This article explains how to use Report Builder to generate a comprehensive prospecting report that highlights issues and opportunities across a client's SEO and Google Ads presence — giving you a ready-made deliverable to win new business.
📍 Where to Find It
To access Report Builder, go to the Left sidebar → Reports. This opens the projects list where you can create and manage all your reports.
🛠️ Step-by-Step
- In the left sidebar, click Reports to open the Report Builder projects list.
- Click Create New Report (or the equivalent new-project button) to start a fresh report for your prospect.
- Enter the prospect's domain or business details when prompted so the report pulls data specific to their site.
- In the report builder, add the sections relevant to your prospecting pitch. At minimum, include an SEO audit section to surface on-site issues and a Google Ads section to highlight paid search opportunities and inefficiencies.
- Configure each section's settings — such as target keywords, location, and date range — to match the prospect's market and goals.
- Once all sections are configured, click Generate (or Run Report) to compile the full audit.
- When the report is ready, use the Share or Export option to download a PDF or create a shareable link you can send directly to the prospect.
✅ How to Confirm It Worked
You'll know the report was generated successfully when:
- The report appears in your Reports projects list with a completed status (not "processing" or "pending").
- Opening the report shows populated data for each section — SEO issues are listed with severity indicators, and the Google Ads section displays findings such as wasted spend, missing keywords, or ad copy gaps.
- The Export or Share button is active, confirming the report is fully rendered and ready to deliver to your prospect.
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.