Report Builder

📄 How to Create Client-Facing Audit Reports

🛠️ Delete Your Account and Reports

📊 Stop automated reports To review and stop scheduled report emails, open Reports from the left sidebar. Find the relevant report and disable or remove its scheduled delivery. Review all reports, including those connected to inactive integrations, to prevent unwanted automated emails. 🗑️ Delete your account Account deletion permanently removes your Search Atlas account and related data. Before requesting deletion, stop scheduled reports and save anything you need to keep. < 1. Open the account or workspace settings. 2. Choose the account deletion option. 3. Review the warning and confirm the deletion request. Deletion may require background processing. During this process, some report or integration data may take time to finish being removed. 🔒 If you cannot log in If you can still open the platform, use the chat widget in the bottom-right corner and type human teammate. Ask the team to help stop automated reports and process account deletion. Include the account or workspace name, the email associated with the account, and the report or brand name involved. Do not share your password. ✅ After deletion Once deletion is complete, you should no longer receive account-related automated reports. If messages continue, provide the report name, recipient address, and approximate send time in the chat so the team can investigate. 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.

📊 Understanding Year to Date Comparisons

📅 What Is Year to Date Comparison? Year to date comparison shows performance for the current period against the same dates from the previous year. This helps identify trends and measure growth while accounting for seasonality. ⚙️ How Date Presets Work Search Atlas supports both calendar-based and rolling date presets. Calendar presets align to exact months or years while rolling presets use the most recent completed days or weeks. Choose the option that matches your reporting needs in the Report Builder date settings. 🔄 Handling Data Migrations Migrations can create temporary gaps or spikes in historical data. These changes may make YTD comparisons appear inconsistent until the full prior year data stabilizes. The platform automatically flags affected periods so you can interpret results correctly. 📈 Setting Up YTD in Reports 1. Open the Report Builder and select your primary date range. 2. Enable the comparison toggle and choose Year to Date as the comparison type. 3. Review the secondary date range that the system generates automatically. 4. Apply filters or segments as needed before saving the report. 💡 Best Practices for Accurate Results - Use calendar-based presets when comparing full years or quarters. - Switch to rolling presets for the most recent performance trends. - Exclude migration periods from comparisons when possible to avoid skewed metrics. - Double-check data sources after any platform migrations or integrations. 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.

🛠️ Make Your Lead Widget Public

🔍 Why visitors see a login page A public lead capture widget should let visitors view the form without creating an account or signing in to your whitelabel dashboard. If the widget opens a dashboard URL and displays “Invitation Required,” the snippet is likely using a dashboard link instead of the published lead capture widget URL. ⚙️ Check your widget settings 1. Sign in to your Search Atlas platform. 2. Open the relevant agency or whitelabel settings. 3. Locate the lead capture widget for the audit or service you want to share. 4. Confirm the widget is enabled and configured for public access. 5. Save or publish the settings. 📋 Copy the public embed code After publishing the widget, copy the embed snippet provided in the widget settings. Add this code to the page where you want leads to see the form. Do not copy a dashboard URL manually or replace the widget source with a whitelabel dashboard address. 🧪 Test the public experience 1. Open the page in a private or incognito browser window. 2. Test it while logged out of Search Atlas and your whitelabel dashboard. 3. Confirm the form loads without showing a login screen or “Invitation Required” message. 4. Submit a test entry and verify that the lead appears in the expected agency location. 🚧 If the widget still requires login Check that you are using the latest embed code after saving the settings. Also verify that the widget is installed on the correct published page and that your whitelabel domain is configured correctly. If the snippet still redirects to the dashboard or falls back to a Search Atlas domain, the public widget may not yet be enabled for that account or widget type. 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.

📊 Client Dashboard Access and Progress Tracking

Overview Search Atlas allows you to give clients direct access to their project data through scoped dashboard sharing. This article explains how client-facing access works, how to restrict it to a single project, and how to use trend data to demonstrate SEO progress over time. Setting Up Client Dashboard Access To share dashboard access with a client scoped to a specific project, you can add them as a team member within your account. When a client is added with restricted permissions and assigned to a specific project, they will only see data relevant to their project — no other client data will be visible to them. If you are unsure which role or permission level to assign, or if you are experiencing difficulty limiting a client's view to a single project, please have the following ready when you reach out to our team: - The project name(s) you want to share with the client - The client's email address - A description of the access issue or any error message you are seeing Using White Label for a Branded Client Experience Search Atlas offers a White Label feature that allows clients to see a dashboard under your own branding rather than Search Atlas branding. When configured, clients logging into the platform will see your branded interface. This is recommended for agency clients who need a consistent, professional experience. If you need assistance confirming whether White Label is included in your plan or need help getting it configured, please have your account details ready when you contact our team. Tracking SEO Progress Over Time Search Atlas provides trend and comparison data within your project dashboard so you can demonstrate progress to clients across key SEO dimensions. You can monitor metrics such as keyword rankings, site health, backlink growth, and content performance over time. If you are having trouble locating comparison or trend data within your project dashboard, please note which specific metrics or reports you are trying to access and have that information ready when you reach out. 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 Build a Client Report With Google Ads Data

This article covers creating a client report with Google Ads data in Search Atlas. Verified step-by-step documentation for this specific workflow is not yet available. However, the guidance below will help you prepare and escalate effectively so our team can assist you quickly. Before You Start - Confirm you have a Google Ads account connected to your Search Atlas workspace. - Identify the client, the reporting period, and the specific Google Ads metrics you need (e.g., impressions, clicks, cost, conversions). How to Get Help Building Your Report Because confirmed UI steps for this workflow are not yet documented, we recommend reaching out directly so a team member can walk you through the exact process for your account. To help us assist you as quickly as possible, please have the following ready: - The name of the client or project you are building the report for. - The Google Ads account you have connected (or are trying to connect) in Search Atlas. - The reporting period and the specific metrics you need to include. - Any error messages you have encountered, including the exact wording and when they appeared. If Google Ads Data Is Not Appearing - Verify that your Google Ads integration is active under your account settings. - Check that the connected account has the access level required for the metrics you need. - Note the exact error message and the client or project name so our team can investigate further. 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 or Customize Sections in White-Label Reports

🗺️ Overview When building a white-labeled report in Search Atlas, you can customize the layout to match exactly what your client expects to see. This article explains how to get started and what to do if you run into trouble. 🔍 Getting to the Report Builder 1. Log in to your Search Atlas account. 2. Click Reports in the left sidebar. 3. Open an existing report project or create a new one. ✂️ Customizing Your Report Layout Inside the report editor, your report is made up of individual content sections. You can customize the layout by interacting with each section directly within the editor. The report builder supports the following types of customization: - Removing a section: Locate the section you want to remove within the report editor and use the available section controls to delete it from the report layout. Removing a section only affects this report project — it does not delete any underlying data from your account. - Reordering sections: Locate the section you want to move and use the available section controls to reposition it to the desired location in the report layout. Because the exact controls and options available may vary depending on your account configuration, our support team can walk you through the precise steps for your specific setup if needed. 📋 What to Have Ready When Contacting Support To help our team assist you as quickly as possible, please have the following information ready: - The name of the report project you are working on - The specific section(s) you are trying to remove or reorder - A description of what you tried and what happened (including any error messages or unexpected behavior) 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 Technical Reports in Report Builder

🔍 Overview Search Atlas Report Builder lets you white-label reports with your own logo, colors, and company details before sharing them with clients. However, not every report type in the platform is available inside Report Builder. This article explains which technical reports support white-labeling and walks you through the steps to apply your branding. 📋 Which Technical Reports Support White-Labeling? White-labeling is only available for reports created and managed inside Report Builder (Left sidebar → Reports). The following technical report types are supported: - Site Audit Report – a full crawl-based technical health summary including errors, warnings, and notices. - Backlink Report – an overview of a domain's backlink profile, authority metrics, and referring domains. - Keyword Rank Tracker Report – current keyword positions, movement trends, and SERP feature data. - Competitor Analysis Report – side-by-side technical and keyword comparisons across competing domains. - Google Analytics & Search Console Report – traffic, clicks, impressions, and core web vitals pulled from connected data sources. If the technical report you need is accessible via a direct URL outside of Report Builder, it is a live platform view and does not currently support white-labeling. In that case, the best alternative is to recreate the data as a Report Builder report using one of the supported types listed above. 🚀 How to White-Label a Technical Report 1. Go to Reports in the left sidebar (URL: /report-builder/projects-list). 2. Select an existing project or click Create New Project to start a fresh report. 3. Choose the report type you want to generate (e.g., Site Audit, Rank Tracker). 4. Go to your Avatar → Agency Settings (White Label Setup) to access branding options. 5. Upload your Agency Logo (recommended size: 200 × 60 px, PNG or SVG). 6. Set your Brand Colors in Agency Settings → Brand Colors using the Primary Color and Secondary Color pickers. 7. Enter your company name and optionally a custom report title for the client. 8. Click Save Branding to apply changes across the report. 9. Preview the report to confirm your branding appears correctly on all sections. 10. Export the report as a PDF or generate a shareable client link with white-label branding active. 💡 Tips for Best Results - Use a transparent-background logo (PNG) to ensure it looks clean on both light and dark report themes. - Reuse branding across projects — once saved, your brand settings can be applied to new reports without re-entering details. - Shareable links respect white-label settings, so clients will never see Search Atlas branding when you share via link. - If you need to report on data from a URL-based platform view, take note of the key metrics and manually build a custom report in Report Builder to keep the white-label experience consistent. ❓ Frequently Asked Questions Can I white-label a report I accessed via a direct URL? Not directly. Reports accessed via specific URLs are live platform views and do not have a white-label export option. Use Report Builder to create an equivalent report that supports full branding. Is white-labeling available on all Search Atlas plans? White-labeling in Report Builder is available on plans that include the Report Builder feature. Check your current plan details in your account settings to confirm access. Can I create multiple brand profiles for different clients? Currently, branding settings are applied at the project level, so you can set unique branding per project to serve multiple clients with different visual identities. 🙋 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.

