How to Build White-Label Reports for Clients

White-label reports let you present professional audit results under your own brand. This guide covers report creation, branding, and PDF export.

Step 1: Configure your branding

Go to Agency > White Label settings. Upload your logo, set your company name, brand colors, and custom footer text. These settings apply to all generated reports.

Step 2: Run the audit

Run an SEO Audit on the client's website. Make sure the audit completes fully before generating a report.

Step 3: Go to Client Reports

Navigate to Agency > Client Reports. Click New Report and select the audit you just ran.

Step 4: Customize the report

Choose which sections to include or exclude. Add a personalized executive summary at the top. You can also add custom notes to individual sections to explain findings in the client's context.

Step 5: Preview and export

Click Preview to see exactly what the client will receive. When satisfied, click Export PDF. The report generates with your branding, logo, and colors — no mention of LeadAuditPro.

Step 6: Deliver to the client

Download the PDF and send it via email, or share it through the Client Portal for a more professional experience. The portal gives clients a branded dashboard where they can view auto-saved audit reports, overall scores, and category breakdowns anytime.

Tip: Include a brief executive summary in plain language. Most business owners are not technical — translate "missing H1 tags" into "your main headings are not set up correctly, which means Google cannot understand what your page is about."
Warning: White-label reports are available on Agency plans only. Pro plan users can export standard branded reports.

Expected outcome

A polished, branded PDF report that positions you as the expert. Clients see your brand throughout and can share the report with their team.

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