Client Reporting Automation Setup (Onboarding)

Client Reporting Automation Setup (Onboarding)

1. 01

   Map the client's data sources to the reporting platform's integration list

   Confirm that ad platforms, analytics tools, and CRM systems are among the 30+ connectors offered by services like Swydo or Two Minute Reports. Note any source that requires a custom API or manual export.

2. 02

   Define the KPIs and metrics that will appear in the client-facing dashboard

   Align with the client on which metrics matter for their business goals, not just what the tools can pull. This prevents the report from becoming a data dump without context.

3. 03

   Configure white-label branding and report templates

   Upload the agency's logo, set brand colors, and choose a template that matches the client's expectations. Both Swydo and Two Minute Reports support full white-labeling, so the report should look like the agency's own work.

4. 04

   Set up automated scheduling and delivery rules

   Decide on the frequency (weekly, monthly) and the delivery channel (email, live link). Automate the send so the client receives the report without manual intervention.

5. 05

   Add narrative commentary or anomaly detection to the report

   Layer in human or AI-generated explanations of the 'why' behind the numbers. This differentiates the agency from tools that only show 'what happened' and reduces the risk of being undercut by cheaper, faster automation.

6. 06

   Test the report with a sample client before going live

   Run a trial delivery to an internal email, verify data accuracy, and check that all widgets render correctly. Fix any issues before the client sees the first automated report.

7. 07

   Document the setup and hand off to the delivery team

   Create a runbook that includes source credentials, KPI definitions, and any custom configurations. This ensures the delivery team can troubleshoot and adjust the report without redoing the setup.