Case Study

Automated Marketing Reports Across Six Platforms

Monthly client reports meant hours of exporting and pasting from six different platforms. DXDasia built an automated reporting system that pulls everything into one clear, printable report per client in a single command, with a client portal on top.

Key result

Six Data Sources, One Report, One Command

Analytics & ReportingAPI IntegrationClient PortalAutomation
Printed marketing report with charts held in a meeting

The challenge

Reporting ate the time that should have gone into improving results.

  • Data exported by hand from Google Ads, Meta, GA4, Search Console and SEO tools
  • Reports built differently every month and by every person
  • Risk of mixing one client's numbers into another's report
  • Broken platform connections discovered only on report day

Our approach

We built a reporting engine that connects to every platform and builds the report itself.

  • Connectors for Google Ads, Meta Ads, GA4, Search Console, keyword rankings and backlinks
  • One command builds a self-contained, printable report per client, in light or dark style
  • Strict per-client account mapping so data can never mix between clients
  • A health check that tests every connection and prints the exact fix for any failure
  • A client portal where each client sees their own reports

The outcome

Reporting went from a monthly chore to a single command:

  • One report per client covering all six platforms, generated in minutes
  • Every report follows the same clear structure, month after month
  • Client data stays isolated by design
  • Connection problems are caught by the health check before report day
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Why it worked

Clients want to see results clearly, and teams want to spend time improving them. Automating the data collection and fixing the format once meant every report was consistent and nobody lost a day to copy-paste.

The technical approach

The engine reads credentials from existing secure stores rather than copying them, maps each client to their own ad and analytics accounts, and calculates rates such as conversion rate the correct, weighted way. Output is a single HTML file that prints cleanly to PDF.

How much time does manual marketing reporting cost?

More than most teams admit. Funnel's Marketing Data State of Play survey of 713 marketers found some spend as much as 25 hours a month compiling reports, and about 63% said they spend time on tasks that could be automated.

The bigger problem is joining data up. In Salesforce's tenth State of Marketing report (2026), a survey of 4,450 marketers, only 26% were completely satisfied with how well they unify their data, even though 75% have adopted AI. Reports built by hand from separate exports make that gap worse each month.

FindingSource
Up to 25 hours a month compiling reportsFunnel, Marketing Data State of Play (2023 survey)
Only 26% completely satisfied with data unificationSalesforce State of Marketing, 10th edition (2026)
75% of marketers have adopted AISalesforce State of Marketing, 10th edition (2026)

What changed with Google Analytics that affects reporting?

Universal Analytics stopped processing data on 1 July 2023, so every report now relies on Google Analytics 4. GA4's standard properties keep user-level and event data for only 2 or 14 months, and that setting affects explorations and funnel reports. Pulling data into your own reports regularly, as our system does, keeps long-range comparisons possible.

How can you apply this in your own business?

  1. Decide the five numbers that matter Most clients care about leads, cost per lead, revenue, traffic and rankings. Lead with those.
  2. Connect sources by API Manual exports invite errors. API connections give the same numbers every time.
  3. Fix the format once A consistent structure makes month-to-month comparison effortless.
  4. Isolate every client's data Map accounts explicitly so a report can never show another client's figures.
  5. Check connections before report day Tokens expire. A daily health check avoids last-minute surprises.

Frequently asked questions

Which platforms can be included?

Google Ads, Meta Ads, Google Analytics 4, Search Console, keyword rankings and backlink data, with more added on request.

Can clients see reports themselves?

Yes. A client portal shows each client only their own reports.

Can you build this for my agency or business?

Yes. We connect your accounts, agree the report layout and automate the rest.

Sources

  1. Funnel via PR Newswire: Marketing Data State of Play research (2023)
  2. Salesforce: State of Marketing 2026
  3. Google Analytics Help: Google Analytics 4 has replaced Universal Analytics
  4. Google Analytics Help: Data retention

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