Best Data analyst report templates for marketing teams and agencies (2024)

Automate marketing reporting with dozens of 100% customizable, white-label Data analyst report templates. Used and made by +10,000 marketers in over 60 countries.

ActiveCampaign Report template for Marketing teams and agencies

Track and measure key metrics with the ActiveCampaign automation report template. Analyze conversion rates, ROI, and click-through rates across demographics and psychographics. Integrate CRM and email marketing data for actionable insights. Ideal for B2B marketing teams to optimize performance and achieve specific goals.

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E-commerce Report template for Marketing teams and agencies

Optimize your strategy with this E-commerce report template. Track metrics like conversion rate, average order value, and CPA. Analyze dimensions by audience, channel, and time. Integrate data from E-commerce, Paid Media, and SEO. Ideal for marketing teams to measure performance and achieve goals effectively.

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HubSpot Report template for Marketing teams and agencies

Optimize B2B marketing with this HubSpot report template. Track metrics like conversion rate, ROI, and average deal size. Analyze CRM contacts and campaign performance by demographic and psychographic breakdowns. Ideal for inbound marketing teams to measure and refine email marketing and funnel strategies across different timeframes.

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LTV Report template for Marketing teams and agencies

Analyze key metrics such as conversion rate, CPA, and CLTV with this LTV report template. Ideal for e-commerce and Shopify, it helps marketing teams track customer segmentation and channel attribution. Gain insights by age, location, and income to refine your strategy and boost sales performance.

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Email marketing Report template for Marketing teams and agencies

Analyze key metrics like conversion and bounce rates with this Email marketing report template. Track campaigns by name, type, and duration. Consolidate data from Mailchimp, Klaviyo, ActiveCampaign, and Hubspot. Segment by demographics and engagement levels. Ideal for marketing teams to measure performance and optimize strategies.

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Google Ads Report template for Marketing teams and agencies

Optimize your PPC strategy with this Google Ads report template. Track conversion rate, cost per conversion, and CTR. Analyze by campaign type, audience, and time. Perfect for marketing teams to measure performance and align with objectives. Consolidate data from Google Ads and Paid Media for actionable insights and enhanced campaign management.

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Inbound marketing Report template for Marketing teams and agencies

Optimize your strategy with this Inbound marketing report template. Track KPIs like conversion rates and social media engagement. Analyze data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by demographics and timeframes. Ideal for B2B and e-commerce teams to measure performance and achieve marketing goals.

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Content performance Report template for Marketing teams and agencies

Optimize your social media strategy with the Content performance report template. Track conversion rates, engagement, and audience demographics using data from Google Analytics 4, Instagram Insights, and Facebook Insights. Analyze key metrics by campaign, duration, and time. Perfect for marketing teams to measure performance and achieve objectives efficiently.

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AOV Report template for Marketing teams and agencies

Analyze key metrics with the AOV report template. Measure conversion rates, average order value, and CPC. Integrate data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Segment by audience, campaign, and time. Perfect for marketing teams to track performance and refine strategies.

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Instagram Insights Report template for Marketing teams and agencies

Analyze key metrics with the Instagram Insights report template. Measure CTR, conversion rate, ROI, likes, comments, shares, impressions, and reach. Segment by age, gender, location, and time. Ideal for social media marketers to consolidate performance data and refine strategies. Gain actionable insights to optimize engagement and ROI.

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Social Media Engagement Report template for Marketing teams and agencies

Analyze key metrics like CTR, ROI, and conversion rates with the Social Media Engagement report template. Leverage data from Social Media and Instagram Insights to optimize performance. Ideal for marketers to track audience segmentation, channel selection, and message personalization, enhancing strategy across demographics and timeframes. Perfect for understanding engagement trends and improving marketing efforts.

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What is a data analyst report?

A data analyst report is a document that consolidates data from multiple sources (e.g., SQL databases, Excel, Google Analytics) to track and display key performance indicators (KPIs) (e.g., data accuracy, processing time, error rates), enabling analysts to monitor data quality and performance and create presentations for stakeholders and executives. 

Data analyst reports are typically created using flexible tools like Google Looker Studio, Power BI, Google Sheets, or platform-specific solutions to enable high customization and integration of multiple data sources.

What to include in a data analyst report?

