Delivery & Export

📊 Schedule Reports and Add Recipients

📋 Overview Search Atlas lets you create reports and schedule them for recurring delivery. You can choose a weekly or monthly schedule and add the available recipients shown in the report settings. ⚙️ Set Up a Scheduled Report 1. Open Reports from the left sidebar. 2. Select the report or project you want to configure. 3. Choose the reporting period and the data you want to include. 4. Enable the scheduled email option. 5. Select a weekly or monthly delivery frequency. 6. Enter the recipient email addresses available in the Recipients field. 7. Save the report and confirm the schedule. 👥 Add Report Recipients The number of recipients depends on the report type and the recipient settings available in your Search Atlas account. Add recipients directly in the Recipients field and confirm that each address is accepted before saving. If the field allows only one recipient, or you need to send the report to additional people, create separate scheduled reports where appropriate. Do not add shared inboxes or addresses that have not agreed to receive the report. 📅 Weekly and Monthly Delivery Choose weekly for regular performance updates or monthly for client reporting. Review the selected time zone, start date, and schedule before saving. Scheduled emails may contain a report summary rather than the complete report, depending on the report type and current settings. 🔗 Share Reports with GHL Sub-Accounts Search Atlas scheduled reports are delivered to the email recipients configured in Search Atlas. There is no general direct sync that automatically places scheduled reports into GoHighLevel (GHL) client sub-accounts. To share a report with a GHL client, use one of these practical options: - Add the client's approved email address as a report recipient, if the recipient field supports it. - Download or open the completed report, then upload or share it through the appropriate GHL client sub-account. - Use an approved third-party automation only if your organization's security and data policies allow it. GHL sub-account access does not automatically grant access to Search Atlas reports. Each client must receive the report through a configured recipient or a separate sharing process. 🔍 Troubleshoot Scheduled Reports - Confirm the report is saved and scheduled. - Check that recipient addresses are correct and accepted. - Review spam, junk, and company email filters. - Confirm the schedule, time zone, and delivery frequency. - Open the report from Reports and verify the selected project or domain. 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.

📊 Scheduled Report Recipient Limits

📬 Recipient limit for scheduled reports This article covers recipient limits for scheduled reports in Report Builder. The available limit should be confirmed in your current Report Builder setup. 🗓️ Schedule a report Open the report’s scheduling options, choose the required schedule, and review the recipient limit before saving. ✉️ Manage recipients When updating a scheduled report, review the recipient list and confirm that it complies with the limit shown in your Report Builder setup before saving. 💬 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.

🔗 Share Client Dashboards and SEO Reports

🏢 Overview for Agencies Search Atlas gives agencies two distinct ways to share SEO progress with clients: Viewer access (a logged-in account seat) and public snapshot links (a shareable URL requiring no login). These serve different purposes, and understanding the difference prevents confusion about what clients can and cannot see. Additionally, the Report Builder is designed for scheduled PDF or email reports — not for historical comparisons of domain metrics or SEO pillar scores. This article clarifies each option so you can set up the right workflow for your agency. 👤 Option 1: Viewer Access (Recommended for Ongoing Client Visibility) Viewer access gives a client their own login to your Search Atlas workspace. They can browse dashboards, monitor OTTO progress, and check domain metrics in real time without being able to edit any settings. 1. Go to Left sidebar → Home and open your account settings. 2. Navigate to the Users & Permissions section of your workspace. 3. Invite your client using their email address and assign the Viewer role. 4. The client will receive an email invitation and can log in immediately after accepting. What Viewers can see: live project dashboards, OTTO recommendations and progress, domain metrics, and keyword rankings for any project they have been granted access to. What Viewers cannot do: edit projects, change OTTO settings, manage billing, or access projects they have not been explicitly invited to. 🔗 Option 2: Public Snapshot Links (No Login Required) If your client does not want a Search Atlas account, or you need a quick way to share progress without granting login credentials, you can generate a public snapshot link. This produces a read-only URL that captures the current state of the dashboard at the moment it is generated. Important limitations to understand before sharing: - A snapshot link reflects data at the time it was created. It does not update automatically as new data comes in. - To share a more recent view, you must generate a new snapshot link and send the updated URL to your client. - Snapshot links do not provide a historical timeline or side-by-side comparison of domain metrics or SEO pillar scores across different dates. - Anyone with the link can view the snapshot — treat it accordingly and regenerate the link if you need to revoke access. 📊 Report Builder: Scheduled PDF and Email Reports The Report Builder lets you create branded, scheduled reports delivered by email or exported as a PDF. This is the best tool for sending regular progress updates to clients who prefer a document over a live dashboard. What Report Builder is good for: - Weekly or monthly automated email reports sent directly to your client. - PDF exports covering keyword rankings, backlink summaries, and task completion. - White-labeled reports displaying your agency branding (see White Label section below). What Report Builder does not support: - Historical comparisons of domain authority metrics (such as Domain Rating or Trust Flow trends over custom date ranges) — these are not available as a Report Builder module. - Historical comparisons of OTTO SEO pillar scores across time periods — pillar progress is shown in the live dashboard but cannot be pulled into a historical chart within reports. If a client asks to see how their domain metrics have changed over several months, direct them to the live project dashboard where trend data is displayed natively, and use Viewer access so they can check it themselves at any time. 🏷️ White Label Setup for Agency Branding White Label lets you present Search Atlas under your own agency brand — custom domain, logo, and colour scheme — so clients see your brand rather than Search Atlas when they log in or receive reports. 1. Go to More Features → Agency Hub → White Label Setup (URL: /agency-settings). 2. Under White Label Setup, enter your custom domain and upload your agency logo. 3. Configure colours and any additional branding options under Settings. 4. Use the Site Analysis Lead Capture Widget to embed a branded SEO audit tool on your agency website. Migration limitation: If you are moving an existing client workspace to a White Label environment, client project data and historical records do not migrate automatically. You will need to rebuild projects under the White Label workspace or work with our team to plan the transition before switching. Do not activate White Label on a live client workspace without accounting for this — historical data in the original workspace will not carry over to the new branded environment. ✅ Choosing the Right Option - Client needs ongoing, live access: Use Viewer access with a login invitation. - Client needs a quick, no-login view right now: Generate a public snapshot link, and remember to regenerate it when data changes. - Client wants regular automated updates: Set up a Report Builder schedule with PDF or email delivery. - Agency wants full branding control: Configure White Label Setup before inviting any clients, and plan for manual project setup if migrating existing workspaces. - Client wants historical domain metric or pillar comparisons: Use the live project dashboard with Viewer access — this is not available through snapshot links or Report Builder. 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.

