SOLUTIONS · CLIENT PORTAL
Client reporting portal for agencies
Your client opens a private link on their phone and sees updated metrics, without creating an account or installing anything.
Quick answer
Every Clarika report has a private URL that the agency shares with its client. The client can view the web report, change periods, read notes and download a PDF without registering. The agency can add a password when confidentiality is required.
Key takeaways
- Private link access, with no end-client accounts.
- Responsive experience with the agency’s identity.
- PDF, notes and optional password in the same report.
In this guide
Less friction, more reading
Every access step reduces the chance the client actually sees the report. If they must create a user, remember a password and confirm an email, many will postpone it. The report gets sent, but not read.
Clarika removes that friction: one link, one click. The client opens it on their phone, reviews the consolidated view and scrolls to the analysis. No app to install and no onboarding to complete.
- No registration for the end client.
- Private link per client and per period.
- Optional password when the report is sensitive.
An experience that feels part of the service
The portal is not a generic viewer. It uses the agency’s logo, name and colors. To the client, it is their agency’s report, not an external platform’s.
Navigation is designed for fast reading: main KPIs at the top, trend in the middle, campaigns and notes below. On mobile, the same hierarchy is preserved without impossible-to-read tables.
Notes, PDF and conversation
The report does not replace the conversation: it prepares it. Strategic notes let you explain context before the meeting and leave a record of what was agreed. The client arrives with the right questions and the agency does not start from scratch.
When the client needs a file, the PDF is generated with the same design and in black and white for printing. There is no need to rebuild the report in another tool.
- Cumulative notes signed by the account owner.
- Black-and-white PDF ready to print or attach.
- Analysis history available without leaving the report.
When a portal beats a PDF
A PDF is useful for archiving, proposals or a live meeting. A portal is better for continuous follow-up: the client can return whenever they want and see updated data. They do not depend on the agency sending another file.
The ideal combination is both: the portal as the living source and the PDF as the formal deliverable. Clarika covers both without duplicating work.
Frequently asked questions
Does the client need to create an account?
No. They access the private link shared by the agency. If the report has a password, they enter it once.
Can I change the report after sharing it?
Yes. If you update notes or change the configuration, the client sees the latest version the next time they open the link.
Can it be password protected?
Yes. Each report can have an optional password. It is useful for corporate clients or reports with sensitive data.
Share a link, not an attachment
Create the report under your brand and send the private access to your client in minutes.
Keep reading
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