Client-ready reports

Building reports from every module, branding, sharing and scheduling them.

Lektion
4/5
Læsetid
7 min
Sektioner
4
Gennem kurset
80%

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.

Trin for trin

  1. 1Pick a templateMonthly client report, SEO health, Traffic overview, or your saved layout.
  2. 2Add sectionsDrag in the modules the client cares about.
  3. 3Add your notesContext the numbers can't give, next to the automatic summary.
  4. 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, from the Pro 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.

Lektion 4 af 5

Client-ready reports