Tracking all the data from your marketing campaigns, across Google Ads, email, in-store systems, and eCommerce platforms, can get overwhelming fast.

Agencies with dozens of clients often juggle reports from different tools, formats, and channels, which makes it hard to see what’s actually working.

Some reporting tools say they offer omnichannel insights, but many fall short.

A strong solution should do three things well: pull data from multiple channels, handle calculations automatically, and report performance at scale through dashboards or presentation-ready formats.

In this article, you’ll learn what real omnichannel reporting looks like and how TapClicks helps bring together data from different platforms.

Build better client reports with automated omnichannel templates. Start your 14-day free trial with TapClicks!

What Is Omnichannel Reporting?

Omnichannel reporting gives you one view of how your campaigns are doing across every platform. It doesn’t just show results from one channel like Facebook Ads or Google Analytics.

Instead, it gathers all the data from email marketing, paid ads, social media, websites, and even in-store purchases, then combines everything into one report.

With omnichannel reporting, it’s possible to look at customer behavior in context, not in pieces. If someone clicks a social ad, joins your email list, visits your store, and then buys from your site, omnichannel reporting can connect those steps.

By bringing information together like this, you can stop switching between dashboards and spreadsheets. You can also spot what’s working, adjust quickly, and avoid spending on the wrong channel.

Benefits of Omnichannel Reporting

Some benefits of omnichannel reporting include:

• Consistent omnichannel performance tracking - You can track key performance indicators (KPIs) across different platforms, without having to convert or adjust numbers manually.

• Faster decision-making - When all the data is available in one view, you can react to trends and performance issues sooner.

• Better customer experience - Seeing how customers engage across touchpoints helps you deliver messaging that feels more connected.

• More accurate ROI - It becomes easier to tie results to specific actions and understand which campaigns drive real value.

• Stronger team collaboration - Sales, marketing, and customer service representatives can work from the same reports, reducing confusion.

• Scalable insights - You can use the same system to generate consistent reporting at scale.

Types of Omnichannel Analytics and Reporting Tools You Can Use

Below are the main types of tools businesses use to support omnichannel analytics and reporting.

ETL Tools

ETL (extract, transform, load) tools move data from multiple sources into a central location like a data warehouse. Marketing teams use ETL tools to manage marketing data that comes from disconnected systems or platforms with limited integrations.

These tools help by:

• Extracting - Pulling data from multiple platforms, such as in-store POS systems, social media platforms, and ad platforms.

• Transforming - Cleaning or reformatting the data so you can use it consistently.

• Loading - Sending the processed data to a database or reporting system.

ETL tools are a good fit for teams that need to collect data from many places but don’t need live reports. Some platforms update on a set schedule. Others may only update when triggered manually.

While ETL tools manage data flow and helping prevent data silos, they don’t create dashboards or visual reports. You’ll need another platform for that.

Data Analytics Tools

Data analytics tools help see how marketing campaigns perform well and where changes may be needed. These tools organize numbers into clear charts and dashboards so that it’s easier to analyze data without jumping between platforms.

Unlike ETL tools that focus on moving information, analytics platforms connect activity across the entire customer journey to show how customers move between different channels before converting.

Most analytics tools support data integration, which lets you pull information from tools like Google Analytics, customer data platforms, and ad accounts.

Some platforms also offer real-time analytics, which let you spot changes as they happen instead of waiting for end-of-week reports.

Common features in analytics tools:

• Dashboards - Visual snapshots that show campaign health at a glance.

• Charts and comparisons - Track trends over time and across platforms.

• Filtering - Focus on a specific audience, region, or product line.

• Custom metrics - Align your reports with business goals.

• Alerts - Get notified when key metrics rise or drop.

Together, these tools give you a comprehensive understanding of how marketing data connects across platforms. But to work well, you need clean data from sources like a data warehouse or CDP.

Customer Data Platforms

Customer data platforms (CDPs) help bring together information from different channels into one unified view. These tools track customer activity across web, mobile, in-store, ads, and email to create a full profile for each person.

A CDP supports better segmentation, stronger targeting, and a more connected experience across platforms. When used well, it becomes a key layer in building a consistent omnichannel customer experience.

CDPs are helpful because they focus on:

• Unifying customer data from various touchpoints

• Organizing profiles for personalization and targeting

• Sending relevant information to analytics, CRMs, or ad tools

• Providing insights about customer behavior over time

• Improving customer satisfaction by making interactions feel connected

By supporting customer engagement and linking actions across different channels, CDPs give you a better understanding of how people interact with your business.

Why Reporting Tools Struggle With Omnichannel Reporting

Some of the common reasons traditional reporting platforms can’t support a true omnichannel view include:

Native Dashboards Are Too Narrow

Each platform-specific dashboards only show its results, but none offer a view that connects everything together. When you rely on these siloed dashboards, you miss relationships between customer interactions across channels.

You might see a spike in sales, but not realize it started with a paid campaign or email click. Without a clear link between events, insights stay trapped inside disconnected tech stacks that don’t reflect how people really shop.

