7 Best White Label Reporting Tools for Your Marketing Agency

White Label Reporting Tools: How to Choose the Best Fit for Your Agency

Not all white-label reporting tools are the same.

You can't afford to load all of your client's marketing data into a platform — only to find out that they have little to no white-labeling options. Or, they lack the important data management, analysis, and visualization features that match your agency's needs.

That's why we put together this guide to help you choose an agency reporting tool that has everything you need.

Let's begin.

What are White Label Reporting Tools?

White-label reporting tools have a streamlined interface for creating data visualizations and packaging them into a branded, shareable document. They allow you to apply custom layouts, colors, and logos through a visual editor — helping you to instill your brand identity and deliver a more personalized experience to your clients.

Benefits of White Label Reporting

Here are the top reasons why you should consider using white-label reports:

• Establish brand recognition — Keep your agency top-of-mind as clients explore your reports.
• Highlight important data — Make it easier for clients to track the metrics and Key Performance Indicators (KPIs) that matter.
• Increase client relationships —  Elevate your agency's authority and credibility with clients while you justify marketing spend.
• Gain a competitive advantage — Set your agency apart from others that don't provide personalized experiences to their clients.

Another advantage of white-label reporting is that it establishes a repeatable and time-saving workflow for future reports, especially if you create report templates.

Once you design a white-label report, you can easily reuse the same layout, graphics, and customization options for other clients. This will help your team stay organized and efficient while providing a better experience to clients and data stakeholders.

Key Features of White Label Reporting Tools You Should Look For

To help you pick the right white-label reporting tool for your agency, take a look at the checklist of must-have features below:

• Intuitive report builder — Your report builder should work with you, not against you. Look for an analytics reporting, dashboarding, or Business Intelligence (BI) platform that makes data visualizations accessible to all through a user-friendly interface.
• Convenient report-sharing tools — White-label reports must be delivered in ways that are most convenient for your clients. At the very least, you should be able to export your report as a downloadable file or share a direct link that clients can access in real time.
• Training and learning resources — Choose a reporting platform that can help you make the most out of its features through free learning resources, like guides, mini-courses, tutorial videos, and in-app walkthroughs. Most modern marketing reporting solutions also come with templates to steer new users in the right direction.
• Customization features — Aside from branding elements, you need a reporting platform that lets you apply custom layouts, colors, and explanations to the visuals. The easier it is to use these customization features, the better.  
• Cost-effectiveness — Data management and BI software can cost a lot of money, but a higher price tag doesn't automatically translate to more meaningful features for your agency. Look for a tool with a flexible pricing structure to ensure you only pay for what you need.
• Flexible data visualizations — Speaking of flexibility, don't forget to look at the quality and quantity of data visualization options. Check the types of visualizations you can create as well as how you can tailor them to your clients.

Top White Label Reporting Tools for Marketing Agencies

Ready to take a stab at white-label reporting?

Below are the seven best white-label reporting tools money can buy:

1. Polymer

Polymer solution — you name it.

Polymer integrates directly with the essential tools and services in a marketing agency's arsenal, such as Google Analytics, Facebook Ads, and more.

Of course, you can also link your Google Sheets metrics and KPIs dashboard for compatibility. This allows you to create a centralized data warehouse for all your clients' marketing data.

Creating a report with Polymer starts with your dashboard, which can be generated via templates or the AI builder in mere minutes.

Of course, you also have the option to build a dashboard from scratch, which is perfect if you want to create a unique and more impactful reporting experience for clients. Using the drag-and-drop dashboard builder, easily create pie charts, bar graphs, pivot tables, ROI calculators, scorecards, and pie charts without breaking a sweat.

Bear in mind that you can create or edit explanations for all visualizations by hovering over them, selecting the 'Explain' button (question mark icon), and clicking 'Edit Description.' Explanations are visible from the main dashboard view and Polymer's "Presentation" mode.

To inject some brand identity into your dashboard, Polymer has seven data presentation tools you could use:

• Header — Create a stylized introduction or break your report into multiple sections.
• Rich text — Supply your clients with more context about their marketing data.
• Metrics & KPI — Help clients stay on top of their marketing performance and goals with visual scorecards.
• Grid — Present important datasets in a more organized and scannable format.
• Image — Add custom graphics or photos to your report to boost engagement.
• Gallery — Display relevant data points as cards, which may contain descriptions, links, and other details.
• Loom — Embed a summary or presentation video of your report via Loom.

Polymer also lets you add your agency's logo, select a theme color, create an info banner, and set up a popup modal to further enrich the reporting experience. These tools are available from the 'Settings' menu in the dashboard editor.

When it comes to sharing your report, you may share a direct access link, send automated email reports, or embed visuals in your web app or client portal. Presentations can also be shared or embedded — be it as a whole or just a specific slide.

Polymer starts at only $10 per month ($5 per month with annual billing). To try it for free, click here to start a 7-day trial account.

2. DashThis

Dashthis is a reporting and dashboarding tool with a heavy emphasis on user-friendliness.

It features convenient data integrations, ready-to-use templates, and automated reporting tools to help you save time. When it comes to building white labeling, Dashthis lets you personalize your report's color schemes, logo, domain, and email address — completing your white-label dashboard within minutes.

Dashthis costs $49 per month ($42 per month with annual billing).

3. Whatagraph

Whatagraph is a marketing-specific analytics monitoring and reporting platform.

