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 marketing, sales, operations, revenue, product, and support data with brand settings, AI summaries, 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, Studio, 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
Operations reporting
Pull project boards, task status, CRM movement, support queues, team activity, and billable time into reports so clients see the work behind the outcomes.
Project board mappingCRM pipeline contextRetainer burn
Data sources
Every client channel in one reporting language.
Connect the platforms clients already care about, then compare traffic, revenue, paid spend, CRM movement, project delivery, support health, SEO, app growth, and behaviour signals in one branded report.
Analytics & Search
GA4, Google Search Console, events, conversions, queries, CTR, rankings, funnels, cohorts, and attribution paths.
Ads & Acquisition
Google Ads, Meta Ads, LinkedIn Ads, TikTok Ads, Microsoft Ads, spend, ROAS, CPA, pacing, and creative readouts.
Ecommerce & Payments
WooCommerce, Shopify, BigCommerce, Stripe, PayPal, orders, AOV, refunds, repeat purchases, and checkout drop-off.
CRM & Sales
HubSpot, Salesforce, Pipedrive, Zoho, GoHighLevel, leads, deals, pipeline movement, win rate, and sales velocity.
Projects & Operations
monday.com, Trello, Asana, ClickUp, Jira, Notion, Airtable, task status, blockers, delivery progress, and overdue work.
Newsletters / Email
Mailchimp, Klaviyo, ActiveCampaign, Brevo, opens, clicks, flow revenue, list growth, unsubscribes, and list health.
Support & Success
Zendesk, Intercom, Freshdesk, Help Scout, Front, Gorgias, ticket volume, response time, resolution, and issue themes.
Social & Content
Instagram, Facebook Pages, LinkedIn, TikTok, YouTube, Buffer, Later, post frequency, reach, engagement, and top content.
Time Trackers
TrackingTime, Toggl Track, Harvest, Clockify, work logs, billable hours, project time, support activity, and retainer burn.
Finance & Subscriptions
Xero, QuickBooks, Chargebee, Stripe Billing, revenue, invoices, MRR, churn, unpaid balances, and account health.
Behaviour & Experience
Hotjar, Microsoft Clarity, heatmap thumbnails, rage-click alerts, recordings, survey signals, and conversion friction.
Apps & Product
App Store, Play Store, Firebase, app installs, ratings, review sentiment, retention, crashes, subscriptions, ARPU, and LTV.
Reviews & Reputation
Google Business Profile, Trustpilot, review velocity, rating changes, sentiment themes, and location-level feedback.
Error Reporting
Sentry, uptime monitors, incident history, regressions, downtime, response time, and site health signals for client reports.
Data Warehouses
BigQuery, Snowflake, PostgreSQL, Supabase, Sheets, CSV imports, modeled metrics, and historical reporting snapshots.
Custom APIs
Need more? Map bespoke endpoints, internal tools, private databases, and client-specific fields into a standard 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, CRM stalls, project blockers, 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 pipeline reporting
Show monday.com, Trello, Asana, ClickUp, Jira, CRM pipeline movement, tracked hours, support queues, 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.