BI Tools Require Technical Expertise

BI tools demand technical knowledge. Marketers often need help from analysts just to build a dashboard or update a data feed. These platforms don’t adapt well to fast-paced decisions or shifting priorities.

Even when connected to all the data sources through a data warehouse, these tools fall short of supporting hands-on marketing teams. Building reports often involves coding, modeling, and long setup times. That slows progress and distracts from actual campaign work.

ETL Tools Only Move Omnichannel Data

ETL tools help unify information by extracting it from systems, converting formats, and loading it into storage, but don’t offer analysis or insight.

Meeting your real business needs requires more than clean rows and columns. You need dashboards, trends, and campaign views.

Without a reporting layer, you can’t link email opens, ad clicks, or product sales into a full picture. That leaves you without the visibility needed to support a personalized experience for each customer.

How TapClicks Turns Disconnected Customer Data Into Unified Reports

Handling performance data across all the channels is challenging for agencies managing dozens or even hundreds of retail clients.

Each client often runs different campaigns, uses disparate tools, and sells through various channels. Tracking results becomes time-consuming and fragmented.

Many platforms claim to support omnichannel or multi-channel reporting, but most fall short of meeting real marketing strategies.

A true omnichannel reporting tool should support modern campaigns while also adapting to unique customer needs across platforms. An effective solution should do the following:

• Collect data from all the data sources, including websites, e-commerce systems, in-store devices, and custom tools

• Automate calculations to remove the need for manual formatting or spreadsheet work

• Generate reports at scale using live dashboards, exportable files, or slide-based presentations like PowerPoint or Google Sheets

The following is how TapClicks does that:

1. TapClicks Can Connect to All Your Data Sources (In-Store POS Systems and eCommerce Platforms)

Without the right system, you’ll spend hours logging into separate tools, exporting files, or waiting on BI and ETL tools to finish updates. That slows down decisions and adds more manual work to your team’s day.

If you’re running an omnichannel customer experience, your data likely comes from multiple places.

These could include in-store POS systems, your branded website, third-party marketplaces like Amazon and eBay, and eCommerce tools like Shopify or WooCommerce.

You might also be tracking campaigns from social media, search ads, or even radio and TV.

To handle it, your reporting platform needs to connect to all the data sources you use and do it automatically.

Instant Access to Over 250 Omnichannel Data Sources With TapClicks

TapClicks includes more than 250 built-in connectors that pull your marketing and sales data into one view.

These instant-on connections work with popular eCommerce platforms like Amazon and Shopify, plus key marketing platforms for tracking ads, social performance, and lead activity.

Once connected, TapClicks pulls your data automatically, updating it in near real time.

You can also import up to 12 months of historical data during setup, which gives you the option to build custom reports that include both past and current results.

Pull data from over 250 platforms and turn it into insight. Book a TapClicks demo now!

Add Smart Connections to Any Additional Omnichannel Data Source

Beyond the instant-on connectors, TapClicks offers smart connection setup for custom platforms.

If you store data in Google Drive, Amazon S3, Snowflake, BigQuery, or any platform with a public API, our team can configure it to sync with TapClicks. You can even send data by email as an attachment, and we’ll make sure it’s added.

Besides that, you won’t need to manage the API connections. We handle that for you. If a connector goes down or an API changes, we take care of the fix without involving your team.

With TapClicks, you get full visibility across marketing campaigns, sales channels, and internal tools in one unified system that fits your setup.

To learn how to set up a smart connector in TapClicks, check out this short demo.

2. TapClicks Lets You Track All Omnichannel Metrics in One Place

Once you’ve connected your data sources, the next step is defining which metrics matter most to your clients and campaigns.

Agencies often waste hours downloading numbers from different platforms, copying and pasting into Excel, and setting up formulas manually. These same steps repeat every week, month, or quarter whenever clients ask for updated performance.

For many teams, that becomes a full-time task, even when most of it could be automated.

TapClicks solves that by allowing you to define each metric once. You can set up your formulas, choose the sources to include, and apply those definitions across every campaign, report, or dashboard.

When it’s time to update performance, the platform runs those calculations for you automatically.

What’s a Product Metric?

Let’s say you want to track monthly sales for a product across both Shopify and a retail POS system. Without automation, you’d need to collect those numbers manually, adjust for formatting differences, and sum everything up.

TapClicks lets you skip that. You can create a metric like “Total Product_A Sales,” define the formula, select the sources, and let the platform handle the math.

If your channels use different formats or units, TapClicks applies custom rules to clean and align the data every time.

Once set up, your product-level metric works everywhere: dashboards, reports, graphs, or client presentations. You create it once, and it updates itself whenever the data refreshes.

TapClicks also lets you define metrics by channel. You can track individual results from retail POS, Amazon, and Shopify, or combine them for a cross-channel view.

Create Campaign Metrics You Can Use Across All Reports

TapClicks also supports campaign-level metrics. You might run Facebook Ads in one region, Twitter Ads nationwide, and a radio campaign across all locations. You want to know how each performs, both individually and combined.

