White label dashboards and reports blog post by datapine

In today’s competitive business environment, building a brand that is trusted, recognizable, and loved by many is not an easy task. It is not enough to just provide a good product or service to clients anymore, it is about offering personalized experiences that will set your company apart from competitors. This shift is happening across industries and it is no different when it comes to data analysis and reporting. But how can this industry provide a personalized experience that will make clients feel important? 

The answer is white labeling. This technology allows agencies and other businesses to offer customized analytical capabilities to meet users’ needs without having to invest in generating a solution of their own.

If you are interested in learning more about the topic, then keep reading. In this insightful guide, we will look at the definition, go through some benefits, and dive into the key features that you should look for when investing in white label reporting tools. Let’s get started with the definition. 

What Are White Label Reports?

White label reporting refers to the tools and features used by businesses and agencies to generate customizable interactive reports and dashboards that match their branding. It is valuable technology to provide a personalized experience to clients and other stakeholders.  

Essentially, white labeling means being able to add all your branding elements to a third-party product (in this case, a reporting software) and make it look like your own. It is a very valuable technology, especially for agencies that need to deal with multiple clients at a time. Many of these agencies don’t want clients or other agencies to see the software they use as they might consider it a competitive advantage, therefore, they rely on this technology to hide the reporting tools they use while providing a personalized experience.  

On the other side, regular businesses use white label dashboard software to generate their reports as a way to present a professional image to external stakeholders such as investors or to keep a cohesive image and brand identity with employees. 

Usually, white label reporting software is characterized by a user-friendly interface in which users can easily generate reports. Plus, report generation is often flexible with multiple export formats and design capabilities to cover the level of customization expected by users. We will cover these customization features later in the post, but first, let’s go through some benefits of these white label analytics reports.  

Benefits Of White Label Reports & Dashboards

As mentioned above, white label reporting dashboards give you the possibility to customize the look and feel of your reports to provide clients and other relevant stakeholders with an enhanced reporting experience that meets all their requirements. These online reporting tools provide a 360-degree personalized experience starting from the sign-up page up to the links in which reports are shared with clients. Let’s look at some benefits.

  • Boosts professionalism: No matter its size, providing a professional unified look across all levels of a company is an invaluable element to build a successful brand-driven environment. In this regard, implementing white label reporting practices and tools can help boost this mentality while giving a professional look to all relevant company documents. For instance, if it’s time to share your financial statements with investors, providing them with a personalized report that has your branding over a standard Excel Sheet will certainly impress them.  
  • Brand reinforcement: If you’ve ever worked with clients before then you must be aware of the importance of brand recognition. These reports provide a valuable opportunity to enhance brand recognition by adding your logo and colors to the reports. This is an especially valuable practice, especially considering that humans are visual creatures. Therefore, by putting your logo in the report you are making sure users will remember it for a long time. 
  • Enhanced decision making: Relying on a white labeled report with all its analytical functionalities helps organizations generate informed strategies based on their own performance data. These analysis tools are not only customized in appearance but also in functionality. For example, providing specific filters to explore the data based on users’ needs. This gives the necessary tools to find improvement opportunities in the data and tackle any issues to ensure operations are running smoothly and efficiently.  

Key White Label Reporting Features

Now that you have a clear understanding of what this technology is all about and how you can benefit from it, we will go through the key features any white label dashboard platform worth its salt should include. These features cover the entire white label process from the customization of the report itself to the way it is shared with its intended audience. Let’s start with logo placement. 

1. Logo and its placement 

The first and most traditional feature is being able to incorporate your company or your client’s logo in a visible section. A good placement usually depends on the format of the report. If you are working with a traditional report that has a cover, then adding it there is crucial to recognize the client you are working with. On the other hand, if you are working with an online dashboard, then a good design practice is to add it at the top in one of the corners.

When working with a professional dashboard space is key. Therefore, if your logo is too big or it has a slogan at the bottom, adapting it to fit into the size of the dashboard and not overcrowd it is also important. Below you can see an example of how datapine’s dashboard designer interface can be white labeled to a different company’s branding. 

datapine interface:

datapine dashboard interface

**click to enlarge** 

White labeled version of datapine: 

White labeled version of datapine's dashboard tool

**click to enlarge**

2. Customizable headers and footers 

As we mentioned, the value of these reports lies in the power of customization. That’s why this technology enables you to customize the headers and footers of your reports to add any information that might seem relevant. In the case of agencies, it is a common practice to add contact details, website URLs, physical addresses, and your logo or wordmark to the header or footer. When it comes to dashboards, it is not too common to add a footer, however, the header can be fully customized to meet users’ needs. 

3. Color flexibility for branding 

Another important feature is to add colors that match your brand identity. To make your dashboards fully recognizable, just adding the logo is not enough. You need to be able to make the background and any other elements such as graphs and charts in the same color scheme as your company or agency. That said, this is a double-edged sword since adding too many colors can confuse the audience of the report and make it harder to understand. To avoid this, be mindful of the colors you choose to represent your brand and use different shades of the colors to represent different elements of the report. This way, you’ll have a branded and visually appealing end product.  

