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Documentation Index

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Reporting is where the work an agency does becomes visible to the client. A good report makes the value obvious and sets up the next round of decisions. A poor report — or one that takes too long to produce — erodes the relationship even when the underlying work is strong. This page covers what to put in a client report, how Onsomble’s export tooling helps, and how to keep the reporting load sustainable as the portfolio grows.

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What clients actually want from a report

In practice, clients care about three things:
  1. Did we move the things we said we’d move? Is the business more visible in AI assistants than it was last month?
  2. What does that translate to in plain language? Metrics matter less than meaning — what customer moments is the business winning or losing?
  3. What happens next? Based on this, what’s the plan for the next reporting period?
A report that answers those three questions in five minutes of reading is more valuable than a forty-page deck that takes an hour.

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A reusable report structure

A structure that works across most clients:
1

Headline

One paragraph. What moved, and what it means for the business. If nothing moved meaningfully, say so — and frame why that’s still progress (e.g. “we’ve held steady while a new competitor launched in the market”).
2

The numbers

The top-line scan metrics compared to the previous period. Citation benchmarks, share of voice, sentiment. A chart each if you’re doing a formal report; a clear table if you’re doing email.Keep the selection tight. Pick the two or three metrics that genuinely moved and explain them; don’t flood the client with every chart Onsomble produces.
3

What AI assistants are actually saying

One or two direct quotes from scan responses. Seeing the AI’s words is consistently the most memorable part of the report for clients. Pick quotes that illustrate either a win (“ChatGPT now describes you as the leading specialist…”) or a specific issue you’re working to fix.
4

What we did

A short bullet list of the actions taken since the last report. Keep it to the things the client benefits from hearing — specific pages published, accuracy issues corrected, workflows built — not internal tool choices.
5

What's next

The plan for the next period. Three to five specific items, with a clear owner (you or the client). This is the section that keeps the relationship moving.

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Exporting from Onsomble

Onsomble’s export options cover the usual reporting surfaces:
  • Scan-level export — take the full data from a specific scan (or a comparison between two scans) as a downloadable file. Useful when you’re building a formal report in another tool.
  • AI response export — pull specific responses out as quotable evidence. Use these in your reports to show the actual AI output to clients.
  • Historical trend export — the metrics over a date range, for clients who want to see the longer arc across multiple scans.
Exports preserve the context and can be shared directly with the client, or repurposed into presentation-ready materials in whatever tool your agency uses.
Don’t send raw exports to clients. They’re rich but dense. Use them as source material for a short, client-friendly summary — the signal-to-noise ratio is much better.

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Giving the client direct access

Some clients want to see the dashboard themselves between reports. You can invite them to their own Site from the Site’s team settings. When you do this, decide what you want the client to see:
  • View-only access — they can see scans, results, and reports without being able to change setup. Best for most clients.
  • Full access — they can run scans, edit workflows, and change settings. Reserve this for clients who are actively hands-on.
Direct access changes the rhythm of the relationship. Clients who see scans as they complete will ask more questions, more often. Some agencies find this valuable; others find it distracting. Decide consciously per client rather than by default.

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Reporting cadence

Common patterns across agencies:
CadenceWhen it works
Weekly email updateEarly in the engagement when lots is changing, or for high-touch clients
Monthly formal reportSteady-state relationship — the default for most clients
Quarterly strategic reviewBigger picture — trends, upcoming plans, contract renewal conversations
Many agencies run monthly formal reports by default, supplemented with ad-hoc email updates when something material happens (a big win, a concerning drop, a competitor move worth flagging).

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Scaling reporting across the portfolio

When a single practitioner is producing reports for fifteen clients, consistency and speed matter as much as quality. A few things that help:
  • A repeatable template. Use the same report structure across clients. Clients don’t compare notes, but practitioners do — consistent structure means anyone can pick up any report.
  • Recurring content blocks. For clients in similar industries, parts of the report (e.g. industry context, category trends) can be shared. Onsomble’s portfolio-level trends make this easier to spot.
  • Calendar-driven production. Pick a reporting day and do them in a batch. Switching contexts once a day across fifteen clients is less efficient than spending one full day a month producing all of them.
Reporting is where an agency’s portfolio starts to feel efficient or feel like a treadmill. Investing in the template and the rhythm pays back disproportionately.