White-label, end to end
Ship the report under your own brand. Your logo, your domain, your colours, and the client never learns which platform produced the numbers unless you tell them.
For agencies
Stop rebuilding the monthly deck by hand
The report is generated from the same deduplicated numbers your analyst works in, not rebuilt from screenshots the night before it is due.
Key takeaway
The number in the client's report is the number in your analyst's dashboard, because there is only one. What makes that defensible is the tracking contract underneath it: a live verdict the client can open and check for themselves, instead of taking your word that tracking is fine.
The report
The deck writes itself, or it is not worth having
Monthly reporting is the tax an agency pays on every client. It is also the moment a client decides whether to renew, so it cannot be rushed and it cannot be wrong. The way out is not a faster template. It is a report that reads from the same numbers your team already trusts.
One number, everywhere it appears
Stop reconciling the deck against the dashboard. The report reads the same deduplicated conversion the screen shows, so no slide can contradict something you presented last week.
Automated on Mondays
Turn the monthly scramble into a review. A weekly summary of what moved and what fired arrives by email, so the deck is already written by the time it is due.
The evidence
Give the client something they can check
Every agency says tracking is fine. The ones who can prove it renew. The tracking contract states every event that should fire and the vendor tags wired to it, then grades itself against what actually happened, with the verdict computed when the page is opened rather than stored and left to rot.
A plan that grades itself
Hand the client a document that checks itself. Expected events, the tags that should fire on each and what is actually observed, in one view, instead of a spreadsheet that was true the week it was written.
Revision history
Answer "why did this number move" from the record. You see what the plan said last quarter and who changed it, so the answer is in the document rather than in someone's memory.
The audit behind it
Bill the fix instead of absorbing it. Tag manager configuration and security, consent and privacy, ecommerce and lead schema, runtime payload, and every finding names its remediation.
The book
Every client in one place, including the ones you have not won
The reporting problem is really a portfolio problem. Switching between client accounts, keeping their data apart, and knowing which one needs attention this week is the work; the deck is just where it surfaces.
Portfolio
Run every client from one login. All accounts in one view switched in a click, data fully isolated, and access set per client to full, read-only or report-only.
Pitch Desk
Monitor the brands you are chasing like clients you already have. Share of voice and how it moved since your first audit, ranked so the page opens on whoever just dropped, converting in place when you win.
Priced for a book, not per seat
Add a client without adding a line item you have to explain. Volume discounts by client count, and every connector included on every plan.
FAQ
Direct answers.
Logo, domain and colours across the dashboard and the reports, so a client logging in sees your brand throughout. Reports can be emailed on a schedule or shared as a link. You decide per client whether they get full dashboard access, read-only access, report-only delivery, or no direct access at all. Nothing forces you to expose the underlying platform to a client who does not need to see it.
A reporting tool visualises whatever you load into it and takes no position on whether the numbers are right, which is why reconciling them is still your job. Here the report is downstream of the measurement: one deduplicated conversion definition feeds the dashboard, the attribution models and the client's deck alike. The capability itself is covered on the reporting product page. This page is about what an agency does with it.
A workspace for prospects rather than clients. You add a brand you are pitching, TrustData audits it on a weekly cadence, and you get its AI share of voice and how that has moved since the first audit, with the list ordered by movement so it opens on whoever just dropped. It is capped at five workspaces, pauses itself after 60 days of inactivity, and has a convert-to-client action so a won pitch becomes a real account without going through billing first. It is part of the Partner programme.
Yes, and most agencies should. A client who needs clean tracking and honest ROAS does not need the same plan as one running budget experiments. Each client sits on the tier that fits and moves up when they are ready, and the agency plan carries volume discounts by client count. Every connector is included on every tier, so a smaller client is not handicapped on data sources.
The account does, and that is worth saying out loud to a client who asks. Raw events and attribution tables export to a cloud bucket in Parquet or CSV on the same schema the interface reads, with no retention limit deleting history first. An agency that can answer this question cleanly wins engagements against one that cannot.
14-day free trial
Put the deck on the same numbers as the dashboard
14-day free trial. White-label reporting, per-client isolation and the tracking contract are on every plan.