🎯 Clearing Up a Common Misconception
Whitelabel reports in Search Atlas are not limited to onboarding new clients. The feature works fully for existing customer accounts too. If you signed up to the Pro plan to brand reports for clients you already manage, you are in exactly the right place — no changes to your plan are needed.
This article walks you through how to apply whitelabel settings to reports for your current clients and points you to a step-by-step video walkthrough.
📹 Video Walkthrough
Before diving into the written steps, we recommend watching the Loom tutorial that covers the full whitelabel reports workflow, including use with existing accounts: Watch the Whitelabel Reports Tutorial.
🗂️ Where to Find the Reports Section
To access the report builder, navigate using the left sidebar:
- Click Reports in the left sidebar.
- You will land on the Projects List page (
/report-builder/projects-list), where all your existing and new report projects are managed.
⚙️ Applying Whitelabel Branding to an Existing Client's Reports
Follow these steps to enable whitelabel branding for a client account you already have in the platform:
- Go to Reports in the left sidebar to open the Projects List.
- Locate the report project associated with your existing client. If you have not yet created a report project for that client, click + Create (Reports → Report Builder) and assign it to the correct client account.
- Click your Avatar in the top right, then go to Agency Settings (White Label Setup) to access branding options (Upload Agency Logo / Brand Colors / Favicon / AI Assistant Branding).
- Upload your agency logo and set your brand colours to replace Search Atlas default branding.
- Enter your client-facing agency name and any custom domain or subdomain details if applicable.
- Save your branding settings. All reports generated within this project will now display your whitelabel branding.
- Generate or refresh the report to confirm the branding is applied correctly before sharing it with your client.
These steps apply identically whether the client account was created yesterday or months ago. There is no separate workflow for new versus existing clients.
✅ What Whitelabel Reports Covers
Once whitelabel branding is configured, the following elements reflect your agency identity rather than Search Atlas branding:
- Logo displayed in report headers
- Colour scheme throughout the report
- Agency name shown to your client
- Any shareable report links, depending on your plan settings
❓ Frequently Asked Questions
Do I need to recreate a client account to enable whitelabeling?
No. Whitelabel settings are applied at the report project level, not the account level. You can brand reports for any existing client without touching their account setup.
Will previously generated reports update automatically?
Branding changes apply to newly generated or refreshed reports. If you shared a report link previously, regenerate the report after saving your branding settings to ensure the updated branding is visible.
Is whitelabeling available on my current plan?
Whitelabel reports are included in the Pro plan. If you are on Pro and cannot see the branding options, try refreshing the page or clearing your browser cache. If the options are still missing, contact support using the chat widget below.
💬 Need Help?
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.