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Reports & Exports

Generate reports, export data, and create custom dashboards for your team.

Overview​

The reporting system provides:

  • Advanced Exports: Multiple formats (CSV, JSON, Excel, PDF)
  • Custom Dashboards: Build personalized views
  • Scheduled Reports: Automated email delivery

Advanced Exports​

Export Formats​

CSV (✅ Available)

  • Excel-compatible
  • Easy data analysis
  • Proper escaping for special characters

JSON (✅ Available)

  • API-friendly format
  • Pretty-printed for readability
  • Machine-parseable

Excel (Coming Soon)

  • Multi-sheet workbooks
  • Formatted tables
  • Charts and summaries

PDF (Coming Soon)

  • Branded reports
  • Executive summaries
  • Client presentations

What You Can Export​

Queries​

  • All executed queries
  • Query text and status
  • Provider usage
  • Citation counts
  • Execution history

Export Options:

  • Date range filtering
  • Status filtering
  • Provider filtering

Citations​

  • All citations found
  • Query context
  • Provider attribution
  • Position data
  • Domain performance

Export Options:

  • Filter by domain
  • Date range
  • Provider
  • Position range

Analytics Summary​

  • Total queries
  • Total responses
  • Total citations
  • Average citations per query
  • Export date

Exporting Data​

From Query Library:

  1. Navigate to query library
  2. Select queries (optional)
  3. Click Export
  4. Choose format (CSV/JSON)
  5. Download file

From Analytics:

  1. Go to Analytics dashboard
  2. Click Export Data
  3. Select data type
  4. Choose format
  5. Configure filters
  6. Download

From Citations:

  1. View citations table
  2. Apply filters (optional)
  3. Click Export Citations
  4. Select format
  5. Download file

Export File Formats​

CSV Example:

query_text,created_at,status,total_responses,total_citations,providers
"best seo tools",2025-10-09,completed,3,12,"claude,gpt4,perplexity"
"top cms platforms",2025-10-09,completed,3,8,"claude,gpt4,perplexity"

JSON Example:

[
  {
    "query_text": "best seo tools",
    "created_at": "2025-10-09",
    "status": "completed",
    "total_responses": 3,
    "total_citations": 12,
    "providers": ["claude", "gpt4", "perplexity"]
  }
]

Custom Dashboards​

What are Custom Dashboards?​

Create personalized views with widgets showing your most important metrics.

Widget Types:

  • Metric Cards: Single KPI displays
  • Charts: Bar, line, pie, area
  • Tables: Data grids
  • Text: Notes and annotations

Creating a Dashboard​

From Template:

  1. Navigate to Reports > Dashboards
  2. Click Create Dashboard
  3. Select template:
    • Executive Overview: High-level KPIs
    • Content Performance: Content metrics
    • Competitive Analysis: Market share
  4. Customize name and description
  5. Click Create

From Scratch:

  1. Click Create Empty Dashboard
  2. Add widgets one by one
  3. Configure each widget
  4. Arrange layout

Dashboard Templates​

Executive Overview​

  • Total Queries card
  • Total Citations card
  • Avg Citations/Query card
  • Citation Trend chart (line)

Content Performance​

  • Top Performing Content table
  • Content by Type chart (pie)
  • Performance trend chart

Competitive Analysis​

  • Market Share chart (bar)
  • Content Gaps table
  • Domain comparison

Adding Widgets​

  1. Open dashboard
  2. Click Add Widget
  3. Select type (metric/chart/table/text)
  4. Configure widget:
    • Title: Widget name
    • Data Source: Metric to display
    • Filters: Optional filters
    • Display Options: Colors, formats

Widget Configuration​

Metric Card Example:

Title: Total Citations
Data Source: analytics.total_citations
Display: Large number with trend arrow

Chart Example:

Title: Citation Trend
Chart Type: Line
Data Source: citation_trend_30_days
X-Axis: Date
Y-Axis: Citation count

Table Example:

Title: Top Queries
Data Source: top_queries_by_citations
Columns: Query, Citations, Avg Position
Limit: 10 rows

Dashboard Layout​

Grid System:

