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Reports ​

The Reports system is how you show clients what's been happening with their Google Business Profile, their Analytics, and the work you've delivered. It pulls from the daily metrics cache (snapshots of GBP + GA4 metrics, refreshed nightly) so reports load fast even for clients with years of history.

Feature flag: reports — gated per org. Visible in the sidebar when enabled.

Two report flavors ​

1. Internal reports (/reports) ​

For your team. Drill into metrics for any profile or profile group. Used for QBRs, internal performance reviews, and exploring data before sharing.

2. Public share reports (/reports/share/:token) ​

For clients. A token-secured public URL — no sign-in needed. The same data, optionally simplified, branded, with a download-PDF button. See Viewing Reports (end-user).

What's in a report ​

A standard report includes these sections:

Performance overview ​

  • Impressions (total, mobile, desktop, maps, search)
  • Searches (direct, discovery, branded)
  • Customer actions (calls, direction requests, website clicks)
  • Period-over-period delta
  • 30/90-day line charts
  • Year-over-year overlay (Pro+)
  • Device split
  • Source split (search vs. maps)

Top keywords ​

  • Most common search keywords for the period
  • Volume + position trend
  • Sourced from GBP Performance API (singular searchKeyword)
  • Note: GBP Search Keyword data lags ~2 months — the platform requests 2–4 months back.

Reviews ​

  • Total received
  • Average rating
  • Distribution (1–5 stars)
  • Reply rate

Posts & content delivered ​

  • Number of posts published
  • Top-performing posts (by views / clicks)
  • Photos uploaded

Google Analytics 4 (if connected) ​

  • Sessions, users
  • Key events (form submits, calls, etc.)
  • Events by name

A "What we did this month / What's next" narrative section (cases closed, AI generations used, suspensions resolved, custom markdown notes, plus planned-work + decisions-needed callouts) is on the Roadmap.

Generating a report ​

  1. Reports → Generate.
  2. Pick the target (profile, profile group, or business).
  3. Pick the date range.
  4. Click Generate.

The platform:

  • Reads from the daily metrics cache for fast snapshots.
  • Renders charts.
  • Saves the report as a versioned document with its own URL.

AI-generated narrative prose around the metrics ("revenue trended up because…") is on the Roadmap.

A typical report generates in 5–20 seconds.

Sharing with a client ​

  1. Open the generated report → Share.
  2. Choose Public link (token-secured URL, no auth) or Email.
  3. The platform sends an email with a "Your report is ready" subject, branded with your org's colors and logo.

The public link doesn't expire by default. Revoke at any time from the report detail page (regenerates the token, invalidating old shares).

PDF download ​

Every report has a Download PDF button that produces a print-optimized version. Useful for:

  • Email attachments
  • Board / executive packets
  • Client archives

The PDF includes all charts, summaries, and the agency's logo on each page header.

Next: Cases (CRM)