A client report is a stack of sheets, each holding one to four blocks of the client's data, over your own branding. You build it once from a template, and publishing freezes a version, so what you sent stays what you sent.
Open it from Visibility > Client reports in the sidebar, then click New report.
What | Plan |
|---|---|
Build, publish, download the PDF, share | Every plan |
Your logo, colors and company name on the report | Agency and above |
Several clients at once | Agency, on a paid subscription |
Email delivery and Send to client | Agency, on a paid subscription (not the trial) |
Every brand's reports in one list | Agency Plus, in agency mode |
Rendering a PDF, sharing and sending spend no credits.
On New report:
Pick One client or Several clients. Several clients makes one report per client from the same template
Choose the Client and a Title
Whose brand: Your agency puts your logo on every page and the client's name and logo on the cover. The client signs every page with the client's name and mark and leaves yours off; your colors and typeface stay
Language: the language of the report's sentences, the client's own by default
Pick a template, then click Start report
Template | What it starts with |
|---|---|
Monthly visibility | The retainer report: what moved, against whom, and what happens next (16 sheets) |
Quarterly executive | The arc of the quarter, not the detail (8 sheets) |
New business pitch | A prospect today and the gap to close (8 sheets) |
Brand audit | Reputation, its sources and what to fix first (7 sheets) |
Whole brand | AI visibility, search, the site, traffic and the work (22 sheets) |
Single run | One run in full: every prompt, AI platform and source (10 sheets) |
Schedule overview | A Scheduled Report across its runs (6 sheets) |
Local monthly | For a business with places: Places at a glance, Local rankings map, Map position over time, AI grid, Directory gaps, Business Profile and the work (12 sheets) |
Start from nothing gives an empty report. The account owner can keep any report's sheets as a template (Save as a template) and make one the default. Only the sheets are saved, never a client's numbers or your sentences.
Click Add a block to open the tray. A block the client cannot fill yet is greyed out with the reason, such as Not connected or No data for this client yet.
Text: Cover (your logo, the client and the period), Contents, Section opener (a chapter divider), The verdict (the score and one sentence), Analyst note (a page of your own), At a glance, Get in touch.
Visibility: Stat, Where you stand, Visibility over time, AI platform by prompt, Where you appear, Where you are missing, By category, Prompt trends and Region by region (both need a run that belongs to a Scheduled Report), Every run, What we asked.
Competitors: Share of voice, Competitor ranking, The race.
Sources: Who gets cited, Citation detail, Citation outreach.
SEO: Keyword rankings (tracked keywords checked in Google), Site health, SEO issues and Against competitors' pages (tracked pages with a finished audit).
Integrations: Google Analytics (Traffic from AI, Site traffic, Where AI visitors land), Search Console (Search performance, Top search queries, Top pages in search, Who finds you, Clicks against position), Bing Webmaster Tools (Bing search, Copilot citations, which needs a Bing AI Performance export uploaded) and Business Profile.
Reputation: Reputation score, Tone by AI platform, Tone by kind of site, Key themes, What is being said, Sources behind the answers, Reputation next steps. These read a completed brand audit.
Work: Done and next (the brand's tasks), Recommended next steps, Content published.
Block | What it shows | What it needs |
|---|---|---|
Places at a glance | Every place in one table: AI visibility, map position and directory listings | At least one place |
Local rankings map | Where a place shows in Google Maps for one search, point by point | A finished local rankings scan. Pick the Place, Search and Scan, or leave the newest |
Map position over time | How one search of a place moved, scan by scan | At least two finished scans of that search |
AI grid | Who Gemini with Google Maps recommends around a place, and whether it names the business | A finished AI grid of a place |
Directory gaps | The directories a place should be listed on and is not | Directories that apply to the place |
Business Profile | Views, calls, website clicks and directions against the period before (in the tray under Integrations) | Google Business Profile connected |
See Geo grid: local rank tracking and Local sources.
Drag blocks onto a sheet or between sheets. A sheet holds up to 4 blocks and a report up to 60 sheets
In Sheets, reorder, Duplicate, Hide from the paper or Remove a sheet
Select a block to change its heading, rows shown, window or width
Write the sentences (verdict, openers, notes) in place on the sheet
Settings changes the template, typeface, density, whose brand and language. Apply template keeps your headings, row counts and sentences on the blocks both share
Edits save on their own, with Undo and Redo
The builder shows today's numbers. Present shows your draft full screen, one sheet at a time.
Publish freezes a version: the sheets, the numbers as they are right now, your sentences and your branding. Editing afterwards does not change it. The toolbar badge shows the version, for example v3, edited since, and printing, sharing and downloading always give the published version. Publish again to make the next one.
The PDF renders after you publish, in about a minute. Click Download PDF in the builder or on the report's row. Print opens the print sheet in a new tab. If a render fails, publish again to retry it.
Share creates a Client report link to the published version. The link keeps that version: publish again and share the new one. Manage links in Shares, and every shared report also appears in the brand's Client portal.
On a Scheduled Report, open the Delivery tab and turn on Email this report to the client:
Recipient emails: up to 10, plus the client email saved on the brand. Also send me a copy adds you
Report template: the template each run builds the report from
Review before sending (on by default): each run's report waits in Client reports as Waiting for review until you click Send to client
Intro message: an optional note at the top of the email
The email carries a share link and the PDF, and is written in the brand's language. Delivery needs the Agency plan on a paid subscription: on the trial, runs do not email anyone.
With the Agency plan, reports carry the logo, colors, typeface and company name from White label > Branding. A published version keeps the branding it was published under. Turn on Hide "powered by Rank Prompt" to remove the attribution from PDFs and shared reports. When the app runs on your own domain (Agency Plus), it is always hidden and the print sheet and links open on your domain, so nothing says Rank Prompt.
The list filters by Drafts, Published, Waiting for review, Archived and Exports (PDFs made when someone downloads a report run). Select rows to publish, apply a template, send, archive or delete several at once. Deleting a published report archives it instead, because its versions are what the client received.
Shares: every link your team created
Client portal: one link per client brand
White label app: the app on your own domain
Email [email protected] and I'll help.
