Creating Custom Reports

Every report you generate is customized at generation time: which data goes in, over what period, against which competitors, and under whose brand. This guide covers the options for each report type and how to combine them into a report that fits its audience.

Generating a Report

Open your project's Reports tab and click Generate Report on one of the four cards - Position Tracking, Site Audit, Backlinks, or AI Mentions. The generation dialog asks for a Branding Profile (required - this controls the logo, colors, fonts, and cover on the PDF) plus the type-specific options below. Generation is free and the finished PDF lands in your reports history for download or emailing.

Position Tracking Options

• Target - one tracking target (a location and device combination) or All Targets for a combined report.
• Date Range - last 30, 60, or 90 days, last year, or all time.
• Include competitors - adds the target's tracked competitors and benchmarking to the report; untick for a your-site-only report.

A client report usually wants one target (the market they care about) with competitors on; an internal review might prefer All Targets with a 90-day range.

Site Audit, Backlinks, and AI Mentions

• Site Audit - reports on your audit findings; pair it with a fresh crawl first if you want current numbers (the crawl costs credits, the report doesn't).
• Backlinks - your backlink profile analysis.
• AI Mentions - AI visibility over a selectable date range.

Branding Is the Custom Layer

The same data can ship as very different documents. Branding profiles control agency name and contact details, logo, the color scheme, heading and body fonts, header/footer, and the cover style (banner, minimal, or siderail). Build one profile per client or brand in your dashboard's Branding section and reports become client-ready without per-report design work - see White Label Reports.

Reuse the Setup with Schedules

Once a report's options fit its audience, schedule the identical configuration so it regenerates and emails itself - frequency, recipients, and branding per schedule. See Automated Report Scheduling.

FAQ

Can I build a fully custom report layout?
Layout comes from the report type; your customization levers are the data options and the branding profile (colors, fonts, logo, cover, agency details). There's no drag-and-drop section builder.

Can I combine several report types into one PDF?
Not currently - each type generates its own report. Schedule them together so the client gets the set in one cycle.

Where do generated reports go?
The reports history in the same tab: download, re-send, or check which branding a past report used.

Related Documentation

• Automated Reporting
• Automated Report Scheduling
• White Label Reports