Premium reporting for all your clients
Bring all your client reporting into Filament. Save hours creating dashboards, share templates, and monitor trends across all your clients.
Integrate with everything
Bring marketing, campaign, website and CRM data into the same reporting workflow.
All your clients. Report together, or individually.
Consolidate reporting across all your clients in one agency workspace. Compare campaign performance, spot where results are changing, and explore an individual client’s data when you need the detail.
- Compare connected client data in a shared report.
- Ask cross-client questions in Threads.
- Keep client workspaces separate while your agency sees across them.
Your best work, ready for the next client.
Turn a dashboard into an agency template. Start each client with the reporting you have already refined, connected to their own data. Spend your time on the insight, with a consistent foundation for every account.
- A shared template library for your agency and its clients.
- Client-specific dashboards built from the same starting point.
Secured for your whole agency.
Create and manage client accounts from your agency hub. Switch between clients, check their connected apps, and bring the right people into each workspace.
- Assign agency team members to the clients they work on.
- Control who can view, edit and share dashboards.
- Invite clients into their account, or share a public dashboard link.
Trusted by the best
“Filament has been a game-changer. Everyone can self-serve and get answers on demand. The integrations are plug-and-play, and we've even cancelled our data warehouse plans — Filly does it all.”
“Filament has supercharged our efficiency and levelled up our outputs. Beyond time savings, the mental offload has been priceless, and I can focus on growth, not grind!”
A few things you might be wondering.
Talk to our teamCan I report across all my clients?
Yes. An agency workspace can query connected client data and build consolidated reports, with client and source labels to keep comparisons clear. Available comparisons depend on the data connected and the reporting views supported by each app.
Do clients need a Filament login?
Invite clients into their own account when they need to explore and collaborate. For a view-only dashboard, you can also share a public link or embed it without requiring a Filament login. Anyone with that public link can view the shared dashboard.
How do shared templates work?
Your agency can create templates from dashboards and make them available to its client accounts. Each client creates a dashboard using their own connected sources. Templates provide a reusable starting point; they do not automatically rewrite every existing client dashboard.
Who can access a client account?
Agency owners and admins manage client accounts. Other agency team members can be assigned to individual clients. Within a workspace, roles and resource permissions control access to dashboards and data sources.
How are client accounts billed?
Client accounts are billed under the agency subscription. The monthly client charge follows the number of active client accounts; paused and deleted clients are excluded from that count. We will confirm your client rate, currency and any analyst support when setting up your plan.