📝 Edit the Executive Summary in Classic Reports

🔍 Why the Edit Button Isn't Visible The Executive Summary section in the classic Report Builder does not display its editing controls by default. The text edit buttons (Edit layout, Edit Key Insights, Edit Next Steps, Edit Recommended Actions) are intentionally hidden until you interact with the section — they only appear when you hover your cursor directly over the Executive Summary block. 🛠️ How to Edit the Executive Summary 1. From the left sidebar, navigate to Home → searchatlas.com (Executive Summary). 2. Open the report you want to modify inside the classic Report Builder. 3. Scroll to the Executive Summary section of your report. 4. Hover your cursor over the Executive Summary block — the edit controls will appear. 5. Click the appropriate text edit button (Edit layout, Edit Key Insights, Edit Next Steps, or Edit Recommended Actions) that becomes visible. 6. Remove or adjust any out-of-scope items as needed. 7. Use Refresh Summary or Edit layout to apply your changes. ⚠️ If the Edit Option Still Doesn't Appear If hovering over the section does not reveal any edit controls, check the following: - Account permissions: Editing controls are only available to users with Editor or Admin permissions. View-only accounts will not see any edit options. - Hard refresh the page: Interactive elements may occasionally fail to load correctly. Try a hard refresh — press Ctrl + Shift + R on Windows or Cmd + Shift + R on Mac — then attempt to hover over the section again. - Confirm you are in the correct view: Editing is only available inside the classic Report Builder. If you are viewing a shared or published version of the report, all editing controls will be hidden regardless of your permissions. 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.

🛠️ Customize Report Builder Columns and Layouts

🔍 Overview Report Builder in Search Atlas lets you create fully customized SEO reports for your clients. While prebuilt layouts give you a great starting point, you are not locked into their default structure. You can remove columns, add new ones, and rearrange sections to match exactly what your clients need to see. 🗺️ How to Access Report Builder To get started, navigate to Report Builder using the left sidebar: 1. Click Reports in the left sidebar. 2. You will land on your projects list at /report-builder/projects-list. 3. Open an existing report project or create a new one. 📋 Understanding Prebuilt Layouts Prebuilt layouts are templates provided by Search Atlas to help you get reports up and running quickly. They come with a default set of columns and data widgets already configured. These layouts are not locked — every element inside a prebuilt layout can be edited, removed, or replaced to suit your reporting needs. ✏️ How to Remove Columns from a Prebuilt Layout Follow these steps to remove columns you do not need: 1. Open the report project you want to edit. 2. Enter the report editor by clicking on the relevant report page or section. 3. Hover over the column or data element you want to remove. An edit toolbar will appear. 4. Click the Remove or Delete icon (trash can) shown on the element. 5. Confirm the removal if prompted. 6. Repeat for any additional columns you want to remove. 7. Save your changes before exiting the editor. Removing a column from a prebuilt layout only affects that specific report. It does not alter the original template or any other reports using the same layout. ➕ How to Add or Replace Columns If you want to swap out a removed column for something more relevant, you can add new data elements at any time: 1. Inside the report editor, click the Add Element or + Add Block button in the section where you want the new column. 2. Browse the available data widgets and column types. 3. Select the metric or data source you want to display. 4. Drag it into position or use the layout controls to place it correctly. 5. Save your report when done. 🔄 How to Rearrange Layout Elements You can also reorder columns and sections within your report without removing them: - Hover over any element to reveal the drag handle (a grid or move icon). - Click and drag the element to its new position within the report. - Release to drop it into place. - Save your changes. 💡 Tips for a Clean, Client-Ready Report - Less is more: Remove columns that contain data your client does not track or care about — this keeps reports focused and easy to read. - Save as a custom template: Once you have perfected your column layout, save the report as a reusable template so you do not have to rebuild it for each client. - Preview before sending: Use the preview function to check how the final report looks before sharing it with a client. - Prebuilt layouts are a starting point: Think of them as editable drafts, not fixed documents. 🆘 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.

📊 Enable and Use AI Summary in Report Builder

🔍 What Is AI Summary in Report Builder? The AI Summary feature in Report Builder analyzes your report data and generates a concise, intelligent summary that highlights key findings, trends, and standout metrics. Instead of manually reviewing every section, you get an instant overview of what matters most — making it easier to share insights with clients or stakeholders. 🗂️ How to Navigate to Report Builder 1. Log in to your Search Atlas account. 2. In the left sidebar, click Reports. 3. Open an existing report by clicking its name, or create a new one using the New Report button. ✅ How to Enable AI Summary Once your report is open, navigate to Report Builder (Executive Summary) and use Refresh Summary or AI Settings to activate it. Once enabled, the AI Summary will automatically generate based on the data currently included in your report. If you open your report and cannot locate the Refresh Summary or AI Settings option, or if it does not appear to be available in your account, please reach out to our support team so they can confirm where the option is located for your specific plan and report type, and assist you in enabling it. When contacting support, please have the following ready: - Your project or report name - A description of what you see (or do not see) in your report - Any error messages or unexpected behavior you have encountered 📝 How to Use the AI Summary After enabling AI Summary, a summary section will appear within your report, providing an at-a-glance overview of your report data. You can include this summary when sharing the report with clients or team members so they immediately understand the most important takeaways without reading the full report. 💡 Tips - Make sure your report includes enough data before enabling AI Summary — the more data, the richer the summary. - If the summary does not appear after enabling it, try refreshing the page or re-saving the report. 🆘 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.

📊 Report OTTO Title Tag Changes to Clients

🔍 Overview When OTTO generates and deploys new title tags on your client's site, you need a clear way to demonstrate exactly what changed and why. Although OTTO does not produce a dedicated before-and-after title tag export by default, the Report Builder gives you everything you need to document those changes and present them professionally to clients. 📋 What You Will Need - An active Search Atlas account with OTTO enabled for your project - OTTO title tag changes already deployed or queued for your project - Access to Reports in the left sidebar 🤖 Step 1 — Review OTTO Title Tag Changes in OTTO SEO V3 Before building your report, confirm which title tags OTTO has changed so you can reference the original and updated values accurately. 1. In the left sidebar, click OTTO SEO, then open SEO Automation (URL: /seo-automation-v3). 2. Select the relevant project from the project list. 3. Navigate to OTTO SEO → Overview (OTTO Grader) → Page Title. 4. Review the list of pages where OTTO has generated or deployed new title tags. Each entry displays the original title tag and the OTTO-suggested or deployed title tag side by side. 5. Screenshot or copy these values — you will reference them when building your client report. 🛠️ Step 2 — Open Report Builder 1. In the left sidebar, click Reports (URL: /report-builder/projects-list). 2. Select your client's project from the list, or click Create New Report to start a fresh report for this client. 📝 Step 3 — Build the Before-and-After Title Tag Section Report Builder lets you add custom text blocks, tables, and data widgets to construct a clear before-and-after comparison for your client. 1. Inside the report editor, click Add Section and choose a Text Block or Custom Table widget. 2. Label the section clearly, for example: OTTO AI Title Tag Changes — [Month, Year]. 3. Using the values you collected in Step 1, populate two columns: Previous Title Tag and New AI-Generated Title Tag. Add a third column for the Page URL so your client can verify each change on their live site. 4. Add a brief written summary explaining why OTTO recommended these changes — for example, improved keyword relevance, better click-through rate potential, or alignment with search intent. This context makes the report far more persuasive for clients. 📈 Step 4 — Add Supporting SEO Metrics Pairing title tag changes with performance data strengthens the business case for your client. Inside the same report, add the following widgets where available: - Organic Traffic — show traffic trends for the affected pages before and after deployment. - Keyword Rankings — highlight ranking improvements for target keywords tied to the updated titles. - Click-Through Rate (CTR) — if Google Search Console data is connected, include CTR changes for the affected URLs. These metrics turn a simple list of text changes into a compelling proof-of-performance narrative. 📤 Step 5 — Export or Share the Report 1. Once your report is complete, in Reports → Report Builder → [report] (Executive Summary) click the Share & Export button to export the report or generate a live link you can send directly to your client. 2. If you share a live link, your client will always see the most up-to-date data without you needing to resend the file. 💡 Tips for Stronger Client Reports - Schedule the report — use Report Builder's scheduling feature to send automated monthly updates so clients see ongoing OTTO activity without you manually exporting each time. - Add a cover page — include your agency branding and a short executive summary at the top to make the report feel polished and professional. - Capture a baseline early — before OTTO deploys changes, export or screenshot the original title tags from the OTTO SEO V3 dashboard. Storing this baseline makes before-and-after documentation much simpler for future reporting cycles. - Group pages by priority — separate high-traffic pages from lower-priority ones so clients immediately see where the biggest impact is expected. ❓ Frequently Asked Questions - Does OTTO automatically log every title tag it changes? Yes. The OTTO SEO V3 dashboard keeps a record of original and updated title tags for all pages OTTO has processed. You can revisit this list at any time to pull historical values. - Can I include OTTO title tag data alongside other SEO metrics in one report? Absolutely. Report Builder is designed to combine multiple data sources — keyword rankings, traffic, on-page changes — into a single client-ready document. - What if my client wants a raw data export? Use the export options within the OTTO SEO V3 dashboard to download title tag data, then attach it as a supplementary file alongside your Report Builder (Reports → Report Builder) .CSV download. 🆘 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.

📊 OTTO Reporting and Client-Facing Reports Explained

🔍 Overview OTTO automates a wide range of on-page and technical SEO tasks across your site. While you can track progress inside the platform and share reports with clients, it is important to understand exactly what data is available today, what is not yet surfaced, and why — so you can set accurate expectations with your clients. 📋 What OTTO Reporting Currently Shows Search Atlas includes reporting features that can surface OTTO activity for client-facing use. At a high level, OTTO reporting is able to show aggregate counts of optimizations that have been deployed across a connected site — for example, a total number of actions applied. However, the specific named reporting panels, categories, and snapshot views available may vary depending on your plan and how your project is configured. To access OTTO-related data for a client report, open the relevant project inside Search Atlas and look for reporting or export options associated with that project. If you are unsure which sections apply to your client's campaign, reach out to support for guidance on what is currently available for your account. ⚠️ Current Granularity Limits: Counts vs. Detailed Fix Lists At this time, OTTO reporting surfaces aggregate counts rather than a line-by-line log of every individual fix applied. This means: - You can see that a certain number of optimizations were applied, but the report will not list each URL alongside its specific before-and-after change. - Fix-level detail — the specific content change made on a specific URL — may be visible inside the OTTO section of the platform itself, but this granular view is not yet available as a formatted, exportable client report. This is a known platform limitation, not missing data. The underlying activity is recorded, but granular fix-level reporting is not yet available as a shareable export format. 🤖 Why Some Fixes May Not Appear in Audit Counts OTTO can deploy certain optimizations — such as schema injection or dynamic tag updates — using JavaScript rendering. Because many SEO audit crawlers evaluate pages before JavaScript executes, these fixes may not be reflected in audited issue counts even though they are live on the page. This does not mean the fix was not applied. It means the audit crawler saw the pre-render version of the page. To confirm that fixes are active, you can: - Use Google Search Console or the URL Inspection tool to check the rendered version of specific URLs. - View the raw page source versus the rendered source in your browser's developer tools to confirm injected elements are present after JavaScript execution. 📤 Sharing Progress With Clients Because granular, fix-level export is not yet available, here are practical ways to communicate OTTO progress to clients today: - Use aggregate counts available within the platform to show the volume of optimizations deployed over a given period. - Supplement with Google Search Console data — show improvements in crawl coverage, indexing, or search performance alongside OTTO activity to provide context. - Document changes manually for high-priority pages where specific before-and-after detail is needed, using the URL-level view inside the OTTO section of the platform. - Set expectations upfront that current reporting reflects totals and summaries, and that more granular exportable reports are a known roadmap item. 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.