Its main selling point is its diverse pool of native data integrations with third-party marketing and advertising services — from advertising networks like Google Ads and AdRoll to CRM solutions like Salesforce and HubSpot.

As for white-label reporting, Whatagraph's drag-and-drop data dashboard builder makes it easy to implement a unique layout suited to your client. You can also add your agency's (or client's) logo, switch up the colors, and interactive elements that can improve client engagement.

Whatagraph's main drawback, however, is its somewhat rigid pricing model that starts at $249 per month.

4. Domo

Domo is a data analytics and BI tool that markets itself as a "data experience" platform.

It has everything you'll expect from an agency reporting solution — from native data integrations to visualization tools.

Reporting-wise, Domo lets you adjust the colors, add images, and embed custom apps or "bricks" to personalize your report. You can then share it with clients via email, direct access link, embed code, or downloadable file (PPT or PDF).

To know how much Domo costs, you'll need to contact their sales team for a quote.

5. Klipfolio

Klipfolio — specifically Klipfolio Klips — gives your agency the ability to put together interactive dashboards with a self-service access option for clients.

Build data visualizations using elements or "Klips" tied to a specific data source, like Google Analytics 4, Campaign Monitor, Basecamp, and specific KPIs. In terms of white-labeling, you have full control over your dashboard's logo, colors, font styles, layout, footers, and favicon.

Klipfolio Klips for agencies costs $54 per month, which is enough for up to 10 dashboards and clients.

6. Tableau

Tableau is a popular BI platform that can help your agency deliver interactive reports on both mobile and desktop devices.

Apart from the easy-to-use data visualization builder and extensive library of data connectors, Tableau also has a handful of automation features to speed up your data analysis. This includes workbook optimization, notifications, and reporting.

For white-labeling, set your Tableau dashboard's colors, company logo, layouts, and interactive elements (e.g., buttons and sliders) to create a personalized reporting experience.

Read our Tableau alternatives article for other tools with similar features.

A Tableau Creator account starts at $75 per month.

7. Looker Studio

Looker Studio is a flexible dashboarding tool that sets itself apart with its wide range of integrations and data visualizations.

Although the base product is free, keep in mind that some Looker Studio integrations cost money to use. Otherwise, it's ideal for budget-conscious agencies looking to weave tailor-made reports to their clients.

As far as white labeling goes, Looker Studio lets you add your logo, insert interactive controls, and apply new theme colors based on a branded image. The platform also supports URL embeds for dynamic elements, custom shapes, and community-sourced visualizations.

How to Create White Label Reports with Polymer

Looking at intuitiveness, flexibility, automation, and cost-effectiveness, Polymer is a cut above the rest for building white-label internet marketing reports.

Follow the steps below for a firsthand look at Polymer's white-label reporting capabilities:

1. Connecting your data

To connect your data with your Polymer account, click 'Manage Data' in the upper-right corner and switch to the 'New Data Source' tab. From there, select a native data connector (or click 'Excel or CSV' for manual imports), and then follow the on-screen instructions to set up your data integration.

2. Creating your dashboard

Polymer offers three different ways of setting up new dashboards.

The fastest route is to use a pre-built template with the best data visualization types for specific data sources. To view the available templates, click 'Browse all Templates' from your main dashboard.

If you'd rather create your dashboard from scratch, click 'New Board,' select a data source, and choose between 'Blank Board' or 'Auto-Generated Board.'

Pick a blank board if you want to build everything from the feet up. If you want to save time while still providing a unique reporting experience for clients, you can start with an auto-generated board and simply customize it later.

3. Generating data visualizations with AI

Polymer's drag-and-drop dashboard builder is packed with features that will speed up your data visualization and analysis processes.

You're welcome to add and configure your own visual by clicking 'Add' and selecting the data visualization tool you need. Alternatively, use the suggested insights to instantly visualize key data points with little to no setup.

You can also use PolyAI to quickly turn your data-related questions and insights into ready-to-use data visualizations. It's advanced enough for more complex data analysis tasks, be it Marketing Mix Modeling.

Just click 'PolyAI' from the left menu, enter your question or prompt, and hit 'Send.'

To help clients understand your data visualizations, Polymer includes AI-generated explanations for each data point. Feel free to overwrite these explanations by hovering over an element and clicking 'Explain.'

4. Personalize your dashboard

It's easy to access all the white-label stuff directly from the Polymer dashboard builder.

For starters, you can modify the colors of your visualizations on a block-level by highlighting the element, clicking 'Edit,' and switching to the 'Style' tab. Take note that this option is only available in certain data visualization types.

To change the theme of your entire dashboard, click 'Settings' from the left menu and scroll to the "Theme" section. Take note that you can also add a logo, create an info banner, and design a branded popup modal from this window.

Don't forget that you can also add personalized presentation elements to your dashboard. This includes headers, galleries, rich text, scorecards, and images.

5. Sharing your white-label report

After constructing your board, you can easily share it with clients by clicking 'Share Board' and choosing a reporting option.

Again, Polymer allows you to share dashboards via direct board links, embed codes, and email. Similar sharing options are available with the presentation mode, which highlights the explanations for each data point.

Try Polymer for Free

When talking about white-label reporting, it's clear that there are plenty of tools on the web that can do the job.

However, some options are undeniably ahead of others in terms of functionality, versatility, and cost-effectiveness.

You can try using the best without spending a dime.

Click here to start a 7-day Polymer trial and create white-label reports your clients will love.