Reporter
Custom reports for clients or your own team
Reporter combines your team's work, time, client communication, and connected performance data custom branded reports.
Client health is spread across four places
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Work completed
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Time spent
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Client communication
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Performance data
Lifted Work brings the evidence together so Reporter can show you what needs attention
Report sources
Reporter starts with the full client record
Connect Google Analytics, Search Console, Google Business Profile, Google Ads, and Meta. Bring in anything else through Zapier, the API, or MCP.
- Work and time
- Tasks, people, hours, budgets, and comments
- Client communication
- Gmail, meeting notes, and portal requests
- Connected performance
- Analytics, search, ads, social, and local visibility
- Custom connections
- Zapier, API, Claude, or ChatGPT through MCP
Internal reports
See where the agency spent its time
See who worked on what, how long each task took, and total time by client. Run a weekly health check or monthly account review from the same work and communication history.
See task analyticsClient reports
Put the work and results in one report
Choose the layout, sections, commentary, and brand. Render a hosted report or PDF, review it internally, then publish it to Portal.
See reporting and analytics- Work delivered
- Performance highlights
- Your commentary
- What happens next
After the report
Finish the report and the follow-up
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Review internally
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Draft the client email
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Create follow-up tasks
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Publish to Portal
Reporter explains the finding. Dispatcher can assign the follow-up work.
Get your first report running
Run it for one client, adjust the template, then add it to a Playbook for weekly or monthly reporting
See the monthly reporting PlaybookWe can build it for you
The 21-Day Agency Build
We build reporting around what each client cares about. Live in 21 days, or it's free.
See The 21-Day Agency Build