Top Challenges When Creating Client Reports

Do you struggle to create reports that excite and inform your clients? Are you concerned that this is hindering your ability to provide the best quality customer service?

There’s nothing simple about managing clients. In fact, you have so much on your plate that you may overlook the importance of creating beautiful reports that convey all the necessary data.

There are many challenges when creating clients reports, but there’s something you need to know: Dasheroo for Agencies can step in and make your life easier.

Let’s examine three of the biggest challenges associated with creating and sharing reports:1

1. Inconsistent Reporting Format

One month you send a PDF file. The next month you send a Word doc. From there, you switch over to a Google Sheet. You get the point: there are a lot of ways to format your reports.

And that doesn’t even take into consideration the way you actually present the data.

Unfortunately, an inconsistent reporting format can make your agency appear unprofessional and unorganized.

Dasheroo makes it simple to overcome this challenge, giving you the tools you need to create a consistent format that works for you and your clients.

2. User Access

This is where things can really get complicated. Some clients need full access to their reports, while others only require read-only access.

You can’t keep up with these demands when using a basic reporting solution. You need something more robust.

We make it simple to serve clients with varying needs, ensuring that it’s always simple to review and collaborate in real-time.

3. Branding

There’s nothing more important than maintaining your brand’s identity, but this can be a challenge when creating client reports.

With Dasheroo, you can use the same template – time after time – to ensure that your brand identity remains the same.

If you continue to spend countless hours creating client reports – just to end up disappointed – you should change your approach.

At Dasheroo, it’s our goal to make client reporting easy again!

Leave a Reply