📊 Share Client Dashboards and Reports Three Ways

🗺️ Overview: Your Three Sharing Options Search Atlas gives you three distinct ways to share dashboards and reports with clients. Each method suits a different situation, so choosing the right one depends on how often your client needs access, how much control you want to give them, and whether they need a branded experience. - White-label portal login — clients self-serve inside a branded portal - Exported reports via Report Builder — you send a polished document on demand - Team member access with viewer or admin role — clients log in directly to your Search Atlas workspace 🏷️ Option 1: White-Label Portal Login The white-label portal lets you create a fully branded client-facing environment. Clients receive their own login credentials and can view only the data you choose to expose — without seeing your internal workspace. Best for: Retainer clients who need ongoing, self-serve access to their own data under your agency brand. How to set it up: 1. Navigate to your agency settings and open the White-Label section. 2. Configure your branding (logo, colors, domain) if you have not done so already. 3. Create a client portal and assign the relevant projects or dashboards to it. 4. Generate login credentials for your client and share them securely. Once set up, the client logs in at your branded URL and sees only their assigned data. You retain full control over what is visible and can update it at any time. 📄 Option 2: Export Reports via Report Builder If your client does not need live access — or you prefer to control exactly what they see before it goes out — exporting a report as a document is the simplest approach. Report Builder lets you compose professional, fully customizable reports that can be downloaded and sent as a file. Best for: Monthly reporting deliverables, one-off audits, or clients who prefer to receive a PDF or document rather than logging into a platform. How to export a report: 1. Go to Left sidebar → Reports (URL: /report-builder/projects-list). 2. Open an existing report project or create a new one by clicking New Project. 3. Add the data widgets, charts, and commentary relevant to your client. 4. When the report is ready, click the Export or Download option to generate a shareable document. 5. Send the file to your client via email or your preferred delivery method. You can save report templates and reuse them each month, which makes this method efficient for recurring deliverables. 👤 Option 3: Add a Client as a Team Member You can invite a client directly into your Search Atlas workspace as a team member. When you do this, you assign them a role that controls what they can see and do: - Viewer — can browse dashboards and reports but cannot make changes. - Admin — has broader access and can edit settings. Use this role with caution for clients. Best for: Trusted clients who are comfortable working inside a SaaS tool and need real-time access to live data without a separate portal. How to add a client as a team member: 1. Open the account menu (person icon, top-right) and navigate to Team Members. 2. Click Add member and enter your client's email address. 3. Select the appropriate role — choose Viewer for read-only access in most client situations. 4. Confirm the invitation. Your client will receive an email prompting them to set up their account. Note that team members with viewer access can see the areas of the platform you grant them. Review your workspace data carefully before using this method, as clients will be inside your main account environment rather than an isolated portal. 🧭 Decision Framework: Which Method Should You Use? - Use the white-label portal when you want a branded, client-specific environment and the client needs ongoing self-serve access without seeing your internal workspace. - Use Report Builder exports when you send reports on a schedule, want to control the narrative before sharing, or your client prefers receiving a document over logging into a tool. - Add as a team member (Viewer) when you have a hands-on client who wants live, real-time access and you are comfortable with them navigating your workspace directly. You can also combine methods — for example, send a monthly exported report and give the client portal access for day-to-day check-ins. 💡 Quick Tips - For most agency workflows, the white-label portal is the most professional and scalable long-term solution. - If a client only asks questions during monthly reviews, exports alone may be all you need. - Always assign the Viewer role rather than Admin when inviting clients as team members unless they have a specific reason to need editing permissions. - Report Builder templates save significant time when you manage multiple clients with similar reporting needs. 🆘 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.

