Highlights → Native PDF reports — share numbers without screenshots

Native PDF reports — share numbers without screenshots

May 2, 2026. Generate a branded PDF of any dashboard view in one click. Email it to a client, drop it in a board deck, archive it for the quarter.

What changed

Before: screenshotting the analytics dashboard, pasting into a slide deck, manually annotating the date range, sending. Every weekly report cost twenty minutes of manual rework.

After: open the dashboard view you want to share. Click Export PDF. Pick a template (executive summary / detailed report / client-branded). Save or email. The PDF carries the data, the charts, the date range, and your site branding automatically.

What you can export

Any dashboard view supports PDF export:

  • Site analytics — sessions, pageviews, top pages, traffic sources, geographic distribution
  • Form reports — submission counts, conversion rates, top forms
  • Leads breakdown — leads over time by source
  • Cross-site rollup — portfolio-level numbers (if you have multi-site access)
  • Ecommerce reports — orders, revenue, top products, customer lifetime value
  • SEO Manager dashboard — keyword positions, crawl errors, indexing status
  • Phone tap analytics — call patterns, top-tapped numbers, geographic source

Templates

Three PDF shapes ship with the platform:

  • Executive summary — one page, five key numbers, a trend chart. Good for board decks and email summaries.
  • Detailed report — multi-page, every chart on the source dashboard, full data tables, methodology notes. Good for client deliverables.
  • Custom branded — your logo, your color palette (pulled from your theme tokens), your typography. Good for white-label agency work.
Custom branding is configured once in Admin → Settings → Reports. After that, every export uses your brand automatically.

Scheduling

PDF reports can be scheduled to email automatically:

  1. Open the dashboard view you want.
  2. Click Schedule Export.
  3. Pick frequency (weekly / monthly / quarterly).
  4. Pick recipients (your team, your clients, or a custom email list).
  5. Save.
The platform generates the PDF at the scheduled time and emails it. Recipients don't need a SGEN account — the PDF is the deliverable.

What's in the PDF

Each PDF includes:

  • Cover page — site name, report type, date range, generated-on timestamp
  • Charts — every chart from the source view, rendered as static images at the moment of export (the PDF is a snapshot, not a live link)
  • Data tables — the underlying numbers from each chart, in case the recipient wants to import into Excel
  • Methodology footer — date range, time zone, data sources, sampling notes (if applicable)
  • Footer branding — your logo + "Powered by SGEN" or hidden, depending on your tier

Why this matters

For agencies and operators, reporting is recurring work. Weekly client reports, monthly stakeholder updates, quarterly board summaries — the same data assembled the same way every period. Without native PDF export, that recurring work is manual.

Native PDF export collapses the recurring work. Open the view, click Export, send. Or schedule once and never touch it again. The time you save adds up — a 20-minute weekly report becomes a 30-second weekly report, and that's twenty minutes a week across every account you manage.

Common patterns

  • Weekly client report. The agency account manager sets up a scheduled PDF for each client's analytics view, recipient = client email, frequency = weekly Monday 9 AM. Reports land in the client's inbox every Monday. Zero manual work after setup.
  • Monthly board update. The marketing director schedules a monthly PDF of the Cross-site rollup, recipient = CEO + CFO, frequency = first of each month. The board deck always has fresh numbers.
  • Ad-hoc deep dive. Investigating a traffic anomaly. Generate a PDF of the date range, share with the engineering team, attach to a ticket.
  • End-of-quarter archive. At quarter-end, generate a quarterly summary PDF for each site, archive in the team drive. Useful if a question comes up months later about Q1 vs Q2 trends.

What's not in this release

  • Interactive PDF dashboards. Today's PDFs are static snapshots. Interactive PDFs (clickable charts that re-query) are in LATER.
  • Custom report builder. Today's templates are fixed — exec summary, detailed, custom-branded. A "drag your own widgets onto a custom report layout" tool is in NEXT.
  • CSV companion export. Today's PDF includes data tables. A side-by-side CSV with the raw rows is in NEXT.

Behind the work

The April 12 changelog entry (observability + traffic visibility) is the data layer this builds on. Native PDF rendering itself is a server-side job — the same job runner that handles email notifications and webhook deliveries.

Next steps

  • Read the Reference at Reference → SG-Dashboard → Analytics for the dashboard views that support PDF export.
  • Set up scheduled exports if you're an agency or multi-site operator — the time-saving compounds weekly.
  • Configure your brand template at Admin → Settings → Reports before your first client export.
On this page