How to Create White‑Label Client Reports in Drip

Introduction

Running an agency means you constantly need to prove the value of your marketing efforts. Drip white label client reports give you a sleek, branded way to showcase campaign performance without exposing the underlying platform. In this guide we’ll walk you through setting up, customizing, and automating those reports so you can focus on strategy, not spreadsheet gymnastics.

Why Choose White‑Label Reporting in Drip?

• Brand consistency: Replace Drip’s logo with yours and use your color palette.
• Client trust: A polished report feels more professional and reduces confusion about data sources.
• Time savings: Automate delivery to clients on a weekly or monthly schedule.

Step‑by‑Step Setup

1. Enable White‑Label Mode

Navigate to Settings > Account Settings > White‑Label. Toggle the feature on, upload your logo (PNG, 300 × 100 px recommended), and add your brand colors. Drip will automatically replace its branding on dashboards and reports.

2. Choose the Right Report Templates

Drip offers three core templates:

1. Overview Dashboard – high‑level metrics (opens, clicks, revenue).
2. Automation Flow Report – funnel performance by each workflow.
3. Revenue Attribution – e‑commerce sales linked to campaigns.

Select the template that matches your client’s goals, then click Duplicate to create a custom version.

3. Customize Metrics & Visuals

Inside the duplicated template you can:

• Add or remove widgets (line charts, bar graphs, tables).
• Swap metric definitions – e.g., show Revenue per Subscriber instead of raw revenue.
• Insert custom text blocks for insights or next‑step recommendations.

Make sure each visual answers a client question: “How many new leads did we generate this month?” or “Which email sequence drives the most sales?”

4. Set Up Automated Delivery

Go to Reports > Schedule and choose:

• Frequency – weekly, bi‑weekly, or monthly.
• Delivery format – PDF (ideal for branding) or interactive HTML link.
• Recipients – add client email addresses and CC your account manager.

Enable Dynamic Date Ranges so each report reflects the most recent period without manual tweaks.

Best Practices for High‑Impact Reports

Keep It Actionable

Every data point should be paired with a recommendation. For example, “Open rate dropped 12 % this week – consider subject‑line A/B testing.”

Limit Jargon

Use plain language. Replace “CTR” with “click‑through rate” and include a brief definition the first time you introduce a term.

Use Visual Hierarchy

Place the most important KPI at the top, use larger fonts for totals, and employ your brand’s accent color to highlight trends.

FAQ

Can I brand reports for multiple clients from the same Drip account?

Yes. Create separate report templates for each client and assign different branding assets within each template.

Do white‑label reports hide all Drip branding?

All visible Drip logos and colors are replaced, but the platform name may still appear in the PDF footer unless you add a custom footer.

Is there a limit to how many reports I can schedule?

Drip allows unlimited scheduled reports; just ensure your email quota can handle the volume.

Can I include custom metrics not native to Drip?

Import data via CSV into a custom table widget, then visualize it alongside native metrics.

Conclusion

White‑label client reports in Drip turn raw data into a polished, on‑brand narrative that strengthens client relationships and saves your agency hours each month. Follow the steps above, apply the best‑practice tips, and you’ll deliver reports that not only inform but also inspire action.

Call to Action

Ready to impress your clients with professional Drip reports? Contact us today for a free 30‑minute onboarding session.

For deeper insights, read our guide on Drip Automation Best Practices and explore the post about Boosting Client Retention with Data‑Driven Reporting.

Reference: HubSpot’s State of Marketing Report 2024 for benchmark metrics.