📊 Scheduled Report Emails: Delivery & Sender Address

📋 Overview The Report Builder lets you schedule automatic email delivery of client reports on a recurring basis. If your scheduled reports are not arriving — or your client cannot find them — this article explains how delivery works, which sender address is used, and how to troubleshoot common issues. 🔍 How Scheduled Report Delivery Works When you set up a scheduled report in Report Builder, Search Atlas automatically sends the report to the recipient email addresses you specify at your chosen frequency (weekly, monthly, or quarterly). No manual action is required after the schedule is saved. To locate your reports and schedules, go to Left sidebar → Reports (URL: /report-builder/projects-list). From there you can create a new report, open an existing one, and manage its delivery schedule. 📧 Sender Address for Scheduled Reports All scheduled report emails are sent from no-reply@searchatlas.com. This is important to know for two reasons: - Client whitelisting: Ask your clients to add no-reply@searchatlas.com to their safe-senders list or contact their IT team to whitelist the domain searchatlas.com so reports are not filtered into spam or junk folders. - Testing delivery: When testing whether a scheduled report is sending correctly, send it to your own inbox first and check that the email arrives from no-reply@searchatlas.com. If it lands in spam, mark it as safe and ask your client to do the same. 🛠️ Common Reasons Scheduled Reports Are Not Sending If your clients are not receiving scheduled reports, work through the checklist below before escalating. 1. Check the recipient email address. Open the report in Left sidebar → Reports, review the scheduled delivery settings, and confirm the client's email address is entered correctly with no typos. 2. Verify the schedule is active. Confirm the schedule status is enabled. If the toggle is off, the report will not send. 3. Check the client's spam or junk folder. Emails from no-reply@searchatlas.com can be filtered automatically. Ask the client to search their spam folder for the sender address and mark the email as safe. 4. Confirm the send date and frequency. If the schedule was set up recently, the first send may not have occurred yet depending on the selected frequency and start date. 5. Check for report errors. If the report contains a data source that has lost connection or encountered an error, delivery may be affected. Open the report and confirm all data widgets are loading correctly. ✅ How to Test Scheduled Report Delivery Follow these steps to confirm your scheduled report is set up correctly before sharing it with a client. 1. Go to Left sidebar → Reports and open the report you want to test. 2. Open the delivery schedule settings for that report. 3. Temporarily replace the recipient email address with your own email address. 4. Trigger a test send or wait for the next scheduled send window. 5. Check your inbox for an email from no-reply@searchatlas.com. 6. If the email arrives correctly, update the recipient address back to your client's email and confirm the schedule is active. 💡 Tips for Smooth Client Report Delivery - Always inform clients to expect emails from no-reply@searchatlas.com before the first scheduled send. - Use a clear, descriptive report name so clients can easily identify the email in their inbox. - If a client uses a corporate email domain with strict spam filters, ask their IT team to whitelist searchatlas.com at the domain level. - Double-check the scheduled frequency matches client expectations — a monthly report set on the 1st will not send mid-month. 🆘 Still Need Help? If you have followed all the steps above and scheduled reports are still not delivering, 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.

Share Dashboard Reports Without Client Login

Overview You can share Search Atlas dashboard reports with clients, stakeholders, or external viewers who do not have a Search Atlas account. Several built-in options are available depending on your plan type, and most can be set up directly from the platform without contacting support. Option 1: Generate a Shareable Public Report Link Search Atlas allows you to create a public, shareable link for a dashboard report that external viewers can open without logging in: 1. Open the project or dashboard you want to share. 2. Navigate to Site Metrics → Organic Research (Organic Research page), then click the Share public view button. 3. Use the Share public view button to generate a shareable URL. 4. Copy the link and send it directly to your client or external viewer. Anyone with the link can view the report without needing a Search Atlas account. Option 2: Export and Deliver Reports via CSV or PDF If you prefer to send a static snapshot of your report data: 1. Navigate to Reports → Report Builder (Report Builder). 2. Click the Download .CSV button. 3. Send the exported file directly to your client by email or file-sharing service. Option 3: Schedule Automated Email Report Delivery For recurring report sharing, you can schedule automated email delivery to external recipients: 1. Navigate to the report or dashboard you want to schedule. 2. Select the Schedule or Automated Reports option. 3. Enter the recipient's email address and choose the delivery frequency (daily, weekly, or monthly). 4. Save the schedule — reports will be sent automatically without requiring the recipient to log in. Option 4: White-Label Reports (Agency Plans) If you are on an agency plan, you can share branded white-label reports with your clients: 1. Access your agency white-label settings from More Features → Agency Hub (Agency Settings). 2. Configure your branding (logo, colors, domain) if you have not done so already. 3. Generate and share reports using your white-label report link or export, which will display your agency branding instead of Search Atlas branding. This option is available on agency and white-label plans. If you are unsure whether your plan includes this feature, check your plan details under account settings. Troubleshooting If you encounter an error when generating a shareable link or scheduling a report, make a note of the exact error message, the name of the project or dashboard, and your plan type before reaching out to support. 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.

