Sagely Feature
Client reports your agency actually sends.
By the Sagely Team · Updated
Clients don't want a 40-slide deck. They want to know the numbers are moving and their agency has it handled. Sagely Reports makes that easy - clean, data-driven, and sent on your schedule.
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Automated Client Reporting for Digital Agencies
Clean, branded reports
Every report comes out looking polished. Your agency logo, your colour scheme, a layout clients don't have to decode.
Data pulls in automatically
Connect your tools and Sagely populates the numbers. No spreadsheet assembly required.
Scheduled and consistent
Set a cadence (weekly, monthly, quarterly) and Sagely sends reports on time, every time. No chasing.
Ticket Volume, Priority Breakdown, and Source Analysis for Agency Teams
Knowing your agency's performance means more than gut feel. Sagely Reports show ticket volume over time, how priority levels are trending, and which channel generates the most work: email, Slack, or portal. Filter by client, date range, and priority to get precise answers.
Ticket volume over time with a filterable chart
See total tickets created per day across any date range. Spot spikes tied to launches or client onboarding. Filter down to a single client to see their pattern.
Priority breakdown by day
Critical, high, medium, and low tickets charted side by side. Identify whether your team is handling the right things at the right time.
Source breakdown shows where work comes from
Email, Slack, dashboard, and portal submissions each tracked separately. Know which channel your clients use most so you can meet them there.
Build and Send a Client Report in Minutes
Connect your data sources
Link Google Analytics, ad platforms, or your CRM. Sagely pulls the metrics into the report automatically.
Choose a report template
Pick from clean, minimal templates or customise your own. Add commentary where it matters.
Send or share with one click
Email the report to your client, or share a live link. They see the data; you get confirmation they've read it.
More Sagely Features
Agency Client Reporting: Common Questions
- What does Sagely's reporting actually cover?
- Time per ticket, retainer usage, hours logged, and completed work per client. It's designed for invoicing and showing clients the value your agency delivers each month.
- Can I share reports with clients?
- Yes. Monthly reports are designed to be shared directly with clients, showing hours, completed tickets, and retainer status - no separate tool required.
- Are saved reports available on all plans?
- Time tracking is available on all plans. Saved reports are an Agency plan feature ($79/mo).
Start Sending Polished Client Reports
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