This article breaks down each section of the Executive Report in an easy-to-understand format. The Executive Report is the client’s single source of truth for the state of their online presence. It gives clients a rollup of everything happening across their digital marketing channels week-to-week, or month-to-month. This report is white-labeled, so it's automatically generated under your brand. This automated report gives clients a first-hand look at the return on their investment—it’s a great way to build trust, position yourself as an expert, and show how you’re delivering results each month.
Why is the Executive Report important?
Give your clients relevant, personalized, actionable data at the right time. The Executive Report is your secret weapon for engaging with your clients, continually proving your value to them, and retaining them for longer. Our study revealed that partners who use the Executive Report and connect a data source like Google Business Profile see a 51% increase in client retention rates over 24 months compared to those who do not use the Executive Report.
By receiving proof-of-performance reporting consistently, you are providing your clients with evidence of the value you bring to their business and engaging them in your Business App offering.
When is the Executive Report sent out?
The Executive Report processes a lot of data. While we do our best to ensure it's ready to go at month's end, you may notice a 2-3 day delay before receiving your monthly report. When the Executive Report is received, it will contain data for the entire month.
The monthly Executive Report usually goes out between the 1st - 3rd days of each month. The weekly Executive Report is sent out on Mondays. The Executive Report may be sent outside of business days as it recognizes the start of each month, not specifically Monday-Friday.
NOTE - Accounts with active products generally trigger Executive Reports to be sent, however, for accounts with only Local SEO active, users will not receive any Executive reports if they don't have any changes in data as changes in the data are needed for a new executive report entry.
If there are no changes from the previous month for any specific section of the report, the section will not populate the report for the current month.
When is new data updated in the executive report?
New data appears in the Executive Report automatically when supporting products are activated on an account, and some time has passed to allow for the ingestion of data. Times to get data vary based on the product.
We support custom data integrations via API. If you have a database that you’d like to connect to the Executive Report, you can work with your Account Manager for a custom integration via our Marketplace APIs.
What does the Executive Report look like?
What Products are included in the Executive Report?
Products that push information to the Executive Report include:
- Reputation Management
- Local SEO
- Google Business Profile (via Local SEO)
- Website Pro
- Advertising Intelligence
- Google Ads (via Advertising Intelligence)
- Facebook Ads (via Advertising Intelligence)
- Social Marketing
- Google Ads Robot
- Marketgoo
- Metricool
- SEO Network
- Instant Website with Facebook Sync
- PinnacleCart
- Google Ads for Small Businesses
- SiteGlue AI Starter
- SiteGlue AI Pro
- Alpha SEO - Full-Service SEO
- QuickBooks
What data does the executive report contain?
The Executive Report makes it even easier to show clients everything you accomplish for their business, month after month. Features include:
- More products and more key performance indicators from across the marketing stack, including Reviews, Listings, Social, Website, SEO, and Advertising. Most apps that are active on the account push data to the report.
- Short-term changes and long-term trends. Compare metrics week-over-week or month-over-month, and use long-term trends to contextualize changes over time, e.g. “You may have received fewer website visits from Google Maps this week, but since you’ve started working with us 6 months ago, your website traffic has more than tripled.”
- An automated email with relevant highlights is delivered to your clients at the beginning of every week, month, or both. No sign-in is required to view the report, and it’s mobile-responsive, so your clients can view the report from any device.
- Immediate value on day one After running a Snapshot Report or authenticating a Google Business Profile, useful personalized data will appear in the report in the Business App within 5 minutes.
- White-labeled with your logo and branding in both email and Business App.
Who can receive executive report emails?
By default, the Executive Report email will be sent to Business App users under these conditions:
- Users on accounts with active products that push data to the report, and
- Users on accounts that have authenticated Google Business Profile or Advertising Intelligence metrics.
Viewing and Understanding the Executive Report
On the top-right, you can choose your date range. In Single-Location Business App – Defaults are weekly or monthly reports. You can also choose a completely custom date range.
Quick navigation to a certain section in the report is possible by clicking on a category icon in the header of the report, or by choosing from the drop-down menu in the navigation header.
Quick navigation to a certain section in the report is possible by clicking on a category icon in the header of the report, or by choosing from the drop-down menu in the navigation header.
How can executive reports be customized?
At this time you cannot customize the Executive report. There is an option to rearrange the sections as a Partner Center Admin, however, you cannot edit or remove sections from the report.
How can executive report notifications be turned off?
Notifications can be enabled or disabled from Settings, Notification Settings, and Business App.
Notification and Sample for Executive Report
By sending your clients an email notification about their Executive Report, you are prompting them to visit and engage with their Business App, understand where they are performing well and where they should improve, and from there they can take the proper actions, such as an upgrade to a paid product or service with you.
When a client receives an automatic notification that their Executive Report is ready, they’ll receive a personalized email that identifies the business’s highlights and areas for opportunities. This will prompt the client to see where they are winning and what areas need improvement. The call-to-action is for the client to view their Executive Report, which re-directs them to their Executive Report in their Business App. They do not need a login to view their Executive Report, but if they click on any button within their Business App, the client will be prompted to log in.