📋 Overview
Search Atlas allows agencies to send fully white-labeled Weekly Wins reports directly to clients. Before you can do this, two prerequisites must be completed: the client's Google Search Console (GSC) account must be connected to the platform, and an admin must approve that connection. Once those steps are done, you can build and schedule branded reports in the Report Builder.
✅ Prerequisites Before Sending Reports
The following steps must be completed for each client before white-labeled reports can be generated or sent:
- GSC account access: You must have access to the client's Google Search Console property. Either the client grants you access as a verified user, or you obtain their GSC credentials to connect the account on their behalf.
- Connect the GSC account in Search Atlas: The client's GSC property must be added to the platform so their performance data is available for reporting.
- Admin approval: After the GSC account is submitted for connection, a Search Atlas admin must approve the integration before data becomes available. This step is required and cannot be skipped. Allow time for this approval before expecting data to populate.
If the client shown in any email example or existing workspace has not yet had their GSC account connected and approved, reports cannot be generated for that client until these steps are complete.
🔗 How to Connect a Client's GSC Account
- Confirm you have access to the client's GSC property (either as an added user or via their credentials).
- Navigate to the relevant client project inside Search Atlas.
- Follow the GSC connection flow to link the property to the project.
- Submit the connection and notify your account admin that approval is needed.
- Wait for admin confirmation that the GSC account has been approved and data is syncing.
Once the GSC account is approved and data is available, you can proceed to build and schedule reports.
🎨 How to Set Up White-Labeled Reports in Report Builder
- In the left sidebar, click Reports. This takes you to the Report Builder projects list (/report-builder/projects-list).
- Select an existing project or create a new one for the client.
- Inside the project, open the report you want to white-label, or create a new report.
- Go to your Avatar → Agency Settings (White Label Setup) and locate the branding options.
- Upload your agency logo, set your brand colors, and enter the agency name that should appear on the report.
- Add the client's details to the report where prompted.
- Select Weekly Wins as the report type (or configure the report sections to reflect weekly performance highlights).
- Set the delivery schedule to weekly and enter the client's email address as the recipient.
- Save and activate the schedule. The report will now be sent automatically each week, branded with your agency's identity.
📧 Sending Reports for a Specific Client
If you received an email example showing a particular client and want to replicate or send that report to them, work through the following checklist:
- Is the client's GSC account connected? If not, complete the GSC connection steps above first.
- Has admin approval been granted? Check with your account admin to confirm the GSC integration is approved and data is live.
- Is the client project set up in Report Builder? Ensure a project exists for this client in the Reports section.
- Is white-label branding configured? Confirm your logo and brand settings are saved in the report before scheduling delivery.
All four conditions must be met before the client will receive a correctly branded weekly report.
⚠️ Common Issues and What to Do
- No data appearing in the report: The GSC account is likely pending admin approval. Contact your admin to confirm the status.
- Report is not branded: Return to Avatar → Agency Settings (White Label Setup) and verify that branding details (Agency Logo, Brand Colors, Favicon, AI Assistant Branding) have been saved correctly.
- Client is not receiving scheduled emails: Double-check the recipient email address in the report schedule settings and confirm the schedule is set to active.
- Cannot find the client's project: Make sure the client project was created in Report Builder and that the GSC property was linked to that specific project.
💬 Need More 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.