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PLPDF Report Creation, Branded Client Reports in Under a Minute
Generate branded PDF reports from any dashboard in under 60 seconds. Pick a template, choose the date range, and Workexe assembles cover, executive summary, KPI snapshot and chart pages automatically.
PDF Report Creation, Branded Client Reports in Under a Minute
Anatomy of a Workexe PDF report
Every PDF follows a fixed 4-block skeleton optimised for client review meetings. Each block can be hidden per template.
- Cover, logo + client name + reporting period
- Executive summary, 5 bullet highlights generated from the data delta
- KPI snapshot, traffic, keywords in top 10, health score, backlinks
- Detail chapters, rank tracker, site audit, backlinks, content scores
Generate in 3 clicks
From any dashboard, hit Export, then PDF. Pick the date range and the template, the PDF lands in your downloads in 20 to 40 seconds depending on chart count.
- Default templates: Monthly Client, Weekly Internal, Executive 1-pager
- Custom date ranges support last 7 / 30 / 90 days, MoM, YoY
- Multi-project rollups for agencies, up to 25 projects per file
Localisation and units
Reports auto-translate copy and units to the client's locale, no extra config needed.
- Languages: EN, TR, DE, PL, ES, FR, IT, NL, PT-BR
- Currency formatting follows the project's billing country
- Date formats: ISO, US, EU, configurable per template
Performance tips
Heavy reports (200+ keywords, 50+ pages crawled) take longer. Use these tweaks to keep generation under a minute.
- Limit chart resolution to 'standard' for files above 30 pages
- Toggle off raw-data appendix tables, link to CSV instead
- Schedule heavy reports overnight via Automated Reporting
- 1Select KPIs
Pick 4-6 client-facing metrics (traffic, visibility, conversions).
- 2Apply Template
Add filters and commentary to a branded PDF template.
- 3Share
Send a read-only link or downloadable PDF.
- 4Schedule
Enable weekly or monthly automated delivery.