Agency reporting that already knows the client
One report builder for every client, with Meta and Google ad performance next to the leads, pipeline and revenue the same CRM already tracked.
Each client gets their own workspace, their own numbers, and a link they can open without a login.
Start your free trialA reporting tool that is also the CRM
Most agency reporting tools are a separate login that connects to the ad platforms and nothing else, so the report they produce is spend, impressions and clicks, and the client is left to take your word for whether any of it mattered.
Because the report builder lives inside the same CRM that holds the client's leads, pipeline stages and invoices, the same canvas that shows ad spend can show what the spend produced: leads, conversions, pipeline value and revenue, next to a funnel or an invoice breakdown if that tells the story better for that client.
The ad platform reporting itself, campaign down to creative, is covered in full on the Meta and TikTok ads page; this page is about assembling that data, and everything around it, into something a client actually reads.
One dashboard per client, not one dashboard trying to be ten
Every dashboard is created inside one client workspace and stays there. That scoping is enforced on the server, not left to whoever is editing the report to remember, because the alternative is a client workspace quietly picking up another client's numbers.
Switch, and the whole report changes
Moving between clients is switching workspace, and every widget on screen, every ad account, every lead and every dashboard swaps with it. There is deliberately no single view that blends every client into one table, because that is exactly the kind of leak a tenant boundary exists to stop.
Ad accounts scoped the same way
Connected Meta ad accounts are scoped per client workspace too, so a client only ever sees their own spend, and a winning campaign structure can be cloned from one client into another client's ad account, always arriving paused so nothing starts spending by accident.
Building the report itself
A report is a canvas of blocks, dragged into place rather than filled in through a fixed template, so a report for a lead-gen client and a report for an ecommerce client can look like different documents even though they are built the same way.
Ad performance, current against previous
A chart widget picks any single ad metric, spend, impressions, clicks, leads, conversions, purchases, CTR, ROAS, cost per lead, cost per click or CPM, and shows the current period against the one before it, so a client sees direction without having to hold last month's number in their head.
A cover page that is actually a cover page
A title page block takes a report title, the client or brand name, a subtitle, a logo image URL and the reporting period, so the first thing a client opens is a title page with their own name and mark on it rather than yours.
Room for the paragraph a client actually reads
Section headings and a free-text commentary block sit alongside the charts, for the two or three sentences explaining what changed and why, which is usually the part of a monthly report a client remembers and the charts alone never say on their own.
More than just the ad numbers
The same canvas can pull in an acquisition funnel, a sales-by-channel breakdown or invoice status, because they live in the same CRM. A client whose real question is "did this turn into paying customers" gets an answer that is not only ad metrics.
Getting it to the client without a screenshot
A built report can leave the app three ways, depending on how that client wants to receive it.
A link, no login
Shared as a link scoped to that one client, with an optional expiry, and revocable at any time. The client opens it cold, no account needed.
A scheduled email
Daily, weekly or monthly, at a day and hour you pick, to a list of recipients, carrying its own reporting period. It goes out whether or not anyone remembered to send it.
A PDF
Rendered on demand for the client who wants a file to keep, not a link that could expire, for whatever period you set.
None of this needs your own name on it. Running the whole workspace, and every report that comes out of it, under your own domain and brand is available on Max, the plan white label ships on.
Meta and Google, covered for every client
Here is what each platform brings to a client report.
| Platform | Status | What is covered |
|---|---|---|
| Meta | Fully live | Campaign, ad set, ad and creative, 58 stored fields a day since 2023, plus CRM leads, pipeline value and revenue joined in. |
| Google Ads | Fully live | Built into the app, with campaign and ad group performance next to the CRM leads, pipeline value and revenue that spend produced. |
MetaWhat you can build and send
- A dashboard per client workspace, enforced server-side, never blended
- A drag-and-place canvas: ad metric charts, funnels, invoice breakdowns, text commentary
- A cover page block carrying the client logo, name and reporting period
- Meta ad metrics, current period against the previous one, by the metric you pick
- Google Ads reporting
- A share link scoped to one client, with expiry and revoke
- A daily, weekly or monthly scheduled email to a recipient list
- A rendered PDF for clients who want a file
- Ad accounts scoped per client, campaigns cloneable between them, always paused
- White label on Max: your own domain and brand on the whole workspace
Who this is built for
Agencies running ten to fifty client accounts
Below ten clients, a spreadsheet and a screenshot still work. Past ten, the time spent assembling a monthly report starts competing with the time spent actually running the campaigns, and a per-client workspace with a schedule attached stops being a nice-to-have.
