How to create an AI visibility report for clients
Build a report link from your AI search, organic and social data, pick the period, and share it or download it as a PDF.
To create an AI visibility report for clients, open Reports, click New report, pick the data sources and the period, and click Create report. You get a link anyone can open, with your AI search, organic and social data laid out for people who don’t use Orchly every day.
Reports is under Analytics in the sidebar. The page itself is called Reporting.
How do I create an AI visibility report?
- Click New report.
- Give it a Name, like “Monthly performance, March”, so you can find it in the list later.
- Under Data sources to include in the report, tick what you want to show.
- Pick a Period: 30 days, 90 days, This month, Last month or Custom with your own dates.
- Click Create report.
What can a report include?
| Data source | What it shows |
|---|---|
| AI search | Visibility, mentions, citations and sentiment across AI engines like ChatGPT, Perplexity and Google AI Overviews |
| Organic search | Clicks, impressions, CTR and position from Google Search Console |
| Social listening | Reddit and YouTube mentions and sentiment |
Each source becomes its own section, with the headline numbers, trends and charts. A report can only show data you’ve connected, so set up AI visibility and Search Console first.
Older reports may still list a Keyword rank section. It’s no longer available for new reports.
How do I share a report?
Every report in the list has actions on the right:
- Download PDF, for an email attachment or a slide
- Open report, to view it as your reader will
- Copy link, to send the live report
- Delete report, when you no longer need it
The link opens a clean web page, not a login screen. Anyone with it can view the report, so share it with the people who should see the numbers.
How do I know if a client opened it?
The Views column counts how many times each report link has been opened. The list also shows the Sources included, the Period and when it was Created. Use Search reports to find one by name once the list grows.
Use 30 days or 90 days to show a trend, Last month for a monthly client review, and Custom for a campaign window, like the six weeks after a content push.
Can I put my agency’s brand on reports?
Yes. With white labeling, your logo sits on the report cover and your organization name appears as “Presented by”. It applies to every shared report once saved. See how to set up white labeling.
Reports for agencies
A few ways agencies use shared reports:
- One link per client review. Send a link instead of rebuilding the same deck every month.
- Pitches. Show a prospect where they’re missing from AI answers next to their competitors, as a PDF they can forward.
- Proof it worked. Pair a report with the AI visibility overview to show share of voice before and after a content push.
For a deeper, written analysis, you can also ask Ask Orchly to create an AI visibility report. It uses the built-in Create an AI Visibility Report skill.