Must Have White Label Reporting Features for Marketing Agencies

Customers expect more than pretty campaigns. They need data, coherent reports with a global view, and a precise ROI. That’s why marketing agencies need a solid BI (Business Intelligence) tool.

Client reporting is crucial in running a successful digital marketing campaign. Marketing agencies use many tools like emailing, Google Ads, Business Manager, and Tiktok Ads. But they can’t achieve solid reporting without a good BI platform.

Having a white label BI tool is a plus one. Why? It allows marketing agencies to send customized reports with their own branding for a more cohesive experience. White label reporting is a detailed report by a company and once it’s completed and saved, other organizations can rebrand it and use it.

White label reporting enables you to add a personalized touch and doesn’t threaten a company’s branding. Here we’ll discuss the major features every ideal white label reporting tool should have.

1. Features for Custom Branding

In today’s competitive business landscape, establishing a strong brand identity is paramount to success. When it comes to white label reporting solutions, custom branding features play a pivotal role in ensuring your reports not only deliver valuable insights but also reflect your brand’s personality and professionalism.

A white label reporting solution must go beyond merely presenting data — it should enable you to seamlessly integrate your brand’s identity into every aspect of the report. From the placement of your logo to the incorporation of brand colors and essential agency information, each element contributes to creating a cohesive and impactful representation of your brand.

Here’s how a robust white label reporting solution empowers you to elevate your brand presence…

Enable You to Add Your Brand’s Logo

A logo is a company’s most significant brand ambassador.

A prominent feature of white label reporting is placing the logo in the report’s upper left or right corner. Companies can also add word marks instead of logos. Incorporating your slogan or tagline is not necessary. But if you include it, ensure it doesn’t affect the report’s readability.

You can also add a client’s logo to the report. Doing this brings an element of personalization to the report. It also limits confusion if you are going through several reports and can’t remember the one you are reading. For your organization’s white label reports, include the client’s logo on the cover page. On the dashboard, insert it in the upper left corner for easy identification.

Allow You to Include Branding on Cover Pages

Cover pages provide a great way for companies to reinforce their brand and develop excellent presentations for the client. It should incorporate the titles of the report, the period the report covers, and the date of delivery.

For the cover page design, ensure you add your logo, brand colors, or wordmark. If your client wants the design to blend your brand and theirs, then you can combine logos and coloring from both brands. You may want to save the cover page for future purposes. Using a logo maker can simplify the process and help you create a cohesive visual identity.

Enable You to Incorporate Essential Agency Information on Headers and Footers

Headers and footers are effective ways to incorporate branding on each report page. You can add your agency’s general contact information like physical address, general email address, phone number, fax number, and website link. You can also include your logo or wordmark here. But it’s best not to add too many elements to avoid cluttering the report.

Provide Flexibility in Adding Brand Colors

In creating a white label report, ensure you don’t alter the colors representing your client or brand. For instance, if violet with a Georgia font is included in a company’s branding, they may use them in the main text’s body report. The company can also select the preferred color of the heading and subheadings from the branding palette.

Your solution should enable you to alter the color scheme of the following elements:

• Table background rows or columns
• Page backgrounds
• Chart and table headers
• Chart background and chart element colors

While branding, ensure you don’t use your brand colors on other brands.

2. Features for Custom Domain

In today’s digitally-driven business landscape, establishing a seamless and professional online presence is crucial to building trust and credibility with your clients. When it comes to white label reporting software, custom domain features offer a unique opportunity to reinforce your brand identity and enhance client engagement.

A comprehensive white label reporting software should offer the following custom domain features to elevate your brand presence and streamline client communication…

Allow You to Send Reports Via Your Email Domain

We live in a digital world. Companies usually deliver custom reports to customers through email. They may send these emails as links to an online report, PDF files, or dashboard URL links. As such, the automated reports solution you choose should be able to send reports through your agency’s email domain rather than from the service provider’s account.

This means a sender’s name should appear as abc@myagency.com instead of no-reply@my-report-vendor.com. The email domain also represents your brand. Hence your clients should know the unique email address to expect reports from.

Suppose your agency is large and has account managers for a specific client. In that case, the white label reporting solution must include a feature where the client receives the report from the account manager’s agency email account. This way, clients can communicate with the right person (their account manager) by clicking on the reply button on the email.

Enable You to Host Dashboards on Your Domain

If your customers use a unique code to access their white label reports or dashboard, you can also brand it. That means your chosen white label dashboard solution must allow your organization to host every client’s white label reports. With this, the client can visit a subdomain of your agency. Your company will also control the dashboard’s appearance and apply branding elements as needed.

3. Full BI Functionalities

When selecting a white label reporting solution for your agency, it’s essential to prioritize comprehensive BI functionalities that empower you to leverage data effectively across every aspect of your operations.

