Send reports to clients under your own brand

Set up your brand

1. Open Tools → White-label reports.
2. Enter your agency's name and contact details, and upload your logo.
3. Save. Client reports and their PDFs now carry your brand instead of ours.

Keep a client list

Under Tools → Clients, add the businesses you look after. Adding a client runs their first audit, and the list shows how each one's score has moved over time.

Share a report

• On any report, “Copy client link” gives you a link to a clean version of the findings under your brand, and “Email it” sends it to the client with the PDF attached.
• Anyone with the link can open it, so share it only with the client.
• With Google connected for that business, choose “Include Google figures” to add its search and traffic numbers to the report. Take them out again at any time.

A monthly report by email

1. Open Search and traffic and choose the business.
2. In the monthly report section, enter the email addresses that should receive it and switch it on.
3. Press “Send me last month's report” to see exactly what the client will get.

What clients receive

• From the fourth of each month: last month's figures beside the month before, with a link to the latest audit.
• The email comes under your agency's name, and replies go to whoever set it up.
• Each email has a “Stop receiving this report” link. When a client uses it, you'll see a note on the page, and that address can't be added again.