Features & Workflows

White-Label Reports

Create branded, client-facing SEO reports with your agency logo, custom domain, and multi-site management for white-label delivery.

Last updated: February 26, 2026

White-label reports allow agencies to deliver professional SEO reporting under their own brand. Available on Agency and Enterprise plans, this feature removes all AI SEO Agents branding and lets you present automated insights as your own.

Multi-site management view for white-label client reporting
Generate branded reports for each client site from a unified view

What's Included

  • Custom branding — Upload your agency logo (PNG/SVG, max 2 MB), set primary and secondary brand colors that apply to charts, headings, and accent elements throughout reports. Customize report headers and footers with your agency name, tagline, and contact information. The branding applies consistently across PDF exports, email notifications, and the client portal.
  • Custom domain — Host the client dashboard on your own subdomain (e.g., seo.youragency.com). SSL is provisioned automatically via Let's Encrypt after you add a CNAME record. Clients never see the AI SEO Agents domain — the entire experience is branded as your agency's proprietary platform.
  • Client access — Create read-only accounts for each client with email-based authentication. Clients can view their reports, browse real-time dashboard data, and track keyword rankings independently. Each client sees only their own sites and data, with complete isolation enforced at the database level.
  • Multi-site management — Manage all client sites from a single agency dashboard with per-client isolation. Add, remove, and configure sites for each client without switching accounts. The agency view provides cross-client aggregate metrics so you can spot trends across your entire portfolio.
  • Automated scheduling — Set up weekly, biweekly, or monthly report generation and delivery. Reports are generated automatically, formatted with your branding, and delivered via email (PDF attachment), webhook (JSON payload), or made available in the client portal. No manual intervention required.

Report Contents

Each white-label report includes seven sections that cover the full spectrum of SEO performance. You can customize which sections appear for each client based on their needs and your service level:

SectionDescription
Executive SummaryHigh-level overview of SEO performance, key wins, and action items.
Technical Health ScoreSite-wide score based on the 10-dimension rubric with trend over time.
Keyword RankingsPosition tracking for focus keywords with movement indicators.
Content PerformanceTop-performing articles by traffic, engagement, and SEO score.
Issues FoundPrioritized list of SEO issues with severity and fix recommendations.
Actions TakenLog of automated fixes applied by agents during the reporting period.
Competitor SnapshotBrief competitive position analysis for tracked keywords.

Setting Up White-Label

1

Enable White-Label

Navigate to Settings → White-Label in your agency dashboard. This option is visible only on Agency and Enterprise plans.

2

Upload Branding

Upload your agency logo (PNG/SVG, max 2 MB), set primary and secondary brand colors, and optionally add a custom footer message.

3

Configure Custom Domain

Add a CNAME record pointing your subdomain to whitelabel.aiagentssee.com. SSL is provisioned automatically via Let's Encrypt.

4

Create Client Accounts

Add clients with their email addresses. Each client receives a login link and can only see data for sites assigned to them.

Pricing

PlanWhite-Label ReportsCustom DomainClient Accounts
StarterNot availableNot availableNot available
ProfessionalNot availableNot availableNot available
AgencyIncluded (unlimited)IncludedUp to 50
EnterpriseIncluded (unlimited)IncludedUnlimited

Report Customization and Branding

White-label reports are designed to be fully customizable so they match your agency's brand identity seamlessly. Every visual element can be adjusted, from colors and fonts to the specific data sections included in each report. Clients should never see any indication that the reports are generated by a third-party platform — the experience should feel like a native part of your agency's service offering.

  • Logo placement: Your agency logo appears in the report header, email notifications, and the client portal login page. Upload both a full logo (for headers) and a compact icon (for favicons and mobile displays). Supported formats include PNG, SVG, and JPEG with a maximum file size of 2 MB.
  • Color scheme: Set primary and secondary brand colors that are applied throughout reports and the client dashboard. Colors are used for chart elements, headings, accent bars, and interactive elements. The system automatically generates complementary shades for backgrounds and hover states.
  • Custom cover page: Design a branded cover page for PDF report exports. Include your agency name, tagline, client name, reporting period, and a brief executive summary. Cover page templates support HTML formatting for maximum flexibility.
  • Footer and disclaimer: Add custom footer text to every page of the report, including legal disclaimers, contact information, or confidentiality notices. The footer supports basic HTML formatting for links and text styling.
  • Report naming: Customize the naming convention for generated reports. Variables like {client_name}, {date}, and {site_url} are available for dynamic naming that keeps your report library organized.

Scheduling Automated Reports

Automated report scheduling eliminates the manual effort of generating and sending reports to clients. Configure each client to receive reports on their preferred schedule, and the platform handles generation, formatting, and delivery automatically. This is one of the highest-value features for agencies because it converts what used to be hours of monthly work into a fully hands-off process.

1

Set the reporting frequency

Choose weekly, biweekly, or monthly reporting for each client. Weekly reports are ideal for active SEO campaigns with ongoing content production. Monthly reports work well for maintenance-phase clients who need periodic check-ins without overwhelming detail.