📊 Report Export Loading Times and What to Expect

📋 Overview When you click the Export to Docs button inside OTTO SEO → Site Audit → Overview (Website Overview), Search Atlas compiles your data, applies formatting, and generates a file in the background. Depending on the size and complexity of your report, this process can take anywhere from a few seconds to several minutes. This article explains what to expect and how to troubleshoot a slow or stalled export. ⏱️ How Long Does Report Generation Take? Generation time depends on several factors, including the number of sections in your report, the volume of data being pulled, and current platform load. As a general guide: - Small reports (1–5 sections): typically ready in under 30 seconds. - Medium reports (6–15 sections): usually complete within 1–3 minutes. - Large reports (16+ sections or heavy data): may take up to 5 minutes or longer. During generation, the button will display a loading indicator. This is normal behaviour — the platform is actively building your file. Do not close the tab or navigate away while the export is in progress. 🔍 Why Does the Button Keep Loading Without Generating a File? If the export button has been spinning for more than 5–10 minutes and no file has appeared, one of the following may be the cause: - Large data volume: Reports with many keywords, pages, or audit items take longer to compile. Give it a few extra minutes before assuming something is wrong. - Browser or network interruption: A brief loss of connection during export can cause the process to stall silently. - Pop-up blocker: Some browsers block the file download prompt. Check that pop-ups and downloads are allowed for the Search Atlas domain. - Browser tab was left idle: Certain browsers throttle background tabs. Keep the Report Builder tab active and visible during export. - Temporary platform load: High usage periods can add a short delay to background tasks like report generation. 🛠️ Steps to Resolve a Stalled Export 1. Wait at least 5 full minutes from the moment you clicked Export before taking any action. 2. Check your browser's download bar or downloads folder — the file may have already been saved without a visible notification. 3. Verify that your browser allows pop-ups and automatic downloads for Search Atlas. In Chrome, go to Settings → Privacy and Security → Site Settings → Pop-ups and redirects. 4. Perform a hard refresh of the page (Ctrl + Shift + R on Windows, Cmd + Shift + R on Mac) and try the export again. 5. If the issue persists, try exporting in a different browser (Google Chrome is recommended) or in an incognito/private window to rule out extension conflicts. 6. If your report is very large, consider splitting it into smaller sections by duplicating the project and removing some modules, then exporting each version separately. 🗺️ How to Access the Report Builder To reach your reports, navigate to Left sidebar → Reports. From the projects list, open the report you want to export and click the Export to Docs button in the top-right area of the report view. 💡 Tips for Faster, Smoother Exports - Use a stable, wired internet connection when exporting large reports. - Avoid running multiple simultaneous exports from the same account. - Keep your browser up to date — outdated browsers can cause compatibility issues with file generation. - Close unnecessary browser tabs to free up memory during the export process. 🆘 Still Having Trouble? If you have followed all the steps above and your report still fails to generate, our support team is ready to 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.

How to Create & Export SEO Reports as PDFs, PNGs, and CSVs in Search Atlas

📄 How to Create & Export SEO Reports as PDFs, PNGs, and CSVs in Search Atlas Search Atlas supports several report formats designed to fit different client delivery needs. Whether you need a quick visual snapshot, raw data for analysis, or a polished PDF to share with a client, this guide walks you through each workflow step by step. 📦 Supported Report Formats ✅ PNG snapshots — visual captures of your dashboards, ideal for embedding in documents or presentations. ✅ CSV exports — raw data files suited for custom analysis or further manipulation in spreadsheet tools. ✅ PDF reports — polished, client-ready documents assembled from the steps below. ✅ White-label PDF reports — branded versions of reports for professional client-facing deliverables. ✅ Shareable report links — live links you can send directly to clients without downloading a file. ⚠️ Known Issue: Classic Report Builder Loading Problem Before you begin, be aware of a known bug affecting the Classic Report Builder. The builder may hang, display an infinite loading spinner, or crash Chrome due to a race condition (known issue RB-1273). 💡 Workaround: If this happens, do not navigate to the report from within the app. Instead, reload the report URL directly in a new browser tab. This bypasses the race condition and allows the report to load correctly. 🖼️ Step 1 — Create SEO Reports with GSC Insights GSC Insights is the starting point for generating visual report content inside Search Atlas. 1️⃣ Navigate to GSC Insights in your Search Atlas dashboard. 2️⃣ Click Export to PNG to capture a visual snapshot of the data. 3️⃣ Insert the exported image into a Word Doc, Google Doc, or PowerPoint as needed for your report format. 💡 PNG exports are especially useful for quickly illustrating trends and sharing visual proof of progress with clients who prefer simple, image-based updates. 📋 Step 2 — Create a PDF Report from a PNG Export Once you have exported your dashboard as a PNG, you can convert it into a clean PDF document using Google Docs — no additional software required. 1️⃣ Export your dashboard to PNG using the method above. 2️⃣ Open Google Docs and create a New Blank Document. 3️⃣ Go to Insert → Image → Upload from Computer and select your PNG file. 4️⃣ Crop and resize the image as needed to fit your report layout. 5️⃣ Go to File → Download → PDF Document (.pdf) to save the finished report. 💡 You can add text, headings, and commentary around the image in Google Docs before downloading — turning a simple screenshot into a fully contextualized client report. 📊 Step 3 — Convert a CSV Export to PDF For reports built around raw data, the CSV-to-PDF workflow gives you full control over formatting and presentation. 1️⃣ Inside Search Atlas, click Export on the relevant data view (or Download .CSV in Report Builder). 2️⃣ Upload the CSV file to Google Drive and open it with Google Sheets. 3️⃣ Format the data as needed — apply sorting, filtering, or highlighting to make key metrics stand out. 4️⃣ Go to File → Download → PDF Document (.pdf) to export the finished sheet as a PDF. 💡 Google Sheets allows you to set a custom print area before downloading, so you can ensure only the most relevant data appears in the final PDF — keeping reports clean and focused. 🔗 White-Label Reports & Shareable Links For agencies delivering client-facing reports, Search Atlas also supports white-label PDF reports and shareable report links. These allow you to present branded, professional deliverables without exposing your internal toolset. ⚠️ Be aware of known limitations with shared Local SEO report links — location labels may display as generic placeholders rather than actual location names. Check the Local SEO reporting documentation for the latest workaround guidance before sharing these links with clients.

