White label client reporting with your own brand

Present results to every client on a page that looks like their own. Each organization gets its own logo, colors and fonts on dashboards, forms and the customer portal, and its data stays completely separate from everyone else's.

For agencies and service providers that report to many clients and want each one to feel custom-made.

What you get

  • Your logo, colors and fonts on dashboards, forms and the portal
  • A separate organization per client, kept completely private
  • Invite teammates as editors or view-only
  • Live links, embeds and PDFs to share results

What is white label reporting?

It means the reports and dashboards your clients see carry your brand, or their own, instead of the software vendor's. The client sees a page that looks like it was built just for them.

How do I send clients reports with my own logo and colors?

Set a logo, colors and fonts for each organization in Reporting Hub. They appear on dashboards, forms and the customer portal, and you can share a live link or download a PDF. How far the white labeling goes depends on your plan, and we walk you through it in your demo.

Can each client see a dashboard that looks like their own?

Yes. Every business or client gets its own organization with its own team, data, branding and settings. One company can manage several clients, each in a private space.

What should an agency look for in white label reporting?

Look for separate data per client, per-client branding, live links or embeds instead of screenshots, and control over who sees what. Those are the core of how Reporting Hub is built.

See it with your own data

Tell us what you want to report on. We will set up a walkthrough built around your own kind of data.

Request a demo

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