How does my client download the portal as a PDF, and what is in it?

Steps

1. Open the portal. Your client uses the link you sent them; you can use Preview on the Client Portal card on the client's page.
2. If a particular month's wins and numbers should be in the file, click Details on that month first. Only one month can be open at a time.
3. Click Download PDF.
4. In the print window, pick Save as PDF (or the equivalent option in that browser) as the destination and save.

What prints

The page exactly as it looks at that moment:

• The header: your logo when you have uploaded one, Live results dashboard with your company name, the business name, Working together since and, when there is a measurement, the last measured date.
• The five tiles, Open problems, Google rating, Google reviews, Google position and Site speed score, with their trend lines.
• Where customers find you on the map, when any map scans have been stored, with the date and the found count under each grid.
• Every card under Monthly reports with its month and summary. A month's wins and its numbers table print only when that card is open with Details.
• The closing line about every number being a real measurement.

Two things change for the print. The Download PDF button itself is left out, and the dark header prints on a white background with dark text, so it does not soak a page in ink.

Good to know

• The name your browser suggests for the file comes from the page title, which is the business name followed by your company name, for example Tampa Plumbing | Superstar SEO. Without a company name saved in the Your Agency card in Settings, it reads Your Marketing Partner after the business name, for example Tampa Plumbing | Your Marketing Partner.
• One report at a time. Opening a second month closes the first, so save one PDF per month if a client wants several months in full.
• Nothing from Upsell Radar or the Watching list is on the portal, so none of it can end up in the PDF. See what your client can see in the portal.

If no print window appears when you click Download PDF, check that the browser is not blocking pop-ups or print requests for that address.