Agency Client Reporting Tools for Paid Ads

White-label client reports for Meta, Google, TikTok, Snapchat, Pinterest and Reddit. Your logo on the cover and AI callouts on the results. Set a schedule once and it sends itself.

Month-end reporting shouldn't mean 6 ad managers, 6 exports and a slide deck rebuilt by hand. Build 1 report template in the drag-and-drop Report Builder, brand it as your agency, and it fills in for every client and sends on a schedule.

Pages of a white-label client report built in BuyerBridge: cover, Google Ads, Meta, social ads and an AI insights summary, branded for the agency
6ad channels in 1 client report
4starter templates to copy
1template for every client
1schedule per client, then reports send themselves

What Is Agency Reporting Software?

Agency reporting software pulls ad results from every platform a client runs on and turns them into 1 report the client can read. Good reporting software also carries your agency's name, so the client sees your work and not the tool behind it.

BuyerBridge builds the report from the same ad accounts you already manage in it. No CSV exports. No copying numbers between tabs on the 1st of the month.

White labelYour brand

Your logo and colors on every page. Clients never see BuyerBridge.

Cross-channel1 report

Meta, Google, TikTok, Snapchat, Pinterest and Reddit side by side.

AI calloutsTakeaways written

Plain-language callouts written from each client's numbers, so the report explains itself.

ScheduleSends itself

Set a schedule once and the report goes out without a reminder.

What Does a White-Label Client Report Look Like?

Flip through a sample built for a made-up dealer. Swap in your logo and it's your report.

Report cover with total leads, aggregate cost per lead and influenced sales
The cover leads with the 3 numbers a dealer asks about first: leads, cost per lead and sales.
Performance summary report page with total spend, leads, cost per lead, influenced sales, AI insights and spend by channel
A summary page with written takeaways from the AI Insights widget and spend by channel.
Social ads report page comparing the top ad on Meta, Pinterest, TikTok, Snapchat and Reddit with cost per click by channel
Every social channel on 1 page, with the ad that drove the most clicks on each.
Meta ads report page with a funnel from impressions to matched sales, spend, leads and a featured ad preview
A full Meta funnel, from impressions down to matched sales, plus notes for the client.
Google Ads report page with clicks, conversions, calls, store visits and influenced sales
Search results in the same report: clicks, calls, store visits and influenced sales.

Sample report. Made-up dealer, illustrative numbers.

Can 1 Report Template Work for Every Client?

Yes. Reports in BuyerBridge are channel-aware. Build 1 template with every channel in it, and each client's report keeps only the channels that client runs.

  • Pages for a channel the client doesn't run are dropped
  • Charts that blend channels drop the missing one and still make sense
  • No separate template to maintain per client
Client AMeta + Google

Gets the cover, summary, Meta and Google pages.

Client BAll 6 channels

Gets every page in the template.

Client CSnapchat + TikTok

Gets the social pages it runs. Search pages drop out.

Your team1 template

Edit it once and every client's next report changes with it.

What Widgets Can You Put in a Client Report?

Each widget pulls from any connected channel, or from a total across all of them.

Billboards

1 big number with a label for the KPIs a client asks about first, like leads and cost per lead.

Funnels

Impressions to clicks to leads, with side metrics like cost per click next to each step.

Charts and tables

Line, bar and donut charts for trends and splits. Sortable tables for campaigns and vehicles.

Ad previews

Show the top ad the way the client saw it, so nobody sends preview links by hand.

AI callouts

The AI Insights widget writes callouts from the report's data. Pick the pages it reads, the prompt and the length.

Custom metrics

Build blended KPIs, like 1 cost per lead across every channel, and reuse them in any widget.

Which Starter Template Should You Use?

Duplicate 1 of 4 starter templates, then make it yours. The Metrics versions leave out spend for agencies that don't share raw media costs.

TemplateUse it whenShows spend and cost-per metrics
Digital Advertising ReportYou report on 1 social channelYes
Digital Advertising Report & ComparisonsYou report on more than 1 social channelYes
Digital Advertising | MetricsYou report on 1 social channelNo
Digital Advertising | Metrics & ComparisonsYou report on more than 1 social channelNo

How Do You Build a Client Report in BuyerBridge?

Set it up once per client. After that, it runs on its own.

1Duplicate a templateStart from a starter template with the pages and widgets laid out.
2Drag in widgetsAdd, move and resize widgets. They snap to the grid as you go.
3Brand itSet background colors or images, widget colors and your logo.
4Present or scheduleWalk a client through it live, or send a PDF on a schedule.

