Client Reporting

Client reporting without the spreadsheet grind

Turn the time, tasks and progress already in Dashtrack into clean, white-label reports — so month-end stops being a two-day copy-and-paste session.

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The problem

Every month, someone spends two days building reports by hand

The data is scattered across time logs, task lists and spreadsheets. Someone has to stitch it together, re-format it, brand it, and send it — and by Friday, it's already out of date. When reports come straight from the system that tracks the work, they're accurate, instant and consistent.

How it works

Three steps. Zero spreadsheets.

Work happens in Dashtrack

Time is logged, tasks are completed and notes are captured against clients as the month goes on — the report data builds itself.

Pull the month's view

Per-client summaries of hours, tasks, progress and activity are already computed. No export, no re-keying.

Share it in your branding

White-label reports make the work your agency did visible and professional — the way you want clients to see it.

What you get

Everything it takes to run this properly

Reports from real data

Hours logged, tasks completed and project progress — pulled from the work itself, so the report matches reality.

White-label by default

Your agency's branding, not a third-party tool's. Clients see your work presented the way you want to present it.

Month-end in minutes, not days

The summaries are already computed — no re-formatting, no copy-paste across six spreadsheets, no Friday scramble.

Time and utilisation visible

Clients see where their retainer hours went — which builds trust and heads off 'what are we paying for?' conversations.

Shareable in one click

Send the report to the client, or keep it internal for account reviews. One source of truth, no version confusion.

Consistent every month

The same structure, the same metrics, on time — the kind of reliability clients quietly build loyalty on.

Frequently asked questions

Where does client report data come from?+

Directly from the work tracked in Dashtrack — time entries, completed tasks and project activity. The report reflects what actually happened, not what someone remembered to type up.

Can I white-label reports with my agency branding?+

Yes. Reports present your agency's work in your branding, so clients see your professionalism rather than a third-party tool's interface.

Do reports show retainer usage?+

Yes — hours logged per client are visible, which shows clients exactly where their retainer hours went and builds trust in the relationship.

How long does month-end reporting take?+

Because the data is already in the system and the summaries are computed for you, it's minutes instead of the classic two-day spreadsheet session.

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Get started free and see how Dashtrack brings clarity to your agency operations.