Export Reports
Build a report, schedule it, share it, and export dashboard data as CSV.
Use this guide to build, schedule, and share a report, export dashboard data as CSV, or pull data through the API. The Reports page is the reference for templates, sections, and what each plan and role allows.
Build a report
- Open a domain and go to Utilities > Reports.
- Pick a starting point on the Templates tab, or open the Builder tab directly.
- In the Builder, name the report, choose an audience, and adjust the sections. The live preview updates as you go.
- Set the scope: date range, country, and AI platforms.
- Select Generate now to save the report to My reports, where you can open it or save it as a PDF. Nothing is emailed.
Schedule it
- In the Builder, add the recipients.
- Choose a schedule, the day, the delivery hour, and the timezone, then select Save schedule.
- Choose the format: Email sends each recipient a summary with a link to the full report in the dashboard, and PDF keeps a copy in My reports.
The schedule appears on My reports with its cadence, recipients, and last run. Starter and the trial can schedule weekly reports only; see Plans and roles for cadences and recipient limits on each plan.
Share it
On Professional and Agency, create a share link from the Builder's live preview. The link is copied to your clipboard, and anyone with it can open a read-only report page without an account. Track views and revoke links from the Active share links table on My reports. See Sharing for how share links behave.
Export CSV
On paid plans, including the trial, most dashboard pages export their data as CSV from the export menu in the top bar, for example Tracked Prompts, AI Responses, Competitors, Opportunities, and Tracking. Page checks in Tools have their own Export CSV button. The files are UTF-8 and comma separated, so they open in Excel, Google Sheets, and BI tools. See CSV export for the columns in each file.
Pull data programmatically
On Professional and Agency, the Data API serves your domains, analytics, citations, competitors, prompts, opportunities, reports, and check history. The analytics endpoint accepts a scan_id to read an earlier check, which makes it straightforward to copy SurfacedBy data into your own warehouse on a schedule. To run that copy when new data arrives instead of on a timer, subscribe a webhook endpoint to scan.completed or report.ready.