Client reporting is the process of sharing reports, metrics or performance data with customers.
Client reporting
Client reporting means sharing reports, metrics or performance data with customers in a clear and controlled way.
Quick facts about client reporting
Customer facing reports
Client reporting gives customers access to data, results or performance information that is relevant to them.
Common in B2B
It is often used by agencies, SaaS companies, consultancies, service providers and partner driven businesses.
Needs clear access
Each client should only see the reports and data that belong to their account, contract or relationship.
Often uses portals
Client reporting is commonly delivered through a portal so customers can access reports without depending on manual files or email updates.
What clients expect from reporting
Client reporting is not only about sending numbers. Customers expect reporting to be easy to access, simple to understand and relevant to their own business or account.
Good client reporting often needs:
- Reports tailored to each customer
- Secure access for external users
- Clear metrics and definitions
- A reliable way to share updates
This helps reduce manual reporting work and gives customers a better way to follow performance over time. It also makes reporting feel more professional than scattered exports, screenshots or recurring email attachments.
From internal report to client experience
A Power BI report built for internal users is not always ready for clients. External users may need a cleaner entry point, clearer permissions and a branded experience that feels connected to the company providing the reporting.
Skald BI helps organizations turn existing Power BI reports into a secure client reporting experience. Instead of rebuilding reports or sending clients into a generic workspace, teams can share selected Power BI content through a branded portal designed for customers, partners and other external audiences.
Use cases
See how different types of organisations use Skald BI to share Power BI securely with employees, customers and partners.
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Frequently asked questions
What is an example of client reporting?
An example is a customer portal where each client can log in and view Power BI reports showing their own performance, activity or results.
Why is client reporting important?
Client reporting helps customers understand performance, track results and access relevant data without waiting for manual updates.
What makes client reporting difficult?
Client reporting becomes difficult when teams need to manage many clients, different data access rules, report permissions and recurring updates manually.
How does Skald BI support client reporting?
Skald BI helps teams share existing Power BI reports through a secure branded portal, making it easier to deliver client reporting to customers, partners and external users.