SEO Reporting Guide

SEO reporting software is indispensable for keeping campaigns organized and effective. The right tool should allow you to generate clear, concise, and visually engaging reports — while also supporting growth, tracking KPIs in real-time, and automating analytics. This guide covers what to look for in SEO reporting software, what reports to provide clients, and how leading tools compare. 📊 The Importance of SEO Reporting for Agencies & Freelancers Search engine optimization can be hard to explain to non-SEOs. Clear reports help you: - Provide reasoning behind your SEO strategy - Demonstrate short- and long-term results - Justify rate increases or renewals - Present the monetary value of your SEO-generated traffic - Keep clients informed and confident in your expertise 🕒 When to Present SEO Reports & What KPIs to Include Pitch to Potential Clients with Preliminary Reports Use data-driven reports to win new clients without excessive research. Include: - Domain rating - Competitors’ domain ratings - Page speed (desktop & mobile) - 5 potential target keywords SEO Case Study Reports Create and share visual case studies showing past campaign results. These can double as year-end reports that highlight measurable growth and tell your client success stories. On-Boarding SEO Reports Establish a baseline for new clients to measure growth over time. Include: - Domain Rating - Keyword positions and rankings - Traffic sources by country - Organic traffic and EVOT — Estimated Value of Traffic (EVOT) is an approximation of the monetary worth of your organic traffic based on equivalent paid search costs, surfaced inside your Search Atlas dashboard alongside organic traffic metrics - Referring domains, referring backlinks, and indexing speed - Technical SEO score, site issues, backlink profile Active Campaign Reports Provide ongoing updates monthly, quarterly, or annually. Use automation to save time. Recommended metrics: - Keyword position history - Change in organic traffic and impressions - Growth in total ranking keywords - Overall rank change - Top-performing keywords and pages - Organic traffic value ⚠️ Note on Keyword Rank Tracker trend labels: The 'Stable' trend indicator may appear for newly added keywords that only have a single historical snapshot (known issue KE-1282, awaiting release). Wait for multiple snapshots to accumulate before relying on trend direction labels in your reports. Technical report data: - Backlinks and broken links - Indexing and page speed - Content scores - Inaccessible/orphaned pages 💡 Tip: Use GSC Insights to export real-time data and reports in PNG or CSV formats for easy sharing. As-Needed Reports Generate focused reports during sudden SEO shifts — like algorithm updates or industry changes — to communicate strategy adjustments. Contract Renewals & End-of-Campaign Recaps Show campaign ROI and value delivered. Highlight: - Total traffic value generated - Organic traffic growth - Ranking improvements - Conversions and CTR increases Include a summary of strategy, results, and recommendations for future campaigns. 🧩 How to Produce SEO Reports (Including PDFs) Search Atlas supports several report formats out of the box: PNG snapshots of dashboards, CSV exports of raw data, and PDF reports assembled from the steps below. White-label PDF reports and shareable report links are also available for client-facing deliverables — see the limitations noted in the White Label and Local SEO sections. ⚠️ Known issue (Classic Report Builder): The Classic Report Builder may hang, show an infinite loading spinner, or crash Chrome due to a known race condition (RB-1273). If this happens, open the report by reloading the report URL directly in a new tab rather than navigating to it from within the app. Step 1: Create SEO Reports with Report Builder 1. Navigate to Left sidebar → Reports (Report Builder). 2. Click Export to PNG. 3. Insert the image into a Word Doc, Google Doc, or PowerPoint. Step 2: Create PDF Reports 1. Export your dashboard to PNG. 2. Open Google Docs → New Blank Document. 3. Go to Insert > Image > Upload from Computer. 4. Crop as needed and go to File > Download > PDF Document (.pdf). Step 3: Convert CSV Reports to PDF 1. Click Export to CSV. 2. Upload to Google Drive → open with Google Sheets. 3. Select File > Download > PDF Document (.pdf). ⚙️ What to Look for in SEO Reporting Software 1. Accurate Data – Choose tools that pull from trusted sources like Google Search Console. 2. Real-Time Insights – Ensure up-to-date metrics for responsive decisions. 3. Comprehensive Site Crawls – Vital for indexing and technical SEO data. 4. Clear Visualizations – Reports should be graphically engaging and easy to interpret. 5. Fresh Performance Insights – Tools like GSC Insights provide page groupings and comparative metrics. 6. Local SEO Capabilities – Support for geo-specific keyword tracking and SERPs. ⚠️ Known issues with shared Local SEO reports: (1) Location labels in shared report links may display as generic placeholders such as 'Local SEO ##' instead of the actual location name — please flag affected reports to support while the fix is being deployed; (2) Heatmap pins do not currently render in externally shared report links (RB-106) — access heatmaps directly inside the platform as a workaround until this is resolved. 7. Flexible Formatting Options – Support for PDF, CSV, and PNG exports. 8. Multiple Client Profiles – Manage all client campaigns from a single dashboard. 🧱 White Label SEO Reporting White-label reporting automates the process and allows you to share branded, scalable reports in PDF format. Ideal for agencies serving multiple clients with varied reporting needs. ⚠️ Caveats for shared client-facing reports: Local SEO location labels in shared links may currently appear as generic placeholders (e.g., 'Local SEO ##') instead of the real location name, and Local SEO heatmap pins do not load in externally shared reports (RB-106). When sharing visual heatmap reports, walk clients through the heatmap inside the platform directly, and flag any mislabeled shared reports to support. 📈 Comparing Top SEO Tools for Reporting 1. Our Dashboard All-in-one SEO suite with tools for auditing, keyword research, backlink tracking, and reporting. - Reporting: CSV and PNG exports - Features: Site Events tracker, schema creator, local SEO, and social tools (coming soon) 2. SEMrush Comprehensive toolset for technical and content SEO. - Reporting: PDF, XLSX, CSV exports - Note: Full access comes at a premium price. 3. Ahrefs Powerful for link analysis and keyword tracking. - Reporting: CSV exports (quick, full, or custom reports) - Note: No free trial and fewer integrated tools. 4. Moz Pro Clean, user-friendly dashboard with core SEO metrics. - Reporting: Custom, automated, branded reports (PDFs, CSVs) - Note: Limited SEO content and local tools.

⚡ Domain Metrics Keywords: Data Source and Configuration

Overview The Domain Metrics tab inside the Report Section displays keyword ranking data for your tracked domains. If you see keywords showing as zero or missing entirely, this is almost always related to the data source or the selected date range — not a platform error. This article explains what to check when keyword data appears empty or incomplete. Where Do Domain Metrics Keywords Come From? Keywords displayed in the Domain Metrics tab originate from activity you have already performed within the platform. If no keyword data has been generated or retrieved for a domain, the Domain Metrics tab will have nothing to display. If keywords are missing, the first step is to ensure you have analysed the relevant domain within the platform before returning to the Domain Metrics tab. Are Keywords Auto-Populated or Manually Added? Keywords in Domain Metrics are not automatically populated. They reflect data that has been retrieved through prior domain analysis activity within the platform. Here is how the process works: 1. You enter a domain into the platform to analyse it. 2. The platform retrieves keyword ranking data for that domain based on your selected filters and date range. 3. That data then becomes available inside the Domain Metrics tab in the Report Section. If you have not yet run a domain analysis, do so first and allow the platform to retrieve the data before returning to the Report Section. How to Expand the Date Range to Reveal Keyword Position Data One of the most common reasons keyword rankings appear as zero or missing is that the selected date range is too narrow to capture any recorded position data. Expanding the date range is the primary fix for this issue. Follow these steps: 1. Open the Report Section and navigate to Site Metrics → Pages/Subdomains/etc. 2. Locate the date range option (e.g. the 'September 2026' dropdown) within the tab. 3. Expand the range to cover a broader period — for example, the last 3 to 6 months rather than the last 7 or 14 days. 4. Apply the new date range and allow the data to reload. 5. Keyword ranking positions should now populate if data exists for the domain within that timeframe. Why does this happen? If the selected date window does not cover the period for which data is available, or if the domain was only recently added, rankings may not appear. Broadening the date range is the recommended first step before escalating. 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 Builder Knowledge Base

