What is in a client's monthly report and how do I build one now?

Build one now

1. Open Clients and click the client's name.
2. Click Build This Month's Report.
3. When the new card appears under Monthly Reports, click View to open it. Collapse closes it again.

There is one report per calendar month. If this month already has one, you get This month's report already exists. Open the report you have, or wait for next month.

What is on the report card

• The summary. Three to five sentences, written for the business owner from the month's wins, concerns and numbers. It leads with the strongest win and mentions at most one concern, framed as what you are working on next. It only uses facts that were measured, and you cannot edit it.
• Verified wins. Problems that were on the site last month and are gone now (Fixed and verified: then the problem), the Google rating going up, new Google reviews counted since last month, moving up the Google results, Entered the Google map pack, a Google speed score up by 5 points or more, and Now named in Google's AI answer for your market.
• Watching. The things that went the wrong way: Dropped out of the Google map pack, a Google position that slipped by more than 2 places, and a New issue detected: line for each problem that was not on the site at the last measurement, is there now, and is not covered by a service you already sold them.
• Upsell Radar. A purple box listing those same new problems with a suggested price. See what Upsell Radar is.
• The numbers. A table of Google rating, Google reviews, Google rank for your customers' search, In the Google map pack, Google speed score, Site load time and Open problems on the site, plus Visible across town (map scan) when a map scan ran. Each line shows this month's value in green or red, with (was 41) in grey next to it when there is something to compare against.

Good to know

• A report has no wins, no Watching lines and no Upsell Radar when there is no earlier measurement to compare against. That is normally the case for a client's first report, unless you already took a measurement with Measure Now on an earlier day. The numbers table is still filled in either way, and it becomes the baseline for next month.
• Watching and Upsell Radar are for you only. What your client receives is the summary, the wins and the numbers. See what your client sees.
• Once you email the report, the card shows Sent with the date instead of the Send To Client button.
• The map scan taken with the measurement comes out of your monthly heatmap scan allowance. When the allowance is used up the scan is skipped and the rest of the report is still built.