> ## Documentation Index
> Fetch the complete documentation index at: https://snowseo.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Report Builder

> Design client-ready SEO reports with live data — charts, metrics, and audits — then export to PDF.

**Report Builder** lets you build polished, client-ready reports from your live SnowSEO data — search performance, traffic, audits, AI visibility, and rankings — then export them to PDF. It's a drag-and-drop canvas, so you arrange exactly what you want on each page.

<Note>
  Report Builder is in **BETA**. Find it in the sidebar under **Tools → Report Builder**.
</Note>

<Info>
  Make sure the right **brand is selected** before you create or export a report. Live "data" widgets pull from your connected integrations — Google Search Console, Analytics, audits, tracked prompts — so connect those first for the richest reports.
</Info>

***

## The Reports List

When you open **Tools → Report Builder**, you land on your list of saved reports.

* **Search** — Filter reports by name with the **Search reports...** box.
* **New report** — Opens the template picker to start a new report.
* **Reports table** — Each row shows the report **Name** (click it to open the editor), when it was **created**, and an **Updated … ago** timestamp. Row actions: **Rename**, **Delete**, and **Export PDF** (export without opening the editor).
* **Bulk delete** — Select multiple reports with the checkboxes, then **Delete** them together.

If you haven't built anything yet, you'll see a **"No reports yet"** empty state with a button to create your first report.

***

## Creating a Report

Click **New report** to open the **Choose a template** picker:

* **Blank report** — Start from an empty page and build the layout yourself.
* **Prebuilt templates** — Ready-made layouts (managed by your SnowSEO admins). Pick one to start from a structured report you can customize.

Selecting any option creates the report and drops you straight into the editor.

***

## The Editor

The editor is a freeform, drag-and-drop canvas built on print-ready pages. It has three areas: a left sidebar, the canvas in the middle, and a properties panel on the right (toggle the side panels with `[` and `]`).

### Left Sidebar

<Tabs>
  <Tab title="Pages">
    Add, rename, duplicate, reorder, and remove pages. Each page is a printable canvas in your report.
  </Tab>

  <Tab title="Widgets">
    Drag a widget onto a page to add it. Widgets come in two flavors — switch with the **Data / Empty** toggle, and find one fast with **Search widgets...**

    **Empty (static)** — building blocks you fill in yourself:

    * *Basic:* Heading, Text, Image, Logo
    * *Layout:* Divider, Metric
    * *Chart:* Table, Pie Chart, Score, Line Chart, Bar Chart

    **Data (live)** — auto-populated from your SnowSEO data, grouped by category:

    * *General:* Date Range, Health Status, Executive Summary, Recommendations, 90-Day Roadmap, Insight Callout, Content Published
    * *Audit:* SEO Score, Content Score, Audit Issues, Audited Pages
    * *Traffic:* KPI Stat, Traffic Trend, Top Search Queries, Top Pages, Devices, Traffic Sources
    * *AI Visibility:* AI Visibility, Share of Voice, Citations, Tracked Prompts, Mentioned Brands
    * *Rank Tracking:* Top Keywords, Ranking Distribution, Biggest Movers
    * *Brand:* Brand Card

    Some data widgets show a small badge for the integration they need (for example, Google Search Console or Analytics). Without that data connected, the widget renders an empty placeholder.
  </Tab>

  <Tab title="Theme">
    Apply a background theme to every page: **White**, **Soft Gradient**, **Dot Gradient**, **Aurora**, **Graph Paper**, or **Frost Grid**. (The gradient themes need at least two brand colors set in **Brand Book** first.)
  </Tab>
</Tabs>

### Canvas

Select, move, and resize widgets directly on the page. The toolbar across the top includes the report title, page count, undo/redo, zoom, page orientation, a **Date range** picker (shown when your report has data widgets), and **Export PDF**. Handy shortcuts: ⌘C / ⌘V to copy-paste, ⌘D to duplicate, arrow keys to nudge, and Delete to remove the selection.

<Tip>
  Your report **autosaves** as you work — there's no Save button. If you navigate away while a save is still in flight, SnowSEO warns you so you don't lose changes.
</Tip>

***

## Exporting to PDF

Export a report two ways: the **Export PDF** button in the editor toolbar, or the **Export PDF** row action on the Reports list (no need to open the editor first). SnowSEO renders each page and downloads a PDF named after your report.

<Note>
  On non-Scale plans, exported PDFs include a small SnowSEO **watermark**. Upgrading to the **Scale** plan removes the watermark and lets you edit the report's branding.
</Note>

***

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Who can create reports?">
    Any team member (member role and up) can build and export reports. Managing the shared library of **prebuilt templates** is an admin-only task, done from the admin panel.
  </Accordion>

  <Accordion title="My data widgets are empty — why?">
    Live data widgets pull from your connected integrations. If a widget is blank, the data behind it isn't available yet — for example, Search Console or Analytics isn't connected, no Website Audit has run, or you have no tracked prompts. Connect the relevant integration (or run an audit) and refresh the report.
  </Accordion>

  <Accordion title="Can I share a report as a link?">
    Yes. You can generate a **public share link** to a report — anyone with the link can view it, no login required. You can also **email the report as a PDF** to clients, and **revoke** a share link anytime to cut off access. Prefer a file? Report Builder still exports to **PDF** you can download and share however you like. See the [Report Sharing & Delivery](/docs/api-reference/endpoints/report-sharing) API for details.
  </Accordion>

  <Accordion title="How do I remove the watermark?">
    The watermark is removed on the **Scale** plan, which also unlocks editing the report's branding. On other plans, exports carry a small SnowSEO watermark.
  </Accordion>
</AccordionGroup>
