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LearnReportsClient Reports
Reportspro+ plan

Client Reports

AI-narrated, white-label SEO reports with public share link + PDF export.

Try Client ReportsAll modules

On this page

  • What it is
  • Why it matters
  • How to use
  • Workflow story
  • Why Outerank
  • Tour of the screen
  • What costs credits
  • Pro tips
  • Glossary
  • Common questions
  • How we compare
  • Related modules

What it is

One-click generation of an executive SEO report covering: site health scores + deltas, keyword rankings (top 3/10/30 counts), new backlinks, articles published, AND a 3-paragraph AI-written executive summary that reads the numbers and explains them in plain language. White-labeled with your agency logo + brand color (set in Settings). Each report gets a public share-link (no login required) and a PDF export (browser print → Save as PDF).

Why it matters

Agencies bill clients monthly. Without a polished report, clients churn even when results are great because they can't SEE the work. The AI-narrated summary is the differentiator — turns numbers into a story your client will actually read.

How to use it (step-by-step)

Follow these in order. Each step is 30 seconds to 2 minutes.

1

Step 1

Set your agency branding in Settings (once)

Logo URL + brand color. Every report from now on is white-labeled with them.

2

Step 2

Pick a template

Choose from Modern / Executive / Visual / Minimal. Executive (big health-score callout) reads best for non-technical clients.

3

Step 3

Pick a time window + Generate

7d for tactical updates, 30d for monthly client reviews, 90d for quarterly board decks. The AI writes the executive summary automatically.

4

Step 4

View, download PDF, or share

'View' opens the report, 'PDF' opens the print dialog (Save as PDF), and 'Share link' copies a public URL that works without login.

5

Step 5

Roll up multiple projects (optional)

Use the rollup card to combine several projects into one report — perfect for a client with multiple sites or an internal overview.

Generate

Strategic + client reports in one click.

Two report types: STRATEGIC (Brain + Advisor analyses, owner-paid, 50 credits, Agency-only) and CLIENT (per-project performance, free, branded). Both ship as branded HTML, downloadable, shareable, printable.

  • Strategic report = full plan + analyses (50 cr · Agency)
  • Client report = per-project performance (free)
  • Branded HTML — agency logo, agency colors
  • Download / share / print / email

Report types

Strategic50 cr · Agency
Clientfree
Brandedlogo + colors
Format.html · PDF · share link
Compare

Diff two strategic reports.

GET /diff between two saved strategic reports → what changed in the recommendations, what got better, what got worse. The diff IS the proof for your retainer renewal.

  • Diff any two saved reports
  • Changed / added / removed recommendations
  • Metric deltas inline
  • Client-ready screenshot of the diff

Diff · Mar vs Jun

+ Added · 3 new actions on GEO + AI-search optimization.

✓ Closed · 5 actions completed (audit fixes + content shipped).

Δ Metrics · Visibility +18%, Speed +6pts, AI citation +9%.

Share

Public share link, 90-day expiry.

Every report has a no-login public link. Send it to clients, investors, or co-founders. The link expires after 90 days (configurable) so old reports don't leak forever.

  • Public link · no login required
  • 90-day expiry (configurable)
  • View tracking — see when it's opened
  • Revoke instantly if needed

Share link · just created

URLouterank.com/share/r/abc...
ExpiresSep 22, 2026
Views0 (just created)
Revocableinstant
Automate

Schedule weekly / monthly auto-sends.

Pair with Scheduled Reports — Outerank emails the latest client report on your cadence (every Monday, first-of-month, etc.). Hands-off agency reporting.

  • Mon / Wed / Fri / first-of-month cadences
  • Per-client cadence
  • Per-project filtering
  • Includes the share link + a summary blurb

Scheduled · per client

Client AMondays
Client BBi-weekly
Client CFirst-of-month
StatusAll on track

Why Outerank

What reporting tools make you handcraft.

The whole reporting lifecycle — generate, diff, share, schedule — bundled in.

Two shapes

Two report shapes, not one

Strategic for retainer renewals, Client for monthly check-ins. Each does its job — not a one-shape-fits-all dump.

Strategic diff

Diff = retainer-renewal proof

Compare reports across months. The diff shows what your work changed. Retainer-renewal slide-deck on tap.

Safe sharing

Public links with auto-expiry

Share a no-login URL. 90-day expiry by default so old reports don't leak. Revocable instantly.

Hands-off

Auto-cadence emailing

Pair with Scheduled Reports for hands-off Monday emails. Your agency reporting runs itself.

What costs credits

No surprises. Browsing and viewing saved results is always free.

Generating reports (single or rollup)Free
Viewing, PDF export & share linksFree

Pro tips

  • →Generate the report the day BEFORE your client call so the AI summary feels fresh.
  • →If you don't set agency branding, the report shows 'Outerank' — fine for personal use, not for client-facing.
  • →PDF uses your browser's print → save as PDF. Chrome and Edge give the cleanest output.
  • →Delete a report to instantly revoke its public share link.

Plain-English glossary

Every bit of jargon on this page, explained.

White-label
Branding the report with YOUR agency's logo and colors (set in Settings) instead of Outerank's, so clients see your brand.
Executive summary
The 3-paragraph AI-written narrative that explains the numbers in plain language — the part clients actually read.
Share link
A public URL anyone can open (no login) to view the report. Deleting the report revokes it.
Template
A pre-designed report layout. Modern, Executive, Visual, and Minimal suit different audiences.
Rollup report
One report that combines several projects — ideal for a client with multiple sites or a portfolio overview.

Questions, answered

Site Audit FAQs

Do reports cost credits?
No. Generating, viewing, exporting to PDF, sharing, and rollups are all free.
Can clients see the report without an Outerank account?
Yes — the share link is public and needs no login. Delete the report to instantly revoke access.
How do I make reports show my brand instead of Outerank?
Add your logo URL and brand color in Settings. Every report from then on is white-labeled automatically.
How do I download a PDF?
Click 'PDF' on any report — it opens your browser's print dialog where you choose 'Save as PDF'. Chrome and Edge give the cleanest output.

How we compare

Honest comparison — where we win, where the big tools win.

vs. DashThis ($39/mo)

DashThis is templates only — no AI narration. Clients skim past the numbers. Our summary makes them read.

vs. Looker Studio (free)

Looker is great if you have a data engineer. We're great if you don't.

Related modules

These pair well with Client Reports.

Rank Tracker

Weekly Google position checks + REAL GSC overlay for ground truth.

Site Audit

137 technical SEO checks + the exact code fix for every issue we find.

Outcome Simulator

Project realistic traffic + revenue gains from an SEO plan grounded in YOUR own data.

Backlink Submitter

200+ curated directories + AI-personalized descriptions + real backlink discovery — the BUILD module.

Previous

Outcome Simulator

Next

Sub-accounts

§ Ready to try Client Reports?

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Come back here whenever you need a refresher.

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