White-Label Social Media Reports: A Simple Guide for Agencies

StrategyBy the Pixtale Growth team · 25 October 2026 · 3 min read

White-label reports let your agency send analytics in your own brand. Learn what they are, why they help you keep clients, what to include and how to set them up.

A white-label social media report is an analytics report that carries your agency's name, logo and colours instead of the software company's. Your client sees a polished report from you, not a screenshot from a tool they could sign up for themselves.

Why agencies use white-label reports

• It looks like your work. The report reinforces your brand every month, which is what the client is paying for.
• It protects the relationship. If a report says "Made with Tool X", some clients start wondering whether they need you at all.
• It saves time. A branded template means no redesigning slides in Canva for every client.
• It helps you win new clients. A clean branded audit is a strong pitch document for prospects.

What a white-label report should include

1. Your branding: logo, brand colours, company name and website in the footer ("Prepared by …").
2. A plain-English summary of the month at the top.
3. Key metrics vs last month: followers, engagement rate, likes, comments and views.
4. Top posts with the reason each one worked.
5. Content mix and the best time to post.
6. Comment insights: mood, questions, complaints and buying signals.
7. Competitor comparison for context.
8. Next steps agreed for next month.

Our guide to Instagram reports for clients covers each section with a copy-paste template.

PDF, PowerPoint or a live dashboard?

• PDF is best for a monthly email: it looks the same everywhere and is easy to forward.
• PowerPoint is best when you present in a meeting or want to edit charts and add your own slides.
• A live client portal is a private link the client can open any time to see their latest numbers. It cuts "can you send me the numbers?" messages and keeps you visible between reports.

Many agencies use all three: a portal for anytime access, a PDF each month and a PowerPoint for quarterly reviews.

How to set up white-label reports with Pixtale Growth

1. On the Enterprise plan, open Account → Report branding.
2. Upload your logo. Your two brand colours are picked from it automatically, or choose your own.
3. Add your company name and website for the "Prepared by" footer.
4. Analyse any client's public Instagram account and export a PDF or PowerPoint: your branding is applied and Pixtale Growth's name doesn't appear.
5. Group accounts into client folders and turn on a Client Portal for each client, also in your branding.

With Team Workspace, up to two teammates can build reports in the same workspace with their own logins, so nobody shares passwords.

Tips for reports clients actually read

• Keep it to what fits on a few pages; put detail in an appendix.
• Always explain numbers. "Engagement rate 3.1%, near the top of the 1.5–3.5% range typical for accounts of this size" means more than "3.1%".
• Show one honest weakness and the fix. It builds trust.
• Send it on the same day every month.