Reports Builder makes it easy to create custom client reports by integrating data from Google Search Console, Google Analytics, Backlinks, Keyword Rank Tracker, and Local Heatmaps. Reports can be downloaded as PDFs or shared via public URL links. These tools empower you to generate comprehensive, client-ready reports that drive informed, data-driven decisions to enhance online performance.
▶️ Report Builder Setup
▶️ Report Builder Setup
To get started with Report Builder:
✅ Enter the URL of the page where the report will be created
✅ Click Create
✅ Select an existing Site Explorer project
✅ Define your Location, Date Range, and Comparative Data
✅ Toggle report integrations On/Off
✅ Enable or disable Generate AI Summary for:
Site Explorer
Orders & Tasks
OTTO SEO
Google Analytics Project
Google Search Console
Facebook Ads
Google Ads
Local SEO
Google Business Profile
Keyword Rank Tracking
✅ Click Next Step
✅ Add report recipients
✅ Define email frequency (Weekly, Monthly, Quarterly)
✅ Select day of the week for delivery
✅ Toggle dispatch status On/Off
✅ Click Next Step
✅ Select Layout Style (Default or Custom)
✅ Click Create Report
▶️ Section Overview
▶️ Section Overview
📊 Portfolio Summary
📊 Portfolio Summary
he Portfolio Summary provides a high-level view of website search visibility and competitive positioning.
Purpose
Gives quick insights into the performance of each tracked domain, helping you identify strengths and detect missing data.
What You’ll See
Domain Cards – Each card represents a tracked website
Performance Insights – Short notes highlighting achievements (e.g., keyword rankings, local SEO visibility)
No Data Available – Displays when insufficient information is present
How to Use It
✅ Scan domains to spot strong performers
✅ Review insights to understand what’s driving results
✅ Track sites with "No data available" to ensure setup is complete
📊 Report Builder AI Summary Overview
📊 Report Builder AI Summary Overview
When enabled, AI summaries instantly generate insights for modules such as Site Explorer, GSC, GA, Facebook Ads, Google Ads, Keyword Rank Tracker, and Local Heatmaps.
Summaries highlight positive insights from your data
If no positives exist, a neutral overview is generated
Use the Generate AI Summary button to refresh insights at any time
Each module includes an AI summary icon that expands on hover
📊 Site Explorer Insights
📊 Site Explorer Insights
Domain Rating (DR): Strength of a website’s backlink profile (1–100)
URL Rating (UR): Authority of a specific webpage
Backlinks: Inbound links from other websites
Trust Flow: Quality and trustworthiness score (0–100)
Keywords: Search terms driving visibility
Traffic: Volume of visitors from organic results
Paid Keywords: Targeted in ad campaigns
Paid Traffic: Visitors from paid channels
📊 Google Analytics Dashboard
📊 Google Analytics Dashboard
Views: Number of pageviews
Sessions: Total visits, including interactions
Total Users: Unique visitors over time
New Users: First-time visitors within the timeframe
Engaged Sessions: Sessions with meaningful interactions
Dashboards available:
New Users Trending
Channels Driving Engagement
Users by Source/Media
Top User Media
Revenue by Source
Conversions by Source
Top Pages & Users
Key Events
📊 Google Search Console Dashboard
📊 Google Search Console Dashboard
Keywords: Search queries driving traffic
Average Position: Ranking position of URLs
Clicks: Organic traffic clicks
Impressions: Times a URL appeared in results
Top Keywords by Impressions
Clicks by Day of Week
Impressions by Day of Week
Device Category Performance
📊 Keyword Rank Tracker
📊 Keyword Rank Tracker
Tracked Keywords: Monitored terms
Search Visibility: Presence in SERPs
Average Position: Overall ranking
Keywords in Top 10: Visibility on page one
📊 Local SEO Heatmaps
📊 Local SEO Heatmaps
Analyzes keyword rankings across geographic areas, highlighting localized performance differences.
📊 Google Business Profile Dashboard
📊 Google Business Profile Dashboard
Impressions: Times your profile appears in search or maps
Website Clicks: Visits to your website
Call Clicks: Phone call attempts from profile
Direction Requests: Times users request directions
❓ FAQs
❓How much quota is charged when a Report Builder AI summary is generated?
❓How much quota is charged when a Report Builder AI summary is generated?
Currently, no quota is charged when the AI summary is generated.
❓How much quota is charged when a Report Builder AI summary is generated?
❓How much quota is charged when a Report Builder AI summary is generated?
Currently, no quota is charged when the AI summary is generated.
❓Will the Report Builder AI summary auto refresh while the Report Builder is open for a long time?
❓Will the Report Builder AI summary auto refresh while the Report Builder is open for a long time?
Yes. It refreshes every 24 hours, or when the report is reconfigured, or when you click regenerate.
❓Is it possible to enable and disable the Report Builder AI summary?
❓Is it possible to enable and disable the Report Builder AI summary?
Yes. You can enable or disable the AI summary from the Report Builder configuration.
❓Is the Report Builder AI summary visible on the public URL?
❓Is the Report Builder AI summary visible on the public URL?
Yes. If enabled, the AI summary is visible in the report when shared via link.
❓Can I customize the Report Builder AI summary content?
❓Can I customize the Report Builder AI summary content?
