The Report Builder lets you create custom reports with drag-and-drop widgets. Export them as branded PDFs to share with your team, clients, or stakeholders.
Where to find it
Go to Reports in the left sidebar. Click New Report to open the builder.
The builder layout
The builder has three panels:
Left: Widget Palette – Available widgets you can add to your report
Center: Canvas – Drag widgets here and reorder them
Right: Preview – See what your report will look like
Available widgets
Widget | What it shows |
Visibility Score | Prompt visibility score trends over time |
Citation Trends | Recommendation results over time |
Gap Matrix | Brand vs. competitior comparison |
Top Opportunities | Highest-impact gaps to address |
Content Scores | Content optimization score summary |
Audit Health | Technical audit score overview |
Custom Text | Free-form text, notes, or commentary |
Drag widgets from the palette to the canvas. Reorder them by dragging up or down.
Exporting as PDF
Click Export PDF to generate a branded report. The PDF includes:
A cover page with your report title
Each widget rendered with its current data
Your branding (logo, colors, footer text)
White-label branding
To customize your report branding, go to Settings > Branding and configure:
Company name
Logo URL
Primary color
Accent color
Footer text
These settings apply to all PDF and PPTX exports across the platform, not just the Report Builder.
Templates
Save any report layout as a template so you can reuse it:
Build your report with the widgets you want
Click Save as Template and give it a name
Next time, click Load Template to start from that layout
You can set one template as your default for quick access.
Tips
Create a monthly report template with Visibility Score, Citation Trends, and Top Opportunities. Use it for recurring stakeholder updates.
Use the Custom Text widget to add context, commentary, or action items alongside the data.
If you are working with clients, set up white-label branding so reports have their logo instead of yours.