TOOLS / REPORTING

See real-time insights,drive better results.

Visualize sales, commissions, and performance in real time. Turn data into insight β€” and insight into growth β€” with reporting tools that help your agency stay informed and in control.

From raw data to smarter decisions.

Reporting gives your agency the visibility it needs to operate with more confidence. Whether you are tracking sales trends, commission activity, agent performance, or custom business metrics, ClientLinq helps you see the numbers that matter and act on them faster.

Pre-built reports Get started quickly with reports designed for common agency needs.
Custom views Build reports around your exact workflows, teams, and performance goals.
Smart delivery Schedule reports and only send them when data exists with report bursting.
Export anywhere Share reports in PDF, Excel, CSV, Word, and RTF with ease.
WHAT YOU CAN DO

Stay informed, stay accurate, stay ahead.

Reporting helps your team move beyond static spreadsheets with better visibility, easier scheduling, and more control over the information that drives your business.

🧱

Report Builder

Create custom reports that reflect the exact way your agency tracks performance and operations.

  • Build around your own metrics
  • Support unique business workflows
  • More flexibility for management teams
πŸ“¨

Report Bursting

Only send reports to recipients when data exists, helping reduce inbox noise and improve relevance.

  • Conditional email delivery
  • More useful scheduled reporting
  • Cleaner communication flow
πŸ“

Export in common formats

Share reporting output in the format that works best for your team, leadership, or accounting process.

  • PDF, Excel, CSV
  • Word and RTF support
  • Easy downstream sharing and analysis
TRUSTED BY AGENCIES

Built for agencies like yours

From independent advisors to large agencies β€” ClientLinq supports teams of every size.

Costco Travel Laurier Du Vallon Marlin Travel iTravel2000 Travel Leaders Travel Brands Transat G Adventures AMA Goway Ensemble CAA TravelOnly ClientLinq Costco Travel duplicate Laurier Du Vallon duplicate Marlin Travel duplicate iTravel2000 duplicate Travel Leaders duplicate Travel Brands duplicate Transat duplicate G Adventures duplicate AMA duplicate Goway duplicate Ensemble duplicate CAA duplicate TravelOnly duplicate ClientLinq duplicate

β€œIt gives us the visibility we need without the usual manual work.”

ClientLinq helps our team monitor sales, commissions, and performance in real time, while automating delivery and exports so the right people always have the right information.

Travel Agency Team