This article explains how to create client reports that include data from your OTTO SEO projects using the Report Builder. If you've been unsure how to pull OTTO SEO information into a shareable report — or how to confirm the report is set up correctly — this guide covers each step in detail.
📍 Where to Find It
Navigate to Left sidebar → Reports to open the Report Builder. From here you can create new reports, refresh summary, download a CSV, and configure automated email delivery to clients.
🛠️ Step-by-Step
- In the left sidebar, click Reports to open the Report Builder project list.
- Click + Create to start a new report.
- When prompted to select a project or data source, choose the client project that has OTTO SEO enabled. OTTO SEO data is tied to the project it was activated on, so make sure you select the correct project from the list.
- Configure the report sections you want to include — such as site audit results, keyword rankings, or on-page optimizations that OTTO SEO has applied or recommended.
- Add your client's branding or any custom notes as needed, then save the report.
- To share the report automatically, use the Automated email reports option to schedule recurring delivery directly to your client's inbox.
- To provide an immediate download, use Download .CSV to export the current data snapshot.
✅ How to Confirm It Worked
After creating the report, verify the following to confirm everything is set up correctly:
- The report appears in your Report Builder project list under Left sidebar → Reports.
- Opening the report shows data sections populated with information from your selected OTTO SEO project — not blank or placeholder fields.
- If you scheduled an automated email, confirm the delivery settings show the correct recipient email address, frequency, and next send date.
- If you downloaded a CSV, open the file and check that the rows contain real metric values (rankings, audit scores, etc.) rather than empty columns, which would indicate the wrong project was selected.
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.
Additional Notes
Use the Refresh Summary button (Left sidebar → Reports → [Report] (Executive Summary) → Refresh Summary) to ensure the report is pulling the most current OTTO SEO data before previewing or sharing. Also confirms the URL path /report-builder/projects-list and advises verifying the project name matches the OTTO SEO deployment before proceeding.