Searvia
Help Center · Account and Billing

Create Client Reports and Portals

A client-ready report with an AI summary, a share link without login, and live client portals with your own branding.

About 3 minutes

What You Need

  • A Project with Data
  • Credits: 3 per report
  • The Studio plan for white-label branding and client portals
  1. 1

    Create a Report

    Reports › New Report

    Open Reports, choose a project, a period and an optional title and click Create report. It takes about half a minute.

  2. 2

    Present or Save as PDF

    Open the report and click Present for full screen, or PDF to print it.

  3. 3

    Share

    Click Create share link for a read-only link that needs no login. Turn off link stops it.

  4. 4

    Add Your Branding

    Under Your branding on reports, set your agency name, logo address and color, and click Save branding.

  5. 5

    Open a Portal

    Under Client portals, enter the client name, choose their projects and click Create portal: a live dashboard of the last 28 days. Copy link and send it.

What You Get

Reports your clients understand, without screenshots or spreadsheets.

Also via MCP:manage_projects action=overview

Open Reports