Frequently asked question · Custom Reports
Can I build my own report?
Yes. Any member of your account can create a report, name it, file it in a folder, star it, and set its filters. Your strategist does the same for the views used on the monthly call. What nobody can do is choose which metrics it contains: every report renders the same 24, so any two reports are comparable.
What building a report means here
Creating a report is a matter of naming a saved view. You pick a folder, decide whether to star it, and set the filters: a window of 7 to 90 days or two absolute dates, any combination of the engines your workspace runs and the countries its prompts are scoped to, and one or more prompts, tags, or personas. Leave a filter empty and it means all; set several and they combine with AND.
The cut you save is what makes the report yours. Everything else is fixed. Every report carries brand visibility, share of voice, position quality, the citation and social tables, and the movers, spread across the same six tabs. Nobody picks charts, hides a metric, or chooses a flattering comparison period.
Working from a view you did not save
You do not have to save anything to explore. Change a filter and it applies at once as a URL parameter, so you are looking at your own unsaved view in the address bar. Reset returns the report to its saved filters. Save view makes the cut you are looking at the shared default for everyone in the workspace.
Star a report and it pins to Favorites in the sidebar for every member, in the order you drag it into.
How this plays out in each engagement
In Managed GEO your strategist sets up a starter report for the brand and one per market or tag that matters, starred so everyone opens the same thing. You can add your own beside them. In GEO Consulting and Trends we cut reports by market, engine, and persona, with a folder per question your leadership asks, and your teams get the same login and the same URLs.
Answered on
Custom Reports
A report is a saved filter set over your AI-answer data: 24 metrics, any window, engine, country, prompt, tag, or persona, compared with the previous period.
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