White-label reports

White-label means SimplyRank's name and visual identity is replaced with your agency's on every customer-facing report. Your client sees a clean, branded report that reads as if you produced it.

White-label is included on:

• Advanced ($350/mo) — for in-house teams that want branded internal reports.
• All Agency plans — for agencies delivering reports to clients.

What's customizable

What stays SimplyRank: small footer disclaimer crediting SimplyRank as the data source. This is required by terms but is unobtrusive.

Setting it up

1. Settings → White-label.
2. Upload your agency logo (PNG with transparent background recommended; minimum 512px wide).
3. Choose your primary brand color or paste hex codes.
4. Set default footer text. You can override per report.
5. Save.

From now on, every PDF report and every dashboard share link generated for your clients uses these settings.

Per-client overrides

If you have clients with very different visual identities and they want reports aligned with their own brand (rather than yours), you can override white-label settings per client:

1. Switch to that client's workspace.
2. Settings → White-label (within the client) → Override agency defaults.
3. Apply client-specific logo, colors, footer.

Use this sparingly — most agencies prefer consistent agency branding across all client reports, since the agency is the deliverer.

What's in a white-label report

Standard sections:

• Cover page — agency logo, client name, report period.
• Executive summary — visibility, position, sentiment headlines for the period.
• Trend charts — visibility, position over time.
• Competitor comparison — top competitors and their movement.
• Gap analysis highlights — biggest opportunities (Pro+).
• Citations summary — top sources influencing AI answers (Pro+).
• Recommendations — top action items.
• Appendix — full prompt list, full data table.

Reports can be 5–25 pages depending on data depth and which sections you include.

Generating a white-label report

1. Open any client workspace.
2. Click Export → PDF report.
3. Choose:
   • Date range.
   • Sections to include (or use the default agency template).
   • Whether to apply white-label (defaults to yes if enabled).
4. Click Generate.

The PDF is generated server-side and emailed to you within a couple of minutes. Larger date ranges and richer data take slightly longer.

Sharing reports with clients

A few options:

• Email the PDF — simplest. Most agencies do this.
• Share a read-only dashboard link — generated from any dashboard page. Clients can interact with the data live without a SimplyRank login.
• Embed in a client portal — for agencies with their own client portals, embed PDFs or share links there.

Limitations to know

• The SimplyRank product itself (the dashboard logged-in users see) isn't fully white-labelable today. White-label currently applies to PDF exports and shared report links, which is what most clients see. A fully white-labelable dashboard is on the roadmap for higher-tier agency plans.
• Custom domains for shared report URLs (e.g. reports.youragency.com) is on the roadmap.
• Custom email senders (sending automated weekly reports from [email protected] instead of from SimplyRank) is on the roadmap.

If any of these are blockers for your business, email [email protected] — we prioritize the roadmap based on agency feedback.

What's next

• Managing multiple clients
• Exports and API
• Agency plans