Use Report Builder to create custom client reports by combining data from Google Search Console, Google Analytics, Backlinks, Keyword Rank Tracker, and Local Heatmaps. Deliver reports as downloadable PDFs or shareable public URLs on an automated schedule. ⚙️ Report Builder Setup The setup wizard walks you through three phases: report settings, email delivery, and layout. Complete all three to generate your report. Phase 1: Configure the report 1. Enter the URL of the page where the report will be created. 2. Click Create. 3. Select an existing Site Explorer project. 4. Define your Location, Date Range, and Connected Data (Left sidebar → Reports (Report Builder)). 5. Toggle each report integration On or Off as needed. 6. Enable or disable Generate AI Summary for any of the following integrations: - Site Explorer - Orders & Tasks - OTTO SEO - Google Analytics Project - Google Search Console - Facebook Ads - Google Ads - Local SEO - Google Business Profile - Keyword Rank Tracking 7. Click Next Step. Phase 2: Set up email delivery 1. Add report recipients. 2. Set the email frequency: Weekly, Monthly, or Quarterly. 3. Select the day of the week for delivery. 4. Toggle dispatch status On or Off. 5. Click Next Step. Phase 3: Choose layout and create 1. Select a Layout Style: Default or Custom. 2. Click + Create. Your report is now generated. Note: If layout changes do not persist after clicking + Create, see Known Issues & Troubleshooting below for current status and guidance. 📋 Portfolio Summary The Portfolio Summary provides a high-level view of website search visibility and competitive positioning across all tracked domains. What you'll see - Domain Cards – One card per tracked website. - Performance Insights – Short notes highlighting achievements such as keyword rankings or local SEO visibility. - No Data Available – Shown when insufficient data is present for a domain. How to use the Portfolio Summary - Scan domain cards to identify strong performers. - Review insights to understand what's driving results. - Check any domain showing "No data available" to confirm its setup is complete. How to access the Portfolio Summary 1. Go to Sidebar → Reports → Report Builder (Report Builder). 2. Review the Portfolio Health Score at the center of the dashboard. 3. Check the distribution across Wins, Stable, and At Risk categories. 4. To open a detailed AI Summary report, scroll down and click the project report, or click View Report. 📊 Portfolio Health Score The Portfolio Health Score gives you a single number (0–100) that measures overall portfolio performance across all accounts. The score updates daily and assigns each site to one of three categories. Score categories - Wins – High-performing sites. - Stable – Sites maintaining consistent performance. - At Risk – Sites that need attention. Calculation formula Health Score = ((High Performer % × 100) + (Stable % × 50) + (At Risk % × 0)) / Total Reports Score outputs - Central health score (0–100) - Percentage change (positive or negative) since the last update Categorized accounts Each account in your portfolio is assigned to one of the three categories above based on its performance data. Review the category distribution on the dashboard to see where your portfolio stands at a glance. ⚠️ Known Issues & Troubleshooting Report Builder V3: Layout changes not persisting after save - Status: Active bug under investigation by the engineering team. - Internal Ticket: SPE-665 – "Report Builder V3 layout changes not persisting after save" - Priority: Medium - SLA: Resolution expected within 20 business days from escalation. - Update Cadence: Weekly, or sooner if new information becomes available. Symptom: After customizing the report layout in Report Builder and clicking Save, changes revert or do not persist when the report is reopened or regenerated. Agent handling steps 1. Replicate the issue on the customer's report. 2. Confirm the customer is using Report Builder V3. 3. Capture screenshots or a screen recording showing the steps taken and the reverted state. 4. Escalate to the specialized team referencing ticket SPE-665. If this is a new instance, open a linked ticket with Medium priority. 5. Communicate the SLA using this template: "Based on our SLA, we expect resolution within 20 business days. We will provide updates once per week or sooner if new information becomes available." 6. For significant disruption, consider offering a goodwill gesture (e.g., a free month of service) per standard goodwill policy. Customer-facing notes - The issue is acknowledged and actively tracked by engineering. - No end-user workaround is currently available — the fix must come from engineering. - Customers will be notified directly once the fix is deployed. 🎯 You now know how to set up Report Builder, interpret your Portfolio Summary and Health Score, and handle the known layout persistence issue. For more on connecting data sources, explore the Site Explorer and Google Search Console integration guides.

🔠 Report Widget Text Sizing Across Sections

📋 Overview When building reports in Search Atlas, text widgets in different sections — such as Google Analytics (GA) and Google Business Profile (GBP) — can appear at different sizes. This article explains how to customize text widget sizing so your report looks consistent and professional throughout. 🗺️ Getting to the Report Builder 1. Log in to your Search Atlas account. 2. In the left sidebar, click Reports. 3. Open an existing report or create a new one from the Report Builder page. 4. Click into the report you want to edit to open the report builder canvas. 🔠 Understanding Text Widget Sizing Text widgets are independent elements placed on the report canvas. Each section of your report — including GA and GBP sections — holds its own set of widgets. Because widgets are not globally linked, a text widget in the GA section and one in the GBP section must each be configured individually to match in size. There is no single global setting that controls all text widgets at once, but you can achieve a consistent look by following the steps below for each widget. ✏️ Resizing a Text Widget 1. Click on the text widget you want to resize on the report canvas. A selection border will appear around it. 2. Drag any corner or edge handle to resize the widget to your preferred dimensions. 3. To match a widget in another section, note the approximate width and height of the correctly sized widget first, then resize the second widget to match. 4. Click outside the widget to deselect and confirm the new size. 🔤 Adjusting Text Font Size Inside a Widget 1. Double-click the text widget to enter edit mode. 2. Highlight the text you want to change. 3. Use the font size selector in the text toolbar that appears at the top of the widget to set your preferred size. 4. Apply the same font size to the corresponding text widget in the other report section (for example, match your GA section heading font size to your GBP section heading font size). 5. Click outside the widget to save your changes. 📐 Tips for Keeping Widgets Consistent - Use the same font size for equivalent headings across all sections — for example, set all section titles to the same point size. - Resize widget containers to the same width by dragging them to a consistent column width across sections. - Work top to bottom — configure your GA section widgets first, then replicate the same sizes when building or editing your GBP section widgets. - Preview your report after resizing to check how it renders for your client or end user. 💾 Saving Your Changes Changes to widgets are saved automatically as you work. Once you are satisfied with the layout, click the Save or Publish button (depending on your report status) to finalize the report for sharing. 🙋 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.

🗑️ How to Delete Sections in Report Builder

🔍 Overview When building custom reports in Search Atlas, you can remove individual sections directly from the Layout tab. The delete control is a trash can icon that only appears when you hover over a section — which is why many customers initially miss it. 🧭 How to Navigate to the Report Builder 1. In the left sidebar, click Reports. 2. You will land on the projects list at /report-builder/projects-list. 3. Open an existing report or create a new one. 4. Open the Executive Summary and click the Edit layout button. 🗑️ How to Delete a Section 1. In the Edit layout view (Executive Summary), locate the section you want to remove. 2. Hover your cursor over that section block. The trash can icon will appear in the top-right corner of the section. 3. Click the trash can icon to delete the section. 4. Confirm the deletion if prompted. Important: The trash can icon is hidden by default and only becomes visible on hover. If you are not hovering directly over the section block, the icon will not appear. 💡 Tips for Managing Report Sections - Hover precisely: Move your cursor fully inside the section boundary to trigger the icon. - Undo mistakes: If you accidentally delete a section, check whether an undo option is available in the toolbar before navigating away. - Reorder instead of delete: If you only want to change a section's position, drag and drop it rather than deleting and re-adding it. - Save your report after making layout changes to ensure nothing is lost. 🛠️ Troubleshooting - Icon still not visible? Make sure you have clicked Edit layout in the Executive Summary, not the Settings or Preview tab. Delete controls only appear in the Edit layout view. - Using a touchscreen? Hover-triggered icons may not activate on touch devices. Try using a mouse or trackpad for full control. - Browser zoom level: If your browser is zoomed in or out significantly, section controls can shift out of view. Reset zoom to 100% and try again. 💬 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. Additional Notes Deleting a section removes it and all widgets contained within it. This action cannot be undone. If a section appears locked or the icon does not respond, check that you have the correct editing permissions for that report.

📝 Editing Executive Summary Next Steps in Reports

👋 Overview If you recently opened the Executive Summary in a report and could not find the familiar Edit button, you are not alone. The classic report experience has moved into the new Report Builder, and the way you edit content has changed. The good news: everything is still fully editable, including the Next Steps list. This article shows you how to edit or remove a Next Step that is out of scope. 🔄 What Changed in the New Report Builder In the previous version, each section had its own separate Edit button. In the new Report Builder, editing is now inline. Instead of opening a separate editing mode, you click directly on the text or block you want to change. This makes editing faster, but it also means the old standalone button is gone. The Executive Summary and its Next Steps work the same way as every other section, and the generated summary text itself is fully editable. ✏️ How to Edit the Executive Summary Follow these steps to update the Executive Summary text: 1. Go to Reports → Report Builder and open a report (the page is titled Executive Summary). 2. Scroll to the Executive Summary section. 3. Hover over the summary text or the Next Steps block. An editing toolbar or highlighted outline will appear around the editable area. 4. Click directly on the text you want to change and start typing. 5. Click anywhere outside the block to save your changes automatically. 🗑️ How to Remove a Next Step To remove a Next Step that is not part of your scope: 1. In the Executive Summary section, hover over the Next Steps list. 2. Move your cursor over the specific step you want to delete. 3. Click the delete or trash icon that appears next to that item. If no icon appears, click into the line and clear the text, then remove the empty line. 4. Confirm the item is removed from the list. 5. Repeat for any other steps that are out of scope. Your changes are saved automatically. There is no separate Save step required. ➕ How to Add or Reorder Next Steps You can also expand or reorganize your Next Steps to match the client's scope: - Add a step: Click at the end of the last item and press Enter, or use the add option in the block toolbar, then type your new step. - Reorder steps: Hover over a step and use the drag handle to move it up or down. Note: our team is aware of a known issue where the Executive Summary edit layout can be missing draggable sections. If no drag handle appears, this is a known issue currently being worked on — in the meantime you can reorder by editing the text of the steps directly. - Edit a step: Click directly on the text and type your revision. 💡 Tips for Cleaner Reports - Review the full Next Steps list before sharing a report, and remove anything outside the agreed scope. - Keep each step short and action-focused so clients understand what happens next. - Preview the report after editing to confirm your changes display correctly. 🛠️ Troubleshooting If you cannot edit a section, try the following: - Refresh the page to make sure the latest Report Builder is loaded. - Confirm your account has permission to edit reports. - Make sure you are hovering directly over the text block so the inline tools appear. - Clear your browser cache if the editing toolbar does not load. - If drag handles for reordering do not appear in the Executive Summary edit layout, this is a known issue our engineering team is actively addressing; editing the step text directly still works in the meantime. Dedicated removable Next Steps and Recommended Actions components in the Executive Summary custom layout are also in progress; until they ship, use the inline delete/clear method above to remove out-of-scope steps.

📝 Add Custom Text Blocks in Report Builder

Overview The Report Builder in Search Atlas lets you add custom text blocks to your client reports — such as introductions, section headers, commentary, or disclaimers. This article explains how to access this feature so you can personalise your reports quickly and confidently. How to Add Custom Text in the Report Builder Custom text can be added directly inside an open report in the Report Builder. To get started: 1. Navigate to Reports from the left sidebar. 2. Open an existing report or create a new one. 3. Once inside the report editor, look for the option to add a text or custom text element to your report. This option is available within the editing interface when a report is open. 4. Select the text element and insert it into your report at the desired position. 5. Click on the inserted block and type or paste your content directly into it. If you cannot locate the option to add a text element, make sure you have a report open in editing mode rather than viewing the Report Builder dashboard. The ability to add elements is only available once a report is open for editing. Common Uses for Custom Text Blocks Custom text blocks are a flexible way to make your reports more professional and client-ready. Here are some popular ways to use them: - Report introduction: Add a welcome message or brief summary of the reporting period at the top of the report. - Section labels: Insert headers between data sections to organise the report clearly for clients. - Contextual commentary: Explain what specific metrics mean or why results changed during the period. - Disclaimers or notes: Add any standard legal text, data source notes, or next-step recommendations at the bottom of the report. - Agency branding copy: Include a short agency bio, contact details, or a call-to-action for your clients. 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.

