Client-ready reports
Building reports from every module, branding, sharing and scheduling them.
- Lesson
- 3/3
- Reading time
- 7 min
- Sections
- 4
- Through the course
- 100%
Reports combine data from every module into branded web reports, PDFs and CSVs.
Building a report
- Start from a template (Monthly client report, SEO health, Traffic overview) or your own saved layout.
- Drag in sections: click runs, rankings, competitors, site audit, traffic, goals, funnels, page speed, recordings and link exchange.
- Add your own notes alongside the automatic summary.
Step by step
- 1Pick a templateMonthly client report, SEO health, Traffic overview, or your saved layout.
- 2Add sectionsDrag in the modules the client cares about.
- 3Add your notesContext the numbers can't give, next to the automatic summary.
- 4Share or scheduleA password-protected link, or a weekly or monthly email with an optional PDF.
The summary
Every report opens with a plain-English summary generated from your numbers using fixed rules: the biggest changes in visits, positions, audit score and click runs.
Branding, sharing and scheduling
- Your logo, accent colour and company name, and hiding Powered by Serpfull, on every plan.
- Password-protected share links with expiry and view counts; a client sees only that report.
- Weekly or monthly emails at the hour you choose (UK time), with an optional PDF, and a delivery log.
Lesson 3 of 3
Client-ready reports