Client reporting without the chaos: Automating reports in Ad agencies


3 min.

Client reporting without the chaos: Automating reports in Ad agencies

Month-end at an ad agency usually means pressure, reheated coffee, and hours lost to something that—let’s be honest—should’ve been solved by now: reporting to clients. Sound familiar?

Even in 2025, too many agencies still rely on Excel sheets, disconnected tools, and endless email chains to gather data and manually compile reports. Not only is it inefficient, but it’s also a recipe for errors, delays, and burnt-out teams.

The good news? There’s a way out—and it doesn’t involve magic or huge budgets. With the right agency-focused ERP, you can automate reporting and generate real-time, customized reports. Just ask WWP Uruguay.

The Monthly Headache: How Agencies Still Handle Reports

Let’s be real: for many agencies, creating client reports every month is a nightmare. The process usually involves:

  • Pulling data from Google Ads, Meta, media buying tools, timesheets, email threads, Excel budgets, and accounting software.
  • Manually consolidating that info into a spreadsheet.
  • Designing presentations that change every month based on what each client wants.
  • Double-checking figures with different teams, redoing sections after finding mistakes, and waiting on internal approvals.
  • Depending on the account size, this can take anywhere from 8 to 20 hours per client. That’s valuable time your creative teams, account execs, or ops coordinators could spend actually adding value.

The result? Burnout, frequent mistakes, late deliveries, and that constant sense of firefighting instead of building.

The Hidden Costs of Manual Reporting

Beyond the lost hours, manual reporting has some serious hidden downsides:

  • Zero traceability: You can’t tell who updated what or when.
  • Reputation risk: A wrong media spend, duplicate cost, or miscalculated KPI can damage client trust.
  • No room to grow: The more clients you have, the heavier the workload. Without automation, scaling becomes unsustainable.
  • In short, you end up working for your reports—when they should be working for you.

The Fix: Real-Time, Custom Reports from an Agency ERP

With an ERP like Solop, you flip the script. Every project, service, phase, and billable hour gets logged in one centralized system, connected to your financial, commercial, and operational data. That enables you to:

  • Get live reports on project status, budgets, KPIs, or profitability.
  • Eliminate duplicate work—everything gets recorded once.
  • Create customized reports for each client, showing the KPIs that actually matter to them.
  • Export reports to PDF or Excel, or share visual, interactive dashboards.
  • Schedule weekly or monthly automated report deliveries.}
  • All without leaving the ERP. The same platform you use to approve projects, manage tasks, or log hours is where you generate the reports your clients want.

“But My Client Wants Something Super Specific…”

One of the biggest reasons agencies cling to manual reports is this classic: “Each client wants something different.”
Fair enough—but with Solop, you can build custom report templates per client, adjusting both layout and metrics.
You can even give trusted clients limited access to their own dashboards, reducing back-and-forth emails and boosting transparency.

Use Case: WWP Uruguay

WWP Uruguay—a creative agency known for its integrated approach—was facing the same pain: too many hours lost every month to client reporting.

Month-end meant extra stress for accounts, ops, and management. It took days to consolidate campaign results, project updates, and billing status, especially for large accounts with custom demands. After implementing Solop, they automated most of that work.

Each client now has a predefined report format, auto-generated based on data already logged during the month. The impact? Dozens of hours saved, a more focused team, and happy clients getting accurate, on-time reports—every time.

Reporting doesn’t have to be a monthly nightmare. Automating reports saves time, improves quality, strengthens client relationships, and lets your agency scale without breaking a sweat.

With Solop ERP, ad agencies can turn month-end reporting into something smooth, efficient, and professional—just like WWP Uruguay did.  Ready to stop surviving your reports and start mastering them? Book a demo today and see what your agency’s next report could look like—automated with Solop.