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CLIENT REPORTING

Give your clients a clearer picture of progress.

Bring rankings, profile activity and connected marketing channels into a report that makes sense for each client. Performance Local lets you choose the sections, arrange the story and share a dated snapshot. Show the evidence you have, explain the work delivered and leave room for the next steps you want the client to understand.

August 2026
A CLEARER PICTURE OF PROGRESS

Monthly client report

Oak & Elm Home Services · August 2026

Local visibility74%Top 3 map coverage+12 ptsvs. last month
New reviews8This month+3vs. last month
Published posts12This month+4vs. last month
Website visits428This month+18%vs. last month

Work delivered

Business Profile posts12 published
New customer reviews8 received
Local visibilityMoving in the right direction
Aug 1Aug 31

Connected channels

Business Profile
Search Console
Google Analytics
Google Ads
Meta Ads
HubSpot
One view of your connected marketing data.
Clear reporting. Easy to share.Bring the story together for your clients.
Illustrative dashboard · Sample data
WHAT THIS MEANS FOR YOU

Spend less time assembling updates and more time explaining what matters.

Build a report around the client

Start with a template, choose useful sections and arrange the content. Include local rankings, reviews, posts and your own notes so the report reflects the business and the work being discussed.

Bring connected channels together

Add supported Google, advertising and CRM reporting sources after connecting and selecting the right account. Available data stays tied to the chosen business and reporting period, rather than mixing unrelated client accounts.

Share a clear record

Create a report snapshot and share its link with the client. The snapshot preserves the report's content and branding at that point, making it easier to discuss the same results together.

HOW IT COMES TOGETHER

A routine you can follow.

01

Choose the business and period

Start with the location and dates the update should cover.

02

Select your evidence

Arrange report sections and connect the supported accounts you want to include.

03

Preview and share

Check the report, create a snapshot and share its link with your client.

BEFORE YOU GET STARTED

Good to know.

Which reporting sources are supported?

Available report connections cover Google Business Profile, Google Ads including available Local Services campaign data, GA4, Search Console, Meta Ads, Microsoft Ads and HubSpot. Each source needs a connected, mapped account with accessible data.

Can reports be emailed automatically?

Scheduled email delivery is not available yet. Report cadence can be saved, and snapshot share links work today. We will distinguish saved scheduling preferences from active delivery.

Will reports fill gaps with sample results?

No. Real reports use available business evidence and connected account data. Empty or unavailable sections are explained or omitted, and ranking changes require comparable scans.

Can I customize a report for each client?

Yes. Choose and arrange sections, add notes and adjust report branding. Templates help you reuse a structure while keeping each client's business and source accounts separate.

TURN MARKETING DATA INTO CLIENT CLARITY

Custom Reporting

Show what changed. Share the work. Make progress easy to understand.

Bring local visibility, profile activity and connected marketing data into a report built around your clients. Save a snapshot and share a clear view of the month.

Included in Complete$37per location / month

Performance Local vs AgencyAnalytics

Dedicated agency reporting

AgencyAnalytics

A reporting platform with broad marketing data integrations.

  • Custom dashboards and client reports
  • Scheduled report delivery
  • White-label branding and client portal
  • Broad marketing integrations
  • Pricing based on client count
View current plans for AgencyAnalytics (opens in a new tab)

Products, plan allowances and billing terms differ. Additional usage may cost extra. Compare current plans for the features your team needs.

BRING YOUR LOCAL GROWTH TOGETHER

Your next chapter
starts closer to home.

Explore a connected plan for your profiles, your leads, and the work behind them.

Find your plan Talk to our team Clear allowances. Your level of control.