The 5 Best Automation Reporting Tools for Small Biz Compared


Brief Overview of Reporting Tools and Their Importance for Small Businesses

Struggling to keep tabs on your business data? Do you find it challenging to convert that data into actionable insights that could foster growth and efficiency in your operations? If so, you’re not alone. In fact, many small businesses grapple with these challenges daily. At Anthem CRM, we understand that in this ever-evolving digital world, data literally drives business decisions. Therefore, efficient and insightful management of this data can make all the difference between stagnation and growth.

This is where reporting tools for small businesses with automation come in. These tools are not just fanciful add-ons but critical components in business strategy that offer a bird’s eye view of your operations. They aggregate, analyze, and visualize your data, transforming it into actionable insights. Our expert, Ryan McEachron, explains on our Anthem CRM website how leveraging these tools can empower your teams and give your business a competitive edge.

The Role of Automation in Reporting Tools

The magic in these reporting tools lies in their automation capability. Ryan McEachron emphasizes on Anthem CRM’s software solutions page, “Automating tasks can be a game-changer for small businesses.” Automation in reporting tools saves time, improves resource efficiency, and sharply reduces the likelihood of human error. Further, with some advanced tools that employ AI and machine learning, even complex data sets can be made comprehensible, propelling your decision-making process forward.

There you have it, a brief overview of the importance and role of automated reporting tools for small businesses. If this sounds like something that could help your business, stay with us. In the following sections, we’ll be comparing the top five reporting tools for small businesses with automation, helping you find the best fit for your needs.

Quick Snapshot of Top 5 Reporting Tools:

  • Google Analytics 4
  • Looker Studio
  • Funnel
  • Supermetrics

comparison of top 5 reporting tools - reporting tools for small businesses with automation infographic pyramid-hierarchy-5-steps

Understanding Automation Reporting Tools

In a world where data is king, automated reporting tools serve as the queen, facilitating smart, data-driven decisions that can drive growth and efficiency in your business. But what exactly are these tools, and why are they especially beneficial for small businesses?

What is Automated Reporting Software?

Automated reporting software is a tool that helps you automate the generation and sharing of specific information. These tools collect data, analyze it, and present it in an easy-to-understand format, such as charts or graphs. They eliminate the need for manual data crunching and instead provide you with real-time insights into your business performance.

This software can be immensely helpful for small businesses as it allows you to spend less time on data analysis and more time on strategic decision-making. Furthermore, some of these tools even employ artificial intelligence (AI) and machine learning to interpret complex data sets, providing you with actionable insights at a glance.

Types of Reporting Tools

When it comes to reporting tools, there is no one-size-fits-all solution. There are several types, each with its unique features and functionalities. For instance, you have dashboard software that provides a visual overview of your business performance and data visualization tools that represent your data in an easily understandable format.

There are also scorecard tools that track your progress against your predefined goals and ad-hoc report writers that allow you to create custom reports as per your specific needs. At Anthem CRM, we believe in providing our customers with a variety of options so that they can choose the tool that best fits their business requirements.

The Benefits of Using Automation Reporting Tools for Small Businesses

Automated reporting tools provide numerous benefits for small businesses. First and foremost, they save you time. Instead of spending hours compiling reports manually, you can now generate them at the click of a button.

They also simplify the data analysis process, turning complex data sets into straightforward, easy-to-understand reports. This empowers your team to use data effectively in their day-to-day operations, fostering a data-driven culture within your organization.

Moreover, these tools help improve the accuracy of your reports. Manual data entry is prone to errors, but with automated reporting, the chances of inaccuracies are significantly reduced.

Finally, by providing you with real-time insights into your business performance, these tools enable you to respond quickly to market trends and make informed decisions that drive growth.

In conclusion, automation reporting tools are not just a nice-to-have but a must-have for small businesses looking to leverage data effectively and efficiently. In the next section, we’ll dive deeper into the features you should look for when choosing an automation reporting tool. Stay tuned!

Criteria for Selecting the Best Automation Reporting Tool

When it comes to selecting the best reporting tools for small businesses with automation, there are a few crucial factors to consider. Ryan McEachron, an expert at Anthem CRM, highlights these key areas for consideration:

Data Processing Capabilities

The first thing to look for is the tool’s data processing capabilities. The best automation reporting tools should be able to handle large volumes of data and provide real-time reporting and analysis. This feature allows you to monitor your data as it’s being processed, giving you immediate access to crucial insights.


