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A Newbie Marketer’s Guide to Automated Reporting Tools

By Aarti Bhanushali
13 May 2024

For a newbie marketer, navigating the complexities of data management can feel like solving a puzzle with missing pieces. Imagine trying to understand your audience and shape your strategies, but the data you need is scattered across different teams and tools. It’s tough, right?

About 77% of experienced marketers stress the importance of having easy access to audience data because it helps them connect with their audience more effectively, determine what’s working, and craft better marketing strategies.

But here’s where it gets tricky for beginners: nearly a quarter of marketers find it challenging to exchange data with other teams or access the data they need from them. According to HubSpot’s State of Marketing & Trends Report 2024, not all marketing tools talk to each other—only 59% do.

This can leave new marketers feeling like they’re working in the dark, making it hard to get a complete picture of the customer journey or see which marketing efforts are truly paying off. Without a single source of truth—a centralized, reliable point of data access—creating a cohesive and effective marketing strategy becomes a real challenge. That’s when automated reporting tools come into the picture.

Free Up Your Time From Manual Reporting Tasks

Consider this: marketers typically spend about four hours a day on manual tasks that range from administrative to operational duties. That’s half a workday that could be spent crafting engaging campaigns or brainstorming new ideas. This is where the true value of report automation shines. By streamlining the process of data crunching and report generation, automated reporting tools give marketers, especially those in operations teams—who often go unrecognized—the time and resources they deserve.

The 2024 State of PPC survey sheds light on the main hurdles newbie marketers face, especially in reporting. Building trust, educating clients, and managing time efficiently are big themes. Many find reporting to be complex, dealing with everything from accuracy and consistent delivery in understandable formats to handling data from different channels without overwhelming clients. Moreover, internal changes at client organizations, making technical details clear to those not familiar with tech, and balancing reporting with campaign optimization are common challenges. There's also a need to address issues with cumbersome and costly reporting tools and data discrepancies, especially with new platforms like GA4. So, what’s next?

What to look for when choosing a digital marketing reporting tool?

Efficient Report Generation

Automating the reporting process allows for the creation and processing of reports faster than manually. Suppose your company requires weekly Key Performance Indicator (KPI) reports assessing its business performance. Automated reporting tools make it easy to gather and analyze data without wasting time. You can set your campaigns live and immediately ship your KPI dashboard to your stakeholders.

Customized Reporting

Each business has its own specific requirements, and automated tools are designed with customization features to address this. This enables you to concentrate on the most important metrics and customize reports to meet your particular needs. For example, you can set up your SEO report automation to emphasize crucial metrics and enhance performance for tangible outcomes. While tables are commonly used by SEO professionals, it’s important to remember that many individuals absorb information better visually. Hence, converting data into visually engaging formats rather than depending exclusively on tables can be more effective. The key is not the quantity of data but the quality of insights it offers.

Higher Data Accuracy

Automated reporting tool pulls input data from different streams without human input, providing accurate marketing strategies. Manual reports include copying marketing data that can be mistaken, such as missing information or duplicates. Automated tools provide real-time data, so you always know how your campaigns are performing. This allows for quick adjustments and smarter decision-making.

Easier and Faster Decision-Making

Automatic reports provide a convenient way to display relevant information and compile it in a clear and organized manner. By keeping track of your trends and analyzing them, you can make informed decisions to optimize your marketing efforts.

For example, let’s say a holiday advertising campaign report shows high engagement on certain types of content. By closely monitoring these changes in real-time, you can maximize the impact of your high-performing posts by presenting them in a slightly different way or using email strategies that resonate with your audience. At the same time, you can identify low-performing posts and make adjustments to improve their effectiveness.

Data Visualization

Visualization is crucial in data storytelling. It helps your audience understand and connect with the narrative. Create charts or graphs highlighting your identified setups, conflicts, and resolutions. Not all stakeholders are data experts. Your visual reports should be designed to cater to a wide audience, from C-suite executives to marketing teams or local business owners. Use simple and clear visuals that convey your message without requiring specialized knowledge. What would you like to show?

These data visualization techniques are crucial for presenting data effectively and helping your audience understand the information you’re conveying.

Beginner-friendly User-Interface

Look for tools that prioritize ease of use. Many tools designed for beginners offer tutorials and drag-and-drop interfaces, which means you won’t need a degree in data science to start using them.

Simply Transform Your Data into Actionable Insights with Swydo

As we dive deeper into the essentials of automated reporting tools, let’s explore how Swydo stands out as a user-friendly option for beginner marketers looking to make an immediate impact. Swydo simplifies the reporting process with several key features designed to save time and reduce complexity.

1. Plug-and-Play Templates

Swydo offers a range of ready-to-use templates that cater to different reporting needs. Whether you’re reporting on SEO, PPC, social media, or overall digital marketing performance, there’s a template for you. These templates are designed with the typical needs of marketers in mind, allowing you to plug in your data and play out your report in minutes. For example, if you need to prepare a monthly performance report for social media, you can select a template that is pre-configured with fields for reach, engagement, and conversion metrics.

2. Easy Drag and Drop

Imagine you’re creating a report, and you want to include various elements like charts, text blocks, and images. With Swydo, you don’t need to know any coding. You simply select the elements you want. Don’t like how they are placed? You can increase and decrease the size and drag them wherever you deem fit. This feature is particularly handy when you’re trying to compile data from multiple campaigns quickly. For instance, if you want to compare the performance of two email marketing campaigns, you can quickly drag and drop the relevant data charts side by side for easy comparison.

3. Intuitive User Interface

Swydo’s interface is designed to be intuitive and beginner-friendly, making it easy for anyone, regardless of their tech expertise, to navigate and use. This means less time learning how to use the software and more time utilizing it to make informed marketing decisions. For instance, when you log into Swydo, you're greeted with a dashboard that highlights your most critical metrics at a glance, and navigating to deeper insights is just a few clicks away.

4. Cloning Client Reports

If you manage multiple clients or need to create similar reports for different stakeholders, Swydo’s cloning feature becomes incredibly valuable. Instead of starting from scratch each time, you can clone an existing report, make the necessary adjustments, and have a new report ready in no time. This is especially useful for agencies that need to maintain consistency across reports for various clients but with slight variations to cater to specific client needs.

5. Live Support

Understanding that challenges don’t just happen during business hours, Swydo offers live support to ensure you can get help whenever you need it. Whether it’s a question about a specific feature or requiring assistance in troubleshooting a problem with your report, Swydo’s support team is just a message away. This continuous support ensures that even the most novice users can feel confident and supported as they navigate their marketing reporting.

By integrating these features, Swydo not only makes automated reporting accessible but also enjoyable for beginner marketers. The platform empowers users to create comprehensive, professional reports effortlessly, allowing them to focus more on analyzing data and less on the complexities of report creation.

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Try Swydo For Free Today!

If you’re ready to take your digital marketing to the next level, consider integrating automated reporting tools into your strategy. Ready to get started? Explore our beginner-friendly options at Swydo and find the perfect fit for your business needs.