Can Client Reports Send on a Schedule?

Yes. Schedule a report once by client or group and the PDF goes out on time every period, AI callouts included. On a client call, present the same report live.

  • Pick the frequency, send time and recipients for each schedule
  • Generate 1 PDF, or 1 for every account at once
  • Present mode opens full screen with animated charts
  • Every generated report waits in My Reports to download again
LivePresent mode

Full-screen and built for client calls.

KeepPDF export

A leave-behind for the client's files.

RecurringScheduled sends

Set the frequency once.

BulkAll accounts

Generate every client's report in 1 run.

What Reporting Does Your Team See Before the Client Does?

The client report is the last step. Before it goes out, your team works from live dashboards across every account, so problems get fixed before anyone has to explain them.

  • A dashboard for each channel, with period comparisons
  • Alerts for pixel errors, budget issues and missing inventory data
  • Budget pacing for every account, on 1 page
  • Vehicle-level results by VIN, make and model, with CSV export
DashboardsPer channel

Impressions, clicks, leads and cost per lead next to last period.

AlertsColor-coded

Open a support ticket from the alert in 1 click.

BudgetsPaced daily

Spend against the monthly goal, for every client account.

InventoryPer VIN

See which vehicles your ads moved on every channel.

Agency Reporting Software vs Manual Reports: What Changes?

A manual report works for 3 clients. It stops working somewhere around 30.

Manual reportsBuyerBridge
Getting the dataExport from each ad managerPulled from the accounts you already manage
Building the reportRebuilt in slides or a sheet each monthBuilt once, refreshed every send
BrandingCopied and pasted per clientYour logo and colors on every page
SendingSomeone remembers to email itSent on a schedule
Writing the takeawaysTyped up by hand every monthAI callouts in every report
Clients on different channelsA separate deck per client1 channel-aware template

Agency Reporting Software FAQ

What is agency reporting software?

Agency reporting software pulls ad results from every platform a client runs on and turns them into 1 report the client can read. BuyerBridge builds that report from the ad accounts you already manage in it, across Meta, Google, TikTok, Snapchat, Pinterest and Reddit.

What is white-label reporting?

White-label reporting means the client report carries your agency’s branding instead of the software company’s. In the BuyerBridge Report Builder you set the colors, backgrounds and images, including your logo, on every page. The dashboard and MarketAnalyzer can carry your brand too.

Which ad channels can go in 1 report?

Meta, Google, TikTok, Snapchat, Pinterest and Reddit, plus totals that combine them. A single page can show several channels side by side.

Do I need a separate report for each client?

No. Reports are channel-aware. Build 1 template with every channel, and each client’s report drops the pages and data for channels that client doesn’t run.

Can I hide ad spend from clients?

Yes. The Metrics starter templates leave out spend and cost-per metrics like cost per lead and cost per click. They’re built for agencies that bill on a percentage of media spend and don’t share raw spend.

What are AI callouts in a client report?

AI callouts are plain-language takeaways written from the report’s data by the AI Insights widget. You choose which pages it reads, how long the summary is and the prompt it follows, and the callouts update with the numbers every time the report runs.

Can client reports send on a schedule?

Yes. Schedule a report by client or group, choose how often it sends, the send time and who receives it. Scheduled reports include the AI callouts, written from that period’s numbers. You can also generate a PDF for every account at once.

Can I walk a client through the report live?

Yes. Present mode opens the report full screen with animated charts and page navigation, built for client calls.

Which BuyerBridge plans include client reports?

White-label client reports are included on the Plus and Elite partner tiers.

What should a white label reporting tool include?

A white label reporting tool should put your agency’s logo and colors on every page, pull results from every ad channel a client runs, and send on a schedule. BuyerBridge is client reporting software that does all 3 across Meta, Google, TikTok, Snapchat, Pinterest and Reddit, and adds AI callouts that explain the numbers.

What are client reporting tools?

Client reporting tools pull ad results from every platform a client runs on and turn them into one report the client can read. In BuyerBridge, you build the report once with the Report Builder, put your agency’s logo on it and schedule it to send on its own. Meta, Google, TikTok, Snapchat, Pinterest and Reddit land in the same PDF.

Send Reports Your Clients Actually Read

Book a 30-minute demo and we'll build a report for an account like yours, live.