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Managing reports

Find, filter, rename, duplicate, delete, export and share your reports, and what each status means.

Every report of a brand, one-off or from a Scheduled Report, is listed on Visibility > Reports (keys G then R).


The top of the page

  • Ask agent opens the agent with this list in view

  • Views saves the filters you use most: set them, then Save current view

  • Create report starts the report wizard (see Creating a report)


Filtering the list

By schedule

The schedule button chooses what the list shows:

  • All reports: one-off reports and Scheduled Report runs

  • Individual only: the reports you ran yourself

  • Filter by schedule: pick one or more Scheduled Reports, with Select all and Clear

By date, status and name

  • Date range: the list opens on the last 90 days; pick Last 7 days, Last 30 days, Last 90 days, All time or a Custom range

  • Status: All statuses, Completed, Not analyzed, Processing or Failed

  • Search by report name


The reports table

Column

What it shows

Report name

Click it to open the report; Edit name renames it

Date

When it was created

Status

Where it stands (see below)

Score

Its Visibility score

Prompts

How many prompts it asked

Platforms

The AI platforms it asked

Location and Language

The market it ran in

Type

Manual, or the name of the Scheduled Report it belongs to, with a link to it

Location config

For a Scheduled Report run, the location it ran for

Owners and editors get three row actions: Share report (on completed reports), Duplicate report and Delete report.


Report statuses

Status

What it means

What to do

Not analyzed

Set up, but the analysis has not run yet

Open it and click Analyze visibility

Processing

The AI platforms are answering

Wait; the list updates on its own

Completed

Every answer is in

Open it

Failed

The analysis did not finish

Open it and click Retry analysis, which is free

A report that is still running shows how many answers are in. If a few prompts keep failing, they are retried automatically; if they fail every retry, the report completes with the answers it has and the credits for those prompts are refunded; the notice that says the report finished also says how many credits came back. Hover over the status to see the count.


Duplicating a report

Duplicate report copies a report's prompts into a new one, so you can run the same prompts somewhere else:

  1. Set the Report name, Country, Language and Location

  2. Changing the location rewrites each prompt for the new place; check the Prompts list and fix anything that reads wrong

  3. Click Create, or Create & start another to set up the next one

The new report is created as Not analyzed, so nothing is charged until you run it. Open new report takes you to it.


Deleting reports

What you can delete:

  • A one-off report that is Not analyzed or Failed

  • Any run of a Scheduled Report, completed or not

A report cannot be deleted while it is running, and completed one-off reports stay in your history.

To delete several at once, select their rows, click Delete and confirm. Rows that cannot be deleted cannot be selected. Deleting cannot be undone.


One-off and scheduled reports

One-off reports

Scheduled Report runs

Created

By you, one at a time

Automatically, on the schedule

Good for

A baseline, testing prompts, checking a change

Tracking the same prompts over time

Type column

Manual

The Scheduled Report's name

See What is a Scheduled Report?.


Downloading and sharing a report

Open a completed report and use the actions in its header:

  • Export PDF downloads the report 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 puts the report's prompts on a Scheduled Report

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.


Next steps

  • 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


Questions?

Email [email protected] and I'll help.

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