No. The AI summary is generated automatically and cannot be customized.
❓Is there a limit to the number of times I can regenerate the Report Builder AI summary?
❓Is there a limit to the number of times I can regenerate the Report Builder AI summary?
No. You can regenerate the AI summary as many times as needed.
❓What types of data does the Report Builder AI summary analyze?
❓What types of data does the Report Builder AI summary analyze?
The AI summary analyzes data from integrated modules.
❓How long does it take to generate a Report Builder AI summary?
❓How long does it take to generate a Report Builder AI summary?
The AI summary is generated almost instantly after triggering the API.
❓Is the Report Builder AI summary available in multiple languages?
❓Is the Report Builder AI summary available in multiple languages?
Currently, the AI summary is only available in English.
❓Can I export the Report Builder AI summary?
❓Can I export the Report Builder AI summary?
Yes. The AI Summary Overview is included in the exported report.
❓Does the Report Builder AI summary include visual data representations?
❓Does the Report Builder AI summary include visual data representations?
No. The AI summary is text-based and does not include visuals.
❓Can I share the Report Builder AI summary with clients?
❓Can I share the Report Builder AI summary with clients?
Yes. If enabled, the AI summary can be shared via the public URL.
❓Is there a way to provide feedback on the Report Builder AI summary?
❓Is there a way to provide feedback on the Report Builder AI summary?
No. Currently, there is no feedback mechanism for the AI summary.
❓Does the Report Builder AI summary update in real time?
❓Does the Report Builder AI summary update in real time?
No. It requires manual regeneration and does not update automatically.
❓Can I disable the Report Builder AI summary for specific reports?
❓Can I disable the Report Builder AI summary for specific reports?
Yes. You can enable or disable the AI summary on a per-report basis.
❓What happens if the Report Builder AI summary fails to generate?
❓What happens if the Report Builder AI summary fails to generate?
An error message will display, and you can retry regeneration.
❓Can I use the Report Builder AI summary for internal reporting?
❓Can I use the Report Builder AI summary for internal reporting?
Yes. It can be used for both internal and external reporting.
❓Can the Report Builder AI summary be integrated with other tools?
❓Can the Report Builder AI summary be integrated with other tools?
No. It is designed to work only within the Report Builder.
❓Will the Report Builder AI summary include historical data?
❓Will the Report Builder AI summary include historical data?
No. It focuses on current data only.
❓ Is there a way to track changes in the Report Builder AI summary over time?
❓ Is there a way to track changes in the Report Builder AI summary over time?
No. There is no built-in feature to track changes.
❓Can I set up alerts for changes in the Report Builder AI summary?
❓Can I set up alerts for changes in the Report Builder AI summary?
No. Alerts are not currently supported.
❓What data sources does the Report Builder AI summary pull from?
❓What data sources does the Report Builder AI summary pull from?
It pulls data from integrated marketing modules like Google, Facebook Ads, and more.
❓Can I view previous versions of the Report Builder AI summary?
❓Can I view previous versions of the Report Builder AI summary?
No. Previous versions are not stored or accessible.
❓Can I request specific insights in the Report Builder AI summary?
❓Can I request specific insights in the Report Builder AI summary?
No. Insights are automatically generated based on available data.
❓Is there a way to highlight key metrics in the Report Builder AI summary?
❓Is there a way to highlight key metrics in the Report Builder AI summary?
No. Highlighting specific metrics is not supported.
❓Can I set permissions for who can view the Report Builder AI summary?
❓Can I set permissions for who can view the Report Builder AI summary?
No. Permissions cannot be set for report access, including the AI summary.
❓Does the Report Builder AI summary support A/B testing results?
❓Does the Report Builder AI summary support A/B testing results?
No. It does not specifically analyze A/B testing results.
❓Is the Report Builder AI summary updated with every data refresh?
❓Is the Report Builder AI summary updated with every data refresh?
No. It must be manually regenerated to reflect updated data.
❓Does the Report Builder AI summary provide insights on ad spend?
❓Does the Report Builder AI summary provide insights on ad spend?
Yes. It includes insights related to ad spend from connected platforms.
❓Why is my website connected in GSC but not showing in Report Builder (or giving GSC Not Connected Error)?
❓Why is my website connected in GSC but not showing in Report Builder (or giving GSC Not Connected Error)?
This happens if the GSC project is configured for a different country than the report. Example: GSC project set to Worldwide, but the report is set to United States.
❓Will negative data points be ignored entirely in Report Builder AI summaries?
❓Will negative data points be ignored entirely in Report Builder AI summaries?
No. If both positive and negative data exist, the AI highlights positives but does not distort the data. If no positives are found, a neutral overview is generated.
❓Why do the Report Builder AI summaries show generic wording?
❓Why do the Report Builder AI summaries show generic wording?
If no positive insights are found, the AI generates a neutral summary that avoids emphasizing negatives.
❓Is there a risk of misrepresenting data with Report Builder AI summaries?
❓Is there a risk of misrepresenting data with Report Builder AI summaries?
No. AI summaries provide a balanced overview, prioritizing positives without fabricating or misrepresenting data.
Once your reports are live, you’ll be able to monitor client progress and highlight measurable wins with ease. Regenerate summaries regularly to keep insights fresh and ensure your reports stay aligned with current performance data.