PDF Report Generator Tutorial
Learn how to create and present professional audit reports for your clients.
What is the PDF Report Generator?
The PDF Report Generator automatically creates professional, print-ready audit reports from your analysis results. Reports are optimized for client presentations and can be branded with your logo – perfect for agencies and freelancers.
Report Features
Complete Audit Data
All categories, scores, and individual results clearly organized
AI Recommendations Included
Automatically integrates AI-generated action recommendations
White-Label Ready
Add client name, logo, and your branding
Print-Optimized
Professional layout for digital and printed presentation
Step-by-Step Guide
Complete Audit
Run a complete audit first
- Upload your campaign data
- Wait until all categories are analyzed
- Optional: Start AI analysis for additional insights
- Review all results for completeness
Tipp: The more complete your data, the more meaningful the report.
Open PDF Generator
Start report creation
- Click "Create PDF Report" in the audit tool
- The generator automatically collects all audit data
- AI recommendations are integrated if available
- A preview window opens
Tipp: Make sure AI analysis is complete before creating the report.
Customize Report
Personalize the report
- Add the client name
- Optionally add your agency logo
- Adjust the date
- Review all content in preview
Tipp: A personalized report looks more professional and strengthens your brand.
Generate & Save PDF
Create the final report
- Click "Generate PDF"
- Browser opens print preview
- Select "Save as PDF"
- Report is saved to your computer
Tipp: Use "Save as PDF" instead of "Print" for best quality.
Present Report
Use the report effectively
- Share the report via email with client
- Use it as basis for a consulting call
- Integrate it into proposals and pitches
- Archive for future reference
Tipp: Schedule a follow-up call to discuss the findings personally.
What the Report Contains
Title Page
Professional title with client name, date, and agency branding
Executive Summary
Summary of key findings for decision-makers
Category Overview
All audit categories with scores and visual indicators
Detailed Results
Individual checks with status (Pass/Fail) and explanations
AI Recommendations
Prioritized action recommendations with impact assessment
Next Steps
Concrete action items and timeline suggestions
Best Practices
Enter Complete Data
The more data points you fill in, the more valuable the report becomes.
Use AI Analysis
Activate AI analysis before PDF creation for additional insights.
Personalize Report
Always add client name – it shows professionalism.
Plan Follow-up
The report is the starting point – schedule a call to discuss findings.
Update Regularly
Create quarterly reports to document progress.
Use Cases
New Client Acquisition
Offer a free audit as a lead magnet and present results professionally.
Monthly Reporting
Complement your regular reports with detailed audit reports.
Pitch Presentations
Use the report as proof of your expertise in proposals.
Internal Documentation
Archive audits for account histories and team handovers.
Frequently Asked Questions
Can I customize the report design?
The report uses a professional, neutral design. You can add client name and logo. For complete branding, contact us.
Does PDF export work in all browsers?
Yes, export works in all modern browsers (Chrome, Firefox, Safari, Edge). For best results, we recommend Chrome.
Can I edit the report after it's created?
The PDF report is a snapshot. For changes, run a new audit and generate a new report.