Deliver dashboards and reports your clients can act on
Whether you want to give clients real-time access to dashboards, automate report delivery, or embed live analytics into your app or portal — Klipfolio gives you every option for sharing data securely and beautifully.
Klipfolio makes it easy for partners to deliver the right data to the right people at the right time. From secure logins to automated emails and embeddable dashboards, you can tailor how clients see their performance.
User access controls
As the administrator of a client account, you control who sees what. Grant individual users access to dashboards, assign roles (Admin, Editor, Viewer), and set permissions for editing or viewing specific content.
Published links
Instantly share dashboards via secure published links — unique URLs that can be password-protected or open for quick access. Perfect for ad-hoc updates, client previews, or executive reporting without requiring a login.
Email reports
Keep your clients informed automatically. Schedule recurring email snapshots of dashboards or individual visualizations to be sent at specific times — daily, weekly, or monthly. Choose PDF or image formats for clean, branded delivery.
Embedding
Seamlessly embed dashboards or visualizations into your client portal, website, or internal app. With flexible embedding options (iframe, JavaScript, or SSO-protected), you can deliver analytics directly within your own environment.
Real-time dashboards on demand
Give clients live, self-serve access to dashboards so they can check their metrics anytime. Data refreshes automatically, ensuring they always see up-to-date results without manual exports or uploads.
Flexible formats, same great insights
Deliver dashboards in multiple ways — through live links, embedded views, scheduled emails, or printable PDFs. However you share, the data is accurate, branded, and always ready for your clients.
Discover how data-driven partners scale smarter with Klipfolio.
Being able to reduce the time spent on manual reporting and focusing on the decision-making really is the key to success. Luckily we have Klipfolio helping with that.
Dimitris Vogiatzis
Analytics Engineer, Growth Digital Agency
Omnia
Driving Client Success
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