2

Choose the delivery day and time

Select which day of the week (for weekly reports) or day of the month (for monthly reports) the report should be generated and sent. Consider your client's timezone and meeting schedule — sending reports the day before your regular check-in meeting gives everyone time to review the data.

3

Configure delivery channels

Reports can be delivered via email (PDF attachment with HTML summary), webhook (JSON payload with report URL), or made available in the client portal. Multiple channels can be active simultaneously for the same report.

4

Set the reporting period

Configure whether reports cover the last 7 days, 14 days, 30 days, or a custom period. The reporting period determines which data is included in ranking trends, content performance, and issue resolution summaries.

Schedule a dry run report for yourself before activating automated delivery to clients. Review the report carefully for branding consistency, data accuracy, and section relevance. You can adjust the report template and re-run without sending to clients.

Client Portal Setup

The client portal provides each of your clients with a branded web interface where they can access their reports, view real-time dashboard data, and track SEO progress independently. The portal runs on your custom domain and uses your agency branding, creating a professional self-service experience that reduces support requests and increases perceived value.

  • Client onboarding: Add clients via the agency dashboard by entering their name, email, and associated site(s). The platform sends a branded invitation email with a secure login link. Clients set their own password on first access.
  • Permission levels: Client accounts are read-only by default — they can view reports, dashboards, and article performance but cannot trigger agent jobs or modify configurations. For clients who want more control, you can enable "contributor" access that allows them to trigger content generation for their approved keywords.
  • Data isolation: Each client sees only their own sites and data. There is no cross-client data leakage, even when multiple clients share the same agency account. All queries are scoped by client ID at the database level.
  • SSO integration: For enterprise clients, the portal supports SSO authentication via the same SSO configuration available on your main account. This allows client employees to log in using their existing corporate credentials.

Report Metrics Selection

Not every client needs the same level of detail in their reports. Some prefer high-level executive summaries, while others want granular keyword-by-keyword breakdowns. The metrics selection feature lets you customize which sections and data points appear in each client's report, ensuring they receive relevant information without unnecessary complexity.

Report SectionIncluded By DefaultCustomization Options
Executive SummaryYesCustomize the summary length and focus areas (traffic, rankings, or content production)
Technical Health ScoreYesShow/hide individual dimension scores. Include trend chart for selected period.
Keyword RankingsYesSelect which keyword groups to include. Set minimum impression threshold to filter low-volume keywords.
Content PerformanceYesSort by traffic, SEO score, or engagement. Limit to top N articles.
Issues FoundYesFilter by severity (critical, high, medium, low). Include/exclude resolved issues.
Actions TakenYesShow all agent actions or only successful fixes. Include token usage details for transparency.
Competitor SnapshotNoEnable per-client. Select which competitor domains to track and compare against.
Traffic AnalyticsNoRequires Google Analytics integration. Shows sessions, pageviews, bounce rate, and conversion data.

Metric selections are saved per client and apply to all future reports. You can override the defaults for a single report if a client has a special request for a quarterly business review or stakeholder presentation. Exported PDF reports respect the same metric selections, ensuring consistency between the portal view and the downloadable document. For agencies managing more than 10 clients, consider using report templates — preconfigured metric selections that can be applied to new clients with a single click. Explore the pricing page for details on plan-level feature availability.

Agency Best Practices

Agencies that get the most value from white-label reports follow a set of common practices that improve client satisfaction, reduce churn, and justify premium pricing. These recommendations are based on patterns observed across agencies managing 10–100+ client sites.

  • Brand reports with the client's domain, not yours. When clients see their own URL in the report header and dashboard, they feel ownership of the results. Configure the report cover page with the client's business name and site URL prominently displayed. Your agency branding should be subtle — a footer credit or "Powered by YourAgency" — rather than the primary visual focus.
  • Always include action items. A report that only shows metrics without context is useless to most clients. Include a "Recommended Next Steps" section at the end of every report with 3–5 specific, prioritized actions. Even if all the actions are things your agency will handle, listing them reinforces the value of your ongoing service.
  • Highlight wins prominently. Every report should lead with positive results — keywords that gained positions, content that reached the first page, traffic increases, and issues that were resolved. Clients who see consistent wins are far less likely to cancel. The Executive Summary section should always open with the single most impressive metric from the reporting period.
  • Show trend data, not just snapshots. A single month's data tells a client very little. Always include 90-day trend charts for key metrics (rankings, traffic, SEO health score) so clients can see the trajectory of their investment. An upward trend over 3 months is the strongest retention tool an agency has — even if individual months showed mixed results.
  • Send reports before client meetings, not during. Schedule automated report delivery 24–48 hours before your regular client check-in. This gives both parties time to review the data and come to the meeting with specific questions and observations, making the conversation more productive and demonstrating your agency's thoroughness.

For agencies offering SEO as part of a broader digital marketing package, consider including Google Search Console and rank tracking data in your white-label reports. Combining technical SEO metrics with ranking performance in a single branded report is one of the most effective ways to demonstrate ROI to clients.

Related Documentation

About AI SEO Agents: Built on AWS with Claude AI, our platform processes 10,000+ automated SEO fixes monthly across 500+ sites. Every recommendation follows Google's latest Search Quality Evaluator Guidelines and is validated by automated Lighthouse audits before deployment.

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