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A white label report is when you have a report that works really well, save it and then allow others to use it. White label reports are typically used by marketing agencies, freelancers and businesses that want to give their end users easy access to great reports and dashboards.
Today, we’ll show you what white label reports are, why they’re beneficial and how to choose your next white label data reporting tool.
White label reports can have many different use cases, from digital marketing for SEO, PPC, and Google Ads to embedded analytics reports showing product metrics and relevant widgets.
Here is what must be included in an excellent white label report.
Your logo (or your client’s) should be prominent in the report templates. If you have an embedded dashboard in your product and want to create a white label report for your end users, just give them a placeholder to add their logo.
This is the first page the reader sees and a chance to reinforce your branding elements. Some of the elements you should include on the cover page include:
Create a cover page and save it as a template to reuse for your customers.
Headers and footers are places where you can add important information, but not enough to be in the main section of your reports and dashboards. For example, a legend explaining KPIs in more detail for new clients, a place to provide web and physical addresses, clarification on industry-specific terms, details to reach customer support, etc.
This should be one of your key customization options for customers and end-users.
If you create reports for customers to use in your product, the white label report should have consistent color schemes, fonts, and images.
However, if you want to build white label reports and client dashboards, give them the option of changing all these elements to create a fully custom dashboard.
The reports typically go out from an email address for agency purposes such as SEO reporting or sending out various dashboard types for paid ads. If the report is going out through email, the sender's domain should be the domain of the customer or client, not of the reporting tool.
The dashboard or report should ideally hosted on your own domain. For example: acme.com/reports/client1/october2024.
The custom domain for the report strengthens the brand image of the customer or client. You can also put the dashboards and reports on a subdomain, e.g. report1.acme.com.
Whether you use it for client reporting, marketing campaigns or to embed dashboards into customers’ products, white label features can be useful for just about any organization.
White label reports ensure that all the reports from a template have the same brand colors, logo, and color schemes. If you want to empower your customers and end-users to create custom reports without setting up all the branding independently, this is a quick and easy way to build a report with your branding.
The end-user gets a report that matches the look and feel of the host application. Getting to the report does not require switching interfaces and going to a completely different design. The end result is a cohesive UI and UX and an improved product experience.
A business does not have to use its own resources to build reporting tools. You don’t need to take time away from designers, developers, product managers, and data scientists internally to build an effective dashboard from scratch.
Instead, you can get a white label report and launch it immediately with minor adaptations.
Using internal resources such as developers and designers incurs multiple costs. First, they’re working on a report that they can simply grab from a white label report gallery. Second, they’re now working on reports and dashboards instead of the main product.
White label reports save you considerable time and money.
When you add reports and dashboards as an integral part of your product, you increase its value for the end-user.
They can see the metrics and KPIs regarding their use of the app, showing that the money they spend with you is an investment and not a cost. Speaking of which, you can charge extra for the reports and dashboards as an add-on to your product and drive revenue expansion.
White-label reports are an excellent starting point for anyone who wants to share the results of their work or the performance of an app. However, with the right white-label reporting software, the end-user can customize the report to meet their needs.
This means changing graphs and widgets, selecting the right data visualization type for their needs, or anything else to make the reports completely unique.
If the end-user wants a report on their app use, performance or something else, they can click one button and access their report or dashboard.
They don’t have to rely on external tools or reports, slide decks, Excel spreadsheets or similar apps to access their reports and key data.
If you want to stay ahead of the competition, a great way to do this is to provide additional value to your customers. Reports and dashboards can help your end-users make data-driven decisions for the benefit of their business.
As the needs of a customer grow, so will their need for analytics capabilities. White label reports let you give them the tools they need to build reports and dashboards on their own without resorting to using their internal team or getting in touch with you as the product vendor.
Some white label reporting tools offer compliance with legislation such as GDPR, HIPAA, and similar. If the end-user has specific requirements around compliance, this can make reporting easier, especially with sensitive customer data.
If you’re looking for a white label reporting solution and you have no idea which key features to look out for, we have your back. Whether you want to provide white label marketing reports or give your end-users easy access to white label reports in your software, this is every functionality you’ll need.
The white label report tool should be fully customizable. Ideally, you should have a drag-and-drop editor and the ability to alter the code behind the dashboard with something like a software developer kit.
This way, your developers should be able to easily customize the dashboard and make it look and feel like a part of the product once embedded.
Great reporting tools come packed with valuable integrations. First, they must integrate with data sources such as data warehouses and data lakes.
Second and just as importantly, they integrate with business tools you use every day. For example, CRMs such as Salesforce and Hubspot, customer support tools like Zendesk and Intercom, and communication tools like Slack and Microsoft Teams.
Giving customers access to a dashboard or report link is great, but for an unparalleled product experience, they should be embedded in the product.
This requires quite a few things. The ease of embedding, an SDK, and various embedding methods such as iFrames, and different ways end-users can access the dashboards and reports. Multi-tenancy, and support for various languages, currencies and timezones, are some of the features that you should look for.
Also, make sure that the tool has different licenses for editors and viewers. Just a handful of users may edit the dashboards, while you will have as many viewers (potentially) as you have customers of your product.
The end users should be able to customize the dashboards to their liking. This means changing things like:
And many others.
The reporting tool should be easy for two audiences: your dev team and your end-users.
Thanks to APIs and built-in integrations, the developers should be able to easily connect the dashboards and reports to your product. Ideally, they can do this through iFrames, SDK or a common programming language.
The end users should be able to easily access the dashboards, drill down into data, and find the data they need to make better business decisions.
Increasing the amount of data the reporting tool uses can sometimes cause performance issues. For example, tools such as Tableau may suffer from dashboards and reports that load very slowly if you’re working with thousands of rows of data at once.
The reporting tool should easily handle any volume of data you throw at it.
The tool should have considerable reading for developers and data specialists. How to connect the data sources, embed the dashboards, give different levels of access to specific user groups, customize the look and feel of the report… You should provide all of this information beforehand.
White label reporting tools can cost up to $100,000 per year if you choose some of the pricier BI reporting options, such as Looker. It can be completely free if you want to e.g. create Google Analytics reports with Looker Studio.
For embedded analytics, pricing is crucial because the price is affected by many factors. This is why many vendors don’t publicly show their pricing since it varies so much on a case-by-case basis.
Luzmo, on the other hand, has transparent pricing, and you know exactly what you’ll pay based on your needs and the number of your end users.
White label reports benefit everyone involved in the reporting process. Software vendors have an easy way to provide reports to their end users. The end-users get quicker and easier access to key metrics. Last but not least, your developers and designers can spend their time on urgent product work.
With Luzmo, you can add interactive, customizable embedded dashboards in your product. Our API helps you connect your software quickly, and your end-users can benefit from embedded analytics in a few days.
Experience the power of Luzmo. Talk to our product experts for a guided demo or get your hands dirty with a free 10-day trial.
