How to Create White Label Local SEO Reports for Clients

The short answer

To create a white label local SEO report, set your branding first, then build the report. In GBPPromote that is 8 steps: open White Label from the menu, complete every setting, then go to Reports Manager, click the three dots on a report, click Configure Schedule and pick the frequency. Open the settings to toggle off sections the client does not need, then use the view icon to check it and either copy the link or download the PDF. The client sees your agency and nothing else.

Why the order matters more than the settings

Reporting tools are not hard to use. The reason agency reporting goes wrong is almost always sequence and habit, not features.

• Brand before you generate. Covered above, and it is the expensive one
• Schedule before you promise. A report that arrives on the same date every month builds more trust than a better report that arrives when someone remembers
• Trim before you send. A 30 page report is read less carefully than a 4 page one, and it invites questions about metrics that do not matter
• Check before the client does. Open the report yourself first, every time, using the view icon

Steps 1 and 2: set up your white label branding

Step 1: Open White Label from the menu

Sign in and open White Label from the menu. Everything a client will ever see is controlled from here, so it is the first screen to visit, not the last.

Step 2: Complete every white label setting

Add your logo, your agency name, your brand colours and your contact details, then save. Fill in every field, even the ones that look minor. A blank field is usually where a default value appears, and a default value is the 1 thing a client notices.

Once saved, the branding applies to every report generated from then on. In GBPPromote that covers 4 report types: local SEO reporting, local rank reporting, citation reporting and AI visibility reporting. A client who gets all 4 sees 1 consistent brand, which is yours. If you resell the platform as well as the reports, the same settings carry into the multi-location dashboard your clients log in to.

Steps 3 to 5: set the report on a schedule

Step 3: Open Reports Manager

Go to Reports Manager. This is the list of every report for every client, and it is the screen you will come back to more than any other in this guide. What belongs in a report changes with the client’s trade. If one of them is a dental practice, the guide to local SEO for orthodontists covers what to track for them. Reports land better when you know the trade behind the numbers. For a repair client, read local SEO for appliance repair first. What belongs in the report depends on the client’s trade. For a roofing account, local SEO for roofing companies covers the work those numbers are meant to show.

Step 4: Click the three dots and choose Configure Schedule

On the report you want, click the three dots, then click Configure Schedule. Everything about how and when that report runs lives behind this 1 menu.

Step 5: Choose the schedule frequency

Pick how often the report is generated and delivered. Monthly suits most retainers. Local SEO moves slowly, so a weekly report mostly shows noise and teaches the client to judge your work on 7 day swings.

Step 6: cut the sections nobody reads

In the configuration screen, open Settings and toggle off any section you do not want the client to see. This is the most useful control in the whole reporting tool and the one most people never open.

A report is not an inventory of everything the platform can measure. A client is answering 1 question, which is whether the money is working. Every extra section makes that question harder to answer, not easier.

Build 2 or 3 report shapes and reuse them. A single location dentist and a 40 branch franchise are not reading the same document. Set the toggles once per client type, then apply that shape to every new client who fits it.

Steps 7 and 8: check the report, then share it

Step 7: Click the view icon

Click the view icon to open the report. Do this before anything is sent, every time. You are checking 3 things: that the branding is yours, that the numbers look right, and that the sections you turned off are actually gone.

Step 8: Edit, copy the link or download the PDF

From the open report you can edit the existing report, copy the report link to share, or download it as a PDF to attach to an email.

Reports Manager shows what went out and what runs next

Reports Manager shows the previous report date and the next run date for every report. That column is your whole quality check.

Scan it once a week. A report whose next run date has passed without a new delivered date is the first sign that something needs attention, and it is much better to find that yourself than to hear it from a client who noticed nothing arrived.

Instant reports, for when you cannot wait for the schedule

Click Instant Report to generate a report right now, outside the schedule. 3 situations where it earns its place:

• Before a client call. Pull a current report an hour before, so you are not discussing 3 week old numbers
• At the start of a new engagement. Generate 1 on day 1 and call it the baseline. Every later report is then measured against a number the client agreed to
• In a pitch. Showing a prospect a real branded report answers the reporting question before they ask it

What belongs in a local SEO report

A client report answers 4 questions in order. Anything that does not serve 1 of the 4 can be toggled off.

The performance numbers come from Google itself, so it is worth knowing what they mean before you explain them to a client. Google’s help page on Business Profile performance defines views, searches and interactions and explains how often each one updates.

How often should you send client reports?

Monthly for most retainers. Quarterly for strategy reviews. Weekly almost never.

Local SEO changes over weeks, not days. A weekly report shows movement that is mostly normal variation, and it puts you in the position of explaining a 2 place ranking wobble every 7 days. That conversation replaces the one about whether the phone is ringing.

Frequently asked questions