Reporting — Task365

Why agencies choose Reporting

Everything you need to run this part of your agency — without the busywork.

4-step report builder

Auto-calculated marketing metrics

Branded PDFs with logos

Share with client portal

Report templates

Reports clients actually read

Enter raw numbers once and get auto-calculated metrics, a branded executive summary and a one-click PDF. Share it to the client portal and they get an email with a link.

CTR, ROAS, CPL, AOV auto-calculated

Branded PDFs with agency and client logos

Share to portal with one click

Reporting · Task365

4-step report builder

Auto-calculated marketing metrics

Branded PDFs with logos

Share with client portal

Live

Works with your stack

Lead365 · BikriBook · Razorpay · Slack · Teams · Google Calendar · Meet · Meta Ads

Frequently asked questions

Paid ads: CTR, ROAS, CPL. Shopify: AOV, conversion rate. Social: follower growth, engagement rate. Website: sessions, bounce rate, goal completions.

Yes - share a report to the client portal and they get an email with a link. They can also download the PDF.

Yes - PDFs use your agency and client logos with a clean executive-summary layout, metric tables and commentary sections.

Explore more features

Client Management

Retainers, onboarding checklists, health scores and a branded client portal.

Projects & Tasks

Kanban boards, recurring tasks, approvals, time tracking and workload views.

Leads & CRM

Pipeline, Lead365 sync, Meta Ads capture, proposals and win/loss tracking.

Finance & Invoicing

BikriBook sync, GST invoices, expenses and per-client profitability.

Automation

No-code rules: notifications, task creation and follow-ups on autopilot.

Try Reporting free for 14 days

Every feature, every plan, no credit card required.

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