You can create a metric like “Total Engagement,” then choose which actions to include, likes, views, clicks, and which platforms to pull from.

TapClicks adds them together and tracks performance without extra work. Use that metric in any report, client dashboard, or visual element across the platform.

You’ll never need to recalculate it manually.

Segment Your Results by Location, Region, or Channel

Retail teams often need to report on performance across locations: city, region, state, and even country. They also track different products, campaigns, and customers in each area. For agencies managing multiple retail clients, this adds even more layers of complexity.

TapClicks helps you break down data by location automatically. Set up your metrics with location filters once, and use them in maps, tables, charts, or reports.

You can zoom in on a single city or view results across a national campaign. Interactive visualizations let you see data by store, region, or any segment you configure. You define how to group the data, and

TapClicks keeps it consistent every time.

Check out the article on the benefits of TapClicks for multi-location businesses.

Build Dashboard Templates Once and Reuse Them Everywhere

Many tools offer dashboards, but TapClicks goes further. You can create a dashboard once, save it as a template, and apply it across multiple clients. Any changes made to the template can be updated on every related dashboard in one click.

Most users start with TapClicks’ pre-built templates for Google Ads, Facebook Ads, and others, and customize them from there. You choose the metrics, widgets, and chart types.

Dashboards can also be white-labeled with your client’s branding and adjusted for platform, channel, or region.

If you manage multiple Shopify clients, for example, you can add a new metric to your Shopify template and apply the update across every dashboard instantly. No need to open each one individually. You also have the option to change one dashboard without affecting others.

TapClicks keeps your metrics consistent and your reporting scalable.

3. TapClicks Builds PowerPoint Custom Reports From Your Real-Time Data

While dashboards are useful for on-demand visibility, many teams and clients still prefer reports in a slide or PDF format, especially for scheduled updates each week, month, or quarter.

Without automation, building these reports means repeating the same manual steps across all accounts: gathering data from different platforms, formatting charts, updating numbers, and copying everything into PowerPoint.

That process takes hours per report, per client, and in every cycle. TapClicks solves this with ReportStudio, a built-in report builder designed to turn your live dashboards into ready-to-send presentation files.

Once a report is set up, it runs on your schedule and sends automatically with the most recent data already included.

Automated PowerPoint Reports That Act Like Live Dashboards

With ReportStudio, you can build templates using the same metrics and visuals you’ve already defined in TapClicks.

These templates automatically pull in the latest numbers each time the report is generated. You don’t need to recreate slides or reinsert charts. TapClicks handles the updates in the background and delivers the file to your team or client by email.

You decide when it sends. You can even add branding and choose whether the report goes out as a PDF or PowerPoint.

Want to highlight results from Shopify or another platform? Just link that data source to your TapClicks dashboard, and ReportStudio will feed the numbers directly into your report without any extra work.

The same applies to fully integrated omnichannel reports across all sales and marketing channels.

Centralize Your Reports or Export Data to Other Tools

TapClicks can also act as a data warehouse, storing performance data from all sources and making it available for export to third-party tools like Google Sheets or Tableau. If you already use a BI tool but want one source of truth for your data, TapClicks gives you that central layer.

Report Studio eliminates repetitive setup. Once you create the layout and link your metrics, it continues to run for every report period until you decide to make a change.

Each report can be tailored to show specific data by user, location, or campaign. You control the layout, timing, format, and recipients from one interface.

Get All Your Marketing Data in One Place With TapClicks

Running omnichannel reports across multiple clients, campaigns, and locations gets overwhelming fast, especially if you rely on basic tools or patch together results from different platforms.

TapClicks removes that complexity by:

• Pulling data from every channel

• Letting you define metrics once, so you never redo calculations

• Auto-updating dashboards and reports, with built-in scheduling

• Breaking down results by location, campaign, product, or region

• White-labeling and customizing templates across platforms or clients

With Report Studio, TapClicks turns live dashboards into PowerPoint or PDF reports. You can create templates, pull in live metrics, and schedule reports to send automatically. There’s no copying, pasting, or building charts from scratch.

TapClicks saves hours each month while delivering clean, accurate reports your clients trust.

Deliver powerful omnichannel reports that your clients will understand. Start your 14-day free trial!

FAQs About Omnichannel Reporting

What is omnichannel reporting?

Omnichannel reporting brings together data from every sales, marketing, and support channel into one view, helping teams monitor performance, analyze customer behavior, and improve conversion rates. It uses centralized tools like customer service dashboards to track and compare results across touchpoints and streamline how teams allocate resources across campaigns.

What are the 4 C’s of omnichannel?

The 4 C’s of omnichannel are consistency, convenience, context, and content. These guide how brands deliver seamless interactions and connect data sets across all platforms.

What does omnichannel mean?

Omnichannel means offering customers a connected experience across online, in store, mobile, and more. It combines systems and new technologies to unify interactions, no matter where they happen.

What are the four pillars of omnichannel?

The four pillars are integrated technology, connected data, personalized messaging, and consistent customer experience across channels. Each supports smarter decisions and smoother cross-channel engagement.