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Google data and client reports

Schedule and send client reports

Email each client a white label PDF report every week, month or quarter, or send one now.

Updated Oct 23, 2026

Client reports are white label PDF reports emailed to your clients on a schedule.

Report types

  • Onboarding (about 8 pages): baseline, market, opportunities and a 90-day plan.
  • Summary (1 to 2 pages): a one-page overview with an AI summary, KPIs and next steps.
  • Monthly (about 12 pages): the standard report.
  • Complete (20+ pages): adds site audit, backlinks, share of voice and the roadmap.

Create a schedule

  1. Open Client reports and click New schedule (or go straight to New schedule).
  2. In Report, pick the Report type, the Client, a Report name and the Period (Last 7 days, Last 28 days, Last month or Last quarter).
  3. Under Sections, pick what goes into the PDF: SEO audit summary, Search Console, Analytics, Keyword tracking, Leads and Chatbot. Search Console and Analytics need a connected property: see Connect Google data.
  4. In Schedule, set the Frequency (Weekly, Monthly or Quarterly), the Day, the Time and the Time zone.
  5. In Email, add the Recipients (press Enter or a comma after each address), the Subject and the Message.
  6. Click Save schedule.

Reports are sent with your white label branding (how to set it up). To send from your own address, see Send reports from your own email address.

Preview or send now

On the Client reports page, each schedule has Preview, Send now, Edit and Delete. Preview shows the report and its AI summary before it goes out.

You can also open a client in Clients and click Send report to email a Monthly report for last month.

Limits by plan

Limits depend on your plan. See the current limits on the pricing page and in Plans and prices. Trial limits are in How the 14-day free trial works.

Older (legacy) plans don’t include client reports. To get them, switch to a current plan in Billing & plan. See Older (legacy) plans.

Common questions

How many client reports does my plan include?

The number of clients with reports depends on your plan (see the pricing page); the free trial includes 1. Add more with the Client reports add-on in Billing & plan.

Can I pause a report?

Yes. Use the status switch on the schedule. Deleting it stops all future reports.

Still need help?

Ask in the chat inside the app, or send us a message on the contact page. You can also browse all help topics.