📊 Updated Report List Data Indicators

We have simplified the connected data indicators on the reports list page to reduce visual clutter and make data source identification more intuitive. ✨ What's New The reports list page now features streamlined icons that clearly indicate which data sources are connected to each report. The previous set of multiple overlapping icons has been replaced with a cleaner, more consolidated visual design that shows connected integrations at a glance. 🛠️ How to Use It 1. Navigate to the Reports section in the platform. 2. Open the reports list view. 3. Observe the updated connected data indicators next to each report name. 4. Hover over any indicator to see a tooltip with the specific data source name. 📋 What to Expect The new indicators display a maximum of three primary data source icons per report. Additional connected sources beyond three are represented by a consolidated overflow indicator showing the total count. All existing data connections remain functional; only the visual representation has changed. 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 a Project from Report Builder

📋 Overview In Report Builder, each report can include one or more projects. If you need to remove a project from a report, you will use a control that may only become visible after scrolling horizontally inside the report editor. This guide walks you through the general process so nothing gets missed. 🧭 How to Get to Report Builder 1. Log in to your Search Atlas account. 2. In the left sidebar, click Reports. 3. Your list of existing reports appears at /report-builder/projects-list. 4. Click the report you want to edit. 🗑️ How to Remove a Project from a Report 1. Open the report that contains the project you want to remove. 2. Locate the projects bar near the top of the report editor. This bar displays all projects currently added to the report. 3. Scroll horizontally inside the projects bar. This step is easy to miss — the remove control may only become visible after you scroll within the project area. 4. Once you have scrolled to reveal the full project entry, look for the remove control (such as a button or icon) associated with that project. 5. Click the remove control to detach the project from the report. 6. The project is now removed from the report. Any remaining projects are unaffected. 💡 Tips for Smooth Horizontal Scrolling - Trackpad users: Place two fingers on the trackpad and swipe left or right directly over the projects bar. - Mouse users: Hold the Shift key and roll the scroll wheel while hovering over the projects bar. - All users: If no scroll bar is visible, try hovering directly over the projects bar first — the scroll bar appears on hover in most browsers. - Make sure your browser zoom level is set to 100%. A zoomed-in view can push the remove control fully off screen. ❓ Frequently Asked Questions - Will removing a project delete any data? No. Removing a project from a report only detaches it from that report. The project and all its data remain intact in your account. - Can I re-add the project later? Yes. You can include it again by adding the project back through the report editor. - The remove control is not appearing even after scrolling. What should I do? Try refreshing the page and reopening the report. If the issue persists, contact our support team using the chat widget described below. 🆘 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.

🗑️ Delete Sections in Report Builder Layout Tab

🔍 Overview The option to delete a section in the Report Builder is available — it just lives in a specific place that can be easy to miss. This article walks you through exactly how to find it and remove any section you no longer need. 🗺️ Where to Find the Report Builder To open your reports, go to the left sidebar and click Reports. This takes you to your projects list, where you can open an existing report or create a new one. 🗑️ How to Delete a Section in Report Builder 1. From the left sidebar, click Reports to open your projects list. 2. Open the report you want to edit by clicking on its name. 3. Inside the report editor (Executive Summary), click the Edit layout button. 4. In the Layout tab, find the section you want to remove. Hover over that section to reveal its controls. 5. Click the trash can icon that appears on the section. This icon is only visible on hover, so it will not be visible until your cursor is positioned over the section. 6. Confirm the deletion if prompted. The section will be permanently removed from your report layout. ⚠️ Important Things to Know - The trash can icon is hover-activated. If you do not see it, move your cursor directly over the section block in the Layout tab. - The delete control is only available inside the Layout tab. It does not appear in other tabs of the Report Builder. - Deleting a section removes it and all widgets contained within it. This action cannot be undone, so make sure you no longer need the section's content before confirming. - If a section appears locked or the icon does not respond, check that you have the correct editing permissions for that report. ✅ Quick Checklist - You are in the Layout tab — not the Content, Design, or any other tab. - Your cursor is hovering directly over the section you want to delete. - You have editor-level access to the report. 💬 Still 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.

🛠️ How to Build a Client Prospecting Report with Google Ads

This article explains how to use Report Builder to generate a comprehensive prospecting report that highlights issues and opportunities across a client's SEO and Google Ads presence — giving you a ready-made deliverable to win new business. 📍 Where to Find It To access Report Builder, go to the Left sidebar → Reports. This opens the projects list where you can create and manage all your reports. 🛠️ Step-by-Step 1. In the left sidebar, click Reports to open the Report Builder projects list. 2. Click Create New Report (or the equivalent new-project button) to start a fresh report for your prospect. 3. Enter the prospect's domain or business details when prompted so the report pulls data specific to their site. 4. In the report builder, add the sections relevant to your prospecting pitch. At minimum, include an SEO audit section to surface on-site issues and a Google Ads section to highlight paid search opportunities and inefficiencies. 5. Configure each section's settings — such as target keywords, location, and date range — to match the prospect's market and goals. 6. Once all sections are configured, click Generate (or Run Report) to compile the full audit. 7. When the report is ready, use the Share or Export option to download a PDF or create a shareable link you can send directly to the prospect. ✅ How to Confirm It Worked You'll know the report was generated successfully when: - The report appears in your Reports projects list with a completed status (not "processing" or "pending"). - Opening the report shows populated data for each section — SEO issues are listed with severity indicators, and the Google Ads section displays findings such as wasted spend, missing keywords, or ad copy gaps. - The Export or Share button is active, confirming the report is fully rendered and ready to deliver to your prospect. 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 Backlinks by Source for Clients

🎯 Overview When clients ask what link-building work was completed, a generic backlinks-added count is not enough. Search Atlas gives you the tools to break down authority-building activity by source — Cloud Stacks, press releases, guest posts, and more — so your reports reflect the actual work delivered. This article walks you through the two primary workflows: the OTTO Authority Building tab and Press Release CSV exports. 🗂️ Where to Find Campaign-Specific Backlink Data All authority-building activity is managed inside the Authority section. To get there, click Authority in the left sidebar. From here you can access: - Cloud Stacks — Left sidebar → Authority → Cloud Stacks - Campaigns (guest posts, niche edits, and other outreach) — Left sidebar → Authority → Campaigns - Press Releases — Left sidebar → Authority (the main Authority page at /outreach/press-release) Each of these sections records the specific links built, the target URLs, and the dates — giving you the source-level detail clients expect. 🔗 Reporting Cloud Stacks Cloud Stacks create a network of branded properties pointing to your client's site. To pull this data for a report: 1. Go to Left sidebar → Authority → Cloud Stacks. 2. Select the relevant client project from the project selector at the top of the page. 3. Review the list of deployed Cloud Stack properties. Each row shows the property type, target URL, and creation date. 4. Use your browser's built-in print or screenshot function, or copy the table data, to include this in your client-facing deliverable. 5. In your report, label this section Cloud Stack Properties Built and reference the number of properties alongside the target URLs so clients can verify the work. 📰 Exporting Press Release Data Press releases are one of the most client-visible authority-building activities. Search Atlas lets you export a full record of published press releases for any project. 1. Go to Left sidebar → Authority (the main Authority page). 2. Make sure the correct client project is selected at the top. 3. Locate the press release campaign you want to report on. Each press release entry shows the headline, publication date, distribution outlets, and target URL. 4. Click the export or download icon associated with the campaign to download the data as a CSV file. 5. Open the CSV to review columns including publication outlet, live URL, anchor text, and date published. 6. Paste or attach this CSV in your client report, or summarise the outlet count and live link count in your report narrative. Tip: The CSV export is the most reliable way to show clients exactly which outlets published their press release and confirm that live backlinks exist. 📋 Reporting Campaigns (Guest Posts and Outreach Links) The Campaigns section tracks outreach-based link placements such as guest posts and niche edits. 1. Go to Left sidebar → Authority → Campaigns. 2. Select the client project from the project selector. 3. Open the relevant campaign. Each campaign lists individual placements with the target domain, live link URL, anchor text, target page, and status. 4. Filter by status Live to show only completed placements to your client. 5. Export or screenshot the live placements list. Include the domain authority or domain rating of each placement site where available, as this adds credibility to your report. 📑 Building a Client Report in Report Builder Once you have source-level data from Authority, you can tie it into a polished client report using the Report Builder. 1. Go to Left sidebar → Reports. 2. Open or create the report for the relevant client project. 3. Add a dedicated Authority Building Summary section to the report. 4. Manually annotate or insert the exported data from Cloud Stacks, press releases, and Campaigns as supporting evidence within the report. 5. Add commentary that maps each link source to the campaign goal — for example, "3 Cloud Stack properties built targeting the homepage to improve topical authority" or "1 press release distributed to 200+ outlets with 45 live backlinks confirmed." This approach transforms raw data into a clear narrative that shows clients the work completed and the strategic intent behind each link type. ✅ Best Practices for Source-Level Backlink Reporting - Separate each link type — Cloud Stacks, press releases, and guest posts serve different purposes. Keep them in separate sections of your report so clients understand the strategy. - Always include live URLs — Clients want to click and verify. Export live link URLs wherever possible. - Report by campaign period — Filter data to the reporting month or quarter to avoid double-counting links from previous periods. - Add placement metrics — Where available, include domain authority, traffic estimates, or outlet reach to demonstrate the quality of placements, not just the quantity. - Archive your CSV exports — Save a copy of each export at the time of reporting so you have a historical record if a client questions past work. 💬 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.

