Custom report templates (Agency+)

Template your audit reports

Agencies often need different report shapes for different client types — 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 — 4-6 page exec brief. Cover · audience-adapted summary · top-10 issues · action plan.
• Standard — 18-22 page agency deliverable. All 19 sections, balanced detail.
• Deep-dive — every section, full detail, every page table. Best for technical clients.

What you can customise

• Section toggles — turn on/off any of the 19 sections (industry brief, competitor matrix, accessibility, security, etc)
• Cover photo — workspace logo + optional client logo + cover background
• Intro letter — Markdown supported. Tokens: {{client_name}}, {{site_url}}, {{audit_date}}, {{overall_score}}
• Brand override — pick colours different from workspace defaults (rare; usually inherits)
• Audience variant — default executive summary tone (technical / business / marketing)

Tier caps

Setting a default

The default template is used when downloading a PDF without specifying one. Set it on the template detail page → "Set as default". Owner/admin only.