Creating Advanced Custom Reports
Build professional reports to share AI visibility insights with stakeholders.
Report Builder Overview
Access the Report Builder at Reports > Create New.
Available Metrics
Visibility Metrics: Overall visibility score, engine-specific scores, score trends over time.
Mention Metrics: Total mentions, mention sentiment breakdown, position analysis.
Competitive Metrics: Share of voice, head-to-head comparisons, ranking positions.
Building Your Report
Step 1: Select Template
Choose from:
- Executive Summary
- Detailed Analysis
- Competitive Report
- Custom Blank
Step 2: Add Sections
Drag and drop sections:
- Chart widgets
- Metric cards
- Data tables
- Text blocks
Step 3: Configure Data
For each widget:
- Select metrics
- Set date range
- Apply filters
- Choose visualization
Step 4: Customize Appearance
- Add your logo
- Set brand colors
- Choose chart styles
- Add annotations
Scheduling Reports
Automate report delivery:
- Click “Schedule”
- Set frequency (daily/weekly/monthly)
- Add recipients
- Choose format (PDF/Interactive)
Sharing Options
- PDF Export: Static document
- Interactive Link: Live dashboard
- Email Delivery: Scheduled sends
- API Access: Programmatic retrieval
Best Practices
For Executive Reports: Focus on trends and changes. Highlight wins and concerns. Include recommendations. Keep it concise.
For Technical Reports: Include detailed data. Show methodology. Provide raw data access. Document limitations.