📊 How to Build a Combined SEO and Google Ads Report

This article explains how to use Report Builder to generate a unified report that surfaces both SEO improvement opportunities and Google Ads data for your clients — all in one place. If a client has asked to see everything you can improve across organic and paid search, Report Builder is the tool to use. 📍 Where to Find It Navigate to Left sidebar → Reports to open Report Builder. This takes you to your projects list where you can create and manage all client reports. 🛠️ Step-by-Step 1. In the left sidebar, click Reports to open the Report Builder projects list. 2. Click + Create to start a new report. 3. Name your report clearly (for example, include the client name and reporting period) so it is easy to identify later. 4. When prompted to select data sources or modules, add the SEO sections you need — such as site audit findings, keyword rankings, and on-page issues — to capture the improvements available for their organic presence. 5. Also add the Google Ads module or section to pull in their paid search performance data, including any issues or opportunities visible in their campaigns. 6. Arrange the sections in a logical order for client presentation (for example, an executive summary first, followed by SEO findings, then Google Ads insights). 7. When the report is complete, use Download .CSV or the sharing option to export or deliver the report to your client. To send it automatically on a schedule, click Automated email reports. ✅ How to Confirm It Worked After building the report, confirm the following before sharing it with your client: - The report appears in your Reports projects list under the name you assigned. - Opening the report shows distinct sections for both SEO issues and Google Ads data — if either section is missing, return to the editor and verify that both modules were added and saved. - All data within the report reflects the correct client account (check that the domain or account connected matches the client you are reporting on). - If you set up automated email delivery, send yourself a test or check the scheduled reports queue to confirm the report will be delivered at the right time. 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.

🗺️ Local Competitor Tracking and Reporting in Report Builder

Overview Report Builder and LLM Visibility are two separate tools in Search Atlas, and each manages competitor tracking differently. This article covers local competitor tracking and competitive reporting in Report Builder for local market analysis. If you are looking to set up competitor tracking in LLM Visibility instead, please refer to the dedicated LLM Visibility KB article. Local Competitor Tracking vs. LLM Visibility Competitor Tracking Understanding the difference between these two tools helps clarify which one fits your goal: - Report Builder (local competitor tracking): Focused on tracking local businesses competing in the same geographic market, including local keyword visibility and Google Business Profile presence. Best suited for local SEO competitive reporting. - LLM Visibility competitor tracking: Focused on how competing brands appear inside AI-generated answers from large language models. This is an AI-search and brand-awareness tool, not a local SEO tool. If your goal is to compare your local rankings, map-pack presence, or citation coverage against nearby businesses, Report Builder is the appropriate tool. Setting Up Local Competitor Tracking in Report Builder Setting up local competitor tracking and competitive reporting in Report Builder involves configuring your project with the local competitors and geographic targets relevant to your market. Because the exact steps and available options may vary depending on your account configuration and the current version of Report Builder, we recommend reaching out to our support team to get guided through the setup process for your specific project. Before contacting support, please have the following information ready so our team can assist you as efficiently as possible: - The name of the project or local market you want to set up competitor tracking for - The names or domains of the local competitors you want to track - The geographic area (city, region, or service area) you are targeting - A description of the competitive metrics or report output you are trying to achieve (for example, local keyword rankings, Google Business Profile comparisons, or map-pack visibility) Having these details on hand will allow our team to walk you through the correct configuration steps and confirm which features are available for your use case. 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.

📊 Configure Report Builder for Accurate AI Summaries

🔍 Overview If your AI summary looks generic, incomplete, or seems to be pulling inaccurate information for a new site, the most common cause is that your Report Builder has not been configured to include the specific report modules you need. By default, not all report sections are active. You must manually enable each module you want the AI to analyze. This article walks you through the exact steps to do that. 🧠 Why the AI Summary May Seem Inaccurate The AI summary in Search Atlas is generated based only on the data modules that are currently enabled in your Report Builder. If key modules are turned off, the AI has less information to work with and may produce a summary that feels vague or irrelevant to your site. This is especially common when: - You have just added a new domain to the platform - You are building a report for the first time - You have previously saved a report with a limited selection of modules - You want to analyze a specific area such as keyword difficulty or ranking trends The fix is straightforward: open the Report Builder configuration panel and switch on the modules that matter to your analysis. ✅ How to Configure Your Report Builder 1. Navigate to Site Metrics. In the left sidebar, click Site Metrics. This takes you to the site list at /site-explorer/list. Select the domain you want to analyze. 2. Open the Report Builder. Once you are inside your selected site's dashboard, locate the Report Builder section. This is typically accessible from the top area of the dashboard or from the report view associated with your site. 3. Click "Configure Report." Look for the Configure Report button. Clicking it opens the configuration panel where you can see all available report modules listed individually. 4. Enable modules using the grey toggle buttons. Each report module has a small grey button next to it. These buttons act as on/off toggles. Click the grey button next to each module you want to include. When a module is enabled, its button will change state to indicate it is active. Key modules to consider enabling include: - Keyword Difficulty — essential for understanding how competitive your target keywords are - Rank Tracker — shows ranking trends over time for your domain - Keyword Gap — identifies keyword opportunities compared to competitors - Keyword Magic — surfaces keyword ideas relevant to your niche 5. Save your configuration. After enabling the modules you need, save the report configuration. The platform will now include data from all active modules when generating your AI summary. 6. Regenerate the AI summary. Once your configuration is saved, trigger a fresh AI summary. The summary will now reflect the data from all the modules you have enabled, giving you a more accurate and relevant analysis for your domain. 🌱 Tips for New Sites New sites often have limited historical data, which can also influence how the AI summary reads. Here are a few things to keep in mind as your site builds up data: - Keyword difficulty strategy: For new sites, focus on enabling the Keyword Difficulty and Keyword Magic modules first. Targeting lower-difficulty keywords early gives your site the best chance to gain traction before competing on harder terms. - SEO timeline expectations: Ranking improvements take time. Even with the correct report configuration, meaningful ranking data may take several weeks to appear after you begin optimizing. The AI summary will improve in accuracy as more data accumulates. - Check your tracked domain: Confirm that the domain shown at the top of your Site Metrics dashboard matches the exact domain you want to analyze, including whether it uses www or not. A mismatch here can cause the AI to summarize data for the wrong version of your site. 🔄 Verifying the Correct Domain Is Being Analyzed Before relying on any AI summary, take a moment to verify the domain is correct: - Go to Left sidebar → Site Metrics (Site Explorer) and confirm the site selected in your list is the intended domain. - Check the URL structure. The platform displays the active domain in the report header. Make sure it reflects the site you added, not a default or previously selected property. - If the wrong domain appears, return to the site list, select the correct domain, and reconfigure your report modules as described above. 💬 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.

📊 Report Campaign Backlinks by Source for Clients

Overview When clients ask what link-building work was completed, a single 'backlinks added' number rarely tells the full story. Search Atlas lets you report on each backlink source — Cloud Stacks, Press Releases, guest posts, and more — so every deliverable is visible and easy to explain. This article explains how to pull a source-level backlink report for a campaign directly from the platform. Step 1: Access Your Campaign in the Authority Section All link-building activity is tracked under the Authority section of Search Atlas. To get there: 1. Log in to Search Atlas and select the relevant project from the project selector at the top of the dashboard. 2. In the left-hand navigation, click Authority to expand the section. 3. Locate the campaign you want to report on. Campaigns are listed by name under the Authority section and correspond to the project you selected. Step 2: View Backlinks by Source Type Within your campaign, each link-building source is tracked separately. To find and review activity by source: 1. Open your campaign and look for the source tabs or filters — these include categories such as Cloud Stacks, Press Releases, Guest Posts, and Niche Edits. 2. Select each source type in turn. For each source you will see individual placements with their current status: Submitted, Live, or Indexed. 3. For Press Release campaigns, live pickup URLs are listed directly in the Press Release section of the Authority area. Each pickup row shows the referring domain, the live URL, and the publication date. 4. For Cloud Stacks, the Cloud Stacks section shows each property in the stack, the target URL it points to, and the anchor text used. 5. For guest posts and niche edits, outreach records including the target site, anchor text, and target URL are available in the Outreach section within Authority. Step 3: Check Indexing Status with the URL Indexer To confirm which links have been indexed by search engines: 1. Navigate to Authority → Indexer (URL Indexer) in the left-hand menu. 2. Any URLs you have submitted for indexing will appear here with their current indexing status. 3. Use this data to distinguish live-but-not-yet-indexed links from confirmed indexed links when reporting to clients — indexed links carry the strongest demonstrable value. Step 4: Compile the Client Report Once you have reviewed each source section, compile your report by grouping deliverables by source type. A complete source-level client report typically includes: - A summary of all link-building activities completed during the reporting period, grouped by source (Cloud Stacks, Press Releases, Guest Posts, Niche Edits, etc.) - Status for each placement (Submitted, Live, or Indexed) - Live pickup URLs where available (copy directly from the Press Release or Outreach sections) - Referring domain, target URL, and anchor text for each manual placement - Indexing confirmation from the URL Indexer for your strongest placements If You Cannot Locate a Specific Source or Campaign If a campaign or source type does not appear in the Authority section, check that the work was logged under the correct project. Switch projects using the project selector at the top of the dashboard and re-open the Authority section. If the data is still missing, note the campaign name, project name, and the source type you are looking for before reaching out — this will allow the support team to locate your data quickly. 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 Label the Cloud Stacks section 'Cloud Stack Properties Built' and reference the number of properties alongside target URLs so clients can verify the work. Also: Press Release CSV exports are a primary workflow for client reporting (OTTO Authority Building tab mentioned as second workflow).

