The top 10 client reporting tools to streamline your workflow in 2025

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: 

1. 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. 

With hundreds of automations to choose from, Teamwork.com helps you streamline processes that match your specific needs 

1. 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. 

Within Teamwork.com, you can build custom dashboards views using different metrics based on certain projects and project items 

1. 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.  

2. 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. 

3. 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. 

With Teamwork.com you can schedule recurring reports, so clients always know what’s going on 

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  

Within Teamwork.com, you can view all your projects via the List subsection of the main Projects area 

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. 

See all tasks to get an overview of your team’s work 

• 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.  

A one-stop time-logging shop that makes it easy to add entries, spot gaps, and stay on track 

• 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.  

Easily manage the entire client review and approval process from start to finish  

• 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 

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 

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 

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!