An actionable data analyst report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.

Executive data analyst reports

Executive reports for CIOs, CTOs, and stakeholders show data's impact on business decisions. Reviewed weekly, monthly, or quarterly, they include:

  • Data quality analysis: by source, using validation checks and error tracking.
  • Data processing efficiency: processing time, resource utilization, and throughput.
  • Trend analysis: patterns and anomalies in data over time.
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Data manager reports

Manager reports have cross-department views with drill-downs to see performance by team, project, data source, and process stage. They help align teams, define strategies, and include:

  • Cross-department reporting: overall data quality and processing efficiency across departments.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues 
  • Data source analysis for integration and optimization.
  • Data cleansing and transformation processes

Operational Data Analyst Reports

Operational reports for analysts and data engineers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:

  • Data ingestion: data flow, latency, and error rates.
  • Data transformation: processing time, accuracy, and efficiency.
  • Data storage: capacity, usage, and retrieval times.
  • Data visualization: report performance, user engagement, and feedback.

Operational data analyst reports are highly customized, built in flexible tools like Google Sheets or Looker Studio to enable data cleaning, blending, annotations, and integrating multiple sources.



How to build a data analyst report?

To build a data analyst report, connect your data sources, choose a template on Looker Studio or Sheets, build your queries by selecting metrics and dimensions, choose charts to visualize your data, customize the report, design and share via link, PDF or email. 

Here’s the breakdown: 

Connect data sources

Define and connect the data sources to bring to your report. Common sources are SQL databases, Excel files, Google Analytics for web data, CRM systems for customer data, and cloud storage for large datasets.

To connect your data sources, go to portermetrics.com, choose the data sources to bring to your report. 

You can follow these tutorials on connecting your data:

Choose a template

Choose from dozens of data analyst report templates in Google Sheets or Looker Studio, designed for use cases like data quality monitoring, processing efficiency, and trend analysis. 

Learn to copy Looker Studio templates

While templates are the starting point. Make them specific for your business or agency. Map your specific metrics, especially custom data transformations, CRM contact data, and all the fields and metrics that you define as "key indicators" and "performance metrics".

Depending on your reporting tool—Google Sheets or Google Looker Studio, pick any of the dozens of templates created by our team and customers to solve your data analysis use cases, such as data quality monitoring, processing efficiency, and trend analysis. 

Select metrics, dimensions, and charts

Once your report template is downloaded, you may 1)modify it or 2) create a blank page to build it from scratch. Whatever the case, setting up a query always follows these steps: 

  1. Select the data source and the account connected to it
  2. Choose metrics (e.g. Data accuracy, processing time, error rates, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, data source, process stage, etc.)

You can follow these tutorials on adding data to your reports

Design

To make your data analyst reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand. 

Follow these tutorials to design your data analyst reports:

Share

Share your data analyst reports via links, PDF, schedule emails, and control permissions.

KPIs to include in a data analyst report?

Data analyst reports should include a mix of data quality, processing efficiency, trend analysis, and resource utilization metrics and KPIs to fully understand the performance of data processes towards business goals. They include:

Data quality KPIs measure the accuracy and reliability of data: 

  • Accuracy metrics: error rates, validation checks, data consistency
  • Completeness metrics: missing values, data coverage, data freshness
  • Timeliness metrics: data latency, processing time, update frequency

Efficiency KPIs compare your data processing outputs to the cost, including:

  • Processing time: average processing time per dataset
  • Resource utilization: CPU, memory, and storage usage
  • Cost: operational expenses, resource allocation 

Effectiveness KPIs compare the input with the output from one data stage to another

  • Data transformation: transformation success rate
  • Data integration: integration success rate
  • Data visualization: user engagement, feedback

Resource and cost KPIs show the bottom-line impact of your data processes:

  • Resource usage: server uptime, resource allocation
  • Cost: operational expenses, resource allocation
  • Efficiency: ROI, cost savings
  • Effectiveness: data-driven decision impact

To analyze these data KPIs, segment them by:

  • Data source: internal, external, structured vs unstructured
  • Time: Hourly, daily, weekly, monthly
  • Process stage: ingestion, transformation, storage
  • Business: department, project, region
  • Data type: numeric, categorical, text, image
  • Visualization: charts, graphs, tables