Prepare a full client report

For authorised staff, open Clients, then the client's Analysis and reports workspace. This workflow is built for a full referenced assessment. Its availability depends on the deployed reporting worker and configured sources; a local implementation is not proof that your live run has completed.

Save the scope first

1. Enter the client's websites, up to 10. Choose up to 40 pages per site.
2. Add the competitors you actually want compared, up to 10.
3. Add confirmed locations or service areas, with known Google Maps, Bing Maps and directory links. A street address is not required for an online business.
4. Select the relevant channels and the client's connected social accounts.
5. Choose the appropriate business profile and report reviewer.
6. Add connected Google or Bing properties only where access is approved.
7. Choose Save reporting settings.

Search-discovered listings remain candidates for review. They do not silently become confirmed client profiles.

Choose Prepare full report. The history shows queued, collecting, writing/checking and review states. You can leave the page while preparation runs. Open progress and evidence to inspect the result.

The report should contain an executive assessment, strengths, evidence-linked findings, ordered recommendations, competitor differences, changes since a retained previous report and limitations. If preparation is held or fails, the recorded reason needs attention; the existence of a scan alone is not a completed report.