Beyond printing and share links, you can email a PDF report on a schedule, keep a list of every report you have made, export any chart, mark what you did on the trend chart, and download every answer as one CSV file. For printing and share links, see Share a report.
| You want to | Where |
|---|---|
| See every report you have made | Report page, Your Reports |
| Email a PDF to clients each week or month | Settings, Notifications, Scheduled reports |
| Save the report as a PDF | Report page, Download PDF |
| Put a password on a share link | Report page, Share link |
| Export a chart | The ... menu on the chart |
| Note what you changed | Overview, Notes |
| Download all answers | Overview, Export all answers |
Your Reports
Open the Report page and choose Your Reports. One table lists what the project has produced, newest first, with a Title, Status, Type and Created date. Under the table you see how many reports have been generated.
| Type | Status you may see |
|---|---|
| Link (a share link) | Published, Expired or Revoked |
| Made | |
| Email (the scheduled report) | Sent, Scheduled or Paused |
| CSV (an answer export) | Ready, with a Download button |
Client logins do not see this list.
Scheduled reports
Scheduled reports emails a PDF report to your clients, Weekly or Monthly.
- Open Settings, then Notifications, then Scheduled reports.
- Choose Weekly or Monthly.
- Type a client's address and press Add person. You can add up to 30 people.
- Press Save, then Send me a test to see the email arrive in your own inbox.
The first report goes out after the next completed run. Each person gets their own email with a link to unsubscribe, and the PDF attached. When a PDF cannot be attached, the email has a View report button instead.
A client is not receiving the report
When the email to one person cannot be sent, everyone else still gets the report. That person is tried again about 1, 4 and 24 hours after the first failure, and only that person. After 4 tries in all, Not delivered shows next to the address under Scheduled reports.
- Make sure the address is correct. If it is not, press Remove, add the correct address and press Save. The new address gets the next report.
- Not delivered goes away when the next report goes out, or when you remove the address.
- Not delivered shows only after the last try, so an address without it may still not have been reached. If your client still has nothing after the next report, check the address again, then ask them to look in their spam or junk folder.
Download PDF
Download PDF sits beside Print or save as PDF on the Report page. It makes the current report as a PDF file, with the logo you choose for the cover.
Password on share links
Choose Share link on the Report page. Under Password protection, add a password (at least 6 characters) to restrict access to the public link, then create the link. The link is marked Password in the list, and the person opening it sees "This report is password protected" and must enter it before they can press View report. Send the password separately from the link.
Export a chart
Open the ... menu on a chart, such as Visibility over time or Share of voice over time. Under Chart you can choose:
- Export CSV to download the figures behind the chart.
- Save as image to download it as a picture.
- Copy to clipboard to paste it into a document or slide.
The same menu is on the charts for AI referrals, AI crawlers and bot visits.
Notes on the trend chart
Press Notes on Visibility over time to record what you did and when, such as a new pricing page. Choose a date, type a short note and press Add note. Notes appear on the chart at that date, so you can see which changes came before a move. Remove one with the cross beside it.
Export all answers
On the Overview, press Export all answers to open Export answer history. Press Generate export to build a CSV of every answer from every completed run, one row per answer with the full text, engine, market, whether your brand was named and where, tone, competitors and cited URLs. Each export is listed by File Name and Created date, and Download saves it. Press Export CSV beside it for just the run or dates you have selected.
What to do next
Set up Scheduled reports once and your clients get results without asking. Add a Note whenever you publish or fix something, so the trend chart explains itself later.