Client Reporting

Client Reports That Show Automation Value

Stop spending hours building monthly reports. Track time saved automatically, calculate ROI, and export client-ready data that proves what your automations deliver.

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Automatic trackingROI calculationsExport ready
Client Reporting Dashboard
12hr
Monthly reporting time saved
4.2x
Average client ROI shown
100%
Renewal rate with data

Based on agencies using Administrate for client reporting

The Problem with Manual Reporting

Client reports shouldn't be the hardest part of running an automation agency.

Hours Spent on Reports

Every month, you're pulling data from multiple sources, building spreadsheets, and compiling reports for clients. Time that should go toward building more automations.

Defensive Reporting

Without concrete metrics, client reviews become awkward. 'How's everything going?' 'Fine.' That's not a conversation that builds trust or justifies your fees.

No Value Story

Clients want to know what they're getting. Execution counts don't mean much. What they care about is time saved, errors prevented, and ROI delivered.

Reporting That Runs Itself

Set up once, get client-ready metrics forever.

Automatic Time Saved

Configure estimates per workflow. Time saved calculates automatically as workflows run. No manual tracking or spreadsheets required.

Per-Client Reports

Each client has their own dashboard with their metrics. Export data by client and date range for presentations and invoices.

Execution Analytics

Total executions, success rates, error rates - all tracked automatically. Show clients exactly how their automations are performing.

ROI Calculations

Multiply time saved by hourly rates to show dollar value. 'Your automations saved 52 hours this month - that's $3,380 at $65/hour.'

Trend Visualization

Show how value compounds over time. This month vs last month. Quarterly trends. Clients love seeing their investment pay off.

API Access

Pull data programmatically for custom reports. Build dashboards in your preferred tools or integrate with your billing system.

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Client-Ready Dashboards

Professional reporting without the manual work.

Client Dashboard

Client Dashboard

Per-client view with all key metrics in one place

Execution Metrics

Execution Metrics

Detailed workflow performance for client reporting

Time Saved Tracking

Time Saved Tracking

Automatic ROI calculations per workflow

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What to Include in Client Reports

Use these sections to structure compelling client updates.

Monthly Summary

Total executions, success rate, time saved, dollar value

Workflow Breakdown

Per-workflow metrics showing which automations deliver most value

Trend Analysis

Month-over-month comparison showing growth and improvements

Error Summary

What went wrong, how often, and what was done about it

Set Up Client Reporting

1

Connect Workflows

Link your automation instances to Administrate

2

Set Time Estimates

Configure minutes saved per workflow type

3

Let It Run

Metrics accumulate automatically over time

4

Generate Reports

Export client-ready data when needed

Frequently Asked Questions

How do I set time saved estimates?
For each workflow, you configure how many minutes it saves per successful execution. Base this on how long the task would take manually. For example, if enriching a lead takes 8 minutes manually, set 8 minutes as the time saved.
Can I export data for custom reports?
Yes. You can export data by client and date range through the dashboard. For programmatic access, our REST API lets you pull all metrics for integration with custom reporting tools or billing systems.
How do I calculate dollar value from time saved?
Multiply hours saved by an agreed hourly rate. If a client's team costs $65/hour internally and your automations saved 52 hours, that's $3,380 in value. Present this alongside your fee to show ROI.
What if different clients need different report formats?
Currently, you export raw data and format it as needed. Many agencies use the data in Google Sheets or presentation tools. Native report templates are on our roadmap.
Can clients see their own reports?
Currently, Administrate is designed for agency/consultant use. You export and share reports with clients. Client-facing portals are on our roadmap - contact us if this is important to your business.
How accurate are the time saved estimates?
As accurate as your estimates. We recommend timing the manual process once to set realistic numbers. Conservative estimates are better - it's easier to underpromise and overdeliver.

Make Client Reporting Effortless

Start tracking value automatically. No more monthly spreadsheet sessions.

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