4. Client reporting via email 

Advanced report sharing is another fundamental feature that any white label reporting software should offer. We are talking about sharing your reports with your clients or any other relevant stakeholder in multiple formats such as a PDF export via email. When doing so, the tool you choose should offer the possibility to automatically share your reports via email using a customized email address. Meaning the address should include your company or agency’s name and not the report provider’s name. This is a specifically important feature given the cybersecurity concerns we face in today’s landscape. Sending your daily, weekly, or monthly reports with an email address that has your name on them will make it more comfortable and trusting to open for the person receiving it. Plus, due to these security concerns unknown email senders might be sent directly to spam due to some companies’ policies and reports might go unseen.   

To learn more about the fundamentals of client reporting check out our complete guide on the topic. 

5. Custom dashboard URL 

On the same logic as the previous point, if you like to share your dashboard via live URL instead of an email, this URL should also be customizable. For instance, some dashboard generator tools offer agencies and other businesses the possibility to host their own reports which their clients can access through a subdomain. Again, this provides a level of trust and accessibility that makes the reporting experience way more pleasant.   

Additionally, tools such as datapine offer users the possibility to customize the signup page to access their white label online dashboards. See an example of this feature below: 

datapine sign-up page: 

datapine sign up interface

White labeled sign up page: 

datapine's sign up interface white labeled version

6. Embedding capabilities 

So far, we’ve discussed capabilitites related to the customization of the report itself and how to share it with other relevant users. Now, we will finalize with a feature that is directly linked to white labeling and provides an elevated version of it.

Embedding capabilities give users the possibility to completely embed a reporting software and all its features into their own system and customize its appearance to make it look like their own. This is a great way of offering reporting services to clients inside your business application, website or portal without having to invest in developing an analytics solution of your own. In most cases, businesses rely on embedding a BI software as these are the most complete analytical solutions available. BI tools such as datapine allow you to collect, analyze, and monitor your most important data in one centralized location with the help of embedded dashboards with real-time insights. 

White Label Dashboards & Report Examples

To end this insightful guide, we will go through three examples of white label analytics dashboards, one for an agency and two for a sales and IT company. These are fictional companies generated to put the power of this technology into perspective. 

1. White Label Marketing Dashboard 

Our first example is from a digital marketing agency that generates periodic white label SEO reports for different clients. You can see in the image below that the dashboard displays the logo as well as the company colors in the graphs and charts, showing a clear branding pattern.

White label dashboard example for a digital marketing agency

**click to enlarge**

When clients receive this white label business dashboard they can easily filter it to visualize the data from different time periods and extract valuable conclusions about their performance. For instance, the top 10 most viewed pages can help understand what type of content the client’s audience likes the most and target those topics more deeply to get more traffic. 

The level of interactivity provided by this content report not only sets the agency apart from competitors by providing an excellent user experience but it will also set the client apart from competitors thanks to efficient analytics that will skyrocket their performance.

2. White Label Sales Dashboard

Our second example is for a logistics company that highly relies on analytics and the use of data to make its most important strategic decisions across all departments. This means they need to regularly use their reports to support decision-making meetings with internal and external stakeholders. For this reason, they decided to rely on white label metrics dashboards to boost company culture by using the logo and color palette of the organization.  

White label report example for a logistics company

**click to enlarge** 

In this case, the example is covering relevant sales metrics for the last month that can help users of this sales dashboard make important decisions. As mentioned before, the value of white label reports is that they have a user-friendly interface that meets the users’ needs. In this case, the most relevant sales metrics are displayed at the top along with a target percentage and a comparison to the previous month. When the value is displayed in red, it means that something is not going as planned and needs to be optimized. Something that can be analyzed at a glance. 

3. White Label IT Dashboard

 Last but not least, we have an example of an IT company developing a project for a client. In this case, the dashboard is displaying every relevant aspect related to the development of the project including the current stage in which it currently is, budget usage, tasks by team members, upcoming deadlines, and more.

White label dashboard for an IT project

**click to enlarge**

This is a valuable analytical tool not only for the client to track the performance of the project but also to keep the team informed about the status of different tasks. For instance, we can see that some tasks have more than 10 days overdue which can end up delaying the entire competition of the project. To solve this, the project manager can direct other team members that have a lighter workload to complete the delayed tasks and finish the project on time.

Key Takeaways Of Interactive White Label Reports

As you’ve seen throughout this post, white labeling is a valuable technology that enhances the way businesses across industries approach their analytical efforts. In this post, we’ve covered the most important features any white labeled software should provide and looked into valuable examples to put its power into perspective. 

If you are ready to dive into the world of white label custom reports using interactive dashboards, then try our BI reporting software for a 14-days free trial! We offer all the aforementioned features and many others to skyrocket your business performance using the power of data and analytics.  

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