Agencies whose client cares about revenue, not reach
If the ad platform's own export already answers every question your client asks, you need less of this. It earns its place when the client's real question is about leads, bookings or revenue, because that is the data the ad platform cannot see and this can.
Agencies selling under their own name
White label on Max puts your brand on the workspace a client logs into and the reports they receive, not ours. More in the agency CRM and the plans.
Common questions
Is this an AgencyAnalytics or Whatagraph alternative?
The difference is where the data starts. A standalone reporting tool connects to the ad platforms and stops there, so a report is ad metrics and nothing else. Here the report lives inside the same CRM that already holds the client lead, the pipeline stage and the invoice, so the same report can put spend next to what the spend actually produced, not just impressions and clicks.
Can I build one report per client, not one big mixed report?
Yes, and that is the only model there is. Every dashboard is pinned to one client workspace when it is created, and that scoping is enforced server-side rather than assumed. There is no single dashboard that blends every client together, on purpose: a report is for one client, built in their workspace, with their numbers.
Can a client see their report without logging in?
Yes. A dashboard can be shared as a link scoped either public or to that one client, with an optional expiry date, and the link opens with no account and no password. You can revoke a share at any time, and an expired or revoked link returns a clear "no longer available" rather than old data.
Can a report email itself every month so I do not have to remember?
Yes. A schedule can be set to daily, weekly or monthly, with the day and hour you want and a list of recipients, and it carries its own reporting period rather than always defaulting to 30 days. The point is that the report that goes to the client on the first of the month goes out whether or not you remembered to send it.
Does it cover Google Ads as well as Meta?
Yes. Meta reporting runs deep: campaign, ad set, ad and creative breakdown, with 58 stored metric fields a day going back to 2023. Google Ads reporting is also built into the app, so a client whose spend sits across both platforms gets both covered in the same report. The Meta ad reporting depth.
What does a white label report actually look like?
A report is built on a canvas from two kinds of block: data widgets (the ad comparison chart, a funnel, an invoice breakdown) and layout blocks built for a client-facing document, including a cover page that takes your logo, the client or brand name and the reporting period, section headings, and free-text commentary for the "here is what we did and why" paragraph agencies write by hand every month. Running it under your own brand.
What metrics can a client report actually show?
From the ad side: spend, impressions, clicks, leads, conversions, purchases, CTR, ROAS, cost per lead, cost per click and CPM, each shown as current period against the previous one so a client sees direction, not just a number. From the CRM side, the same canvas can hold an acquisition funnel, a sales-by-channel breakdown and invoice status, so the report is not only an ad metrics sheet.
Can I compare every client at once rather than one at a time?
Each client gets their own dashboard, and the agency moves between them in one login, with scheduled reports and share links set up per client. Switching workspace swaps every number on screen to that client, which keeps one client's numbers from ever leaking into another's report.
Is this a replacement for Meta Ads Manager?
No, and the ad management page says the same thing in more detail: campaigns are still built and run through the platform, and this is where you report on what they did and where the automation and cross-client cloning live. The native managers remain better at everything that happens inside the platform itself. What the ad side actually does.
How many client workspaces can my agency run?
One on Business, ten on Pro, and fifty on Max, which is also the plan white label is included on. Enterprise is custom for agencies past fifty. Every workspace on any plan gets its own dashboards, shares and schedules; the plan only changes how many client workspaces you can have open at once. See the plans.
Stop screenshotting Ads Manager into a slide deck
Build the first client report in their own workspace, and let the next one go out on a schedule.
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