  • 12 columns wide
  • Variable row height
  • Drag-and-drop positioning

Widget Sizes:

  • Small: 3 columns × 2 rows (metric cards)
  • Medium: 6 columns × 4 rows (small charts)
  • Large: 9 columns × 4 rows (main charts)
  • Full: 12 columns × 4+ rows (tables)

Sharing Dashboards​

Public Sharing:

  1. Open dashboard
  2. Click Share
  3. Generate public link
  4. Anyone with link can view (read-only)

Team Sharing:

  • Share within organization
  • Set view/edit permissions
  • Track who accessed

Embedding:

  • Embed in internal tools
  • iFrame support
  • API access

Scheduled Reports​

What are Scheduled Reports?​

Automatically generate and email reports on a schedule.

Use Cases:

  • Weekly team updates
  • Monthly executive summaries
  • Daily monitoring alerts
  • Quarterly business reviews

Creating Scheduled Reports​

  1. Navigate to Reports > Scheduled
  2. Click Create Schedule
  3. Configure:
    • Name: Report identifier
    • Report Type: Queries, citations, analytics
    • Frequency: Daily, weekly, monthly
    • Schedule: Day/time to run
    • Format: CSV, JSON, PDF
    • Recipients: Email addresses
    • Filters: Data filters (optional)

Schedule Configuration​

Daily Reports:

Frequency: Daily
Hour: 9:00 AM
Timezone: America/Los_Angeles

Weekly Reports:

Frequency: Weekly
Day of Week: Monday
Hour: 9:00 AM

Monthly Reports:

Frequency: Monthly
Day of Month: 1st
Hour: 9:00 AM

Report Templates​

Weekly Team Update:

  • All queries from past week
  • Citation summary
  • Top performing queries
  • Sent every Monday at 9 AM

Monthly Executive Summary:

  • Total metrics for month
  • Month-over-month growth
  • Top content performance
  • Sent 1st of month at 9 AM

Daily Monitoring:

  • Yesterday's queries
  • New citations found
  • Budget status
  • Sent daily at 8 AM

Managing Schedules​

Pause/Resume:

  • Temporarily pause schedule
  • Resume when ready
  • Maintains configuration

Edit Schedule:

  • Update frequency
  • Change recipients
  • Modify filters

Execution History:

  • View past runs
  • Download previous reports
  • Check success/failure status

Report Delivery​

Email Format:

Subject: [Scheduled Report] Weekly Team Update - Oct 9, 2025
Attachment: weekly-team-update-2025-10-09.csv

Body:
Your scheduled report "Weekly Team Update" has been generated.

Summary:
- Queries Executed: 142
- Citations Found: 856
- Avg Citations/Query: 6.0

See attached file for full details.

Notification Options:

  • Email attachments
  • Download links
  • Dashboard notifications

Best Practices​

Exporting Data​

Regular Backups:

  • Export critical data monthly
  • Store in secure location
  • Version control important datasets

Analysis Workflows:

  1. Export to CSV
  2. Import to Excel/Google Sheets
  3. Create pivot tables
  4. Share insights with team

Custom Dashboards​

Design Tips:

  • Put most important metrics at top
  • Use consistent color scheme
  • Limit to 4-6 widgets per dashboard
  • Update regularly

Performance:

  • Avoid too many widgets (max 10)
  • Cache data when possible
  • Optimize queries

Scheduled Reports​

Timing:

  • Send morning reports early (before 10 AM)
  • Avoid weekends for business reports
  • Match frequency to data freshness

Recipients:

  • Keep lists focused
  • Use team emails, not individual
  • Allow unsubscribe option

Troubleshooting​

Export Issues:

Q: Export file is empty A: Check filters - may be too restrictive

Q: CSV not opening in Excel A: Try "Import Data" instead of double-click

Q: Download fails A: File may be too large (>5000 records). Apply filters.

Dashboard Issues:

Q: Dashboard loads slowly A: Reduce widget count or simplify queries

Q: Public link not working A: Regenerate share token

Scheduled Reports:

Q: Report didn't send A: Check execution history for errors

Q: Empty report received A: Verify data exists for date range