Team & account

White-label branding and client reports

⏱ 5 minUpdated 2026-10-22

Your clients should see your agency, not your tools. Add your name, logo and brand color once, then generate, download and send polished monthly reports that come from you.

  • Your name and logo
  • Word, PDF and HTML
  • One-click monthly bundles

1 Set your branding ~2 min

Open Account from the top menu and find the Branding panel. Only organization owners see it.

  1. Brand name: the name that appears after "Prepared by". Leave it blank to use your organization's name.
  2. Logo URL (https): a link to your logo image, for example on your own website.
  3. Accent: your brand color as a hex code, like #1a73e8.
  4. Click Save branding. Branded reports you open from now on carry it.

Use a logo with a transparent background and a color that reads well on white. The accent is used for headings and headline numbers, so very light colors are hard to read.

Where your branding shows

What each client-facing deliverable carries once branding is saved.

DeliverableFormatYour branding
Monthly progress reportWord, PDFNever names RankRight, so it's ready to send under your name.
Period reportWord, PDFA recap of the work for any date range. Same clean layout, no RankRight name.

Your logo and accent color are used on reports with a branded header, such as AI Visibility reports when they're enabled for your account. Save your branding now and those reports will carry it from day one.

2 Generate the reports ~1 min per client

There are three ways, depending on how many clients you're reporting on. Owners, SEO editors and web builders can generate reports.

All clients at once

Dashboard

When the month's work is done, click Generate reports & resolve. RankRight builds each client's monthly progress report and closes their cycle.

One client

Client › SEO

Click Generate report for the month you're viewing. It appears once the month has completed work to recap.

Any date range

Client › Report

Pick a Start date and End date, then Generate report for a recap of the SEO work and blog content in that window.

Reports are built in the background. Each one lands on the Reports page when it's ready.

3 Download and send ~2 min

Open Reports from the top menu.

  • Monthly client deliverables: click Word (.zip) or PDF (.zip) next to a month to get every client's progress report in one folder, with the client name in each file name.
  • Filter by Client group, Client, Fulfillment month or Format, or use the Report type buttons, then click Download all (.zip).
  • Or tick individual reports and click Download selected. Choose … as one flat folder to skip the per-client folders.

The first PDF bundle of a new month takes about a minute to convert. After that it's instant.

RankRight never emails your clients. Every report goes out from you, in your email and under your name.

Questions

Short answers about branding and reports.

Who can change the branding?
Only organization owners. The Branding panel appears on the Account page for owners and applies to every client in your organization.
What logo file should I use?
Any image you can link to with an https:// address, such as a PNG or SVG on your own website. RankRight doesn't store the file itself, so keep it at the same address.
What if I leave the brand name blank?
Reports use your organization's name instead.
Which reports carry my logo and color?
Reports with a branded header, such as the AI Visibility report, show your logo, your brand name and your accent color. Monthly progress and period reports never mention RankRight, so they are ready to send as they are.
Does RankRight send reports to my clients?
No. RankRight saves every report on the Reports page. You download it and send it to your client, so it always comes from you.
Can I get every client's report in one download?
Yes. On the Reports page, Monthly client deliverables gives you one-click Word or PDF zip files for each month, with every client's report in one folder and the client name in each file name.
Can I report on a custom date range?
Yes. Open the client, choose the Report tab, pick a start and end date and click Generate report. You get a recap of the SEO work and blog content completed in that window.

Keep going

Guides that pair well with this one.

Was this guide helpful?