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Client reporting is a critical aspect of running a successful business. Whether you're sharing progress with clients, measuring performance, or highlighting project wins, the right client reporting tools can save you time and strengthen your client relationships.
In this post, we explore what client reporting is, what features you should look for in client reporting software and review the 10 best client reporting tools for agencies in 2025. Let’s get started!
What is client reporting?
Client reporting is the process of providing clients with regular updates on the progress of their projects or campaigns. This means presenting important data and results in a simple way to show progress and value.
For example, for agencies, client reporting is key to building trust, maintaining transparency, and staying aligned with client goals. Client reporting tools make this process simpler with features like automation, customizable dashboards, and templates that save time and deliver clear insights.
5 Key features to look for in client reporting tools
When choosing the right client reporting tool for your business, it's important to focus on features that save time, improve communication, and deliver value.
Here are five key factors to consider:
Automation: The best client reporting software offers automation features that reduce the need for manual intervention. Reports can be created and sent automatically on a schedule, saving your team time and making sure clients always have the most up-to-date information.
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Customizable dashboards: A strong client reporting dashboard allows you to present data in a way that’s both clear and visually appealing. With Teamwork.com’s customizable templates and drag-and-drop features, you can quickly create reports that show the most important information for each client.
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Ease of use: Intuitive interfaces and simple navigation make it easy to create, edit, and share reports without hassle. A user-friendly reporting tool ensures that your team can hit the ground running with minimal training.
Integration capabilities: Client reporting tools should integrate seamlessly with the platforms and software your team already uses, such as Google Analytics, social media tools, or other work management systems. This helps streamline your workflow and improve efficiency.
In-depth analytics and insights: Choose client reporting software that focuses on the key performance indicators (KPIs) your clients care about. For example, an e-commerce client might focus on sales data, conversion rates, and average order value to track the success of their marketing campaigns. With Teamwork.com you get clear insights into performance, helping you track important metrics, measure progress, and spot trends with ease.
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Top 10 client reporting tools you need in 2025
Clear and efficient reporting is key to keeping clients happy. The right tools can help you create detailed, easy-to-understand reports that showcase your work and results. We've done the hard work for you, and found the top 10 client reporting tools you need to improve communication and scale your agency.
1. Teamwork.com
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Use Teamwork.com to streamline your client reporting. With its fully customizable dashboards, you can track progress, assign tasks, and manage client expectations in real time. Think of it as your all-in-one solution for managing client relationships and your team's workflow on a single platform.
Client reporting isn’t just about sharing results; it’s about building trust. Teamwork.com helps you do this by keeping clients in the loop, collecting their feedback, and ensuring they’re informed throughout the project’s lifecycle.
Pros
Customizable dashboards: With Teamwork.com, you can create dashboards that show exactly what your clients care about most. Add widgets, charts, and key stats to highlight important information like budgets, progress, or completed tasks. The drag-and-drop feature makes it easy to customize, so you can design clear and professional dashboards that match your needs.
Project and task tracking: Teamwork.com keeps your clients in the loop with real-time updates on tasks and project milestones. You can easily track what’s done, what’s in progress, and what’s due, all in one place. Visual tools like task lists, Kanban boards, and Gantt charts make it easy to track progress in real-time.
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Time tracking: Tracking time is easy with Teamwork.com. You can log hours directly into tasks and projects, making it simple to see where time is being spent. Whether you’re tracking billable hours for invoices or monitoring team workloads, all the data stays organized in one place.
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Client collaboration: Collaborate with your clients in one place. Share updates, files, and feedback directly on Teamwork.com. No need for endless email loops. Clients can check progress, leave comments, and stay involved throughout the project.
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Reporting templates: Save time with Teamwork.com’s ready-made reporting templates. Instead of building reports from scratch, you can quickly generate professional reports with just a few clicks.
Cons
Learning curve: If you’re switching from other reporting tools, there might be a small learning curve with Teamwork.com’s layout and features. But don’t worry! Teamwork Academy has a lot of training resources to help you get up to speed quickly, and with 24/7 support, you’ll always have a helping hand whenever you need it.
Pricing
Deliver: $10.99/user/month
Grow: $19.99/user/month
Scale: $54.99/user/month
Enterprise: Custom pricing (contact for a demo)
We've quadruple our revenue since being with Teamwork.com, and our ROI is more than 1,000% given the lost cost of the tool.
Susan Fennema
Founder and CEO
2. Databox
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Databox offers a central hub to track KPIs and visualize real-time data. It’s great for businesses that want an easy-to-understand interface to track client performance across various metrics.
Pros
Real-time data tracking for up-to-date reports
Customizable dashboards for various KPIs
Automated reporting saves time on updates
Cons
The free plan offers limited features
Requires technical setup for some integrations
Pricing
Free
Starter: $47/month
Professional: $159/month
Growth: $319/month
Premium: $799/month
3. Klipfolio
Klipfolio is a cloud-based dashboard tool that creates real-time, interactive reports. It’s ideal for businesses looking to track and visualize KPIs in one customizable dashboard and make data-driven decisions with ease.