Your chosen platform should serve as an end-to-end solution, eliminating the need for additional reporting software and ensuring seamless integration with your existing data ecosystem.

Key features to look for in a white label reporting solution include…

Data Integration

BI solutions connect any data, avoid outdated or conflicted versions, and build a single truth source. It should integrate seamlessly with the available data strategy and connect to platforms like CRM and ERP tools.

A robust BI solution seamlessly integrates with various data sources, including CRM and ERP tools, to ensure a unified and accurate representation of your data landscape. By avoiding outdated or conflicted versions, it builds a single source of truth that forms the foundation for informed decision-making.

Data Management

Managing data from diverse sources with different formats can be challenging. Look for a solution that offers comprehensive data management features, allowing you to structure and unify your data efficiently for analysis and reporting purposes.

Data Analytics

Your BI tool should include advanced analytics capabilities capable of transforming structured data into actionable insights. From detecting patterns and trends to conducting What-if analyses using historical data, your solution should empower you to make informed decisions with confidence.

Data Visualization

Effective data visualizations are essential for communicating insights clearly and engagingly. Look for a solution that offers interactive and visually appealing dashboards and customizable reports, enabling you to present complex information in a simple and digestible format that resonates with your clients.

Data Sharing

Seamless data sharing capabilities are crucial for fostering collaboration and transparency with your clients. Choose a white label reporting tool that allows you to easily share dashboards and reports, enabling your clients to access and interact with the data effortlessly.

By prioritizing these essential BI functionalities in your white label reporting solution, you can ensure that your agency is equipped to harness the full potential of data-driven insights and deliver exceptional value to your clients.

4. Connects with The Main Marketing Apps and Software

Connecting and aggregating data is a huge part of BI. To help you with this task, we recommend you choose BI software that can easily connect to the marketing or reporting software and apps you use the most.

Though this functionality is helpful for every company, it’s even more important for marketing agencies and especially growth hacking agencies because they rely on marketing automation. It’s a competitive advantage and saves a lot of time.

5. The Ability to Use One Dashboard for Several Customers

Some of your customers might need the same dashboards, and you don’t want to lose time replicating them. ClicData’s white label BI platform allows marketing agencies to use one dashboard for all their clients.

How does it work? The marketing agencies have one dashboard — the setting allows you to display the correct value for each client. It’s a huge time saver and allows you to onboard new customers quickly.

6. Automation

From data refreshes to publication of the dashboard, your white label reporting tool must allow automation.

This is because you don’t want project managers to spend time refreshing data, publishing, and sending dashboards to each customer.

Real-World Example of White Labeling

White labeling occurs when a product manufacturer uses the branding requested by the marketer or purchaser rather than its own. On completion, the product will look as if the marketer manufactured it.

White label reports enable you to white label an existing BI solution. When you white label BI software, you ensure the reports and dashboards in your application mimic your other software. Great white labeling encourages seamless user experience and brand consistency.

Retailers, multinationals, and electronic companies have benefitted from white labeled products. Costco, an American-based leading warehouse club, is an example of such companies.

The large retail company has a Kirkland brand of private-label products. But that doesn’t mean that Costco produces all products with the red and black Kirkland signature.

Kirkland’s signature is known for premium quality items at affordable prices. Costco contracts with producers who agree to put their products into the Kirkland packaging. Costco has worked with top brands such as Starbucks and Tyson Foods, Inc.

Key Benefits of an Excellent White Label Reporting

• Increases value at a lowered cost: Companies want to boost their customer base. Serving new clients can make customers incur extra expenses. White label reporting tools will provide the benefits white labeling provides at a low cost.
• Greater scalability: An excellent white label reporting service ensures a company realizes a good expense-to-value ratio.
• Specifics for Data analytics: Organizations need reliable data to generate reports. An ideal white label reporting tool ensures companies have what they need for better analysis.
• Offers the benefit of white label features to customers: White label reporting tools enable organizations to include clients’ logos on a report.

Why Choose ClicData’s White-Label Data Analytics Platform?

Elevate your data analysis game with ClicData — a powerhouse of business intelligence and insights. Gain instant access to relevant data, empowering you to make informed decisions with confidence. With customizable key performance indicators (KPIs) and automated updates, ClicData offers unparalleled flexibility and reliability, ensuring that your dashboards and reports are always up-to-date and insightful.

But that’s not all — ClicData is designed with ease of use in mind, making it suitable for organizations of any size and complexity. Whether you’re a small startup or a multinational corporation, ClicData’s intelligent management and advanced analytics capabilities optimize data flow and enhance efficiency. Ready to revolutionize your reporting process? Take the next step towards delivering professional, clean-looking reports that impress clients and drive results.

Try ClicData today and unlock the full potential of your data-driven decision-making.