Reports

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At a glance

1. The report template
2. Generate Report opens the detail level and date range wizard
3. Generated Reports: status, level and sharing

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Generating a report

Generate Report opens a three-step wizard: the detail level, the date range, then a review of what will be built. Detail level, with typical page counts: Date range offers quick ranges or a custom period. Generation runs in the background. The row shows Ready to download when the PDF is built, or what went wrong with a retry.

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What is in a report

Every section opens with a plain-English What this means note, and a Methodology page explains where the data comes from: the prompts tracked, the reporting period, run frequency and total responses analysed. Metrics use one name, one unit and one definition throughout, so a client never sees the same number under two labels.

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White-label

Agencies can put their own name and logo on the client sign-off PDFs (see below) in place of Koalr’s branding. Upload the logo under Agency Admin, Agency. Visibility reports are prepared under the site’s own name. See Agency Admin.

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Sharing

Share creates a link anyone with it can open, expiring after 7 days, 30 days, 90 days or never. Revoke stops the link working at any time. The shared page carries the same sections as the PDF and a Download PDF button.

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Managing reports

The history lists every report with its level, period and status. Deleting a report is reserved for managers and owners.

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Setup sign-off PDFs

Separately from visibility reports, a site’s proposed setup (topics, prompts, competitors, platforms) can be exported as a sign-off PDF from the setup review, which agencies use to agree the scope with a client before tracking starts.