Pros
Integrates with various data sources
Offers products for small businesses or large corporations based on budget
Easy sharing and collaboration with stakeholders via email, PDF, or via the web
Cons
Requires technical knowledge for advanced features
May not be beginner-friendly
Pricing
Starter: $110/month
Lite: $210/month
Pro: $420/month
Premier: $1,025/month
4. Whatagraph
Whatagraph is a visual marketing reporting tool that automates data collection and turns it into simple, easy-to-share visual reports. It integrates with various platforms to provide real-time insights, perfect for agencies and marketers who want to track performance and share reports with clients effortlessly.
Pros
Automated data collection and reporting
Easy-to-understand visual reports
Multiple platform integrations for comprehensive insights
Cons
Limited customization in the reports
It can be expensive for smaller businesses
Pricing
Contact to request a quote
5. Domo
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Domo is a cloud-based business intelligence platform that helps organizations make data-driven decisions by providing real-time insights through customizable dashboards, centralizing your data in an easy-to-understand way.
Pros
Integrates with over 1,000 data sources for seamless data collection
AI-powered insights automatically identify trends and opportunities
Offers mobile-friendly dashboards to monitor data on the go
Cons
It can take some time to learn how to use the more advanced features
The cost might be too high for businesses on a budget
Pricing
Contact sales about pricing
6. TapClicks
TapClicks is a marketing reporting and analytics platform that automates data collection. Designed for agencies and marketers, it integrates with hundreds of marketing tools, offering a centralized hub for tracking campaigns and performance.
Pros
It integrates with over 250 marketing platforms
Automated reporting saves time on manual updates
Customizable dashboards provide clear, client-ready visuals
Cons
Initial setup can take time
There are few options for advanced customization of dashboards
Pricing
Customize your data package
7. ClickUp
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ClickUp is an all-in-one project management platform that combines project management reporting and collaboration tools. It’s designed for individuals and teams of all sizes, offering customizable dashboards, task tracking, and client reporting features to streamline workflows and improve productivity.
Pros
Customizable dashboards track tasks, time, and progress
ClickUp CRM helps manage client relationships alongside projects
Built-in time tracking for accurate client billing
Cons
The platform can feel overwhelming for beginners
ClickUp AI is only available on paid plans
Pricing
Free
Unlimited: $7/month
Business: $12/month
Enterprise: Contact sales
8. Workzone
Workzone is a project management and reporting tool tailored for mid-sized teams that need robust features without complexity. It offers detailed task management, project dashboards, and automated reporting to keep everyone aligned.
Pros
Customizable project dashboards provide a clear view of project statuses
Automated reporting simplifies sharing updates with clients
Built-in file sharing and approvals streamline collaboration
Cons
Limited integrations compared to other tools
The user interface feels slightly outdated
Pricing
Team: $24/month
Professional: $34/month
Enterprise: $45/month
9. Tableau
Tableau is a leading data visualization and business intelligence tool that helps businesses turn complex data into interactive, easy-to-understand visuals. It’s ideal for teams looking to analyze data from multiple sources and share insights effectively.
Pros
Creates advanced, interactive dashboards with real-time updates
Connects to databases, cloud services, and spreadsheets effortlessly
Offers AI-powered data predictions and trend analysis
Cons
Pricing can be high for smaller teams
Requires time to master its advanced features
Pricing
Offers various pricing editions for your team
10. Adverity
Adverity is a data integration and analytics platform designed to streamline marketing and business reporting. Adverity connects to various data sources, automating the collection, processing, and visualization of data.
Pros
Automates data collection from over 100 marketing platforms
Customizable dashboards that allow for easy tracking of KPIs
AI insights help find trends and improve marketing
Cons
Pricing suited for larger enterprises
Pricing
Contact to request a quote
Simplify and streamline client reporting with Teamwork.com
Teamwork.com makes client reporting simple, fast, and stress free. Instead of spending hours manually pulling together data, Teamwork.com automates the process for you, saving time and reducing errors.
With real-time project updates and easy-to-use reporting tools, you can quickly create clear, professional reports that show your clients exactly what they need to know. Whether it’s tracking project progress, budgets, or team performance, Teamwork.com helps you deliver reports that are accurate, impressive, and easy to understand.
Ready for real feedback? Check out what our clients love about Teamwork.com!
Jay Owen, Owner & CEO, Business Builders:
We’ve been using Teamwork.com for over a decade. The number of changes and improvements over that time are almost limitless. A few standouts are a complete redesign of the user experience, massive improvements to time tracking, improved reporting customizations, upgraded templating systems for projects and tasks, and much more!
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