Client reporting
How an agency reports AI visibility to a client: the monthly report, the shareable link, scheduling it so it sends itself, and how to keep the whole thing white label.
The month’s work has to arrive as something a client can read on their own and check. That’s what Reports is for — this page is the agency workflow around it.
The monthly rhythm
Section titled “The monthly rhythm”-
Set a client’s report up once. Open Reports, choose Generate report → Scheduled, pick monthly, choose the sections that client cares about, and send it to yourself.
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It builds itself on the 1st, covering the month that just finished, and lands in your inbox with the PDF attached.
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Forward it to the client. It leaves your mailbox, from your address — which is what keeps it white label.
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Or send them the link instead, from the Reports page, if they’d rather read it in a browser than open an attachment.
Why send it to yourself
Section titled “Why send it to yourself”The scheduled email can go straight to a client, but sending it to yourself first is the white-label route: forwarded from your own mailbox, it reaches them from your domain rather than ours.
The email body is written to the client, not to you, so forwarding takes no editing. It leads with the numbers in plain language and attaches the PDF.
The link versus the PDF
Section titled “The link versus the PDF”Both come from the same build and say the same things.
| Link | ||
|---|---|---|
| Best for | Attaching, printing, filing | Reading on a phone, sending in a message |
| Sections | Every one you chose, one per page | The same, as a menu |
| AI answers | Quoted excerpts | The full answer, with every source it cited |
| Filtering | — | Search and filter the question set, sort the tables |
| Tells you it was opened | No | Yes |
The link is the one that answers “says who?” — a client can open any buyer question and read exactly what each engine said.
Knowing whether it landed
Section titled “Knowing whether it landed”Shared reports show an open count and when they were last opened, or “Link not opened yet”. It’s a blunt signal, and a useful one: a client who never opens the report is a client who has stopped seeing the value of the retainer.
It tracks the link, not the email. Email open tracking is unreliable enough — mail clients pre-fetch images on the reader’s behalf — that we’d rather show you nothing than a number that isn’t real.
Choosing sections per client
Section titled “Choosing sections per client”A pitch and a monthly check-in aren’t the same document, so the section list is chosen per report and remembered per client.
- A monthly: where they stand, what changed, engine by engine, topics, the shortlist, receipts, what you fixed, what’s next.
- A pitch or a first review: add the full question set, the citation gap, and what to fix — the evidence-heavy sections that show the gap rather than the movement.
Revoking a link
Section titled “Revoking a link”Unshare on any report kills the link, and every copy of it already sent, at once.