The ability of the reporting tool to integrate with other software is crucial for maximized convenience and efficiency. As mentioned in our previous post, your chosen platform should seamlessly integrate with your existing infrastructure, including your CRM, accounting software, and other productivity tools.

Report Templates

A good reporting tool should provide a variety of report templates. This will enable you to generate the specific reports you need without having to start from scratch each time. As a small business owner, time is of the essence, and being able to quickly generate a report using a template can save you a significant amount of time.

Data Preparation Capabilities

The tool should also offer robust data preparation capabilities. This includes features such as data filtering, which allows you to separate important data from noise, and root cause analysis, which can help you determine the cause of any issues or discrepancies in your data.

Limitations and Pricing

Finally, consider any limitations that the tool may have, as well as its pricing. Some tools may have limitations in terms of the volume of data they can handle, or they may lack certain features that are crucial for your business. And of course, the tool’s cost is a crucial factor to consider. Here at Anthem CRM, we emphasize that while automation software can require an initial investment, the potential return on investment and time savings can be significant. Therefore, it’s essential to weigh these factors when selecting an automation reporting tool.

By keeping these criteria in mind, you’ll be well-equipped to select the best automation reporting tool for your small business. In the next section, we’ll look at the top 5 automation reporting tools and how they meet these criteria. Stay tuned!

Top 5 Automation Reporting Tools for Small Businesses

In this section, we will dive into the top 5 reporting tools for small businesses with automation. For each tool, we will highlight key features and benefits for small businesses, as well as pricing and potential limitations.

Google Analytics 4

Key Features and Benefits for Small Businesses

Google Analytics 4 (GA4) is a free reporting tool that is easy to use and incredibly versatile. With GA4, small businesses can gain insights on users’ behavior, boosting their strategic decision-making process. It allows for customization and integration with other Google services, giving you a comprehensive view of your business operations.

Pricing and Limitations

GA4 is free to use, making it one of the most cost-effective options for small businesses. However, it does not include information from non-Google advertising platforms or your CRM unless manually imported or done through a third-party tool. Additionally, data processing can take up to 24 to 48 hours.

Looker Studio

Key Features and Benefits for Small Businesses

Looker Studio, a cloud-based data analytics platform, is one of the top BI reporting solutions. It allows for seamless integration with various tools and provides dynamic dashboards for easy visualization of data. This helps small businesses make informed decisions based on accurate figures.

Pricing and Limitations

Pricing for Looker Studio is custom and depends on the number of users and the scale of your deployment. However, using Looker Studio requires learning how the basic LookML model works, which may require some time and effort.


Key Features and Benefits for Small Businesses

OWOX BI is a robust tool that offers automated reporting, data consolidation, and data pipeline creation, making it significantly easier to manage your business data. Furthermore, it provides a library of ready-to-use templates, simplifying the report creation process.

Pricing and Limitations

Pricing for OWOX BI starts at $115 per month. However, it may have some limitations on the number of rows and parameters you can include in a report.


Key Features and Benefits for Small Businesses

Funnel is a dynamic tool that can connect with over 500 data sources, providing you with a comprehensive view of your business. It also offers customizable dashboards and flexible reporting options.

Pricing and Limitations

Pricing for Funnel starts at $399 per month. On the downside, Funnel does not collect user behavior data from a website, nor does it monitor data quality or support dynamic UTM parameters.


Key Features and Benefits for Small Businesses

Supermetrics is a reporting automation tool that simplifies data gathering from various marketing platforms, making it a versatile option for marketing reporting. It allows you to easily discover valuable insights from raw data, enhancing your decision-making process.

Pricing and Limitations

Pricing for Supermetrics starts at $39 a month. However, keep in mind that Supermetrics does not monitor data quality and lacks an option to create attribution-based reports.

Choosing the right automation reporting tool for your small business depends on your specific needs and budget. By comparing features, capabilities, pricing, and limitations, you can select a tool that best aligns with your business goals. In the next section, we will guide you on how to implement these tools to maximize their benefits. Stay tuned!

How to Implement and Maximize the Use of Automation Reporting Tools

As a small business owner, you’ve identified that automation reporting tools are key to your growth and efficiency. Now, let’s dive into how to implement and maximize these tools effectively.

