---
title: "Make and share a client report · MetricDeck"
description: "Pick a period and the sections that matter, add your note and logo, then share a link or send the PDF."
url: https://metricdeck.app/help/client-reports
updated: 2026-10-03
---

[Help](https://metricdeck.app/help)

Reports

# Make and share a client report

Pick a period and the sections that matter, add your note and logo, then share a link or send the PDF.

## 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.

The workspace owner sets the logo, and it goes on every project's reports. An edited summary is used until a new AI summary is written after a sync. Numbers you type into it aren't checked, unlike the AI's.

## 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

|                        | Free      | Starter   | Pro       | Agency    |
| ---------------------- | --------- | --------- | --------- | --------- |
| Reports                | 2 a month | Unlimited | Unlimited | Unlimited |
| PDF download           | Yes       | Yes       | Yes       | Yes       |
| Your logo on the cover | No        | Yes       | Yes       | Yes       |
| Share as a link        | No        | Yes       | Yes       | Yes       |
| A password on the link | No        | No        | Yes       | Yes       |
| No MetricDeck branding | No        | No        | No        | Yes       |

## Questions

### Can I change a report after generating it?

No: it's a record of that moment. Make a new one with the same choices, change what you need, and take the old link down if you shared it.

### Why does the period end a few days ago?

Search Console publishes data 2–3 days late. So every section covers the same days, the report ends at the latest day every included source has complete. Leave Search Console out to end it sooner.

### Does my client see MetricDeck's name?

With your logo on the cover, only in the closing line that says where the numbers come from. Without one, MetricDeck's logo heads the cover. On Agency, reports carry no MetricDeck branding at all.

## More help

* [Connect Search Console, Analytics and Google Ads Sign in with Google once, then choose which property and ad account belong to each project. ](https://metricdeck.app/help/connect-google)
* [Connect OpenAI Ads (ChatGPT ads) Read your ChatGPT ad campaigns with an Advertiser API key: spend, clicks, conversions and each ad's review. ](https://metricdeck.app/help/connect-openai-ads)

Still stuck? Email [hello@metricdeck.app](mailto:hello@metricdeck.app). A person reads every message, and we aim to reply within one business day.