📊 Maximize Reporting Limits on Your Pro Account

📋 Overview The Search Atlas Pro Account gives you expanded reporting capabilities, including up to 200 pages analyzed through the AI Content Suite and up to 500 Site Explorer reports per billing cycle. This article walks you through how to access and make the most of these limits using the Report Builder. 🔍 Understanding Your Pro Account Reporting Limits Before diving in, here is a quick summary of what your Pro Account includes: - AI Content Suite: Analyze and optimize up to 200 pages per billing cycle. - Site Explorer Reports: Run up to 500 reports per billing cycle covering backlinks, organic traffic, and competitor insights. - Report Builder: Create, schedule, and share professional SEO reports using data from both tools. These limits reset automatically at the start of each new billing cycle. You can monitor your usage at any time from within the platform. 🛠️ How to Access the Report Builder Follow these steps to open the Report Builder and start creating reports: 1. Log in to your Search Atlas account. 2. In the left sidebar, click Reports. 3. You will land on the Report Builder projects list at /report-builder/projects-list. 4. Click + Create to start a new report project. From this view you can also open a report and use Reports → [Report] (Executive Summary) → Refresh Summary on existing reports, Download .CSV exports, set up Automated email reports, or switch to the Classic view if preferred. 📝 Setting Up a Report Using AI Content Suite (Up to 200 Pages) The AI Content Suite helps you audit and optimize individual pages at scale. To use it within your reporting limits: 1. Open the Report Builder and click + Create. 2. Select the project or website you want to analyze. 3. Choose AI Content Suite as your data source when prompted. 4. Add the pages you want to include. You can add up to 200 pages per cycle across all projects. 5. Configure your report settings — choose metrics, date ranges, and layout preferences. 6. Click Save to generate the report or schedule it for automated delivery. Tip: Prioritize your highest-traffic or most strategically important pages first to get the most value from your 200-page limit. 🌐 Setting Up Site Explorer Reports (Up to 500 Reports) Site Explorer lets you dig into backlink profiles, keyword rankings, and competitor data. To run Site Explorer reports under your Pro limit: 1. Open the Report Builder and click + Create. 2. Select Site Explorer as your data source. 3. Enter the domain or URL you want to explore. 4. Choose the report type — backlinks, organic keywords, top pages, or competitor comparison. 5. Set your preferred filters and date range. 6. Click Save or schedule the report for recurring automated delivery. Each query you run counts toward your 500 Site Explorer report limit for the billing cycle. Running the same report multiple times or refreshing data will count as additional uses, so plan your queries strategically. 📅 Automating Your Reports Save time by scheduling reports to run and deliver automatically: 1. In the Report Builder projects list, open an existing report or create a new one. 2. Click Automated email reports from the action menu. 3. Set your preferred delivery frequency — daily, weekly, or monthly. 4. Enter the recipient email addresses. 5. Save your schedule. Automated reports do count toward your monthly limits, so factor scheduled runs into your total usage. 💡 Tips for Managing Your Pro Reporting Limits - Batch your page analyses: Group related pages into a single report session rather than running them one at a time. - Download CSVs for offline review: Use the Download .CSV option to save data without re-running reports. - Refresh data only when needed: Each data refresh on a Site Explorer report counts toward your 500-report limit. - Monitor usage regularly: Check your consumption inside the platform so you never hit your limit unexpectedly mid-cycle. 🆘 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.

📈 View Historical Domain Power Trends in Search Atlas

🔍 Overview Search Atlas tracks Domain Power — the platform's proprietary authority metric — and lets you visualise how it changes over time through a dedicated line graph. This feature lives exclusively in the Report Builder, inside a widget called Historical Authority. Tools such as Site Explorer and Backlink Analyzer show your current Domain Power score but do not display a historical trend graph. 🧭 Where to Find the Historical Authority Widget Follow these steps to generate a Domain Power trend graph for any domain: 1. Log in to your Search Atlas account. 2. In the left sidebar, click Report Builder. 3. Open an existing report or click Create New Report to start a fresh one. 4. Inside the report editor, click Configure Report (top-right area of the canvas). 5. In the widget library that appears, locate the Historical Authority widget. 6. Click Add or drag the widget onto your report canvas. 7. In the widget settings panel, enter the target domain you want to analyse. 8. Select your preferred date range to define how far back the trend should go. 9. Click Apply. The widget will render a line graph showing Domain Power scores plotted over your chosen time period. 📊 Reading the Trend Graph Once the Historical Authority widget loads, here is what you will see: - X-axis: Timeline covering the date range you selected. - Y-axis: Domain Power score (0–100 scale). - Line graph: Each data point represents the Domain Power recorded at that point in time, making it easy to spot gains, drops, or plateaus. This view is directly comparable to how tools like Ahrefs display Domain Rating history — giving you a clear, visual record of authority changes driven by your link-building or content efforts. ⚠️ Common Mistakes to Avoid - Looking in Site Explorer: Site Explorer shows your current Domain Power score in the metrics summary, but there is no historical graph available there. - Looking in Backlink Analyzer: This tool focuses on individual backlink data and link profiles — it does not include a Domain Power trend chart. - Skipping Configure Report: The Historical Authority widget only appears when you click Configure Report inside the Report Builder editor. It is not visible on the main Report Builder dashboard. 💡 Tips for Getting the Most Out of This Feature - Add the Historical Authority widget to client-facing reports to demonstrate SEO progress over time. - Compare multiple domains by adding separate Historical Authority widgets to the same report — one per domain. - Use longer date ranges (6–12 months) to surface meaningful authority trends rather than short-term fluctuations. - Pair this widget with a Backlink Growth widget in the same report to correlate link acquisition with Domain Power improvements. 🆘 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.

🗑️ How to Delete a Report in Report Builder

🔍 Overview If you want to remove a report you no longer need, Report Builder includes a delete option for each project. Depending on your screen size or display settings, you may need to scroll within the report card or project row to reveal the delete control. This article walks you through the exact steps. 🧭 How to Navigate to Report Builder 1. Log in to your Search Atlas account. 2. In the left sidebar, click Reports. 3. You will land on the projects list at /report-builder/projects-list. 🗑️ How to Delete a Report 1. On the projects list page, locate the report you want to delete. 2. If you do not immediately see any action controls next to the report, scroll right or scroll down within the report row — the delete option may be hidden off-screen depending on your window width or zoom level. 3. Once the controls are visible, click the Delete option associated with that report. 4. A confirmation prompt will appear. Confirm the deletion to permanently remove the report. ⚠️ Important Notes Before You Delete - Deletion is permanent. Once a report is deleted, it cannot be recovered. - Make sure you have downloaded or saved any data from the report that you may need in the future before deleting. - Deleting a report does not affect any underlying data, campaigns, or settings elsewhere in your account. 🛠️ Troubleshooting: Delete Option Not Visible - Zoom level: If your browser is zoomed in above 100%, action controls can shift off-screen. Try pressing Ctrl + − (Windows) or Cmd + − (Mac) to zoom out. - Screen resolution: On smaller or lower-resolution screens, table columns may overflow. Scroll horizontally within the report row to reveal all controls. - Browser compatibility: For the best experience, use an up-to-date version of Chrome or Firefox. 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 Build a Client Prospect Report with SEO and Google Ads

This article explains how to create a prospect-ready report that surfaces SEO issues and Google Ads performance gaps for a client's domain — all from within Search Atlas. You'll use Report Builder for the combined report view and Smart Ads for Google Ads-specific audit data. 📍 Where to Find It - Report Builder: Left sidebar → Reports (URL: /report-builder/projects-list) - Google Ads Audit data: Left sidebar → Smart Ads → Campaign Audit - Google Ads Performance data: Left sidebar → Smart Ads → Campaign Performance 🛠️ Step-by-Step 1. In the left sidebar, click Reports to open the Report Builder projects list. 2. Click + Create to start a new report. Enter the prospect's domain and any relevant project details when prompted. 3. Select the report sections you want to include. Choose SEO-related modules (such as site audit issues, keyword gaps, and backlink data) to cover the organic search side of the audit. 4. To add Google Ads insight, navigate in the left sidebar to Smart Ads → Campaign Audit. Review the audit findings for the prospect's account — these highlight wasted spend, missing keywords, quality score issues, and structural problems you can reference in your pitch. 5. For performance data (impressions, clicks, cost), go to Smart Ads → Campaign Performance and note the key metrics you want to highlight. 6. Return to Reports and finish building your report. Use the Download .CSV action to export data, or set up Automated email reports to schedule delivery directly to the prospect. 7. Review the completed report before sending to confirm all SEO issues and Google Ads findings are populated correctly. ✅ How to Confirm It Worked - Your report appears in the Reports project list with the prospect's domain name and a creation timestamp. - The report preview shows populated SEO issue counts (e.g., crawl errors, missing meta tags, broken links) — not blank or zero-state placeholders. - If you included Google Ads data, confirm that Campaign Audit entries are visible under Smart Ads → Campaign Audit before referencing them in your report — this section only populates when a Google Ads account is connected to the project. - A successful CSV download or a confirmed scheduled email delivery under Automated email reports confirms the report is ready to 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. Additional Notes Configure each section's settings — such as target keywords, location, and date range — to match the prospect's market and goals. Once all sections are configured, click Generate (or Run Report) to compile the full audit. Before adding Google Ads data, make sure a Google Ads account is connected to your project. If not connected, link it through project settings — the Google Ads issues section will only populate if an account is connected.

Duplicate and Reuse Reports Across Projects

Overview If you have spent time building a polished report layout — custom widgets, branding, and section order — you may want to reuse that layout across multiple projects without rebuilding it from scratch. The ability to duplicate a report and reassign it to a different project in Report Builder is a feature that customers have requested. Current Status At this time, we are unable to confirm that a self-serve workflow for duplicating a report and reassigning it to a different project is available in Report Builder. This capability has been requested by customers, and our team is aware of the demand. We do not want to provide steps that may not match what you see in the platform, as this could cause confusion. What to Do in the Meantime - Check the platform directly: Log in to Report Builder and explore the options available on your existing reports (such as any action menus or settings panels) to see whether a duplicate or copy function is currently accessible in your account. - Contact our support team: If you need this workflow confirmed or enabled for your account, reach out to our team with the name of the report you want to reuse and the project(s) you want to assign it to. We can check the current state of this feature and advise you on next steps. - Have the following ready when you reach out: your project name(s), the name of the report you want to duplicate, and a brief description of the outcome you are trying to achieve. 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.

📋 Duplicate Custom Report Layouts Across Projects

Overview The ability to duplicate a custom report layout and apply it across multiple projects is a feature that has been requested by our users. At this time, there is no confirmed built-in workflow for duplicating and reassigning custom report layouts between projects in Search Atlas. What This Means for You If you are trying to reuse a report layout across projects, the following workaround may help reduce manual effort while this capability is not yet available as a dedicated feature: - Take note of the sections, data blocks, and design choices in your existing custom layout so you can recreate it consistently in other projects. - When building a report in a new project, use your documented layout structure as a reference to rebuild it as closely as possible. We understand this is not ideal, and we recognize the time this can take when managing many projects. How to Submit or Upvote This Feature Request If you would like to see native layout duplication added to Search Atlas, we encourage you to submit or upvote this as a feature request through the platform. Your feedback helps our product team prioritize development. When Contacting Support If you believe this feature already exists in your account and you are unable to locate it, please have the following ready when you reach out: - The name of the project containing the layout you want to duplicate. - A description of what you have already tried in the Report Builder. - Any error messages or unexpected behavior you have encountered, including the exact wording and a timestamp if possible. 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.

