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Reports library page with predefined and custom report cards
Use this page to create, organize, and deliver reporting views for clients and internal teams.

Important: Treat reports as a reusable system. Keep structure stable, update data and commentary each cycle.

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Questions this page should answer

  1. Which reports already exist for this project?
  2. Should I start from scratch or use a template?
  3. How do I publish and share a report URL?

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Before you build reports

  • Confirm you are in the correct project.
  • Check data-source setup first so report blocks can load real data.
  • Use naming conventions your team can scan quickly.

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What this page gives you

  • A report library with two predefined cards (Brand keywords, Questions).
  • Custom report cards created by your team.
  • Create report action to open the template chooser.
  • Card-level actions for editable reports (edit, duplicate, delete).

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Create report flow

Create report modal with start-from-scratch and template options
When you click Create report, you can:
  • Start from scratch: empty layout, add blocks manually.
  • Choose a template: starts with predefined layout blocks.
Your task: Start with a template unless you have a clear custom layout requirement. Current templates include patterns like Warnings, Victories, SEO Overview, Conversion tracking, Page performance, and Geographic analysis.

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Open and read a report

Loaded report view with live table data and publish action
In report view you can:
  • Read report blocks that render live analytics components.
  • Use top actions to edit, duplicate, delete, or publish (if you have write access).
  • Keep report structure stable while data refreshes from connected sources.

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Edit mode workflow

Report edit mode with editable block title, description, and layout controls
In report edit mode, you can:
  • Rename report title and description.
  • Toggle block reorder mode.
  • Add layout blocks by selecting: data source -> section -> view type -> filters -> date range.
  • Remove or reorder blocks.
Changes persist to the report configuration so the same layout can be reused in future periods.

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Publish and share

Publish exposes a shareable public URL for the report. Your task: Publish only after final QA of filters, date range, and block titles. Recommended workflow:
  1. Finalize report title, description, and blocks.
  2. Click Publish.
  3. Copy the generated public URL.
  4. Share with stakeholders.

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Quick weekly checklist

  1. Remove stale drafts and duplicate cards.
  2. Reuse templates for recurring reporting cycles.
  3. Verify critical blocks still load expected data.
  4. Re-publish after major report structure changes.

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Keep in mind

  • Report quality depends on upstream data-source health.
  • Predefined reports are fast shortcuts; custom reports give full layout control.
  • Publish links are easiest to consume for non-product viewers.

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Where to go next