Make and share a client report

Make a report

1. Open Reports in the sidebar, choose New report, and pick the project.

   Or use New report at the top of any project.

2. Choose the Period and what to compare it with.

   The last 7 or 28 days, 3 or 12 months, or a custom range, against the period before, the same period last year, or nothing. Every section covers the same days, ending at the latest day all the included sources have complete.

3. Tick What to include.

   Sections come in groups: the open alerts, the summary, organic search, website traffic, Google Ads, OpenAI Ads and site health, each with its own parts. Pick which Search Console properties, campaigns and site pages go in.

4. Fill in the Cover and summary.

   A title, a note to your client, and your logo. The summary starts as the project's latest AI summary, and you can rewrite any of it.

5. Choose Generate report.

   Your choices are remembered for the project, so next month's report is one click.

A saved report never changes

• Generating takes a snapshot: the report shows the numbers as they were, however the data changes later. Every report stays under Reports, newest first.
• For an updated one, open the report and choose ⋯ → New report with these choices. The old one stays as it is.
• The open alerts are included only when the period runs to the latest data, so an old period never shows today's problems.

Send it to your client

• Download PDF for a file to attach to an email. It looks the same as the web version.
• Publish for a link anyone can open without an account. Search engines are told not to list it.
• Add a password to the link if you like. Ten wrong tries lock it for 15 minutes, and changing the password signs everyone out of it.
• Take it down at any time: the link stops working at once.

What each plan includes

Questions