📊 What Each Term in the Distribution Report Count Means

When reviewing your Distribution Report in Search Atlas, you will see a section called Distribution Report Count. This section breaks down where your press release has been published using three distinct categories. Understanding each term will help you accurately gauge your press release's reach and publication status. Here is what each term means: - Primary: A count of distribution links where the press release was published on your selected distribution channels. These are the core outlets you specifically chose when setting up your distribution. - Secondary: A count of distribution sites where the press release was published, but outside of our distribution channels. For example, this may include other websites belonging to your client that picked up the press release independently. - Unconfirmed: A count of distribution links for your selected channels that are expected to pick up the press release but have not yet done so. These sites are still anticipated to publish your content, so it is worth checking back later to see if this count has updated. Together, these three counts give you a complete picture of your press release's current publication status — from confirmed placements on your chosen channels, to additional third-party coverage, to outlets still expected to publish. If you have questions about a specific count or notice something unexpected in your Distribution Report, feel free to chat with a human teammate using the in-app live chat widget and we will be happy to help.

📘 Understanding Marketing Reports

In digital marketing, launching campaigns, optimizing SEO, and managing paid media is only half the job. The other half, often the hardest, is clearly communicating the value of that work to clients or stakeholders. As many marketers discover, “the hard part of client reporting isn’t the work itself, it’s explaining the work.” Report Builder V3 was designed to solve this exact problem by transforming overwhelming datasets into clear, structured, and easy-to-understand narratives. Before exploring the solution, it’s important to understand the two biggest obstacles to effective reporting: data noise and lack of narrative clarity. 🔊 The Problem: Why Marketing Reports Are So Hard to Understand 📊 Data Overload: Too Many Metrics, Not Enough Meaning Traditional marketing reports tend to be dense, technical, and overwhelming, especially for non-technical audiences. They are often packed with charts, numbers, and tables that look impressive but fail to explain what actually matters. This creates a “wall of data” where clients struggle to interpret results, making it difficult for them to appreciate the value of the work being done. 📖 The Narrative Gap: No Clear Story Modern marketing spans multiple channels, SEO, content, paid media, local SEO, analytics, and more. Connecting all of these efforts into one cohesive story is genuinely difficult. Without a clear narrative that explains how these channels work together and why results look the way they do, clients may feel disconnected from outcomes. This lack of clarity often leads to what industry experts call perceived indifference, the number one reason clients churn. Not because results are bad, but because value isn’t communicated effectively. 🚀 The Solution: Report Builder V3 Report Builder V3 was built to turn complex marketing data into clear, client-friendly storytelling. It does this through three core pillars that directly address noise and narrative challenges. 🧠 Pillar 1: AI-Powered Executive Summaries Each section of a report includes an AI-generated summary that highlights: - Key trends - Notable performance changes - Recommended next steps These summaries allow clients or executives to understand the most important insights in minutes, without digging through charts. Just as importantly, these summaries are fully editable. Teams can customize tone, framing, and messaging to ensure results are positioned clearly and constructively (for example, framing challenges as opportunities). 🗂️ Pillar 2: Structured, Modular Reporting Instead of dumping all data into one massive report, Report Builder V3 organizes information into clean, focused modules. Each channel or data source has its own tab, such as: - Executive Summary - Google Analytics (GA4) - Google Search Console (GSC) - Paid Media (Meta & Google Ads) - Local SEO Suite - Rank Tracker - AI Visibility (formerly LLM Visibility) This structure allows clients to absorb information one section at a time, dramatically reducing overwhelm and improving comprehension. 📈 Pillar 3: Smart Visualizations That Drive Decisions Data is most powerful when it’s visual, and Report Builder V3 emphasizes clarity over clutter. A standout example is the paid media bubble chart, which visualizes: - Spend on the X-axis - Conversions on the Y-axis This makes it immediately obvious which campaigns are: - Spending less and converting more - Overperforming or underperforming - Ready for budget reallocation Instead of scrolling through tables, users can identify insights at a glance and make faster, more confident decisions. 🔁 Unified Reporting Modules at a Glance Report Builder V3 brings multiple data sources into a single reporting experience, including: - Task logging across SEO, PPC, and content - GA4 performance trends - GSC keyword and page insights - Paid media performance comparisons - Local SEO metrics (GBP, reviews, citations) - Rank tracking across desktop and mobile - AI Visibility (formerly LLM Visibility) tracking for AI search presence All modules are editable, white-labeled, and designed for agency-scale reporting. 📤 Sharing & Delivery Made Simple Report Builder V3 also simplifies how reports are delivered: - Automated email scheduling for recurring client updates - Interactive dashboard links for live report access - Downloadable PDFs and presentations for offline sharing or stakeholder reviews Clients can view reports without editing permissions, ensuring consistency and control. ✨ Closing Note: From Reports to Conversations Report Builder V3 shifts reporting from a static deliverable into a strategic conversation. By combining AI-powered summaries, structured modules, and intelligent visualizations, it eliminates data noise and restores narrative clarity. The result is stronger communication, higher client confidence, and reduced churn. With the right reporting tools, demonstrating marketing value no longer has to be the hardest part of the job, it can become one of the most impactful. 👉 Next Step: Use Report Builder V3 to turn performance data into stories your clients actually understand.

📊 Google Ads Data in Site Metrics vs. Report Builder

🔍 Overview If you have connected your Google Ads account to Search Atlas, you may notice that paid traffic data looks incomplete or missing in Site Metrics (and its Site Explorer view), while the same data appears correctly inside Report Builder. This is expected behavior caused by how each section of the platform fetches and displays Google Ads data. This article explains the difference and shows you how to access your complete paid data at any time. 🧩 Why the Discrepancy Exists Site Metrics and Report Builder pull Google Ads data through different mechanisms, which affects what is visible and when: - Site Metrics / Site Explorer focuses primarily on organic SEO data. Google Ads (paid) metrics may appear as zero, blank, or incomplete in this section — even when your integration is active and working correctly. - Report Builder has full support for connected ad platform data, including Google Ads, and displays paid metrics accurately within your project reports. In short: the absence of Google Ads data in Site Metrics does not mean your integration is broken. It is a display limitation of that specific section of the platform. ✅ How to Verify Your Google Ads Integration Is Working 1. Navigate to Report Builder within Search Atlas. 2. Open an existing project report or create a new one for the relevant domain. 3. Check for your Google Ads metrics in the report. If the integration is healthy, your paid data — including impressions, clicks, cost, and conversions — will appear here correctly. 4. If the data is present in Report Builder, your Google Ads connection is confirmed to be active and syncing properly. 📍 Where to Find Google Ads Data in the Platform Use the following as your guide for where each data type is reliably displayed: - Report Builder: Full Google Ads data — clicks, impressions, spend, conversions, and other paid metrics. This is the recommended location for reviewing and sharing Google Ads performance. - Site Metrics: Primarily organic SEO data, including keyword rankings, backlinks, and organic traffic estimates. Google Ads paid data in this section may be incomplete or not displayed. ⚠️ When to Suspect an Actual Integration Issue If Google Ads data is missing in both Site Metrics and Report Builder, there may be a genuine sync problem. Check for these signs: - Report Builder shows no paid data for a domain that has active Google Ads campaigns running. - Your Google Ads integration status shows an error or disconnected state in your account settings. If you are experiencing missing data in both locations, please reach out to our support team via the chat icon in the platform so we can investigate your integration directly. If you need further assistance, please don't hesitate to contact us.

How the Portfolio Health Score is Calculated

Overview The Portfolio Health Score provides a single, central measure of portfolio performance across all accounts in Search Atlas. This article explains exactly how the score is calculated, how accounts are categorized, and which data sources drive the results. 1. Portfolio Health Score Formula The Portfolio Health Score is a weighted average that reflects the overall status of your portfolio on a 0–100 scale. Formula: Health Score = (High Performer share × 100) + (Stable share × 50) + (At Risk share × 0) Each share is the decimal proportion of accounts in that category (a value between 0 and 1). For example, with 50 accounts (30 High Performer, 15 Stable, 5 At Risk): (0.60 × 100) + (0.30 × 50) + (0.10 × 0) = 75. Outputs - Central health score (0–100) - Percentage change (positive or negative) compared to the previous period 2. Account Categorization Accounts are sorted into three groups based on week-over-week (WoW) changes in their Health Score. Thresholds are applied so that every account falls into exactly one category. Biggest Wins - Accounts with a WoW change of ≥ +5% in Health Score - The top 5 accounts by WoW gain are highlighted individually - Any additional qualifying accounts are grouped under “+X more” Stable - Accounts with a WoW change greater than −2% and less than +5% - Small natural fluctuations are considered stable At Risk - Accounts with a WoW change of ≤ −2% in Health Score - Top 5 riskiest accounts highlighted; others grouped under “+X more” 3. Update Frequency All categorization and health score calculations are updated daily (every 24 hours). To pull the latest data on demand, click the Refresh Data button in the top-right corner of the Portfolio Health dashboard. 4. Secondary Metrics (Per Account) Each account includes a secondary data line that shows source attribution. Examples include: - GA4: Total Users - GSC: Clicks - GBP: Calls or Impressions - KRT: Keywords in Top 10 - GBP: Average Rank The system clearly labels which source each number is derived from, so you can tell at a glance whether an account’s signal is coming from analytics, search performance, business profile activity, or rank tracking. 5. Categorization Data Source Priority To decide which metric drives categorization, the system follows this order of preference: 1. GA4 – Total Users 2. GSC – Clicks 3. GBP – Impressions 4. KRT – Keywords in Top 10 5. GBP – Average Rank Fallback: If none of the above are available, the account is placed in the At Risk category. 6. Value Score The Value Score is a separate metric that appears on the same Portfolio dashboard. It is calculated and displayed independently of the Portfolio Health Score and is intended to help you compare account value alongside account health. For the detailed Value Score calculation and how to interpret it, refer to the dedicated Value Score documentation. 7. Comp Score The Comp Score column is now live on the Portfolio dashboard. It surfaces a competitive performance indicator next to each account so you can review it in the same view as the Health Score. For the full Comp Score definition and methodology, refer to the dedicated Comp Score article. Summary The Portfolio Health Score combines weighted performance categories, WoW change thresholds, and a clear hierarchy of data sources to give agencies a reliable single-number view of portfolio health. Reviewing it alongside the Value Score and Comp Score on the same dashboard gives you a fuller picture of performance, value, and competitiveness for every account.