Reporting core
White-label reports
Client logos, colours, fonts, cover banners, secure share links, dashboard views, and PDF exports stay tied to each client workspace.
Client brandingSecure report tokensPresentation-ready PDFs
Features
Everything an agency report needs before a client meeting.
pdsreporting connects client data, brand settings, AI summaries and suggestions, KPI targets, scheduled delivery, and secure report sharing in one reporting workspace.
Team workflow
Agency workspaces
Invite team members, manage organization settings, assign client access, and keep every report inside the right plan limit.
Multi-tenant authTeam invitesStarter, Growth, and Agency limits
Delivery
Scheduled monthly reports
Send branded monthly PDFs to each client email automatically, with goals, annotations, source notes, and AI recommendations included.
Monthly email deliveryPDF attachmentsClient-ready AI notes
Work proof
Time tracker reporting
Pull client, project, task, team, and billable time into reports so clients can see the work behind the traffic, fixes, launches, and support.
TrackingTime and Toggl readyRetainer burnBillable vs non-billable
Data sources
Every client channel in one reporting language.
Connect the platforms clients already care about, then compare traffic, revenue, paid spend, newsletter performance, SEO health, app growth, and behaviour signals in one branded report.
Google Analytics 4
Sessions, channels, events, conversions, funnels, cohorts, and app behaviour.
Google Search Console
Queries, pages, CTR, positions, keyword clusters, and content opportunities.
Ecommerce
WooCommerce, Shopify, and BigCommerce revenue, orders, AOV, products, refunds, repeat purchases, and checkout drop-off.
Error Reporting
Sentry issues, uptime monitors, incident history, regressions, downtime, and site health signals for client reports.
Google Ads
Spend, ROAS, CPC, conversions, and impression share beside organic performance.
Meta Ads
Facebook and Instagram campaign pacing, paid social return, and creative readouts.
Newsletters / Email
Mailchimp and Klaviyo opens, clicks, campaign revenue, newsletter growth, and list health.
Time Trackers
TrackingTime, Toggl Track, Harvest, and Clockify work logs, billable hours, project time, support activity, and retainer burn.
Hotjar / Clarity
Heatmap thumbnails, rage-click alerts, and behaviour notes inside client reports.
App Stores
iOS and Android installs, ratings, review sentiment, keyword rankings, and update adoption.
Firebase / App Reporting
DAU, MAU, retention, crashes, ANRs, push opens, subscriptions, churn, ARPU, and LTV.
Custom API
Need more? Contact us to map bespoke endpoints into a standard revenue reporting schema.
Intelligence
Reports that explain what changed.
AI summaries and suggestions
Plain-English summaries explain what changed, then turn analytics, SEO, ecommerce, and paid-media movement into recommended next actions.
Opportunity scoring
AI highlights keyword gaps, content refreshes, product pages slipping in search, conversion leaks, and campaign areas worth more attention.
KPI target guidance
Track the goals the client actually bought, then surface AI notes on what is helping or blocking leads, revenue, orders, installs, rankings, retention, or ROAS.
Alerts with context
Traffic drops, revenue shifts, Core Web Vitals changes, ad pacing issues, and ranking movement trigger alerts with suggested investigation paths.
Enhanced reporting
Funnels, cohorts, geography, and app growth.
Multi-channel attribution
Compare first touch, last touch, and linear attribution across organic, paid, newsletter, referral, ecommerce, and app acquisition channels.
Customer journey funnels
Show where users drop from landing page to product view, cart, checkout, purchase, lead form, install, or subscription event.
Cohorts and geography
Track repeat purchase rate, retention, city and region conversion patterns, browsing quality, and revenue concentration over time.
App reporting
Report iOS and Android installs, ratings, review sentiment, keyword rankings, update adoption, DAU, MAU, retention, crashes, push opens, ARPU, LTV, subscriptions, churn, and acquisition split.
Work and retainer reporting
Show tracked hours, billable split, task categories, project delivery time, support time, and retainer burn beside the outcomes clients are paying for.
Agency workflow
From raw data to report delivery.
Multi-tenant workspaces
Invite team members, manage clients by organization, and keep every report tied to the right account, role, and plan.
Scheduled monthly delivery
Auto-send branded PDF reports to client emails on the 1st of each month with summaries, goals, and channel breakdowns.
White-label client reporting
Use client logos, colours, fonts, cover banners, secure report links, and dashboard views that look ready for presentation.
Alerts and annotations
Mark promotions, outages, and campaign events on the timeline, then trigger Slack or email alerts when traffic drops.
Start reporting
Connect clients. Report clearly.
Add clients, connect data sources, brand the report, and schedule monthly PDF delivery.
Reporting updates, integration notes, and practical agency reporting tips. No spam.