📄 Report Export to Docs: Generation Time and Expected Behavior

🔍 Overview When you trigger a report export in the Report Builder, Search Atlas compiles your report data and generates a downloadable file. Depending on the size and complexity of your report, this process can take anywhere from a few seconds to several minutes. This article explains what to expect during generation and when loading behavior is normal versus when you should reach out for help. ⏱️ How Long Does Export Generation Take? Report generation time varies based on the content included in your report. Smaller reports with fewer sections and a limited date range will typically complete faster, while larger reports with many modules, extended historical data, or a high volume of tracked keywords and pages will take longer. Some exports may complete in under a minute; others may take several minutes to fully generate. This is expected behavior — the system is working in the background to compile all your report data. ⚙️ Factors That Affect Generation Time Several factors influence how quickly your report is compiled and exported: - Number of modules included: Reports with more sections — such as backlink data, keyword rankings, site audit results, and content metrics — require more processing time. - Date range selected: Longer historical date ranges pull more data points, increasing generation time. - Volume of tracked keywords or pages: Reports tied to large projects with many tracked URLs or keywords take longer to compile. - White-label customization: Custom branding, logos, and color schemes add a small amount of rendering time. - Platform load: During peak usage periods, generation may take slightly longer than usual. 🔄 What to Do While Your Report Is Loading While your report is being generated, avoid navigating away from the page or triggering the export again, as this may interrupt the process. Allow the export sufficient time to complete before assuming something has gone wrong. If the export appears to have stalled for an extended period without producing a file, try the following steps: 1. Wait a few additional minutes to allow any background processing to finish before taking further action. 2. If no file appears after waiting, try refreshing the page and initiating the export again from the Reports. 3. If the export continues to stall across multiple attempts, note the name of the project, the modules included in the report, and any error messages displayed, so our team can investigate efficiently. 📋 When to Contact Support If you have tried the steps above and your report export is still not completing, our support team can look into what is happening on the backend. Please have the following ready when you reach out: - The name of the project you are exporting - The modules or sections included in your report - The approximate time you initiated the export - Any error messages or unusual behavior you observed 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.

📊 Create Presentation — Export Report Builder Reports to Google Slides

Create Presentation is a feature that lets you instantly export your Report Builder data into professional, client-ready Google Slides presentations. Designed for digital agencies and marketing teams, it transforms static reports into dynamic, visually engaging presentations that are easy to share, edit, and present, all within your Google Workspace environment. 👥 Who It's For - Digital Marketing Agencies: Effortlessly deliver polished monthly or quarterly performance decks to clients. - Enterprise Marketing Teams: Share data-driven performance summaries across departments in a clear, presentation-ready format. ✨ Key Highlights - Instant Google Slides Export: Convert any Report Builder report into a presentation-ready Google Slides deck in just one click. - Beautifully Formatted Visuals and KPIs: Automatically includes charts, performance data, and key metrics, formatted for professional delivery. - AI-Generated Insights: Add intelligent summaries and narrative context to help clients and stakeholders understand performance trends. - Easy Sharing via Google Workspace: Collaborate with teammates in real time, comment directly in Slides, and manage access through your Google Drive sharing settings. 💡 Why Use Report Presentation It streamlines your reporting workflow, turning complex data into compelling visual stories. Instead of sending static PDFs or spreadsheets, you can deliver insights in an engaging, presentation-ready format that drives real impact. 🚀 Get Started 🧭 Navigation Path Left Sidebar → Reports → Report Builder → Select a report (Executive Summary) → Click Create Presentation Your new deck will be automatically generated, ready to customize, present, and share. 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.

