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For agency owners · 2 min read

Report cards and client emails

How monthly report cards are frozen, downloaded as PDF and emailed to clients after your review.

The report card is the page your clients care about most. It scores the website out of 100 across five pillars and keeps a snapshot for every month. How to read it is explained in Read your report card.

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Report card: overall score 72 out of 100 with five pillar scores

Live and monthly views

  • Last 28 days (live) covers the last 28 days ending two days ago (Google needs that long to finish its data). It refreshes every few hours; agency users can click Refresh.
  • From the 4th of each month, last month is frozen automatically. Frozen months never change, so the numbers you sent are the numbers the client keeps.
  • New clients: click Build past 12 months (shown while there are fewer than 3 months) to backfill history from Search Console.

Download a PDF

Click ⬇ Download PDF on any period. Clients can do this too from their own login.

Email the monthly report

  1. When a month is frozen you get a notification: N monthly report cards are ready to email.
  2. Open the client’s Report Card, pick the month, and find ✉️ Email this report card. Recipients are pre-filled from the workspace’s logins, CEO first (up to 10).
  3. Click Preview email ↗ to see it, and Send test to me to receive it yourself.
  4. Click Send to client. The PDF is attached. The button changes to Send again.

Still stuck? Our team will walk you through it.

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