How to Choose a Proper White Label Reporting Tool Agencies Need in 2023?

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White-label reporting is important for your organization’s branding effort. You’re missing out on an opportunity to reinforce your brand and give a personalized touch to your report.

When comparing white label reporting tool options, marketing agencies want to ensure that they invest in the right tools set. However, this is easier said than done. More so because numerous white-label reporting tool options emphasize their brand rather than offering white-label options for agencies and freelancers.

Also, white label reporting tools might give a wide array of analytics, SEO reports, and keyword ranking criteria, but not all have the exact features that the clients are looking for.

We’ve outlined a detailed guide that discusses white-label reporting and the major features to look for in a white-label reporting tool.

What is White-Label Reporting?

White-label solutions allow organizations to rebrand and resell products, adding their own branding to the products developed by other companies, then selling them as their own. This way, your organization can build a brand that clients will immediately recognize and trust.

For example, if a marketing agency is managing multiple clients, it is responsible for creating regular reports to track campaign progress and other KPIs.

As a marketer, you often find creating one or two reports manually is possible, but it becomes time-consuming when you need to create multiple reports on the go.

White-label reporting draws a resemblance with the branding concept of white labeling. Ultimately, companies apply their branding to another’s products to make them their own. It is called white-label reporting when the same idea is applied to a reporting tool to bring your data to life.

Top Advantages of White-Label Reporting

There are multiple advantages of white-label reporting. Here are a few:

Guarantees Higher Values at Lowered Costs

Agencies are always putting efforts to grow their client base. An appropriate white-label reporting software offers white-label marketing benefits without excess costs. Hence, with white-label reporting, agencies have greater room for scalability.

Delivers Quality Analytics

An ideal white-label reporting software ensures that the target users have all the specifics demanded for quality analytics. The best white-label analytics solutions allow users to take action on your data from within their regular application workflow, improving and accelerating the overall business flow.

Enhanced Scalability

Businesses irrespective of their size, need scalable tools so that when they expand to a larger customer base, they can use the same set of tools. With good white-label reporting analytics, any organization is assured of a reasonable expenditure to value rate and will have the power of inbuilt scalability.

Smart SEO Reporting Tools

Every client will have different expectations. Their crucial performance indicators also differ as the reports you provide have to feed their specific requirements.

White-label reporting ensures that the report has access to a range of search engine optimization (SEO) reporting tools that allow them to customize reports to the needs of every client.

Easy Integration of Third-Party Tools

Data is dynamic when it is generated and drawn in for analytics. White-label reporting software makes room for the flawless integration of third-party tools that increase the effectiveness of analytics and reporting.

6 Key Features your White Label Reporting Tool should Have

There are six crucial features that a white-label reporting system needs to present your brand image adequately. Let’s explain in detail –

Logo

Your marketing agency’s logo should be mentioned at the top of each report you create. The logos should also be present at the top of the dashboard.

Your report may also need a specific space to include the client’s logo. It helps you personalize your reports and build authority to your clients.

Cover Pages

Cover Pages are a great opportunity to support the brand presence and provide a personalized presentation for the clients. Cover Pages should include the report title, the period the report covers (e.g. March 2022), and the delivery date.

As for the design, the cover page should include your brand elements, that includes your logo and brand colors. You may want to make the cover page a “mix” of your agency’s and client’s brands as per your client’s expectations.

To simplify your job, you should save the cover page of every report. This will help you to repurpose the same templates over and over, with slight modifications.

Headers and Footers

The header and footer are great places where you can include contact information for your agency. This can mean address, phone number, email address, and website. Your white-label result should support custom headers and footers for this reason.

You may want to include a logo or watermark on the header or footer of each page. Be careful not to load the header or footer with too many specifications. One thing to avoid is adding images to the headers and footers that aren’t related to your or clients’ brand.

Brand Colors

You must showcase the brand colors of your client throughout the reports. For example, if you have a dark gray in your palette, you can use that as the main color of the body. You can also choose one color for the main headlines and an alternate color for subheads.

Other elements to include in your white label report are:

  • Table background colors or row colors
  • page background colors
  • Chart and table title colors
  • Chart element colors
  • Chart background colors

Note that you shouldn’t use your brand colors on your client’s report.

Email Domain

Everything is digital these days, and your agency likely delivers all reports through email as PDF links, online report links, or via dashboard login links.

You must ensure that the report you select for your reports can shoot the report from an agency-branded account. That is, reports should come from:

myname@myagency.com and not from: no-reply@my-report-vendor.com.

You should send the report from an agency-branded email account, preferably from the person who manages the account. This practice ensures that if your client hits “reply” on an email you sent, it’ll be redirected to the applicable person – their account manager.

Dashboard Domain

If your agency provides a platform to view their white label reports or dashboard online, you must also brand the platform. An ideal white label dashboard solution will help the agency use its platform to host all its client’s white-label reports.

Once you have done the process, customers have to visit a subdomain of your agency website, for example – ( https://dashboards.yourdomain.com.)

Doing this as a practice will help you maintain complete creative control over how the dashboard looks and implement the branding elements of your report the way you want them to be presented.

Final Thoughts

Brands provide an identity that lets your clients know what the company does, what the company believes in, and what the company hopes to negotiate. Branding your white label report is like developing a website for your company, which helps you to establish your brand. If you are not sure about which tool you should use to create your white-label report, then you have excellent news for you.

Growth Nirvana will help your white-label report to stand out for your company and create new business. If it’s going out into the marketing world with your agency’s name, it must include all the elements of your brand. Book your free demo today.

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