Needs extra tools for robust automation, white-labeling, and client portal polish.


5. Power BI / Tableau + portal layer

Best for: Advanced analytics and enterprise-grade reporting
Why it stands out:

  • Very powerful visualization and data modeling
  • Strong if you have multiple data sources and complex reporting needs
  • Can be embedded into client portals

Watch for:
Usually overkill unless you have a data team or complex reporting requirements.


My short recommendation

If your main need is client-facing portals + scheduled campaign updates, I’d start with:

  1. AgencyAnalytics — best all-around for agencies
  2. Whatagraph — best for polished client reporting
  3. Databox — best for fast KPI dashboards

If you want, I can also narrow this down by:

  • your budget,
  • number of clients,
  • which channels you report on (Google Ads, Meta, SEO, email, etc.),
  • and whether you need white-labeling.

If you share those, I can recommend the best fit.

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