Generating reports

Draft, review and approve a client report built from real work.

Create a report

1. 1Open Reports and choose New report, then pick the client and the reporting period.
2. 2SEO Ops fills in the work completed from your actual tasks and campaigns, for example how many tasks were completed in the month.
3. 3Add the executive summary, performance notes, work planned and next month’s priorities.
4. 4Review, then approve the report when it is ready for the client.

Real data only

Reports use data that exists. If a source such as Search Console or GA4 is not connected, that metric is shown as unavailable instead of being estimated or made up.

AI drafting

If you have an AI provider configured, you can draft a monthly summary. It is based only on completed work and available data, it is clearly marked as AI-generated, and a person reviews and edits it before the client can see it.

Sharing with the client

Approved reports appear in the client’s portal. Draft reports and internal notes are never shown to the client.