Every report of a brand, run once or on a schedule, is one row on Reports, under Visibility in the sidebar (keys G then R). A row is the report itself; its runs and their results in each market live on its page.
Ask agent opens the agent with this list in view
Create report opens the form (see Creating a report)
Control | Options |
|---|---|
Search | By report or market name |
Kind of report | All reports, One-off or Scheduled |
Place | All places, or one city or one of your places |
Column | What it shows |
|---|---|
Name | Click it to open the report |
Markets | Where it measures: a country, cities or your places |
Frequency | Once, or how often it runs; hover it for the next run |
AI platforms | The AI platforms it asks |
Prompts and Runs | How many prompts it asks and how many times it ran |
Last run and Last run status | When it last ran and how that run went |
Visibility | Of the answers the last run collected, the share that named your brand |
Created | When it was created |
Owners and editors get row actions: Rename, Duplicate, Share (once the report ran) and Delete. The export button above the table prepares the brand's whole history (every answer and its citations) as a download.
Status | What it means | What to do |
|---|---|---|
Queued | The run is about to start | Wait |
Running | The AI platforms are answering | Wait; the page updates on its own |
Completed | Every market is in | Open it |
Partly failed | Some markets failed | Retry failed markets on its page runs only those |
Failed | The run did not finish in any market | Retry failed markets on its page |
If a few prompts keep failing, they are retried automatically; if they fail every retry, the result completes with the answers it has and the credits for those prompts are refunded, and the notice that the run finished says how many credits came back.
Duplicate copies a report's markets, prompts and AI platforms into a new one, ready to edit and run. Nothing is charged until you run it. On a report's page, Duplicate to brand copies it into another brand you edit, with that brand's name in the prompts. See Managing your Scheduled Reports.
An owner or editor can delete a report that ran once at most
Only the brand owner can delete a Scheduled Report, or a report that ran more than once
A report can't be deleted while a run is under way
To delete several at once, select their rows, click Delete and confirm. Deleting removes the report with every run and result, and can't be undone. To remove a single market's result from one run, use Remove this result on the report's History tab.
A report that never ran and that nobody touches for 90 days is deleted on its own. A report that ran is never deleted this way.
Runs once | Scheduled | |
|---|---|---|
Runs | When you start it | On its own, at its frequency and time, and whenever you click Run now |
Good for | A baseline, testing prompts, checking a change | Tracking the same prompts over time |
Frequency column | Once | Daily, weekly or monthly |
Schedule a report from its page (Schedule, or Settings and Runs on a schedule): it stays the same report, with its history. See What is a Scheduled Report?.
Open a result of a report and use the actions in its header:
Export PDF downloads it as a document, named after the brand and the month of the run; it takes a moment to prepare. If you change your white label branding, the next export picks up the new look
More > Export CSV or Export JSON downloads the answers
Share creates a read-only link (see Shares)
Schedule runs the report again on its own
Every PDF you export is also kept in Visibility > Client reports. Choose Exports at the top of the list to see only those. Click one to preview it, download it again, open the run it prints, or Make an editable copy: a client report of your own with the same blocks, which you can rename and edit, while the export stays as it is. The PDF of a share link cannot be copied; change the share instead.
To build a branded document for a client, with a cover, the blocks you choose and a new version every month, use Visibility > Client reports.
Understanding report results: read every tab
What is a Scheduled Report?: set up recurring tracking
The AI visibility page: every report in one view
Improve your results: turn a report into action
Email [email protected] and I'll help.
