Client portals
Portals that retain clients.
A branded home base for every client. Dashboards, reports, comments and attachments. Clients log in between meetings and stay engaged.
reports.youragency.com/northside
Your domain
Sample data · Client portal
Northside Coffee — performance
Last 30 days Download PDF
Sessions
84,210
↗ +12.4%
Conversions
1,904
↗ +18.2%
Revenue
£64,180
↗ +9.1%
Sessions · last 30 days
This month
Strong month on organic. Paid costs crept up, and we’ve already adjusted targeting for September.
-40%
PDF-only client churn
Live
data refresh
Scoped
per-client access
White-label
domain
What's inside
Every capability you need, one unified feature.
Scoped permissions
Per-client users with view or comment access.
Comments on reports
Clients leave questions inside the report. Your team replies.
Live dashboards
Not a static PDF. Data refreshes while the client scrolls.
PDF export
One-click branded PDF export for clients who want to save or share.
How it works
From setup to shipped, in four steps.
01
Provision portal
Turn on portal per client workspace.
02
Invite users
Each client gets scoped access to their data only.
03
Brand it
Portal inherits your logo, colors, domain.
04
Ship
Clients log in and stay engaged between meetings.
FAQ
Questions, answered.
No — portal users sign in with email and password. SAML SSO is on the roadmap, not yet available.
Yes. Per-client data scoping; clients can never see other clients.
Related features
Solutions
Ship your next client report in minutes.
Connect your data. Pick a template. Add your branding. Hit send.
14-day free trial · No credit card · Live onboarding included