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Agency ReportingProve the value. Keep the client.

Review reporting software for agencies

The service is only as strong as the proof behind it. If the monthly report does not make the client feel like the retainer is working, the service gets questioned regardless of what the agency actually delivered.

Most reputation tools include some version of reporting. Few of them were designed with the agency's retention problem in mind. The reports exist, but they do not help the agency justify the fee, show progress since onboarding, or give the client something they can look at on their own and feel confident the service is moving.

The Problem

Reports that show raw numbers without context. Clients see data but do not feel progress. Retention suffers.

What Agencies Need

Branded reports that show value since onboarding, AI-powered insights, and scheduled delivery without manual work.

Why EMR

Seven dashboards, five automated report types, public dashboards, AI-powered sentiment analysis, and everything white-labelled under your brand.

The agency that delivers the clearest proof keeps the client longest.

Clients do not cancel because the reviews stopped coming in. They cancel because they stopped feeling like the service was worth the monthly fee. Reporting is where that feeling gets reinforced or eroded.

The gap

What breaks when reporting is an afterthought

Reports show numbers without context

The client sees 27 reviews this month. They do not know if that is good, whether it is improving, or what it means for their business. Raw numbers without narrative do not build confidence.

No measurement from a baseline

Without tracking progress since the agency started working, there is no way to demonstrate the value delivered. The client forgets where they started and only sees where they are now.

Manual assembly every month

The agency exports data, pastes it into a template, adds commentary, and sends it manually. For ten clients this is annoying. For fifty clients it is operationally unsustainable.

Not branded, not client-ready

Reports that carry vendor branding or look like software screenshots undermine the service. The deliverable should feel like it came from the agency, not from a third-party tool.

Built for agencies

Seven dashboards. Five report types. Zero manual work.

Each dashboard serves a different audience. Agency owners see operations. Clients see progress. Sales agents see performance. All of it scheduled, branded, and exportable.

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Client Dashboard

Reputation score, sentiment breakdown, review sources, response rates, and Google Business Profile metrics.

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Value Spotlight

Progress since onboarding. Total reviews gained, rating increase, monthly velocity, and milestone tracking.

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Campaign Performance

Requests sent, conversion rates, channel performance, platform redirects, and send-time heatmaps.

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AI Insights

Sentiment trends, category scores, keyword extraction, and prioritised AI-powered recommendations.

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Search AI

AI visibility scores across ChatGPT, Gemini, and Perplexity with competitor intelligence.

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Agency Operations

Internal oversight: customer counts, deliverability, credit usage, Stripe financials, and channel trends.

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Sales Agent

Individual rep tracking with leaderboard, goal progress, top customers, and achievement badges.

Automated report types

Summary

Responses

Campaigns

AI Insights

Search AI

Delivered weekly, biweekly, or monthly. Per location or across all locations. Fully white-labelled PDF.

Retention weapon

The Value Spotlight dashboard changes the retention conversation

Most reporting tools show what happened this month. The Value Spotlight shows what has changed since the agency started working with the client. It tracks the onboarding date and measures everything from that baseline forward.

  • Tracks the onboarding date as the measurement baseline
  • Shows total reputation increase since the agency started
  • Monthly review velocity with best and worst months highlighted
  • Google rating progress with milestone tracking
  • Google Business Profile daily performance trends
  • 12-month review growth chart with trend direction

What Value Spotlight surfaces

Reputation increase

+1.4 stars

Since onboarding 8 months ago

Total reviews gained

247

Across Google, Facebook, and Yelp

Monthly velocity

31/mo avg

Best month: 48. Current trend: up.

This is what the client sees when they ask "what am I getting for my money?"

Client self-service

Public dashboards your clients can check any time

Instead of waiting for a monthly report, clients get a live dashboard link they can visit whenever they want. Fully branded, password-protected if needed, and running on your custom domain.

Live data

All metrics, charts, and AI insights update in real time. No stale PDFs.

Date filtering

Clients can explore their own data. Last 7 days, last quarter, custom range.

Your brand

Appears under your custom domain. Your logo, your colours. No EMR branding anywhere.

AI-powered intelligence

Reports that go beyond numbers

Scheduled reports can include AI Insights and Search AI data automatically. Instead of just "you got 34 reviews this month," the report explains what customers are saying, where sentiment is shifting, and whether the business appears in AI search recommendations.

AI Insights in reports

  • Sentiment trends across all review sources
  • Recurring themes and whether they improve or slip
  • Category scores (service quality, wait time, cleanliness)
  • Prioritised recommendations for the client

Search AI in reports

  • AI visibility scores across ChatGPT, Gemini, Perplexity
  • Competitor intelligence in AI search results
  • Platform-by-platform breakdown
  • Forward-looking data most competitors cannot provide

Multi-location ready

Reporting that works at every level of the hierarchy

Every dashboard, chart, and scheduled report works per location or across all locations. A franchise group with 50 branches gets per-location breakdowns and a combined portfolio view from the same data, without spreadsheets.

Location-level detail

Each branch gets its own reviews, sentiment, campaigns, and reports. Data never crosses over.

Portfolio rollup

Combined view across all locations. See which branches are growing, stalling, or need attention.

Access-controlled

Team members only see data for their assigned locations. Filtering is automatic.

Learn more about multi-location management โ†’

Packaging

How agencies use reporting to sell and retain

During sales

Lead with proof capability

Use Sales Intelligence audit reports to show prospects what they are missing. The reporting capability itself becomes part of the pitch.

During delivery

Automate the update cycle

Schedule reports weekly or monthly. Clients receive branded PDFs with review stats, sentiment analysis, and campaign performance without the agency touching anything.

During retention

Show the trajectory

The Value Spotlight dashboard shows progress since onboarding. When a client asks what they are getting, the answer is visible without a meeting.

"The best white label reputation management platform out there! The support & community is unmatched, and you feel like a part of the ongoing development journey. Highly recommend!"
Archie

Archie

via Google

5.0 on G2
5.0 on Google
5.0 on Capterra

Reporting Questions

See whether EMR fits the way your agency actually runs.

Try the real workflows, brand the platform, and decide with your own eyes whether it belongs in your stack.

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