Automated Reporting for a UK Agency
Automations · Shopify API · Meta Ads API · Google Ads API · Klaviyo API · Python
The challenge
Monthly client reporting required the agency team to collect performance data separately from every platform used across each account.
Figures had to be pulled from Shopify, Klaviyo, Meta Ads, Google Ads and Alia before being checked, organised and turned into a consistent report.
As the number of clients grew, the process became increasingly repetitive and difficult to manage manually.
What we built
We built an automated reporting system that connects directly to each client’s platforms and collects the required data at the end of every month.
The system pulls data across ecommerce, retention, advertising and onsite conversion tools, then cleans and standardises it into one consistent structure.
It was built to support multiple client accounts, different platform combinations and varying reporting requirements without recreating the workflow for every business.
From raw data to finished reports
Once collected, the data is passed into an automated reporting workflow and used to generate a consistent client-ready report.
Checks and fallbacks identify missing connections, incomplete data and unexpected values before the report is finalised.
This removes the need to move between several dashboards and manually copy figures into reporting documents each month.
The outcome
Reporting data across five core platforms can now be collected and prepared automatically across multiple client accounts.
The system reduces repetitive administrative work, creates a more consistent reporting process and allows the team to focus on interpreting results rather than gathering them.