When it actually works:
Ease of connecting data, presenting data exactly how I want it presented (PDF emailed reports monthly of dashboards, type of data on dashboards, ability to view date ranges on dashboard). Used To Email PDF Attachments and type outlines as "Reports" - then made the big jump to this. Immediately it saved me 40hrs/month on reports between around 20 clients. Cuts report time to 15-30 each mins each max - for our written summary basically only, and marketing directors can easily train team members to use it and set up new dashboards.
Great client management/user management/data profiles management system, white label features, the number of data connectors blows everything else away.
Feature sets at higher plan levels unclearly presented by reps, when we upgraded upgrade to get the leads data import in native Tapclicks UI (at first we were using Google docs/sheets embeds which looked horrible on PDF emailed version). The ability to merge said lead sources together that I upgraded to, requires yet another upgrade?!
Google Data Studio looms overhead as a free better solution and is improving fast withconnectors and things like Supermetrics for 3rd party data connectors that are much less expensive as an overall solution. But lacks more professional features like the emailing of reports, and Tapclicks is a few steps ahead with very customizable date sets and customizable send dates. However, a scheduled reporting feature is scheduled this year to come out on Google Data Studio
We are consistently having issues with CallRail disconnecting, reports that are scheduled that automatically go out without data with CallRail and their Google Sheet connector for leads. The main reason we upgraded from lowest to middle plan, and it keeps breaking and has been nothing but a nightmare.
On top of that, they do monthly updates, and the most recent they changed the Move/Resize system which broke all the PDFs that are scheduled to go out, and have been going out broken to clients. They look at that first page, and it's all messed up, has been a real bad look, a huge hassle. Real big black eye hearing it from clients. Should allow an option to opt out of Tapclick software update(s), or revert in this case of breaking every single clients' reports.
Make reports much easier, less time consuming, and have a nice PDF in email boxes once a month 3 days after billing cycle is a beautiful type of system in combination with two team members one to do the written part of the report 1 day after billing cycle and a second person for the 2nd day after as part a check&balance management system to have 100% perfect report by the 3rd day when the report sends out.