Reporting
How to Run Weekly Meetings Your Team Will Actually Enjoy
Team meetings can either be an effective way to get everyone aligned and hitting their goals or they can be a waste of time for ...
by Jessica Malnik · Jul 7, 2024
OKR Reporting: Best Practices Shared by 29 Marketers
What do Google, Spotify, Twitter, and Walmart have in common? They all use Objectives and Key Results (OKRs) for strategic goal-setting. The objective in “OKRs” ...
by Jessica Malnik · Apr 19, 2023
Management Reporting: 8 Best Practices to Create Effective Reports
Big numbers and rough notes make little sense unless they’re properly packaged and presented. Management reporting helps achieve exactly this. Without it, your company’s management ...
by Masooma Memon · Jul 11, 2025
What’s the Best Chart Type for Your Dashboard Metrics?
When you’re building a dashboard, you’re telling a story, and each chart tells its own part of that story. Selecting the most appropriate chart type ...
by Tamara Omerovic · Apr 20, 2022
How to Create Scheduled Emails in Google Analytics: A Step-By-Step Guide
Google Analytics email reports are an important part of your marketing efforts. Not only are they a great way to stay on top of what ...
by Djordje Cvijovic · Jun 3, 2025
7 Helpful Insights You Can Learn From a Data Attribution Report
Data can teach you a lot about your sales, marketing and advertising performance. But, it’s up to you to find the patterns behind it. Easier ...
by Melissa King · Jun 10, 2024
How to Write a Strategy Report? A Step-By-Step Guide for Marketers
A blank page can look terrifying. You make yourself a cup of nice, hot coffee, sit in your comfy chair, and open a new document, ...
by Stefana Zaric · Feb 25
9 Ways Agency Reporting Can Help Create Transparency with Clients and Boost Client Retention
Clients want transparency. It’s simple as that. Agencies are well aware of this and many of them talk about the need to be more transparent ...
by Masooma Memon · Jan 23, 2023
Reporting to Investors: 6 Best Practices to Help Increase Funding
Investor reporting is one of the most important things managers can focus on to improve investor confidence and help fund future investments. A great investor ...
by Jessica Malnik · Dec 22, 2022
Agency Reporting: 9 Tips to Effectively Prove Your Value to Clients
You’ve created dozens of reports so far. However, it may still be challenging to present the data in the right way. How do you make ...
by Stefana Zaric · Feb 24
6 Business Data Report Templates Every SMB Needs
Great business reports are clear, concise, easy-to-skim, and don’t take hours to put together. Unfortunately, many SMBs miss the mark when it comes to putting ...
by Jessica Malnik · Jun 2, 2025
Best Google Analytics Reports for Clients
When it comes to client marketing reports, you’d be hard-pressed to find a better, free tool than Google Analytics. And, a whopping 98% of the ...
by Jessica Malnik · Dec 20, 2023
Why Agencies and B2B Leaders Need Scheduled Performance Snapshots
Who has time to check on their business dashboards and metrics every day, or even every week, by logging in to several apps and downloading ...
by Tamara Omerovic · Apr 20, 2022
Client Reporting 101: Tips and Best Practices for Agencies and Freelancers
Statistics, charts, ROI. Are you struggling to connect all the data in a way that indeed proves the value to your clients? You may not ...
by Stefana Zaric · Sep 17
12 Best CRM Reports You Can Build from Your CRM Data (Sourced from 50 Experts)
Creating reports can be a hair-pulling, tedious task. On top of that, most companies produce between 5 and 20 reports per month, as shown in ...
by Masooma Memon · Dec 20, 2023
9 Vital Small Business Financial Reports for Your Organization
According to Databox’s state of business reporting, finance is one of top 3 most monitored and reported operations. If you manage a small business, you ...
by Melissa King · Mar 15, 2024
7 Of The Most Common Challenges Of Social Media Reporting and Tips to Overcome Them
If you’ve ever run a social media report, you know how time-consuming and challenging this process can be. Calculating the ROI for a specific channel ...
by Jessica Malnik · Jan 31, 2023
9 Most Helpful Custom Reports in HubSpot
HubSpot has several default reports that can help you analyze data better and use the knowledge gained to make better business decisions. But oftentimes a ...
by Masooma Memon · Jun 2, 2025
How to Conduct a DIY Technical SEO Audit: Start with These 17 Questions
If you don’t have a technical background, conducting a technical SEO audit of your site probably sounds like a daunting process. After all, “technical” is ...
by Jessica Greene · Dec 15, 2022
19 Tips to Better Prepare for a Reporting Meeting
Most companies primarily present their reports in meetings, according to recent research on business reporting. Let’s call out the elephant in the room — many ...
by Jessica Malnik · Feb 13, 2023
15 Mistakes You’re Making in Client Reporting Meetings
No matter who you are and what industry you work in — everyone makes mistakes. Whether you use the wrong date range in an Out ...
by Mara Calvello · Nov 23, 2021