📊 How to Send a Report to Your Client

📌 Overview

Search Atlas lets you share SEO results with clients so they can see the progress you are making. This article explains the common ways to send a report, how to prepare it first, and how to fix the most frequent issues.

Note: Exact button names and available options can vary slightly depending on your plan and the report type. If something described here does not match what you see, use the chat option at the end of this article.

✅ Before You Send a Report

A little preparation helps your client get a clear, professional report on the first try.

• Select the right project or site. Make sure the report is built for your client's website, not another project.
• Choose the date range. Pick the period you want to show, such as the last 30 days or the last quarter.
• Check your data. Confirm that connected data sources, such as Google Search Console or Google Analytics, are linked and showing numbers.
• Add your branding. If your plan includes white label options, add your logo and brand details so the report looks like it comes from your agency.

🚀 Ways to Send a Report

Depending on your plan and the report type, you can use one or more of the methods below.

🔗 Option 1: Share a Link

A shareable link is the quickest way to give your client access to a live report.

1. Open the report you want to send.
2. Look for a Share option near the top of the report.
3. Copy the link that is generated.
4. Paste the link into an email or message to your client.

Your client can open the link in a browser without needing a Search Atlas login. Only share the link with people who should see the data.

📥 Option 2: Download a PDF

A PDF is a good choice if you want to review the report before sending it or attach it to your own email.

1. Open the report.
2. Look for a Download or Export option.
3. Choose PDF if you are given a format choice.
4. Wait for the file to finish generating, then save it to your computer.
5. Attach the file to an email or upload it to your own client portal.

⏰ Option 3: Schedule Recurring Reports

If your client expects a report every week or month, scheduling saves you time.

1. Open the report you want to automate.
2. Look for a Schedule option.
3. Choose how often the report should be sent, such as weekly or monthly.
4. Add your client's email address as the recipient.
5. Save your settings.

Scheduled reports use the most recent data each time, so your client always gets an up-to-date view.

💡 Tips for Better Client Reports

• Keep it focused. Include only the metrics your client cares about, such as rankings, traffic, and top pages.
• Add context. A short note explaining what changed and what you are doing next makes the numbers easier to understand.
• Be consistent. Send reports on the same schedule each time so your client knows what to expect.
• Preview first. Open the report yourself before sending to catch missing data or formatting problems.

🛠️ Troubleshooting Common Issues

• I cannot find a Share or Download button. Some options depend on your plan or the type of report. Try opening the report from the project it belongs to, then check the top of the page again.
• The report looks empty or incomplete. Check that your data sources are connected and that the date range includes days with data. New projects may need a little time before all data appears.
• My client cannot open the link. Make sure you copied the full link. Ask your client to try another browser or a private window.
• The PDF is missing sections. Wait for the report to finish loading fully before you export it, then try again.
• My branding is not showing. Confirm that your logo and brand details are saved in your account settings, then regenerate the report.

❓ Frequently Asked Questions

• Does my client need a Search Atlas account? Not for shared links or PDFs. They can view the report without logging in.
• Can I send reports under my own brand? If white label options are included in your plan, you can add your own logo and branding to reports.
• Can I send reports for more than one client? Yes. Create a separate project for each client and send each report from its own project so data stays separate.

💬 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 instantly connected with a member of our team.