Frequently asked question · Custom Reports
Can I share a report with my CEO?
If they have a login to your account, send the URL. It reproduces the filters, the tab, and any open drill-down, so they see exactly what you see. If they do not log in, the monthly call and the written monthly report from our team are how the numbers reach them.
What the URL carries
When you change a filter, it applies at once as a URL parameter. The address bar holds the window, the engines, the countries, the prompts, tags, or personas you set, plus the tab you are on, the card you expanded, and any drill-down you opened. Copy that address and the person who opens it lands on the same view, down to the answers behind a cell in the matrix if that is what you had open.
That works for a saved report and for an unsaved cut alike. If you want the view to persist for everyone, Save view makes it the shared default; star it and it pins to Favorites in the sidebar for every member of the workspace.
Why a login is required
There is no public link, no PDF export, and no scheduled email. A report is rendered live from your account's data, so anyone reading it has to be a member of that account. For a CEO who wants to open the platform now and then, a login is the way in, and they will see the same views your strategist walks through on the call.
Reaching a CEO who will not log in
Most executives do not want another login. That is what the monthly call and the written monthly report from our team are for. In Managed GEO your strategist keeps the views used on the call, starred so everyone opens the same thing, and ties the movers to the work we shipped. In GEO Consulting and Trends we read the reports into the trend briefings and executive reporting, with a folder per question your leadership asks.
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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