Agency workflows
Custom report templates (Agency+)
1 min readUpdated May 22, 2026
Template your audit reports
Agencies often need different report shapes for different client types β e-commerce wants the conversion + schema deep sections, local businesses want LocalBusiness schema + GMB, SaaS wants AI search + content clusters.
/dashboard/workspaces/<id>/reports/templates lets you save reusable templates.
Three auto-seeded presets
Every workspace starts with three templates ready to use:
- Concise β 4-6 page exec brief. Cover Β· audience-adapted summary Β· top-10 issues Β· action plan.
- Standard β 18-22 page agency deliverable. All 19 sections, balanced detail.
- Deep-dive β every section, full detail, every page table. Best for technical clients.
What you can customise
- Section toggles β turn on/off any of the 19 sections (industry brief, competitor matrix, accessibility, security, etc)
- Cover photo β workspace logo + optional client logo + cover background
- Intro letter β Markdown supported. Tokens:
{{client_name}},{{site_url}},{{audit_date}},{{overall_score}} - Brand override β pick colours different from workspace defaults (rare; usually inherits)
- Audience variant β default executive summary tone (technical / business / marketing)
Tier caps
| Plan | Saved templates per workspace |
|---|---|
| Pro | β (not available) |
| Agency | 3 (plus the 3 presets) |
| Enterprise | Unlimited |
Setting a default
The default template is used when downloading a PDF without specifying one. Set it on the template detail page β "Set as default". Owner/admin only.
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