Client reporting portal

Your clients' own reporting portal, in your brand

Each client logs in securely on your domain and finds their reports, live, on any device. Alongside email and share links, for the clients who want a place to come back to.

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See how it works
Reporting Ninja client portal: a client's cross-channel report with Google Ads, Meta Ads and Google Analytics 4 results, in the agency's brand
Client portal view settings: the brand template chosen for a client's portal, with the live preview of the portal
What your client sees

Their reports, your brand, one address

No attachments to dig out of an inbox. Your client opens one address and everything you prepared for them is there, up to date.

Only what's theirs

Each login sees only the reports you assign to it.

Your brand and your domain

The brand template that dresses the PDF dresses the portal too.

Any device

Fully responsive, from the office screen to the phone.

White label & brand templates
How it works

A portal for every client, set up once

Point your domain

Pick your portal's subdomain, or point your own domain at it. Either way, your clients sign in over a secure connection.

Apply your brand template

Choose how the portal header looks in your brand template, with or without the logo, and pick the template for each portal view.

Create a login for each client

Add each client user with a name and an email. They sign in to the portal only, never to your account.

Choose what each client sees

Put reports and client users together in a portal view. Each user sees only their views, and you decide whether they can change the date range.

Client portal settings: the portal address with its subdomain and the agency's own custom domain
Brand template editor: choosing the header the client portal shows, with the live portal preview
Portal view settings, Users tab: the client users who can open this view
Client portal view: the reports a client can see and whether they can change the date range
Portal, email or link

Deliver the way each client prefers

Same report, same brand, three ways to reach your client.

Client portal

A place to come back to, with all their reports, always current.

Scheduled reports

The branded PDF in their inbox, on schedule.

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Share links

One live report behind a link, no login.

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FAQs

Frequently asked questions

Can I use my own domain?

Yes. Point it at the portal with a CNAME record and your clients sign in there, securely and with your brand template.

Does each client get their own login?

Yes. Create a user for each client and choose which reports they see.

Can a client see another client's reports?

No. Each login only sees what you assign to it.

Does it work on phones?

Yes. The portal is fully responsive.

Is the portal included in my plan?

Yes. Every feature and every integration is on every plan, the portal and your own domain too. Plans differ only in how many reports and accounts you run.

Can my AI assistant give a client portal access?

Yes. Once the account owner turns on write access, Claude or ChatGPT can create the client user and the portal view for a report.

Give your clients their own reporting portal

In your brand, on your domain.

15-day free trial
No credit card required
Every feature on every plan
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