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Agency Hub & Workflows Beginner to Intermediate · 7 min read · Updated October 2026

Scheduling Multi-Channel PDF & Live Web Reports for Clients

Combine SEO rankings, GEO visibility, Google Ads spend/ROAS, and social media analytics into polished PDF reports and automated recurring emails.

Summarize runbook:
ChatGPT Perplexity Claude
Platform Navigation Coordinates

Where to find this in your workspace:

Left Sidebar → Reports (/projects/<id>/reports/)
Log in to Execute

Key Takeaways & Architectural Rules

  • Build modular cross-channel reports with drag-and-drop widgets (SEO, GEO, Ads, Social).
  • Generate print-ready, pixel-perfect PDF decks branded with agency and client logos.
  • Schedule automated email dispatches (e.g. 1st of every month at 9:00 AM).
  • Generate password-protected live web links that clients can view anytime on mobile or desktop.

EXECUTION PLAYBOOK

How to Do & From Where to Do (4 Steps)

01

Create a New Report

Screen: Left Sidebar → Click 'Reports' under your project → Click 'Create Report'.

Choose a starting template: 'Full Marketing Suite', 'Core SEO & Technical Audit', or 'PPC & Ads Performance'. Give your report a descriptive name (e.g. 'October 2026 Performance Deck').

Pro-Tip Templates can be customized and saved as reusable agency agency presets.
02

Customize Widgets & Add Strategic Commentary

Screen: Report Canvas → Drag & drop sections and edit commentary blocks.

Add an 'Executive Summary' block at the top to highlight key wins (e.g. '+42% organic traffic', '3 new keywords in Top 3'). Reorder widgets to prioritize metrics most important to your client's executive team.

Pro-Tip Clients value your strategic commentary and interpretation far more than raw charts.
03

Configure Automated Delivery Schedules

Screen: Report Settings → 'Schedule & Automation' tab.

Enable recurring scheduling. Select frequency (Weekly or Monthly), day of month, dispatch time, and recipient email addresses. Toggle 'Attach PDF' to include the file directly in the email.

Pro-Tip Set the email sender name to your account manager's name for a personal touch.
04

Download Print-Ready PDF or Share Live Link

Screen: Top Right Header → Click 'Download PDF' or 'Share Live Link'.

Inspect the generated PDF. The typography, margins, and vector charts render cleanly without awkward page-break splits. Copy the live shareable URL if the client prefers interactive browsing.

Pro-Tip Live web links stay synced with real-time data automatically.

INTERACTIVE TOOL WORKSPACE

Actual Screen & Telemetry Inspection

Examine the exact SEO Runway screen below with live parameters and dummy data to see how findings appear and where to execute actions.

https://app.seorunway.com/projects/horizon/agency/
AGENCY PORTALS: 14 ACTIVE CLIENTS
SEO RUNWAY /
Horizon Digital Agency (Master Workspace) (horizondigital.agency)
Active Client Portals
14 Portals Custom Domains
Automated Reports
36 / month Delivered 1st of Month
Client Sign-off Rate
100% Zero Delays
Agency Retention
98.2% Industry Benchmark: 84%

Enterprise Client Portals & Scheduled Reporting Cadence

Showing 4 of 24,810 records
Client OrganizationCustom Portal DomainReporting FrequencyPortal HealthAction
Acme Global Retail ($12,000/mo)portal.acmeretail.comWeekly Executive BriefActive (99.8%)
Vertex Cloud SaaS ($8,500/mo)seo.vertex.ioMonthly In-Depth PDFActive (100%)
Pinnacle Law Group ($4,500/mo)reporting.pinnacle.comBi-Weekly SERP SummaryActive (100%)
Horizon Ventures ($15,000/mo)analytics.horizon.comReal-Time Embedded DashboardActive (100%)
How to Read & Execute on This Screen in SEO Runway
① Full White-Label Domain Masking

Host the portal on your client's own CNAME subdomain with custom logo, favicon, and brand colors.

② Automated PDF Report Dispatch

Generates executive PDF summaries at 08:00 UTC on the 1st of every month without manual designer hours.

③ Client Approval Kanban

Allows clients to review proposed SEO changes, metadata updates, and content briefs with 1-click approvals.

Field Insights & Advanced Tactics

Always include ROI metrics (such as estimated organic traffic value and Google Ads conversion volume) prominently in the first 2 pages.
Send reports on Tuesday mornings rather than Friday afternoons to maximize executive open rates and feedback.

Frequently Asked Questions

Can I white-label the email dispatch address?

Yes! Configure your agency's custom SMTP credentials or SendGrid API key in Organization Settings to send reports directly from your agency's email domain.

Need tailored assistance?

Our customer engineering team can review your project setup, calibrate your rank trackers, or audit your GEO readiness. Reach out anytime.

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