Companies generate vast amounts of business data daily. Without the right tools to analyze data, businesses struggle to gain insights and generate reports more efficiently.
Modern enterprise reporting software simplifies data management for marketing teams and non-technical users. Features like interactive dashboards, natural language queries, and automated report generation provide real-time access to the same data across teams.
In this post, we'll discuss how different enterprise-level companies use TapClicks as an all-in-one marketing operations platform to grow their business.
Get started with TapClicks today and transform the way your business analyzes data!
The Problem With Most Enterprise Reporting Processes
Despite their size and resources, many enterprise companies have inefficient in-house reporting processes. They're either working out of Google Sheets and Microsoft PowerPoint, repeatedly exporting data into tools such as Google Data Studio, or using more complex business intelligence tools like Tableau.
These enterprise reporting processes require significant hands-on labor that makes it difficult to scale for several reasons:
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Lack of a unified dashboard. Enterprise-level companies are managing many disparate data sets. Understanding how they're performing in relation to one another is extremely challenging without a unified interface.
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Struggle to create visualizations. After the data you need is imported into your dashboard, you now need to work to create compelling and easy-to-understand data visualizations across multiple channels. This means blending data from various platforms, which is often complex and time-consuming.
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Handling more reports than they can manage. Account managers often spend most of their week building various reports for different stakeholders. This means your team is going through the same motion for each campaign, client, or region instead of working on more profitable tasks.
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Inability to identify current problems and opportunities. In large enterprises, there can be underperforming campaigns that are allowed to stay live for weeks (or longer) due to a lack of visibility and actionable insights.
For companies looking for enterprise reporting tools, scalability is a non-negotiable feature. Without it, your business not only struggles to grow but is at greater risk of making decisions based on incomplete data. This is because the tools that help your company grow are the same ones that help you make better decisions.
Two Key Features to Look for in Your Enterprise Reporting Software
By working with companies across various industries (from digital marketing agencies to large retail brands to media companies), we discovered that to have enterprise reporting solutions built to scale, you need the following:
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An interactive, unified dashboard view. The best reporting tool works with a diverse set of data sources and collects it in one dashboard. Otherwise, reporting headaches arise from trying to handle disparate data sources and juggling multiple dashboards per platform.
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Reporting, analytics, and workflow automation. Your reporting software should help reduce the amount of work it takes for your account managers to deliver reports and free them up to focus their energy on strategy and execution.
Combined, these two features reduce the time it takes to handle reporting. As a result, you can create streamlined reporting processes with ease.
At the same time, they enable you to make better and more data-driven decisions (a capability every enterprise business needs).
Tired of your teams wasting so much time on reporting? Schedule a demo and get a 14-day free trial to see how efficient reporting can be.
Using TapClicks as Your Enterprise Reporting Software
A major use of resources across all industries goes towards data management. Data is usually compiled into dashboards. The more data sets you have, the more dashboards you need to manage.
Enterprise businesses with multiple marketing solution providers (from Facebook to Snapchat to YouTube) struggle to aggregate all their data sets into a single, unified view.
This leads to working with multiple dashboards—a dashboard for Facebook metrics, a dashboard for Google Ad metrics, and so on. There are also going to be different dashboards for different campaigns within the same platform.
With such inefficient dashboard management, it's challenging for companies to grow as they'll need to hire employees to manage new accounts or campaigns.
This isn't just a growth issue. If managing your data isn't user-friendly, you risk burdening all reporting duties on a small subset of employees.
You'll need to hire new people with knowledge of SQL or other programming languages to run reports—something a non-technical user can't do.
This makes it difficult to run your business if those employees go on vacation or leave your organization. In the end, you'll struggle to keep your head above water.
When using TapClicks as your enterprise reporting software, you get access to an all-in-one reporting and analytics solution. This is a highly customizable, user-friendly dashboard that has been used as:
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PPC reporting software. Pay-per-click marketers can get a fuller picture of their omnichannel marketing efforts.
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A solution for bottlenecks between media and analytics teams. With TapClicks, you get streamlined processes for faster decision-making. Instead of waiting on analytics teams to create and adjust dashboards for interpreting data, media and ad ops teams can easily manipulate data within their dashboards to generate insights on the go.
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Advertising dashboards for both agencies and in-house brands. Marketers use our advertising dashboards to see the performance of ongoing marketing campaigns.
