ReportFlat
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Product

Everything included on every plan

No feature-gating, no add-on line items. Every ReportFlat plan ships the full reporting workflow — from the warehouse behind your numbers to the branded report your client opens. Plans differ by team size and scale, never by the features you use daily.

Start free — 7 daysSee pricing
Build

Custom dashboards and widgets

Compose dashboards from widgets that read straight from your warehouse — KPIs, time series, tables and channel breakdowns. Every metric can compare period-over-period so a client sees momentum, not just a snapshot.

✓
Month-over-month and year-over-year
Add a compare mode to any widget — previous period or previous year, with the delta computed for you.
✓
Ratio and blended metrics
ROAS, CPA, CTR and cross-source blended views compile to SQL over one warehouse, so numbers stay consistent widget to widget.
✓
Dimension slicing
Break any metric out by date, campaign or channel without touching a spreadsheet.
Deliver

Scheduled reports — PDF, HTML, email

Set a cadence and ReportFlat builds and sends the report for you. Deliver a polished PDF, a self-contained HTML page or the report rendered right in the email body — the format clients actually open instead of an ignored attachment.

✓
Pixel-consistent PDF
The same warehouse-served numbers, rendered to a print-ready document under your brand.
✓
In-body HTML email
The report lands in the inbox as readable HTML — no download, no dead attachment.
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Set-and-forget cadence
Weekly, monthly or custom schedules send automatically, every client, on time.
Trust

Freshness stamps and threshold alerts

Silent connector failures and stale numbers are how reports lose credibility. Every widget carries a “data as of” stamp, and threshold alerts warn you the moment a metric moves or a sync goes quiet — before your client notices.

✓
Per-widget freshness
Each widget shows exactly how current its data is, so nobody presents a stale number by accident.
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Threshold alerts
Get notified when spend, ROAS or any tracked metric crosses a bound you set.
✓
Sync health
Catch a broken connector as an alert, not as a blank chart in a delivered report.
Brand

White-label, end to end

Reports, portals and emails carry your agency’s identity — not ours. Set your logo, colors, custom domain and the address reports send from, and clients never see ReportFlat at all.

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Logo and colors
Your mark and palette across every report, dashboard and portal.
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Custom domain
Serve live portals and shareable links from your own domain.
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Email-from control
Scheduled reports send from your address, so replies come back to you.
Access

Live client logins

Give clients more than a monthly PDF. A client login is a read-only, white-labeled live dashboard scoped to their own account — so they can check performance whenever they want, and only ever see what they’re allowed to.

✓
Server-enforced scope
Paid, organic or full-access scope is enforced on the server — a paid client can’t reach organic data, ever.
✓
Always-live dashboard
Clients see the same warehouse-served numbers you do, updated on your sync cadence.
✓
Read-only by design
Clients view and export; they can’t alter widgets, layouts or configuration.
Integrate

Public read-API — JSON and CSV

Your data isn’t locked in a dashboard. Export any metric as JSON or CSV through the public read-API to feed a spreadsheet, a BI tool or a client’s own system — the same reconciled numbers your reports use.

✓
JSON for pipelines
Pull metrics into a BI tool or internal app with a straightforward read endpoint.
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CSV for spreadsheets
One export and the numbers are in a sheet — no copy-paste from a PDF.
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Same source of truth
API output is the reconciled warehouse data, so exports match what clients see.
Reconcile

Reconciled attribution, five models

Sales and orders come from Shopify’s own attribution — the source of truth — while ad platforms supply spend, clicks and impressions only. Journeys are reconstructed into five attribution models so you can show the story a client trusts, not a number that double-counts.

✓
Five models
Last-non-direct (default), last, first, linear and any-touch — reconstructed from Shopify customer journeys.
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Shopify as source of truth
Revenue ties out to the Shopify admin; ad platforms never overwrite sales figures.
✓
No syndication double-count
Spend is assigned once per campaign and platform group, so blended ROAS stays honest.
Scale

Master-template propagation

Design a report layout once and apply it to every client. Edit the master template and the change propagates — so a forty-client roster stays consistent without forty manual edits, and onboarding a new client is a single click.

✓
Edit once, apply everywhere
Update the template and every client on it inherits the change.
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Consistent across the roster
Every client gets the same structure, scoped to their own data.
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Fast onboarding
New clients start from a proven layout instead of a blank canvas.
Connected sources

Every cabinet, one warehouse

Each source replicates directly into your warehouse, so reports render from stored data and never hit a platform quota at render time.

Google Ads & Microsoft/Bing Ads

Spend, clicks, impressions, CTR, CPA and ROAS by campaign — spend and performance only.

GA4 & Search Console

Sessions, channels, top pages and organic visibility, scoped so organic clients never see paid data.

Shopify

The source of truth for sales and orders, reconciled from customer journeys across five models.

Every feature, one flat price

7-day free trial · no credit card · unlimited clients and data sources.

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