ReportingBee

Automation

Automated reporting with a repeatable workflow

Reuse branded layouts, refresh connected metrics and schedule report-link emails. Review data and update manual widgets before delivery.

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From £9.99/month · Agency £49/month

What you can report on

Auto-refreshed widgets
Connected sources — GA4, Ads, Search Console, Meta, Ahrefs — pull fresh figures into existing layouts on each refresh.
Manual widgets
Sources without live coverage get updated by hand — clearly the exception path, same styling, minutes per month.
Scheduled sends
Reports delivered on a cadence without you pressing send — the automation clients experience.

What automation means here, concretely

Build a reusable layout, refresh connected widgets when the next period is ready, and schedule delivery of the report link. Scheduled emails send the saved report; they do not fetch new figures. Review and refresh the content before the delivery date.

The ReportingBee report template library with ready-made report layouts
ReportingBee template library. Sample client data.

The manual exceptions, stated

Not every source has live widgets today — organic Instagram, LinkedIn and Mailchimp metrics are entered manually. Automation covers the connected majority; the report keeps manual widgets labelled so their source is clear.

The ReportingBee reports list showing reports across multiple clients
ReportingBee reports list. Sample client data.

Review before send

Scheduled delivery doesn't mean blind delivery. Refresh the report, check the figures look sane, write the month's commentary, then let it send — automation handles the assembly, you keep editorial control.

How it works

  1. 01

    Template once

    Build the report structure as a reusable template.

  2. 02

    Connect sources

    Wire live widgets to the client's platforms; mark manual widgets where coverage requires.

  3. 03

    Schedule and review

    Set the send cadence — then review refreshed figures and add commentary each cycle.

Simple, capped pricing

£9.99/month starter

First client included, then £3.99/month per extra client, capped at ten slots (£45.90/month).

£49/month agency

Flat monthly price with unlimited clients.

See pricing

Frequently asked questions

Is reporting fully automatic?

Report-link delivery can be scheduled. Data refresh, commentary and manual-source updates remain part of your preparation. Reports marked as requiring approval are excluded from automatic delivery and must be sent manually.

What happens if a connection expires?

A failed refresh can leave cached figures in place. Check refresh errors and connection status, reconnect the source if needed, and refresh again before sharing.

How much does ReportingBee cost?

Starter is £9.99/month for your first client and £3.99/month for each extra client, capped at ten client slots (£45.90/month). The Agency plan is £49/month flat with unlimited clients.

Keep exploring

Automated Client Reporting

Give each client a consistent reporting cadence, with reusable layouts, refreshed metrics and commentary prepared before the report link is sent.

Agency Reporting Software

One workspace for every client, one template system for every report — consistent deliverables whether you manage three accounts or thirty.

Marketing Reporting Software

Search, ads, social and email in one report — each channel's figures labelled by source, with commentary that explains the mix instead of summing it.

Browse all reporting guides

Your first branded report is minutes away

Add a client, connect their data and share a live report today.

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