Retire the monthly slide deck. Give clients a living dashboard.
Every client gets their own space, their own dashboards, and reports that arrive on schedule — while your team manages everything from one place. The monthly reporting scramble becomes a Tuesday you don't notice.
What is client reporting software?
Client reporting software replaces the monthly slide deck with dashboards and scheduled reports each client can open at any time. With Klayara an agency keeps every client in its own workspace or behind a row-level rule, connects their analytics, CRM, store and accounting data, and sends a polished PDF on schedule. Public links come with Growth; embedding and white-labelling with Enterprise.
Every client in their own workspace.
Client A's data and Client B's data never share a room — each workspace is genuinely separate, with its own access rules. Your team hops between them with one login; your clients only ever see their own.
- A workspace per client, with real separation between them
- Templates make the next client launch a repeat, not a rebuild
- Scheduled PDFs and live links replace the monthly deck
- Every client stakeholder gets a login at one per-user price
Each client sees only their own workspace. Always.
Reports that send themselves
Monthly PDFs, weekly summaries to the client's inbox or Slack — scheduled once per client, delivered forever. Reporting week stops existing.
Pricing that fits agency economics
Builders for the analysts who build, a lower-priced Viewer seat for client stakeholders who only view — and quotes are shaped to your roster, so growing the audience stays predictable.
Your portal, their dashboards
On the Enterprise plan, embed client dashboards chrome-free into your own portal — clients log into your world and see living numbers, not last month's PDF.
The reports clients actually ask for. Built once, reused per client.
Start from the marketing funnel template and copy the dashboard for the next client: the layout stays, only the data changes.
Campaign performance
Sessions, conversions and cost per conversion by channel and campaign, from Google Analytics and the ad-spend sheet.
Leads and pipeline
Leads by source, deals by stage and win rate from the client’s HubSpot or Salesforce.
Store sales
Orders, revenue and best-sellers from Shopify and Stripe for retail and e-commerce clients.
Financial snapshot
Revenue, expenses, receivables and cash from QuickBooks or Xero for bookkeeping and advisory clients.
Targets against actuals
Monthly targets typed into a small reference table, charted against the real figures with a goal line.
Month-on-month story
This month against last month and the same month last year, with titles that show the period chosen.
Two ways to separate clients. Both without side doors.
Give each client a workspace of their own when their data and dashboards differ. When every client gets the same report, keep one dashboard and add a row-level rule by client instead: each stakeholder sees only their own rows, in every chart, download, scheduled PDF and public link, and a new client is one more grant rather than one more dashboard.
- Check access: see a dashboard exactly as a client contact would
- Share at view, edit or admin level, never handing out passwords
- Version history: restore a dashboard or a chart to an earlier version
- An activity log of who changed and shared what
Scheduled PDFs. A multi-page PDF per client by email, on every plan (a small number on Starter, many more on Growth).
Public links. A live dashboard or a single chart anyone with the link can open, row rules applied (Growth and Enterprise).
Your own brand. Dashboards embedded in your client portal, or the whole platform white-labelled (Enterprise).
Can each client have their own space?
Yes — every client gets their own workspace with its own data, kept genuinely separate. A client can never glimpse another client’s numbers, and your team moves between workspaces with one login.
How are client logins priced?
Per user, by seat — your analysts who build dashboards are Builders, and client stakeholders who only view them take a lower-priced Viewer seat. There is no minimum and no cap on users — see every plan.
Can reports go out under our brand?
Yes, at the level your plan allows. Scheduled PDFs carry your dashboards’ own titles, logos and colours on every plan. On Enterprise, client dashboards can be embedded chrome-free in your own portal, or the whole platform can run under your brand as a white-labelled deployment.
How fast can we onboard a new client?
Create a workspace, connect their data sources, start from a template — a new client can have their first dashboard the same week they sign. Our BI developers can also build it for you.
Can one dashboard serve every client?
Yes. Build one dashboard on a table that holds every client’s rows and add a row-level rule by client: each stakeholder opens the same dashboard and sees only their own figures, in charts, downloads, scheduled PDFs and public links. Row-level security comes with the Growth and Enterprise plans. How row-level security works.
Which client data sources can we connect?
Google Analytics, HubSpot, Salesforce, Shopify, Stripe, QuickBooks, Xero, Google Sheets, Excel and CSV files, the common databases, and any system with a web API: 150+ sources in all. Ad spend kept in a sheet sits next to conversions from analytics, even in the same chart.
Can clients open a dashboard without a login?
Yes. Publish a dashboard, or a single chart, as a public link, with the same row rules applied. If a link is forwarded too widely, swap it for a new one instantly without rebuilding anything. Public links come with the Growth and Enterprise plans.
Can scheduled reports go straight to client email addresses?
Yes. An Owner or Admin allows outside addresses for each client’s email domain, and scheduled reports then reach the client directly, sent in your name, with every send recorded. Clients who should explore can get a Viewer seat, which costs less than a Builder seat.
Can AI speed up building client dashboards?
Yes, on Growth and Enterprise. Describe the dashboard — "a monthly performance overview for this client" — and Klayara AI drafts charts, filters and layout to review and save, and one click summarises a dashboard in plain words before the client call.
Which plan does an agency need?
Starter suits a few clients on scheduled email reports and shared dashboards. Growth adds row-level rules per client, public links, alerts, delivery to WhatsApp, Slack and Telegram, and Klayara AI. Enterprise adds embedding in your portal, white-labelling and self-hosting. Compare plans.
Bring your client roster.
Tell us how many clients and what data they bring — we'll shape a workspace setup and a quote that fits agency margins.
Prefer to see plans first? See pricing