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Client reporting for agencies

Rahoto is automated recurring reporting software that lets an agency build one client report and send every client its own edition, each with its own data and recipients, on a schedule. Change the report once and each client’s next issue follows, on your own domain and in the formats each client reads.

One composition to maintain, an edition per client, and a schedule that sends them.

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  • Edition per client
  • Own data and recipients
  • Custom domain
  • PDF without the mark

How it works

From one report to an edition for every client

  1. Connect the sources Connect the client accounts and data, from Google Analytics 4, Google Ads, Facebook/Meta Ads, LinkedIn Ads, HubSpot and Shopify to databases and spreadsheets.
  2. Design the report once Lay out the pages and apply a brand kit: fonts, colours and logo applied in one step.
  3. Add an edition per client Give each client an edition with its own data and recipients, and include or exclude pages by tag.
  4. Set the schedule and channels Set the cadence once; Rahoto refreshes, rebuilds and delivers every edition.

Editions

Maintain one report, not one per client

  • An edition per client

    One composition, an edition per client or region, each with its own data and recipients.

  • Your address

    A custom domain comes with every paid plan: all your web reports on your own address.

  • Gated links

    Password-protected links, plus sign-in, email-domain allowlists and link expiry, on every paid plan.

  • Review when it matters

    If a run finds something material, it waits for your approval.

How editions and schedules work · Plans, editors and custom domains

Delivery

Each client gets the issue where they read it

  • Channels

    Email, Slack, Teams, a web link or embed, webhook, S3, Google Drive and SFTP.

  • Formats

    PDF, PowerPoint, PNG and a live web link.

  • A link that stays current

    The link opens the live report, kept up to date on your schedule; the PDF is that issue, exactly.

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Limits

What to know before you rely on it

  • Editions per audience, the custom domain and seven of the eight delivery channels come with paid plans; the 14-day Starter trial can choose a custom domain, which turns on when the paid plan starts.
  • An edition shows the data you scope to it. Rahoto does not decide which client a row belongs to; set and check each edition’s scope.
  • A data rule binds every path only when its author governs the source; otherwise it applies to its own report.
  • Delivery is tried up to three times and is not exactly-once.

Questions people ask

Can one report send each client its own version?

Yes. One composition, an edition per client or region, each with its own data and recipients. You change the report once and every client’s edition follows on its next run.

Can each client only see their own data?

Each edition carries the data you scope to it and goes to its own recipients. Editions can include or exclude pages by tag and redact per recipient, and a report goes out with the publisher’s access, never more. Check each edition before its first send.

Can client reports live on our own web address?

Yes. A custom domain comes with every paid plan: all your web reports on your own address, such as reports.youragency.com, each at its own page.

Which client data sources can it read?

Among others, Google Analytics 4, Google Ads, Facebook/Meta Ads, LinkedIn Ads, HubSpot and Shopify, plus databases, warehouses, spreadsheets and files from the connector catalogue.

Do client PDFs carry a Rahoto mark?

Not on a paid plan: every paid plan includes PDF export without the mark. Reports from a workspace without a paid plan may show a “Made with Rahoto” badge.

Bring the client report you rebuild for every account

Design it once, add an edition per client and set the schedule. Start with a 14-day Starter trial, no credit card.

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