Social media client reporting that includes the whole website too
One branded report mixing social performance, website analytics and uptime — scheduled, white-labelled, and exportable as PDF, CSV or HTML. Social tools don't watch uptime or measure site traffic, so a report spanning all three can't come out of one.
A typical agency client relationship involves three separate logins by the time you count social, web analytics and uptime monitoring — and three separate documents when it's time to report. WDIBoard runs all three inside one workspace, which means the monthly report can be one document instead of three, built from data that's already sitting in the same place.
The unified client report — social, web and uptime in one document
This is the flagship agency feature: a single branded report that pulls from every connected pillar of the account — social performance across all connected channels, website traffic and behaviour from the cookieless analytics, and the uptime record from website monitoring. It exists because WDIBoard is a social suite and a website suite in the same product, not because two separate exports were stapled together after the fact.
No mainstream social scheduling tool can produce this report, because none of them monitor uptime or measure site traffic — that data simply doesn't exist inside their product. Agencies using a social-only tool have to either skip it, or manually assemble it every month from two or three other logins.
Scheduled delivery
Reports can be scheduled to generate and deliver on a recurring basis, so a client's monthly (or weekly) report shows up without anyone remembering to build it by hand. Once a report template and a schedule are set for a client, the report is a maintenance-free line item instead of a recurring task on someone's calendar.
PDF, CSV and HTML exports — generated locally
Reports export in three formats: PDF for the polished document a client opens, CSV for the raw numbers when a client (or your own team) wants to pull the data into a spreadsheet, and HTML for a version that renders directly in a browser or gets embedded elsewhere.
The PDF is generated locally, with no external rendering service in the pipeline. That's a real technical detail, not a compliance claim: it means client data never passes through a third-party PDF-generation API on its way into the report your client receives. The report is built and rendered inside WDIBoard's own infrastructure, start to finish.
White-label branding
Reports carry your agency's branding, not WDIBoard's, so what a client receives looks like it came from you. That matters for retention — a report that visibly says "WDIBoard" in the header undermines the "this is our work" conversation an agency needs to have with its client every month.
Shared dashboard links — no login required
Beyond scheduled reports, WDIBoard supports public shared-dashboard links: a URL you hand to a client that opens a live view of their metrics without requiring them to create an account or log in. It's useful for the client who wants to check in between reports, or the stakeholder who will never set up a password for a tool they open twice a quarter.
Report templates
Templates let you define what a report contains once — which metrics, which pillars, which date range — and reuse that shape across clients, instead of rebuilding a report layout from scratch every time you onboard a new account.
What's actually inside a monthly cross-pillar report
"Social plus web analytics" sounds abstract until you see what a client actually receives. Here's what a monthly report spanning all three pillars typically contains, and why it changes the conversation with a client:
| Section | What it shows | Why it's in the same document |
|---|---|---|
| Social performance | Engagement, reach, follower growth and top posts per connected channel, plus the cross-channel summary | The work the client hired you to do, month over month |
| Website traffic | Pageviews, referrers, top pages and goal completions from the cookieless web analytics | Shows whether social activity is actually moving people to the site, not just generating likes |
| Uptime record | Incident log and uptime history from website monitoring for the period | Proves the client's site was actually reachable while the campaign ran — a silent but real part of the value delivered |
The retention argument is in that last column. A client who receives three disconnected exports has to do the work of connecting them — did the social push move traffic, was the site even up the whole time. A client who receives one document sees the connections already made, on one page, in the branding of the agency that did the work. That's a different conversation at renewal time than "here are our three spreadsheets again."
Website monitoring pulls from the same workspace as social, so a report doesn't require re-authenticating three different tools each month — the data is already there when the schedule fires.
Who this is for
Agencies managing multiple clients
Scheduled, white-labelled reports mean one setup per client instead of one manual report-build every month, and a document that covers more ground than a competitor's social-only export.
Freelancers reporting solo
A branded PDF and a no-login shared dashboard link do the reporting work of a much larger team, without an extra reporting tool to pay for or maintain.
In-house marketing teams
Shared dashboard links give stakeholders a live view between reports, and CSV export gets the raw numbers into whatever internal spreadsheet or deck the team already uses.
Frequently asked questions
What formats can client reports be exported in?
PDF, CSV and HTML. PDF is the polished document for a client, CSV is the raw data for a spreadsheet, and HTML renders directly in a browser or can be embedded elsewhere.
Can I remove WDIBoard's branding from client-facing reports?
Yes. Reports support white-label branding so what a client receives is branded as your agency's work, not WDIBoard's.
Do clients need a WDIBoard account to view a shared dashboard?
No. Shared dashboard links are public URLs that open without requiring a login or an account, so a client can check in on their metrics whenever they want.
Can a report combine social metrics with website analytics?
Yes — that's the core of the unified client report. It mixes social performance, website analytics and uptime record into one branded document, since all three pillars live in the same WDIBoard workspace.
Is client data sent to a third-party service to generate the PDF?
No. The PDF is generated locally inside WDIBoard's own infrastructure, with no external rendering service in the pipeline, so client data doesn't pass through a third party on its way into the report.
Can reports be scheduled to send automatically?
Yes. Once a report template and schedule are set for a client, the report generates and delivers on that recurring schedule without manual work each period.
Does client reporting require a specific plan?
Client reporting is available on every plan, including Free. It's built into the workspace rather than gated behind a specific tier.
Build your first branded client report
Connect a workspace and set up a report template — social, web and uptime in one document.
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