Running Reportz as a service, Analytics and Reporting Tools

Reportz Agency Implementation, White-Label Reporting at Scale

Learn how to configure Reportz dashboards for multiple client verticals, set up automated reporting workflows that eliminate manual data assembly, and package white-label reporting as a recurring revenue service. This course covers dashboard design for different client types, integration setup across 20+ marketing platforms, and strategies for positioning reporting as a premium retainer add-on.

Open the decision record for Reportz

What does running Reportz for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
$39/mo for the Agency plan (3 dashboards)
Time to first value
Low setup complexity; first dashboard in under 3 minutes, full client onboarding within 2-3 days
Payback
Break-even within first month by signing 1-2 clients at 3x markup ($117-$234/mo)

Is Reportz worth running as a client service?

Reportz is a low-risk, high-ROI tool for agencies seeking to automate client reporting. With rapid setup and strong white-label capabilities, you can quickly turn a $39/mo investment into thousands in monthly revenue.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Google Analytics 4
  • Google Search Console
  • Facebook Ads
  • SEMrush
  • Google Sheets (for custom data import)

People and inputs

  • 1 hour for initial account setup and integration connections
  • Template dashboards for common client types (SEO, PPC, social)
  • Agency branding assets (logo, colors, custom subdomain)

Included with the course

7 working documents for delivering this service.

  • Client Onboarding Checklist for Reportz Dashboard Setupchecklist
  • Dashboard Template Library by Agency Verticaltemplate
  • White-Label Subdomain Configuration SOPsop
  • Marketing Tool Integration Priority Worksheetworksheet
  • Reporting Retainer Pricing and Packaging Guideguide
  • Live-Link vs PDF Export Decision Matrixworksheet
  • Client Communication Templates for Dashboard Accesstemplate

Listed by name. These documents are not yet published as individual downloads.