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

# Automated Reports

> Generate comprehensive SEO reports from your dashboard data, including rankings, traffic, keywords, competitors, and backlinks.

Automated reports let you pull together everything in your Visen.io dashboard — rankings, traffic, keywords, competitor data, and backlinks — into a single shareable document. You can generate a report on demand or save views to reuse later.

<Note>
  Automated reporting is available on **Pro** and **Enterprise** plans. Starter plan users can view all data directly in the dashboard but cannot generate or export reports.
</Note>

## What reports include

Every automated report can include any combination of the following data:

* **Rankings** — keyword position tracking across all monitored sites
* **Traffic data** — organic sessions, clicks, and impressions over time
* **Keyword performance** — search volume, difficulty, and ranking movement
* **Competitor analysis** — side-by-side visibility and keyword gap data
* **Backlinks** — new, lost, and total referring domain counts
* **Custom metrics** — any saved metric or segment from your dashboard

You can drill from portfolio-level trends all the way down to individual page performance within a single report.

## Generate your first report

<Steps>
  <Step title="Open the Reports section">
    In the left sidebar, click **Reports**. If this is your first report, you'll see an empty state with a **New Report** button.
  </Step>

  <Step title="Select sites and date range">
    Choose one or more sites from the site picker. Then set the date range using the calendar — pick a preset (last 7 days, last 30 days, last quarter) or enter custom dates.
  </Step>

  <Step title="Choose your metrics">
    Select the data sections you want to include. Toggle on or off: Rankings, Traffic, Keywords, Competitors, Backlinks, and any custom metrics you've saved. Drag sections to reorder them in the final report.
  </Step>

  <Step title="Generate the report">
    Click **Generate Report**. Visen.io compiles your selections and renders a preview. From the preview, choose your export format and download or share.
  </Step>
</Steps>

## Report formats

<CardGroup cols={3}>
  <Card title="PDF" icon="file-pdf">
    A static, print-ready document. Best for sending to clients or stakeholders who need an offline copy.
  </Card>

  <Card title="HTML" icon="file">
    A self-contained web page. Easy to attach to emails or host on your own server.
  </Card>

  <Card title="Interactive dashboard" icon="chart-bar">
    A live Visen.io view with filterable charts and drilldowns. Best for internal review or sharing with technically engaged clients.
  </Card>
</CardGroup>

## Save report views for reuse

Once you've configured a report — sites, date range, metrics, and layout — you can save that configuration as a named view.

1. After configuring your report, click **Save View** in the top-right of the report builder.
2. Give the view a name (for example, "Monthly Client Summary" or "Competitor Snapshot").
3. The saved view appears in your Reports list. Click it any time to regenerate the report with updated data.

Saved views make one-click report generation possible: open the view, click **Generate**, and you're done.

## Next steps

<CardGroup cols={2}>
  <Card title="White label" icon="paintbrush" href="/reporting/white-label">
    Apply your agency logo, colors, and branding to every report before sharing with clients.
  </Card>

  <Card title="Scheduled delivery" icon="clock" href="/reporting/scheduled-delivery">
    Automate report delivery so reports go to clients on a set cadence without manual effort.
  </Card>
</CardGroup>