Search Atlas allows you to generate client-facing audit and marketing reports directly from your projects. This article walks you through the general process for creating these reports.
Client-facing reports in Search Atlas can cover areas such as SEO audits, paid ads performance, and overall marketing summaries. You can generate these reports from within your existing projects and share them with clients.
To generate a client-facing audit or marketing report in Search Atlas, follow these general steps:
Open the project you want to report on from your Search Atlas dashboard.
Navigate to the reporting section within that project.
Select the type of report you need — for example, an SEO audit, paid ads performance summary, or overall marketing report.
Choose the metrics and sections you want to include in the report.
Generate the report and use the available export or sharing options to deliver it to your client.
Make sure the relevant data (site audit, campaign data, etc.) has already been collected within your project before generating the report.
If you need to combine multiple report types, check whether your plan supports multi-section or combined reports.
Review the generated report before sharing to confirm all selected metrics are displaying correctly.
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.