If you run an agency, bookkeeping practice, or consultancy, report day steals hours every month — pull the numbers, paste the charts, write the email, repeat for every client. This client reporting portal gives each client a live page with their own results, so reports send themselves and the "how are things going?" emails stop.
What's Included
- Client-facing portal: a clean page per client with their key numbers, wins, and next steps — share a link instead of attachments
- AI reporting agent: you and your clients can ask "what changed since last month?" or "which campaign brought the most leads?" and get a plain-English answer
- Scheduled delivery: a monthly summary goes out automatically — the automation runs without you touching it
- Report archive: every past report stays in one organized place, so "can you resend March?" takes ten seconds
- View it your way: track all clients in a Table or see report deadlines on a Calendar — switch between project views anytime
How To Use
- Click Use App to clone the Insight Analyst Portal into your workspace
- Add a section for each client and drop in the numbers you already track
- Share only the client's own report, and match it to their sign-in, so they open their results and never your other accounts
- Schedule the monthly summary so it lands in their inbox without you lifting a finger
- Spend report week selling and serving — clients check their own numbers and arrive at meetings already informed
Find more reporting and analytics apps in the Community Gallery.