Automated Client Reporting That Sends Itself

Schedule AI visibility reports per client, and Rank Prompt delivers them on time, under your brand, every cycle. You only hear about it when something needs attention.

Daily, weekly, monthly Your logo & sender name Delivery health tracking

Notification Email Example

From: Bluepeak Digital reports@bluepeak.agency
To: maria@solacehealth.com
Date: Jun 1, 9:00 AM
Subject: Your June AI visibility report is ready

Hi Maria, the monthly report for Solace Health just finished. Here are the highlights:

Solace Health · June 2026 Monthly

• Visibility: 71% +5%
• Avg rank: #2 ▲1
• Citations: 38 +6

[View full report]

Delivery Health

• Solace Health: Opened
• Northwind Co: Delivered
• Atlas Legal: Failed

How It Works

Configure Once, Deliver Every Cycle

The reporting day disappears from your calendar. The reports keep arriving on your clients'.

From Schedule to Inbox

Set it up once, then leave it running

1. Schedule the report
   Pick daily, weekly, or monthly per brand. Prompts, platforms, and locations are configured once and reused every run.

2. Add client recipients
   Attach client emails to the schedule. Each contact gets the report addressed to them, from your sender name and reply-to.

3. We run and deliver
   When the report completes, clients receive a branded email with your logo, colors, and footer, linking to a white-label report view.

4. You watch delivery health
   Sent, opened, and failed deliveries roll up to your agency dashboard. Failures are flagged before the client emails you first.

Why Agencies Switch

Reporting on Autopilot

• The reporting day disappears.
• No exporting, forwarding, or pasting into slides.
• On time, every cycle.
• You hear about failures first.

What's Included

Reporting That Looks Like Your Agency Built It

Your Brand, Not Ours

Logo, colors, sender name, reply-to address, support email, and footer text come from your white-label settings. "Powered by Rank Prompt" is removable.

White-Label Report Views

Clients land on a branded results page: visibility score, trends, platform breakdown, competitors. Shareable links with expiry you control.

Set-and-Forget Schedules

Daily, weekly, or monthly runs per brand, with multi-location configs. Retainer reporting happens whether or not anyone remembers it.

Branded Decks, PDF & PPTX

Presentation-ready exports in PDF or PowerPoint with your cover and colors, drag-to-reorder sections, a deck table of contents, and saved templates you reuse every cycle.

Delivery Health Monitoring

Every send is tracked. Failed or bounced deliveries surface in the Needs Attention widget so nothing silently stops reporting.

Reply-To That Reaches You

Client replies go to your inbox, not a no-reply void. Support email and business address in the footer keep delivery compliant.

Branded Exports

When a Client Wants the Deck, Not the Link

The same branded report exports as a PowerPoint or PDF deck. Reorder it, save the layout, password-protect the share, and on Agency Plus see how often the client opens it.

• PowerPoint (.pptx) decks
  Export a branded report deck to PowerPoint, not just PDF, ready for the client meeting.
• Drag-to-reorder sections
  Arrange each report in the order the client reads it before it goes out.
• Saved templates
  Save a deck layout once and reuse it across every client and cycle.
• Password-protected shares
  Gate a shared report behind a password you set, for sensitive accounts.
• Share view counts
  See how many times a client opened a shared report, from the Shares list on Agency Plus.
• Auto-refresh on view
  Shared links can refresh to the latest data each time they are opened.

The Agency Suite

Client reporting plugs into the rest of the Agency Plus suite.

• White Label: The branding layer behind every email, PDF, and share link.
• Client Portal: One permanent, branded place where clients find every report.
• Agency Dashboard: Delivery health for every schedule, across every brand.

FAQ

Client Reporting FAQs

1. What is automated client reporting in Rank Prompt?
   You attach client email addresses to any scheduled report. When the run completes, Rank Prompt emails each client a branded notification.

2. Can clients tell Rank Prompt is behind it?
   Not unless you want them to. White-label settings control branding.

3. What happens if a delivery fails?
   Failed and bounced sends are logged and flagged on the agency dashboard.

4. Do client replies go anywhere?
   Yes. They land in your inbox like any normal email thread.

5. What exactly does the client receive?
   A "your report is ready" email linked to a branded results page.

6. Which plan do I need?
   White-label reports and PDF exports are included from the Agency plan ($149/mo).

7. How often can reports go out?
   Daily, weekly, or monthly; multi-location configs available.

8. How does this work with the client portal?
   They complement each other for report delivery and storage.

Agency Plus

Ship Your Last Manual Report

Set up a schedule, add your client's email, and let the next report deliver itself under your brand.