Below, we're going to take a deeper look at how you can use TapClicks as your go-to reporting tool.
How Marketing Agencies Use TapClicks Dashboards
Without a unified dashboard, your agency won't be as successful as it could be for two reasons:
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You're not looking at all the relevant data before making strategy adjustments. Without viewing your data side-by-side, you'll struggle to get a cross-channel understanding of your marketing efforts. This hurts agencies because it's increasingly difficult to demonstrate value without properly mapping multi-touch attribution.
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Your team isn't able to take on new clients or campaigns. Inefficient data integration makes it difficult to handle reporting. If your team is spending a significant chunk of their week on report design, they can't take on new growth-focused opportunities.
With TapClicks, you can view all of your past and ongoing marketing campaigns within one dashboard. We don't rely on data warehouses, where you need to funnel your data into a warehouse and then export it into a reporting tool.
Instead, we do it all at once, so the tool that pulls your data is the same tool you'll use in analyzing your data.
First, we use both smart connectors and instant-on connectors so you get all the relevant business data into your dashboard.
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Instant-on connectors with API connection. We have over 250 different instant-on connectors that can be set up within a day. It includes popular sources like Google and Microsoft Ads to more obscure data sources. And we have a team who manages these to ensure they're up to date, so you don't have to.
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Smart connectors for platforms without API connection. If you want to pull financial reporting or other non-marketing data into a TapClicks dashboard, you can do that. You just need to transfer your data into one of these different file formats: .csv, .tsv, .csv, .xlsx, or .odf.
After your data is imported into your dashboard, you can start customizing which metrics you're viewing.
By selecting the metrics you want to see, you can drill down and view campaign performance side-by-side.
The real-time data is based on the API connection with the specific platform. This helps agencies grow because it makes it easier for account managers to spot successful campaigns. You can view how different platforms affect one another and where you should recommend your clients allocate their advertising budgets.
Note: To give you a more detailed look at how agencies use our tool to analyze campaigns, we wrote a post on using TapClicks as an analytics tool.
Marketing agencies also use our dashboard to schedule recurring reports, as well as quickly build any ad hoc reports. Because reporting capabilities are similar across all of our business users, we cover it below in a separate section.
How In-House Marketing Teams Use TapClicks Dashboards
In-house marketing teams at retail and eCommerce brands use TapClicks to view data and create reports for various stakeholders.
Whereas marketing agencies use TapClicks to segment by campaign and client, in-house teams use TapClicks to segment by campaign and region.
Now, your account managers can see what is working in one region, create a report to show its success and make a case that that strategy should be rolled out across other regions.
Plus, with all of your relevant data in one area, it's easier for brands to get an overall view of their advertising efforts. If your data is only presented at a granular level, you risk losing sight of whether or not a campaign is profitable for your overall brand.
To help with this, we use our connectors to bring in sales data from your eCommerce or CRM platform. This way, you can see how your advertising is impacting your sales.
Finally, if you work at a big brand retailer, you may be interested in our self-service ad platform. It helps brands secure revenue streams from smaller advertising vendors they otherwise wouldn't have time to manage.
How Media Companies Use TapClicks Dashboards
Media planning tools do a lot right, but they fall short in three key areas:
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Advanced reporting solutions and data analytics
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Managing ad spend across multiple agencies
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Automating orders and workflow
With our combination of instant-on connectors and smart connectors, we bring media companies the data they need to evaluate ongoing campaigns. This gives them a better look into the performance of their advertising campaigns.
Plus, our advanced data integration makes it easier for media companies to coordinate cross-agency buys.
Finally, media companies also benefit from our orders and workflow features, which we discuss below in our section on automation.
Enterprise Reporting, Analytics and Workflow Automation
One of the most significant costs to a business is the cost of labor. Labor can pay for itself, especially when the work being produced brings about a positive return on investment for the company.
However, there is unproductive labor. This is the cost of paying skilled employees to manage reports and analyze data when they could be running campaigns or developing new strategies.
To move those employees to more productive tasks, your enterprise needs advanced reporting and analytics automation to free up their time.
Automated Data Analysis
The larger your operation, the more likely it is that underperforming strategies can survive unchecked. We offer a solution to that problem with our data discovery via automatic alerts.
There are three ways automatic alerts make it easier to run several different advertising campaigns across multiple marketing channels:
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Set an alert that gets triggered when a specific metric drops below a set goal.