🖨️ Remove Download and Print Icons From PDF Reports

🔍 Overview When generating or viewing PDF reports in Search Atlas, you may notice a download or print icon appearing in the top-right corner of the report layout. This icon is part of the report viewer interface and can appear unexpectedly after platform updates. This article walks you through how to control the visibility of these icons so your reports look polished and professional before sharing them with clients. 📍 Where to Find Your Reports To get started, navigate to your reports using the following path: 1. Click Reports (Report Builder) in the left sidebar. 2. You will land on the Projects List page (URL: /report-builder/projects-list). 3. Click on the report you want to edit or preview. 🛠️ How to Hide the Download and Print Icons Follow these steps to remove or hide the download and print icons from your PDF report layout: 1. From the Projects List, open the report you want to modify by clicking its name. 2. Once inside the report editor, click the Settings or Report Options icon — typically represented by a gear or three-dot menu — located in the top toolbar. 3. In the settings panel that opens, look for a section labelled Report Viewer Options or Display Settings. 4. Locate the toggle or checkbox for Show Download Icon and Show Print Icon. 5. Switch both toggles to the off position, or uncheck the corresponding checkboxes. 6. Click Save or Apply Changes to confirm your settings. 7. Preview the report again to confirm the icons no longer appear in the top-right corner. Once saved, these settings will apply every time the report is viewed or exported as a PDF, ensuring a consistent, professional appearance for your clients. 📄 Exporting a Clean PDF After Hiding Icons After hiding the icons, follow these steps to export your finalized report: 1. With the report open and settings saved, click the Download .CSV button in Reports → Report Builder (Report Builder). 2. Save the file to your device. Your exported PDF will now reflect the updated layout with no visible download or print icons in the corner. ⚠️ Troubleshooting: Icons Still Appearing After Changes If the icons are still visible after following the steps above, try the following: - Hard refresh the page by pressing Ctrl + Shift + R (Windows) or Cmd + Shift + R (Mac) to clear any cached layout data. - Check report-level vs. project-level settings. Some display settings are applied at the individual report level, not across the entire project. Make sure you saved settings inside the correct report. - Confirm your changes were saved by navigating away from the report and returning to it, then reopening the settings panel to verify the toggles are still in the off position. - Try a different browser to rule out a browser-rendering issue affecting the preview display. 💡 Best Practices for Professional PDF Reports - Always preview your report in the report viewer before exporting to catch any layout issues early. - Use your brand colours and logo in the report header to reinforce a professional, white-label appearance for clients. - Save a report template with your preferred display settings so you do not need to adjust icon visibility each time you create a new report. - Review your report on both desktop and a PDF viewer after export to ensure the final output matches expectations. 💬 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.

📧 Scheduled Report Emails Not Delivered

🔍 Issue Overview Some scheduled report emails may not reach clients due to a platform-wide delivery issue that affected emails sent since mid-February. The engineering team has resolved the underlying problem, and reports should now send according to their schedules. ✅ Verify Email Delivery To confirm whether a scheduled report was sent, navigate to Left sidebar → Reports and open the scheduled emails section. There you can review the email delivery report to see the status of each scheduled send. 🛠️ Next Steps if Emails Are Still Missing If a report shows as sent but the client did not receive it, ask the client to check spam or junk folders. The team is also working on improved bounce and complaint tracking to provide better visibility into delivery failures. 💬 Need Further 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.

🏷️ White-Label Reports as PDFs Without Client Accounts

🔍 Overview Search Atlas lets you white-label reports and export them as branded PDFs directly from the Report Builder — no separate client account is required. This guide walks you through finding the white-labeling settings, applying your branding, and downloading a finished PDF to share with clients. 🗺️ How to Navigate to Report Builder If you are having trouble locating the Report Builder or its PDF and white-labeling options, follow these steps exactly: 1. Log in to your Search Atlas account. 2. In the left sidebar, click Reports. 3. You will land on your projects list at /report-builder/projects-list. 4. Open an existing project or click Create New Report to start a fresh one. Important: The PDF export and white-labeling controls only appear inside an open report project. They are not visible on the projects list screen. If you were looking for these options on the list page, that is why they appeared missing. 🎨 How to Apply White-Label Branding Once you have a report project open, apply your agency or brand identity in a few steps: 1. Inside the open report, locate the Settings or Customize panel — typically found in the top-right toolbar of the report editor. 2. Click White Label (or Branding, depending on your plan view). 3. Upload your logo and set your preferred brand colors. 4. Enter your agency name and any custom footer text you want to appear on every page. 5. Click Save to apply the branding to the current report. Your logo and colors will replace all Search Atlas branding throughout the report, making it client-ready without any mention of the underlying platform. 📄 How to Export a White-Labeled Report as a PDF After your branding is saved, export the report: 1. With the report still open, click the Export or Download button in the top toolbar. 2. Select PDF as the export format. 3. Choose whether to export the full report or selected sections only. 4. Click Download and the branded PDF will save to your device. The exported file will carry your white-label logo, colors, and footer on every page — ready to send directly to your client. 📍 How to White-Label Local SEO Reports Local SEO reports follow the same workflow as standard reports: 1. In the left sidebar, click Reports to reach the projects list. 2. Open or create a report project that includes Local SEO data widgets (such as Google Business Profile rankings, local keyword positions, or citation metrics). 3. Apply white-label branding using the steps in the section above. 4. Export as a PDF using the same export flow. There is no separate Local SEO report tool — all report types, including Local SEO, are built and branded inside the unified Report Builder. ❓ Frequently Asked Questions - Do I need to create a client account to white-label a report? No. White-labeling and PDF export work entirely within your own account. Client accounts are optional and serve a different purpose (giving clients direct platform access). - Why can't I see the PDF or white-label options? These options only appear when you are inside an open report project, not on the projects list screen. Open or create a project first. - Can I reuse my branding across multiple reports? Yes. Once you save your white-label settings, they can be applied to new reports without re-uploading assets each time. - Is there a limit to how many reports I can export? Export limits depend on your subscription plan. Check your plan details under account settings for specifics. 💬 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.

