What do client reports answer?
They answer the question every client asks at each review. What happened, what did you do, and what comes next? A good report answers all three in a form the client will actually read.
The term client reports refers to the PDF reports and digest email that turn your tracked data into something a client can read.
Reporting on AI search is harder than classic SEO. There is no single ranking to point at. Answers vary run to run, and several engines behave differently. The reports are built to explain that clearly, without burying the client in raw data.
How does it work?
Most teams follow the same cycle.
- Set up the brand. Add the client's logo so every report carries it.
- Build the report. Use the report builder to choose what goes in and the period it covers.
- Add your recommendations. Write your own advice, in your own words.
- Read it through. Every figure comes from the platform's own data, but it is worth a read before it goes out.
- Share it. Download the PDF or send a private share link. The digest email keeps people up to date in between.
What formats are there?
There are five ways a report reaches people. The table shows each one and what it suits.
| Format | What it is | Best for |
|---|---|---|
| PDF report | The full report from the report builder, with your client's logo | Monthly reviews and board packs |
| Weekly digest email | A short email with the headline numbers, sent to the people you add once it is switched on | Keeping people in touch without a login |
| Share link | A private link to the report | Passing the report to colleagues |
| CSV exports | The data behind the main screens | Your own dashboards, spreadsheets and Looker Studio uploads |
| Read-only API and Sheets feed | Live data through a workspace API key, as JSON or CSV | Google Sheets, Looker Studio and your own tools |
Share links use private tokens and are marked noindex, so reports do not end up in search results.
The CSV exports cover every AI answer with the brands named and their order, share of voice, citations, rankings, answer accuracy issues, topic gaps and content opportunities. Accuracy exports follow the same rule as the screen, so client users only get them once accuracy is switched on for the workspace.
For live data, owners and admins can make a read-only API key in Settings, under API. It reads prompts, answers, visibility, share of voice, citations and topic gaps as JSON or CSV, and uses no credits. Google Sheets can pull the CSV feeds with a single formula, which refreshes on its own, and Looker Studio can then read that sheet as a data source.
Why does getting the numbers right matter?
Because a wrong number in a client report costs more than it seems. It takes one figure that does not match the dashboard for a client to start doubting the rest. That is why every figure in a report is read from the same data the screens use, at the moment the report is built, rather than typed in.
This matters more with AI data than with most. Share of voice, prominence and accuracy scores all move from run to run. A report that states them carefully, and gets them right, builds trust over time.
What should go in an AI visibility report?
The report builder lets you choose, so it helps to have a view on what matters. For most clients, we would suggest the following.
- How often AI engines mention the brand, from AI visibility tracking.
- Which competitors are named and recommended instead, from competitor share of voice.
- Whether the engines describe the business correctly, from answer accuracy.
- What visits AI search sent, from AI traffic analytics.
- What was done and what comes next, from Work.
The last point is often the one clients value most. Your own recommendations are where you turn the numbers into advice. Our guide on how to measure AI visibility covers which measures are worth reporting and how to explain them.
How is this different from a classic SEO report?
A classic SEO report leads with rankings and traffic. Those still matter, and many clients still want them. Rank tracking keeps them in the same login.
An AI visibility report has to do more explaining. The client needs to know which engines were asked, what questions were used and why the numbers move about. It also needs to show things a ranking report never did, such as which brands are recommended instead and whether the engines get the facts right. Keeping that plain and honest is most of the job.
Can clients log in instead?
Yes, if you want them to. Clients can have their own login and see only their own workspace. Answer accuracy stays hidden from client users until it is switched on for the workspace. That gives you time to check the findings and plan fixes before the client sees them.
Many clients still prefer a PDF and an email. The reports and the login work side by side, so you can offer both.
Who uses it?
Agencies use white label reports across their clients, with each one branded to the client. The agencies page covers the multi-client setup. SEO consultants use them to give a solo practice a professional monthly pack. In-house teams use the PDF for board updates. If you are working out how to explain GEO to clients in the first place, our guide on selling GEO to clients may help.
Where it fits
Reports are the last step in each cycle. AI visibility tracking and competitor share of voice supply the headline numbers. Work records what was done and whether it moved anything. The report brings it together for the people who need to see it.