Build a client-ready report

Select evidence, add narrative context, apply branding, and produce a clean handoff.

01

Choose evidence for the audience

An executive report needs movement, business risk, opportunity, and next decisions. An implementation report needs affected URLs, filters, ownership, and acceptance criteria. Build for one audience instead of combining every available chart.

02

Explain dates and scope

State the crawl date, site boundary, comparison period, and connected data freshness. This keeps a polished report from implying coverage that the evidence does not have.

03

Apply workspace branding

Workspace name, logo, and report styling can prepare a client handoff. Preview the print view to check long tables, page breaks, and URLs before saving the final document.

Apply the guideReturn to the evidence and complete one verifiable action.
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