The report you see in your dashboard is the same report your client sees. There's one version of the numbers, so nobody has to reconcile two sets of figures. You can email it, share it as a link that stays up to date, or save it as a PDF for a meeting.
Everything to do with sharing lives in the Share menu at the top of each business, and on its Client report view.
Email the report
- Open the business from your list of businesses.
- Press Share, then Email to someone.
- Type the address, or up to five addresses separated by commas.
- Add a note if you want one. It appears at the top of the message, above the map.
- Leave Send me a copy ticked to get the same email yourself.
- Press Send the report.
The email carries the map itself, the headline figures, the searches measured and the first three tasks, then a button to the full report. Your client can see how things stand without clicking anything.
It comes from Kerbrank with your name on it, and replies go to the email address on your account, so a client who hits reply is writing to you. If you look after several clients, Kerbrank for agencies covers the plans that put your own brand on every report.
You need at least one reading before you can send it, and an account can send to twenty-five addresses a day. Anyone holding the link in the email can open the report, so send it only to people you want to see it.
Copy the client link
- Open the business from your list of businesses.
- Press Share.
- Press Copy report link. A note confirms the link has been copied.
- Paste it into an email or message.
The Client report view has the same link, with a Copy link button beside it.
The link is unlisted. It isn't published anywhere and isn't indexed by search engines, so only people you send it to will find it. Your client doesn't need an account to open it.
The link always shows the latest reading. After each weekly scan, the same link shows the new numbers, so you only need to send it once.
To see exactly what your client sees, open the Client report view and press Open the report. It opens in a new tab.
Download a PDF
- Press Share.
- Press Download PDF. The file downloads straight away, laid out on A4 pages and named for the business and the date.
Download PDF is also on the Client report view.
The PDF is the report itself, so you need to have taken at least one reading first. It includes the full task list, not just the top three, and a cover page naming the business and the date the reading was taken.
A PDF is a snapshot. It won't change after the next scan, which makes it useful for monthly records or a meeting pack. For anything ongoing, the link is better. What goes in a local SEO report has ideas for how to present it to clients.
What clients see
Clients see the whole report, laid out the same way as your dashboard:
- The headline numbers, the map and the search-by-search table, explained in reading the map.
- Who they're up against and how they compare with the top three.
- Search demand, the ChatGPT results and, if you've connected Google, your Search Console figures.
- The job list, with your top three jobs at the start and every job at the end.
- A How to read this report section that explains each figure in plain words.
Job progress
Clients see job progress too. When you press Mark as done on a task in your dashboard, the report shows it as marked done and waiting for the next scan.
Once a later scan no longer finds the problem, it moves to Problems cleared, with the date: Change verified where the scan reads your Business Profile or website again directly, No longer detected for the rest.
Neither proves the job moved your rankings; the map figures show that. If the scan still finds the problem, the report says that as well.
Marking jobs needs you to be signed in, so the client sees the progress but can't tick tasks off themselves. Working through your task list explains how confirmation works.
For an agency, this saves writing it up. The client can see what's been done and that it's been checked.
Put your own brand on reports
On the Pro plan and above, reports can carry your name, colour and logo instead of Kerbrank's.
- Press Account, then the Account tab.
- Fill in:
- Company (shown on client reports), such as your agency's name.
- Brand colour on client reports, picked from the colour box or typed in.
- Logo address (optional), a link to your logo image starting with https://.
- Press Save changes.
The change applies to every report you share, including links you've already sent. The report header and cover page show your name and logo, and the cover says the report was prepared by you.
On the Solo plan, reports carry a plain Kerbrank header. Plans and billing covers what each plan includes.
Stopping a link working
The client link belongs to the business. If you delete the business, from its Settings then Delete this business, the link stops working along with its searches and scans. There's no way to undo it, so download a PDF first if you want a record.