📅 Retrieve Historical Monthly Reports by Date Range

📋 Overview Report Builder lets you access reports generated in previous months using a built-in date range filter. If you are looking for reports from the past three or more months, you do not need to adjust any delivery or email settings — you simply need to apply the correct date range inside Report Builder. This article walks you through exactly how to do that. 🗂️ How Monthly Reports Are Stored Search Atlas automatically saves a copy of every monthly report that is generated for your projects. These reports are stored in Report Builder and remain accessible regardless of whether email delivery is active or paused. Historical reports are not deleted after delivery, so you can retrieve any prior month's report at any time directly from the platform. 🔍 How to Retrieve Reports from Prior Months 1. Log in to Search Atlas and click Reports in the left sidebar. This takes you to the projects list at /report-builder/projects-list. 2. Select the project whose historical reports you want to view by clicking its name. 3. Once inside the project, locate the date range selector near the top of the report view. By default, this is set to the current month. 4. Click the date range selector to open the calendar picker. 5. Set your start date to the beginning of the earliest month you want to retrieve — for example, the first day three months ago. 6. Set your end date to the last day of the most recent month you want to include. 7. Click Apply or Update to load the reports that fall within that range. 8. Your historical reports for the selected period will now appear in the list. Click any report to open it, or use the download option to export it. 📆 Retrieving the Last Three Months Specifically If your goal is to pull reports from the past three months, follow the steps above and set your start date to the first day of the month that is three months before today. For example, if today is late July 2026, set the start date to May 1, 2026 and the end date to July 31, 2026. All monthly reports generated for your project within that window will be returned. ⬇️ Downloading Historical Reports Once your filtered reports are visible, you can download individual reports or multiple reports at once: - Single report: Click the report to open it, then select the Download or Export button in the top-right corner. - Multiple reports: Use the checkboxes next to each report in the list, then click the bulk Download option that appears in the action bar. Reports are exported as PDF or the format configured for your project. If no format has been set, the default export will be used. ⚠️ Common Reasons Reports May Not Appear If you apply a date range but no reports are returned, consider the following: - Report generation was paused: If report generation was disabled for a project during a specific period, no report will have been saved for those months. Check the project's report schedule settings to confirm reports were active. - Wrong project selected: Confirm you are inside the correct project. Each project maintains its own separate report history. - Date range too narrow: Monthly reports are saved once per month. Make sure your date range spans at least one full calendar month. - Project created recently: Reports only exist from the month the project was first set up. There will be no data for months before the project existed. 📧 Note on Email Delivery vs. Report Storage Email delivery settings control whether reports are sent to recipients each month — they do not affect whether reports are saved in Report Builder. Even if email delivery failed or was never configured, your monthly reports are still stored in the platform and accessible via the date range filter described in this article. You do not need to modify recipient lists, email frequency, or spam filter settings to retrieve historical reports. 💬 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.

