Client Reporting

Stop emailing reports. Give clients a portal they'll actually use.

White-label client reporting software that gives each client their own branded dashboard — showing only their data, accessible anytime. Build your reports once, scale to hundreds of clients automatically, and stop spending Monday mornings on manual exports.

Campaign Performance Acme Corp ▾ Channel ▾ Date ▾ Acme Corp Beta Industries Coastal Group Delta Partners Eureka Corp CAMPAIGNS 12 ▲ 3 new LEADS 847 ▲ +18% CONV. RATE 3.2% ▲ +0.4pp Campaign Performance — Last 6 Months Aug Sep Oct Nov Dec Jan

Sound familiar?

"Can you pull this data?"

Every client email means you stop what you're doing to export data, format it, and send a PDF. Multiply by 20 clients.

Manual reporting eats your week

Monday morning means pulling the same reports for every client. Hours spent on work that doesn't scale.

Worried about showing the wrong data

What if Client A accidentally sees Client B's numbers? The risk keeps you doing everything manually.

Reports don't look like "yours"

Existing tools show their branding, not yours. Clients see the software company logo instead of your agency.

How DashboardFox solves client reporting

Build your reports once. Each client sees only their data, under your brand, whenever they want.

White-Label

Your brand. Not ours.

Clients log in to your portal — your domain, your logo, your colors. DashboardFox is invisible. It looks and feels like software you built in-house.

  • Custom domain (reports.youragency.com) on every plan
  • Your logo, colors, and branded login page
  • No "Powered by" badges, anywhere
reports.youragency.com Acme Corp — Q1 2025 Campaign performance · Updated daily LEADS 847 CONV RATE 3.2% CAMPAIGN ROI 4.2× ✓ No "Powered by" badge — anywhere
One template — unlimited clients Report Template BUILD ONCE Acme Corp Beta Industries Coastal Group Delta Partners Data Tags = automatic isolation Add a new client in minutes — just assign their tag
Row-Level Security

Build once. Add clients in minutes.

Design your reports once. Data Tags automatically filter what each client sees when they log in. Adding client 50 takes the same time as adding client 5 — just assign their tag.

  • Client A is physically incapable of seeing Client B's data
  • Configure once — applies across every report automatically
  • Scale to 500 clients without adding hours to your week

Scheduled delivery

Set it and forget it. Reports land in client inboxes on Monday morning — or whenever you want. PDF, Excel, or image attachments.

Self-serve exports

Clients can export to Excel, PDF, or CSV themselves. You get fewer "can you send me this?" emails without losing control of access.

MAU pricing — invite everyone

Add every stakeholder at every client — you're charged by who actually logs in each month, not total accounts. Invite freely.

Interactive filters for clients

Clients can filter by date range, channel, or any dimension you expose — without needing to ask you for a custom report.

What a client portal looks like

Clean, branded, and focused on the metrics that matter to them.

Campaign Performance Acme Corp ▾ Channel ▾ Date ▾ CAMPAIGNS ACTIVE 12 ▲ 3 new this quarter TOTAL LEADS 847 ▲ +18% vs last period CONVERSION RATE 3.2% ▲ +0.4pp CAMPAIGN ROI 4.2× ▲ Target: 3.0× Monthly Lead Volume by Channel Aug Sep Oct Nov Dec Jan Paid Organic Top Campaigns CAMPAIGN LEADS Google Search — Q4 214 LinkedIn Brand 187 Email Nurture 156 SEO — Blog 142 Meta Retargeting 98

Marketing agency client dashboard

Campaign performance, lead metrics, and ROI — all updated automatically from your data sources. Each client sees only their campaigns. No "Powered by" badges, no DashboardFox branding anywhere.

The bottom line

0
"Can you pull this?" emails after you set up client portals — they self-serve, you stop being the bottleneck
5 min
to onboard a new client — assign their data tag and they see only their data, immediately
clients from one dashboard build — no extra build work as you scale, no per-seat licensing for viewers
Early Access — 90 Days Free

Built lean. Priced fairly. Supported by humans.

Full access to all features. No credit card required.

Prefer no subscriptions & full control? Self-hosted from $4,995 one-time →

We'll notify you before Early Access ends

25+ years building BI tools Support from the team that builds it Available in US & EU regions
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