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Luciqo

Client reports

Set up your report branding, choose sections, add comments and download a ready-to-send PDF or Excel report for any brand.

8 minPlan: All paid plans

The Client report turns a brand's latest results into a ready-to-send report with your agency's branding. Choose the sections, add your comments, then download it as a PDF, share a live link, or download the data as Excel. It works just as well as a monthly update for your own team.

Before you start

  • At least one finished analysis for the brand.
  • Optional: a reputation report, connected data and GEO Writer pieces. Each adds more to the report.
  • Your logo, if you want it on the report.

Set up your report branding

You do this once. It applies to every brand in your workspace.

  1. Click Report branding in the sidebar.
  2. Fill in Agency name.
  3. Under Logo, click Upload logo and choose a PNG, JPG or WebP file up to 1 MB. Wide logos on a transparent background work best. Or paste a link under Or use a link to a logo on your website.
  4. Choose a Report colour with Pick colour.
  5. Add a Contact line (email and phone) and a Footer, such as "Prepared by Agency Ltd. Confidential."
  6. To leave Luciqo's name off your reports, tick Don't mention Luciqo on client reports (white label).
  7. Check the Preview, then click Save branding.

Your next report uses it. The same branding appears on persona reports, live share links and Excel downloads.

Build the report

  1. Open the brand and click Client report in the sidebar.
  2. Under Sections, untick anything you don't want to include. The sections are Summary and comments, Headline numbers, AI share of voice, Results by question, What changed, Trend, Reputation, Channel performance, Data insights and Content and next steps.
  3. Under Your comments, write what you did this month and what comes next. It's shown under the summary.
  4. Click Save comments.

Sections without data are left out on their own. For example, Channel performance needs a connected source, and Data insights shows the answers you added from Ask your data.

Download the PDF

  1. Under Download, click Download PDF.
  2. In the window that opens, choose "Save as PDF" as the destination.
  3. Save the file and send it to your client.

Download the data as Excel

Under Download, click one of the Excel files:

  • AI visibility data
  • Reputation data, when the brand has a reputation report
  • Content and opportunities

Each downloads as an .xlsx file. You'll also find Excel buttons on the brand's AI visibility, Progress and Reputation pages, and Export all brands on Home and Brands.

A live share link shows the latest results to anyone with the link, no login needed. Create one from the Live share link panel on the same page. See Live share links.

Tips

  • Run the analysis a day or two before you send the report, so the numbers are fresh. With automatic weekly tracking turned on, this happens for you.
  • Keep What changed in the report. Clients like seeing wins and losses since last time.
  • Log your work on the Progress page with What you did, so the trend charts show when each action happened.

What next

Try it with your own brand

Start with a free snapshot: 10 buyer questions, four AI assistants, results in minutes. No card needed.

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