📊 Retrieve Historical Reports by Date Range

📋 Overview Report Builder lets you generate and download reports for any date range, including data from previous months. If your scheduled monthly reports have stopped delivering, or you need to pull reports from the past three months, this article walks you through both tasks step by step. 🗂️ How to Access Report Builder To open Report Builder, navigate to Left sidebar → Reports or go directly to /report-builder/projects-list. All your report projects are listed here. 📅 Retrieving Reports for a Past Date Range Follow these steps to pull historical monthly reports for any prior period, including the last three months: 1. Go to Left sidebar → Reports to open the projects list. 2. Click the report project you want to retrieve historical data for. 3. Locate the Date Range selector at the top of the report configuration screen. 4. Set the Start Date to the first day of the earliest month you need (for example, the first day three months ago). 5. Set the End Date to the last day of the most recent month you want to include. 6. Click Generate Report (or Run Report, depending on your project type) to produce the report for that historical window. 7. Once the report finishes processing, click Download to save it, or use the Share option to distribute it to your users. Repeat this process for each report project you need to backfill. There is no limit on how far back you can set the date range, as long as data was being tracked during that period. 📬 Fixing Missing Scheduled Monthly Report Deliveries If your monthly reports are not being delivered to users automatically, the most common causes are an incorrect delivery schedule, unverified recipient email addresses, or a report project that was accidentally paused. Work through the checks below: - Check the schedule setting: Open the report project and go to its Schedule or Delivery settings. Confirm that the frequency is set to Monthly and that a valid send date is selected. - Verify recipient addresses: Under the delivery settings, review the list of recipients. Remove any outdated addresses and re-enter current ones, then save. - Confirm the project is active: Look for a status toggle or label on the project card. If the project shows Paused or Inactive, switch it back to Active. - Check your spam or junk folder: Ask report recipients to search their spam folder for emails from Search Atlas. If found, mark them as safe so future deliveries land in the inbox. - Re-save the schedule: Even if settings look correct, opening the schedule panel and clicking Save again can re-trigger the delivery queue for the next cycle. After making any changes, use the Send Test Report option (if available) to confirm delivery is working before the next scheduled run. 💡 Tips for Managing Historical Data - If you need separate files for each month, generate one report per month by adjusting the date range to cover a single calendar month at a time. - Label your downloaded files clearly with the date range (for example, Report_April_2025.pdf) so they are easy to reference later. - If a report project is missing data for a specific period, it may mean tracking was not active during those dates. Check when the project was originally created. 🆘 Still Need Help? If you have followed the steps above and your reports are still not delivering, or you cannot locate historical data you expect to be there, reach out to our team. 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. Additional Notes Search Atlas automatically saves a copy of every monthly report generated for your projects. These reports remain accessible regardless of whether email delivery is active or paused. Historical reports are not deleted after delivery, so you can retrieve any prior month's report at any time directly from the platform.

🛑 Stop Automated Reports After Deactivation

📌 Why reports may continue Automated reports are scheduled email deliveries managed separately from your account access. Deactivating an account should stop future deliveries, but messages already queued may still arrive briefly. ⚙️ Review automated reports 1. Sign in to Search Atlas, if access is still available. 2. Open Reports from the left sidebar. 3. Select Automated email reports. 4. Review active schedules and remove or disable any reports that should no longer be sent. 5. Check the recipient list and remove deactivated users where applicable. 🛑 If your account is already deactivated If you cannot sign in, no action is required on your side. Account deactivation is intended to stop automated report deliveries. Allow a short period for previously queued emails to finish processing. 🔎 If emails continue Keep one recent email as a reference, including its subject, delivery date, and recipient address. Do not reply with passwords or other sensitive information. 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.

📧 Stop Unwanted Email Reports After Deactivation

📬 Why You're Still Receiving Reports If you deactivated your account or canceled your subscription but still receive reports in your inbox, the cause is almost always a scheduled or automated email report that was set up separately from your subscription. Deactivating an account stops your access and billing, but it does not automatically delete report schedules that were created while the account was active. These schedules keep sending emails until they are turned off manually — and they continue to do so even when no active subscription remains, because a schedule is independent of your billing status. This is especially common when you manage multiple accounts or multiple email addresses, since each account can hold its own independent report schedules. If you have deactivated more than one account, remember that each one must be checked separately — emails arriving at two different addresses usually mean two different schedules, each tied to a different account. 🔍 Where Email Reports Come From Recurring emails from the platform usually originate from one of these sources: - Scheduled reports set to send daily, weekly, or monthly. - Automated alerts tied to a specific project, site, or campaign. - Shared reports where your email was added as a recipient by another user or account. Because these can exist on more than one account, each address that receives emails should be checked individually. 🛠️ How to Stop Scheduled Reports If you still have access to the account, follow these steps to turn off the reports: 1. Log in to the platform. 2. Open the Reports or Scheduled Reports section from the main menu. 3. Review the list of active or recurring reports. 4. Locate any report that is being emailed to the affected address. 5. Select the report and choose Edit or Delete. 6. Remove the recipient email address, or delete the schedule entirely to stop all future sends. 7. Save your changes. Repeat these steps for each account and each email address that is still receiving messages, since schedules are stored per account. 📭 Removing Yourself as a Report Recipient If the reports were created by another user and you were simply added as a recipient, you will need that account owner to remove your email address. If you no longer have access to the relevant account, our team can help locate and stop the schedule for you. Note that emails tied to a deactivated team-member seat are account notifications rather than scheduled reports. A previously reported issue in which deactivated team members continued to receive email notifications has since been resolved. If you were removed as a team member and still receive these notifications, contact support so we can verify the seat status from our side. ✅ Confirming the Reports Have Stopped After removing or deleting a schedule, allow one full reporting cycle to confirm the change. For example, a weekly report may send one final time if it was already queued before you made the change. If emails continue beyond the next expected cycle, there is likely an additional schedule on another account. 💡 Tips to Prevent Unwanted Emails - Before deactivating an account, delete or pause all scheduled reports first. - Keep a note of which email addresses are linked to each account. - Check every account you own, not just the one you used most recently. - Ask other team members whether they added your email to any shared reports.