Build client-ready reports

Build a client report from Google Business Profile results and your own notes, print it, email it on a schedule, and share geo-grid scans by link.

A report turns your results and your own commentary into a clean summary you can hand to a client or your team, print as a PDF or email on a schedule. Instead of screenshots and spreadsheets, you send one tidy view that shows the work done and what it achieved.

Start from the Library

Open Reports in the sidebar. The Library tab holds ready-made reports. Choose one, choose the location (or, for the Branch League Table, a brand or every location) and the period, then select Create report. It opens finished, and you can edit any part of it.

Monthly Client Report: what was done in the month (completed tasks, posts, audits) and what happened: Business Profile actions, Google Search clicks, website leads, Map Pack visibility, AI answers and reviews.
Leads Report: enquiries, calls, bookings and orders from the website by month, channel and page, beside the calls and clicks from the Business Profile itself (and directions, for a business that shows its address).
Branch League Table: every branch on one line, weakest first: profile actions and their change, rating, reviews awaiting a reply, Map Pack share, AI answers and share of voice.
Town-by-Town Report: searches naming each town the location is in or serves, with clicks and position per town, and the towns nobody searched by name.
Service Line Report: each service in the location's Keywords page, three ways: Google's position for its keywords, its Map Pack top 3 share, and how often AI answers name the business for it.
Google Rankings: Google's average position from Search Console for every keyword on the Keywords page, the biggest movers and the page that ranks.
Results Since We Started: Business Profile actions against the baseline, Google Search clicks against the first weeks on record, and Map Pack share against the first scan.
AI Visibility Report: how often ChatGPT and Gemini name the business, its share of voice, who they name instead and the sources they cite, and, once prompts about the business by name have run, what they say about it.

Each report in the Library lists the sources it uses, marked green when your account has them. When you choose a location, the dialog shows which sections the report will include for it. A section whose source that location does not have (for example, no Google Analytics) is left out rather than shown empty.

Build your own

Select Build a custom report (or Start a custom report in the Library).

Give it a name and description.
Select Add block to add blocks, and use the up and down arrows on each block to put them in order. You can include up to 50.
Set the report's Default date range: last month, last quarter, the last 7, 30 or 90 days, or the last 12 months. Last month and last quarter are whole calendar months, compared with the same length before.
Save.

The blocks you can add

What we did: completed tasks, posts published, audits and notes in the period, for one location, a brand or every location.
Branch league table: every branch in a brand (or the account) on one line.
Profile performance: calls, website clicks, direction requests and times shown, against the period before. A service-area business shows no address on Google, so nobody can ask for directions to it: its report leaves direction requests out, and its profile actions are calls, website clicks and bookings.
Results vs baseline: Business Profile actions now against before the work started, with the share of viewers who got in touch.
Search performance: Google Search clicks, times shown, click rate and position from Search Console, with searches for the business by name shown apart, and the top other searches.
Rankings from Search Console: Google's average position for every keyword on the Keywords page.
Town by town and Service lines: as in the Library reports above.
Leads: from Google Analytics, counting only the events chosen as leads on the Leads page.
Map Pack visibility: each keyword's share of the Map Pack top 3 across the geo-grid, against the scan before or the first scan. When a keyword has been scanned centred on more than one place (the towns a service-area business serves, or a custom centre), each place is its own row, named, and compared only with earlier scans of that same place.
AI answers: ChatGPT and Gemini, or one of them.
What AI says about you: what ChatGPT and Gemini said when asked about the business by name, from the latest answers on or before the end of the period: the verdict (favourable, mixed, neutral or critical), how it has moved month by month, and who they suggested instead. It needs prompts about you by name to have run (Keywords > Your name).
Reviews: the Google rating and its change, new reviews, replies and what is awaiting a reply.
Text / notes: your own commentary, context and recommendations.

Some sources report on their own fixed windows, and each block says which window it shows: Search Console's rankings, towns and leads cover the last 28 or 30 days, and Business Profile data ends about four days ago, because Google publishes it about four days behind.

Note: Reports made before the keyword rank tracker (Google Search Visibility) was retired may also hold Rank summary, Keyword table, Rank trend chart or Competitor leaderboard blocks. They keep showing the last readings you have, but they are no longer offered for new reports. For Google results, share geo-grid scans instead (see below).

Tip: Open and close each report with a short text block: a sentence of context at the top and clear next steps at the bottom. It turns raw numbers into a story a client understands.

To get started on the opening text, open the report's Edit page and select Draft the written summary. The agent writes a paragraph from the figures already in the report and puts it in the Summary block at the top (a report from the Library starts with an empty one). Read and edit it before you send the report. An empty Summary is left out when the report is printed.

Sending a report

Open a report and select Print / Save as PDF to send it as a PDF.

To send it regularly, select Schedule and choose daily, weekly or monthly. The email always goes to you, and you can add client addresses. It carries the report's headline figures and a View full report button, which opens the report in SearchOps (so it needs a login). Your scheduled reports are listed under Schedules > Report emails.

To share Google Maps, Google Search or AI Mode results, open a geo-grid scan and select Share Report. Google Business Profile audits have the same button. Each creates a link your client can open without a login. A scan can also be saved with Print / Save as PDF, and each keyword's page in Geo-Grid Scans with Print / PDF. See Reading your geo-grid results.

The results report

For a ready-made client deliverable, the results report (Pro and above) compares a location's calls, website clicks and direction requests with a starting point you choose (a service-area business shows no address, so its directions are left out). Open a profile under Google Business Profiles > Profiles and select View ROI report, then Print or save as PDF. The same figures can also go into any report as a Results vs baseline block.

Your branding

White-label branding is included on Agency and Enterprise. The account owner sets it up in Settings > Report branding:

Logo. Upload a PNG, JPG or WebP file up to 2 MB, or link to one on your website. A wide logo on a transparent background works best.
Name and colour. The brand name shown where there's no logo, and an accent colour for headlines and key numbers.
Report header. Light, dark, or your brand colour across the top of every report.
Contact footer. Your website, email, phone number and a short note, shown at the foot of every report.
Report address. An optional sub-domain, for example yourname.searchops.co, so share links carry your name. Changing it later stops links already shared on the old address from working.

The page shows a live preview as you go. Your reports then carry that branding instead of ours, on screen, in print and on share links, including links you shared before you set it up. On Starter and Pro, reports and share links show standard SearchOps branding.

Keep reports current

Pair reports with schedules so the underlying data refreshes on its own. Each time you open, print or email the report, it reflects the latest numbers.

Reports or Explore?

A report is a fixed summary built to send. If instead you want to dig into your own numbers, slice any metric into a pivot or chart, and keep those views on a live board, use Explore and the Board tab under Reports. See Analyse your data with Explore and your board.

Next steps

Make sure you are measuring the right terms: Add and organise your keywords.
Want interactive analysis instead of a fixed report? See Analyse your data with Explore and your board.