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Create custom alerts for each campaign and each marketing channel.
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Specify who gets notified for each metric.
This way, if your campaign goes from profitable to unprofitable, you don't have to wait until your report is generated to find out. Your account managers will get notified and can adjust the campaigns based on data.
Similarly, we offer KPI tracking. This feature outlines whether or not your current strategies are helping you reach your self-defined goals and helps you increase accuracy in forecasting.
Automated Reporting
A significant source of time is spent on creating reports, whether reports need to be made daily, weekly, or monthly (or all of the above).
We've worked with clients before who have dedicated staff nearly full-time to handle just reporting. This is due to two reasons:
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The challenge of aggregating disparate data sources.
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The time it takes to create a visually compelling report that tells a story around the data.
Your reporting software needs to significantly reduce the amount of recurring work your managers need to complete and deliver reports.
Through your TapClicks dashboard, you can create recurring reports that will get sent to the right parties at the right times. Since our reports are so quick and easy to make, ad hoc reporting is intuitive.
Finally, you can also create custom login access for various end-users. Let's say you send a weekly report to a SaaS client, but this client also likes to view and manipulate their own data sets.
Instead of having that client constantly ask for ad hoc reports, you can share a login. They can open this from their web browser, which gives this client a custom view of their data.
You get to decide which data they can and cannot see, but the end result for the client is a customizable, interactive report.
Note: Report Studio uses templates with widgets and a drag-and-drop interface which makes designing reports fun and easy and removes the need to have an in-house report designer.
Orders and Workflow
Enterprise businesses use orders and workflow to expedite the launch of their campaigns.
Let's say you're starting a new campaign using TapClicks. You don't have to reach out to various departments to notify them you're running a new campaign. Instead, you'd have the steps built into TapWorkflow that are specifically catered to your process.
As you're scaling your business, every dropped ball between departments becomes more significant.
With orders and workflow, an account manager can submit an order. That order gets sent along to the next logical step and person. As departments sign off on their specific task, the order keeps going until the campaign is fully launched.
Once launched, the campaign's results and performance can be pulled into your enterprise dashboard. You can then set up alerts and notifications to account managers for when the campaign starts to underperform.
From there, the notified account managers can make changes based on the data and submit a revised campaign through orders and workflow again.
Scale Your Reporting With TapClicks
Enterprise reporting falls within a broader category that includes business intelligence software, ERP systems, and online analytical processing (OLAP). Despite having access to these tools, many enterprises still rely on Excel spreadsheets or basic reporting software, which leads to inefficiencies.
A lack of scalability is a common issue that impacts multiple areas of business, including employee productivity and profitability. Without a system that can handle large data volumes and automate report generation, enterprises struggle to extract insights efficiently.
TapClicks is designed to address these challenges by providing a user-friendly, customizable platform that automates enterprise reporting and analytics. Your enterprise can scale your data management without added complexity.
Tired of your teams wasting so much time on reporting? Book a demo now to see how efficient reporting can be.
FAQs About Enterprise Reporting Tools
What are enterprise reporting tools?
Enterprise reporting tools are software solutions that help businesses with data preparation and analysis used in creating structured reports for clients. They integrate multiple data sources, automate report generation, and provide data visualization, allowing organizations to track key metrics, identify trends, and improve decision-making.
What are the three types of reporting tools?
The three main reporting tools are operational reporting tools, business intelligence (BI) reporting tools, and ad hoc reporting tools. Operational reporting tools track daily business metrics like sales and inventory. BI reporting tools offer deeper analysis and data visualization for strategic planning. Ad hoc reporting tools allow users to generate customized reports as needed without predefined templates.
What is the most popular reporting tool?
Popular enterprise reporting tools include Power BI, Tableau, Google Data Studio (Looker Studio), and TapClicks. Most reporting tools offer advanced features like predictive analytics and natural language processing to generate reports and provide insights for decision-making.
What is a reporting enterprise?
A reporting enterprise is a business that depends on structured data reporting to track performance, manage resources, and support decision-making. These organizations use enterprise reporting software to automate analytics, monitor trends, and optimize business strategies.
How do enterprise reporting tools improve business operations?
Enterprise reporting tools automate data collection, reporting, and analytics, reducing manual effort and improving efficiency. They provide real-time insights, enhance data visualization, and help businesses track key performance indicators (KPIs) to make informed decisions and optimize processes.
