After reading this article, you’ll discover:
What the Reporting feature offers
Where to find and how to use reporting in Localo
How to create and send reports to your clients
There’s also a helpful video at the end to guide you through the process step by step.
1. What does the Reporting feature offer?
💡 You can track and present the data of your choice!
1.1 Ranking reports
Monitor how your business ranks for selected keywords in Google Search and Google Maps.
1.2 Competitor tracking
Compare your performance with top competitors in your area.
1.3 Visibility growth
Track improvements in your visibility over time.
1.4 Google Business Profile insights
View data such as profile views, searches, calls, messages, and direction requests.
1.5 Reviews progress
Monitor the number of reviews and average rating over time.
1.6 Content activity
See posts, photos, and updates published on your Google Business Profile.
1.7 Citation progress
Track the number and consistency of business mentions across directories.
2 - How to use and where to find the Reporting Feature?
💡 You can manage reports from the Reports Manager and configure auto-reports.
The Reports Manager is available in the Pro section:
Auto-report settings can be found in the top right corner of the Reports Manager:
This feature allows you to automatically schedule reports so they are ready to send at the right time.
You can define:
Date range (week, month, year)
Report frequency
❗ Important : Auto-reports are generated for all active business profiles in the selected workspace.
You can:
Customize report settings for each profile individually in the profile view
Manage multiple profiles at once using the Reports Manager
To disable auto-reports for a specific profile, adjust its settings in the Reports section
To disable auto-reports generating for an individual profile, you can follow the steps below:
3 - How to create an instant report and send it?
💡 You can create a report from two places!
3.1 Report Management in Pro feature
3.2 Via Single Business Dashboard
To create the report - click an instant report button:
Choose a data range :
On the left header section, you can select the information to be included in the report, such as statistics, keywords, or other activities :
You can write your private message to your client here:
You can choose to provide clickable position maps:
End user will be able to access separate link with interactive position map now.
Available for PDF. and shareable link options.
4 - How to preview your report and share it?
💡 Before sending, you can preview your report and choose how to share it.
4.1 Previewing a report
You can preview your report here (1)
And share the report (2) through:
Email
Shareable link
PDF
4.2 Send it via Email option
Enter the email subject title and the recipient's email address. Once completed, you are ready to send the report.
(see below screenshot) :
❗ Important : By default, reports are sent from [email protected]. However, you have the option to use your own email address for this communication.
(see below screenshot) :
Replies will be directed to the email associated with the workspace.
5. Overview
💡 In the Single Business Profile dashboard, you can check the status of reports.
In this section, as shown in the screenshot below, you can see:
Whether an auto-report is scheduled
Whether the report has been sent
Whether it is saved as a draft
🎥 Localo Video Tutorial
Here’s a video walkthrough of the “Reports Manager” to help you get started:
Related articles :
You can find more in our Knowledge Base.
Do you have additional questions?
🗣️ Contact us via the in-app chat
📩 Or email us at [email protected] - we're always happy to help.