Reports
Save reports in a project, share them with clients by link, brand them with your agency's name, and create them from your AI assistant.
A report is a saved document in a project: a monthly client update, an audit summary or a competitor review. Reports live on the project's Reports page, next to the data they came from.
What's in a report
Each report has a title, a short summary and the full report as one page of headings, tables and commentary. Reports are self-contained. They load no outside scripts, fonts or images, so they look the same for everyone who opens them.
The reports list shows who made each report and with which assistant, when it was last updated, and its size.
Create a report with your AI assistant
Your AI assistant writes reports with Ranktide's MCP tools.
- Connect Ranktide to your assistant.
- Ask for the report and name the project. For example: "Write this month's SEO report for acme.com with rankings, Search Console clicks and the top three fixes. Save it to Ranktide."
- The assistant collects the data, writes the report and saves it to the project.
The report tools:
| Tool | What it does |
|---|---|
save_report | Saves a new report, or updates an existing one. |
list_reports | Lists a project's reports with their summaries. |
get_report | Reads one report, including its share link if it has one. |
set_report_sharing | Turns a report's public link on or off. |
delete_report | Deletes a report. |
list_report_templates | Lists the project's report templates. |
save_report_template | Saves a reusable report brief to the project. |
Saving, reading and sharing reports uses no credits. The research behind a report uses credits as usual.
Report templates
A template is a reusable brief for one kind of report: who it's for, which sections it has and how it sounds. For example, "Monthly client check-in: the monthly update we send retainer clients."
Create templates on the project's Reports page. Your assistant reads each template's one-line description to pick the right one, then follows its instructions. Brand voice for the whole project goes in the project's Context, under writing preferences.
Share a report with a client
New reports are private. Only people in your organisation can open them.
To share one:
- Open the report.
- Turn on Public link.
- Copy the link and send it to your client.
Anyone with the link can view the report without signing in. The link always shows the latest saved version of that report. Clients don't need an account and don't use a seat.
Turning the link off stops it working within about a minute. Turning it on again creates a new link, and the old one stays off.
You can also ask your assistant to share a report, for example "Share the March report for acme.com." It uses set_report_sharing. Assistants only share a report when you ask them to.
White-label reports
On the Pro, Agency and Scale plans, shared reports carry your agency's name and logo and no Ranktide branding.
On Free, Solo and Growth, shared reports show Ranktide branding.
Something missing or wrong on this page? Email support@ranktide.io.