Reports & sharing
Everything the dashboard knows, packaged for someone who doesn't log in: a client-ready report you can download as a PDF, raw numbers as CSV, and — on Agency — live read-only share links wearing your own branding.
The report
Every project has a report view — open it from the Report ↗ button on the Visibility overview or from Settings → Reports & sharing. It’s a client-facing snapshot of the same rollup data the dashboard reads: headline Visibility Score with its trend line, the four core metrics with deltas, the per-platform split, share of voice against every tracked competitor, and the biggest movers since the previous run.
Deliberately not in it: raw AI answers, your content queue, audit details, or any operator-only advice. It’s the proof layer, not the workbench.
PDF export (Pro and Agency)
The Download PDF button on the report prints it through your browser’s print dialog — choose Save as PDF and you have the file. The page is print-tuned: app chrome disappears, cards avoid page breaks, and the report always prints on a light background even if you browse in dark mode.
Starter still gets the numbers
On Starter the PDF button is replaced by an upgrade note, but CSV export is included on every plan — the full visibility_daily rollup (per day, platform and entity), clamped to your plan’s history window, ready for your own spreadsheet or BI tool.
CSV export (every plan)
Download CSV streams the same visibility_daily rollup every trend chart reads — not a rendered snapshot, but the raw daily numbers, one row per day × platform × entity. An “entity” is your brand or one tracked competitor, so a single day with two platforms and three competitors produces 2 × 4 = 8 rows. The file is UTF-8, comma-separated, with a header row and a {domain}-visibility.csv filename. Like every timeline read, it’s clamped to your plan’s history window (6 / 18 / unlimited months) — the window gates access, not storage, so upgrading widens the export.
Fourteen columns, in order:
| Column | What it holds |
|---|---|
date | The day the row summarizes (YYYY-MM-DD). |
platform | The answer engine the row is for — one row per tracked platform (e.g. ChatGPT, Google AI Overviews). |
entity_type | brand for you, or competitor for a tracked rival. |
entity_name | Your brand name, or the competitor’s name. |
prompts_total | Tracked prompts measured on that platform that day. |
prompts_answered | How many of them returned an AI answer. |
prompts_mentioned | How many answers mentioned this entity. |
mention_rate | Share of answers that mention the entity (0–1). See Metrics for all four rate/score definitions. |
citation_rate | Share of answers that cite the entity (0–1). |
position_score | How prominently the entity sits in the answers (0–100). |
sentiment_index | Tone of the mentions; blank when there’s nothing to score. |
citation_count | Raw number of citations the entity earned that day. |
share_of_voice | The entity’s slice of all brand+competitor mentions (0–1). |
visibility_score | The composite Visibility Score (0–100) for this entity on this platform and day. |
Reading the file
Rates and shares are decimals (0.42, not 42%); empty cells mean “no data to compute it” rather than zero. To match the dashboard’s single headline number, filter to entity_type = brand and read visibility_score.
Client share links (Agency)
A share link is a live, read-only URL for one project’s report — made for agencies whose clients want proof without a login. Anyone with the URL sees the report and nothing else: no navigation into the app, no raw answers, nothing to click that changes anything. The page always shows the latest run, so a link you sent in March is still current in July.
Create
In Settings → Reports & sharing, give the link a label (the client’s name works well — it’s never shown on the public page) and click Create link.
Send
Copy link puts the full URL on your clipboard. The link is a long random token — unguessable, and not indexed by search engines.
Revoke when done
Revoke kills the URL immediately and permanently; create a fresh link if the client comes back. Each row shows its view count so you know if it’s actually being opened.
A link is access
Anyone holding the URL can see that project’s report — treat it like the read-only credential it is. Revoke links you no longer need, and prefer one link per client so you can cut one off without affecting the others.
White-label branding (Agency)
By default a report says OptimizeCamp. On Agency you can replace that: set your agency name, upload a logo (PNG, JPEG or WebP, up to 256 KB), and pick an accent color, and every share page and PDF export renders with your identity — logo in the header, your name in the footer, your accent on the rules and bars, and no “Powered by” line.
It's workspace-wide
Branding is configured once per workspace and applies to every project’s reports and share links — set it on any project’s Settings page.
What happens on downgrade
Drop below Agency and your share links go dormant — visitors see the same neutral “link no longer active” page a revoked link shows, and reports revert to OptimizeCamp branding. Nothing is deleted: your links (with their labels and view counts) and your branding stay configured in Settings, marked dormant, and revive the moment you’re back on Agency.
Related pages
The Visibility dashboard
The operator's view of the same metrics the client report packages.
Plans, quotas & credits
Which plan includes which reporting features, and how caps and credits meter usage.
Key takeaways
- Every project has a client-ready report view; CSV export is on every plan, PDF export from Pro up.
- The PDF is the browser's print dialog on a print-tuned page — Save as PDF and it always comes out light, chrome-free.
- Agency adds live read-only share links (unguessable URL, revocable, view-counted) and white-label branding (name, logo, accent) across every report surface.
- Downgrading makes links dormant and reverts branding — nothing is deleted, and everything revives on re-upgrade.
Next step
See which tier includes what in Plans, quotas & credits.