A branded client reporting portal for agencies and consultancies
Replace emailed PDFs and shared logins with one portal where every client signs in and sees live dashboards for their own account, under your brand.
Problems this solves
What you get
One template, every client
Use one dashboard per report type and filter it per client with row-level security.
Learn moreYour agency brand
Your logo, colors and domain on the login page, the portal and every email.
Learn moreScheduled delivery
Send PDF, PowerPoint, Excel or CSV exports on a schedule, with each recipient's filters applied.
Learn moreFiles and links too
Add PDFs, HTML reports, images and links next to dashboards in the same navigation.
Learn moreGet started in four steps
Connect your BI tool
Add the workspace or site that holds your client dashboards.
Add a client field
Use client ID or account name as the RLS key.
Create a group per client
Assign dashboards, files and links to each client group.
Invite client users
Send invites from your own email address.
Common questions
What is a client reporting portal?
A secure website where an agency or consultancy shares dashboards and reports with each client, who signs in and sees only their own data.
Can each client see only their own data?
Yes. Row-level security filters every dashboard by client, so one dashboard serves all clients safely.
Can we still send reports by email?
Yes. Schedule PDF, PowerPoint, Excel or CSV exports to groups or individual recipients, with their filters applied.
Can the portal carry our agency brand?
Yes. Use your logo, colors and domain, and send emails from your own address on Professional and Enterprise plans.
Is there a per-client fee?
No. Plans include unlimited viewers. White-glove onboarding is available for $149 per tenant if you want help setting up.
See it with your own dashboards
14-day free trial. Unlimited viewers on every plan.