Steps to Implement Automation Reporting Tools

Implementing reporting tools for small businesses with automation requires a structured approach. Here are the steps to get you started:

  1. Identify Your Needs: Understand what you want to achieve with the reporting tool. Are you looking for insights into customer behavior, sales tracking, or expense monitoring? Identifying your needs will guide your choice of reporting tool.

  2. Choose the Right Tool: Based on your needs, select the appropriate tool. As we discussed earlier, tools like Google Analytics 4 and Looker Studio offer robust reporting capabilities for small businesses. Make sure to consider the tool’s integration capabilities with your existing systems for a seamless transition.

  3. Test the Tool: Most automation tools offer free trials. Use this opportunity to test the tool’s functionality and ensure it meets your needs.

  4. Train Your Team: Ensure your team understands how to use the tool. This could involve in-house training or utilizing the resources provided by the tool’s company.

  5. Implement and Monitor: Deploy the tool and regularly monitor its performance. Adjust as necessary to ensure it’s providing the insights you need.

Remember, implementation is not a set-it-and-forget-it process. As Ryan McEachron of Anthem CRM emphasizes, it’s about continuous improvement. Refine your use of the tool based on its performance and your evolving business needs.

Tips to Maximize the Use of Automation Reporting Tools

Maximizing the benefits of automation reporting tools involves more than just implementation. Here are some tips to get the most out of your chosen tool:

  1. Leverage Integration Capabilities: Most automation tools can integrate with other business systems. Make the most of these integrations to increase efficiency and streamline your operations.

  2. Use Visualizations: Tools like Looker Studio offer visualizations like graphs and charts that make data easy to understand. Use these features to gain quick insights into your business performance.

  3. Automate Regular Reports: Save time by automating the generation and distribution of regular reports. This allows you to focus more on strategic decision-making rather than data crunching.

  4. Promote a Data-Driven Culture: Encourage your team to use the tool in their daily operations. This fosters a data-driven culture, enabling faster response to market trends and smarter decision-making.

  5. Regularly Update Your Tool: Make sure your tool is always updated to the latest version. This ensures you’re benefiting from the latest features and improvements.

Implementing and maximizing the use of automation reporting tools can significantly enhance your business operations. By selecting the right tool and using it effectively, you can gain valuable insights, save time, and make informed decisions that drive your business growth. In the next section, we’ll recap our top 5 automation reporting tools and share some final thoughts on their importance for small businesses. Stay tuned!


Recap of the Top 5 Automation Reporting Tools

In our exploration of reporting tools for small businesses with automation, we’ve highlighted five standout options:

  1. Google Analytics 4 – It’s a widely-used free tool that provides comprehensive web analytics, making it an ideal choice for businesses keen on understanding their online performance.
  2. Looker Studio – Formerly known as Google Data Studio, this tool offers robust report-building capabilities. It’s especially suited to businesses that require custom data visualizations.
  3. OWOX BI – This tool offers advanced features like attribution modelling and data pipeline creation, making it a top choice for businesses with complex data needs.
  4. Funnel – It’s a powerful tool that integrates with over 500 data sources, making it ideal for businesses that use multiple platforms and need a unified view of their data.
  5. Supermetrics – A great choice for businesses that need to automate marketing reports, it integrates with a wide range of platforms, from social media to PPC and SEO tools.

Each of these tools offers unique strengths, and the right one for your business depends on your specific needs, budget, and technical capabilities.

Final Thoughts on the Importance of Automation Reporting Tools for Small Businesses

In the world of small businesses, where resources are often limited, automation can be a game-changer. Automating your reporting processes not only saves time but also ensures accuracy and provides insights that can drive decision-making and growth. As Ryan McEachron from Anthem CRM emphasizes, “an informed decision now can save you time, resources, and potential headaches in the future.”

Choosing a suitable automation reporting tool is not just about buying software. It’s about empowering your business with the right data at the right time. And with the tools we’ve outlined, you’ll be well on your way to making data-driven decisions that can truly transform your business.

We hope this exploration of the top reporting tools for small businesses with automation has been helpful. At Anthem CRM, we understand the power of data in driving business decisions. That’s why we recommend choosing tools that not only fit your current needs but can also grow with your business. For further information, don’t hesitate to visit our blog or reach out to contact us directly. We’re here to help you navigate the world of data and reporting, assisting you in finding the perfect solution for your small business.

business reporting tools - reporting tools for small businesses with automation