CLIENTS & ONBOARDING

Export a client report

Print or save a client's growth and performance report as a PDF.

How to do it

  1. Open the client overview or Analytics page and select Export report.
  2. Choose Last 7 days, Last 28 days or Last calendar month.
  3. Select Print or save as PDF and use your browser's print dialog.

What's in the report

Agency and client logos, a summary, one section per connected data source (this period, previous period and change, as reported by the provider), opportunities, work completed this period, SEO opportunities (labelled Measured — Search Console or AI-discovered (not measured)), competitor intelligence, campaign images and next recommendations.

The data-source sections use the latest synced reporting window shown in each section, which may differ from the period you selected. The selected period applies to the work-this-period counts.

If no data sources are connected yet, the report says so.

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