REPORTS & DASHBOARDS
SEO reports and dashboards,
built once and sent on schedule.
Build a dashboard from the data in any SEORCE module, export it as Excel, PDF or Google Sheets, and schedule it to go out by email. On Agency accounts and above, every report and email carries your own brand.
The numbers exist. The report still takes a day.
Most SEO reports are rebuilt from scratch each month. Someone exports from several tools, pastes the results into slides and checks one set of figures against another. All of that work is moving data that was already sitting in a platform.
Reports built by hand
- –Exports from several tools, joined in a spreadsheet
- –Figures that don't agree from one source to the next
- –A slide deck rebuilt every month
- –Sent late, under somebody else's logo
Reports from SEORCE
- ✓Built from the modules you already use
- ✓One project, so the figures agree
- ✓Set up once, then sent on a schedule
- ✓In your own brand, on Agency accounts and above
Every figure comes from one project.
A report that takes rankings from one tool and traffic from another always needs explaining. In SEORCE, a dashboard reads the same project as the modules themselves, so what a client sees in a report matches what you see on screen.
Custom dashboards and reports sit in the left-hand menu of each module. You build them where the data is, with no separate reporting tool to learn.
Dashboards, exports, schedules and branding.
Six things, and you'll probably use all of them within the first month.
Build the view you want to share.
A dashboard is a saved view of the numbers that matter to one audience. A founder and an SEO lead rarely need the same one.
- In every moduleCustom dashboards sit in the left-hand menu of each module, next to the data they use.
- A view for each audienceKeep the client's view short, and the team's as detailed as they like.
- Always currentA dashboard reads the project itself, so it shows today's figures whenever it's opened.
Excel, PDF or Google Sheets.
Different readers want different things. A founder wants something to read. An analyst wants the rows.
- PDFFor reading, forwarding and filing.
- ExcelFor anyone who wants to work with the numbers themselves.
- Google SheetsFor teams that already keep their reporting there.
Set it up once.
A report that depends on someone finding the time goes out late in exactly the months when things are busiest. Put it on a schedule and it goes regardless.
- Sent by email, on the schedule you setTo the people you choose.
- Built from current dataThe figures are the ones in the project on the day it sends.
- Nobody has to rememberWhich is most of the point.
Your name on every report and email.
For an agency, the report is part of what the client is buying. It should arrive from you, look like you and reply to you.
- Your own sending addressConnect your Google account and emails go out from your mailbox.
- Your display nameWhat the client sees as the sender.
- Your reply addressReplies come to you.
- Your logoIn the header of every email.
Let a client look for themselves.
Some clients want a report. Others want to log in. You can give them both without handing over the controls.
- Read-only accessA client can see their project and change nothing.
- Owner accessFor the people who run the account.
- No charge per personSEORCE is priced per project, never per seat.
Show what was done, as well as what moved.
Results with no record of the work behind them invite an awkward question. SEORCE keeps that record as it goes.
- Technical fixesEvery AutoFix change is logged with a before-and-after view, and the history can be exported.
- ContentEach article and its status, from brief to published.
- MarkersAdd a note on the day work went live, and read the results against it.
Set your brand once. Every client gets it.
Branding is set for the whole account, so it applies to every client-facing report and email from then on. It is included on Agency accounts and above.
Connect your mailbox
Link the Google account you want client emails to come from.
Add your name and reply address
The display name clients see, and where their replies should go.
Upload your logo
It appears in the header of every email.
Switch branding on
From then on, client-facing reports and emails go out as you.
SEORCE for agencies →From data to inbox, in four steps.
The first report takes the longest. After that, it runs without you.
Make the dashboard
Open a module, choose what goes on the view and save it.
What belongs in a report →Pick a format
PDF to read, Excel to analyse, Google Sheets to share.
Say when it goes
Choose the schedule and who receives it.
It goes out by itself
With current figures, in your brand if you're on an Agency account or above.
Reporting for many clients →Reports on every module, from the same project.
Reports and dashboards aren't a separate product. They're how the rest of SEORCE gets in front of the people who need to see it.
What are SEORCE reports and dashboards?
Reports and dashboards are the part of SEORCE that turns the data in each module into something you can share. You build a custom dashboard from the figures that matter, export it as Excel, PDF or Google Sheets, and schedule it to be sent by email. On Agency accounts and above, reports and emails are white-labelled: they go out from your own address, with your display name, reply address and logo.
Key facts
- Custom dashboards and reports are available in every SEORCE module, from the left-hand menu
- Reports export to Excel, PDF and Google Sheets
- Reports can be scheduled, and are sent by email
- White-label branding is included on Agency accounts and above
- Four things can be branded: the sending address, the reply address, the logo and the display name
- A project can be shared as read-only, and pricing is per project, never per seat
Last reviewed 15 October 2026 by the SEORCE team.
Frequently asked about reports.
Anything the modules hold: traffic and goals from Web Analytics, positions from Rank Tracker, mentions and citations from AI Beacon, fixes from Technical Suite, articles from Content Studio and links from Backlinks.
Excel, PDF and Google Sheets.
Yes. Put a report on a schedule and it is sent by email without anyone having to build or send it.
Yes, on Agency accounts and above. Every report and email can carry your own sending address, reply address, logo and display name.
No. It is included on Agency accounts and above.
Yes. Connect your Google account and client-facing emails go out from your mailbox, with your display name and your Reply-To address.
In the left-hand menu of each module. Custom dashboards and reports sit beside the data they are built from.
Yes. A project can be shared as read-only, so a client can look without being able to change anything.
Not for colleagues. SEORCE is priced per project, never per seat. Each client's site is a project, so a new client uses one of your plan's projects.
No. SEORCE has no GA4 connection. It connects to Google Search Console, and Web Analytics collects traffic and goals from one line of code on your site.
Yes. Technical fixes are logged with a before-and-after view and the fix history can be exported. Content Studio shows each article's status, and markers in Web Analytics record when work went live.
Four things: the results, the work done, what caused the change and what happens next. The SEO reporting guide covers each of them.
Build the report once. Let it send itself.
Add a site and build your first dashboard. When you're ready, put it on a schedule.