Reports & Tasks

Every tool in SearchOps finds problems. Reports & Tasks is where those findings turn into work you can show a client. Findings from the geo grid, Google profile, listings, reviews, website and ChatGPT tracking roll up into one board with owners and due dates, and the reports you send are built from the same measurements, so what you report and what you did stay in step.

To do6
Listings

3 NAP mismatches

Website

Missing H1 on 4 pages

In progress2
Google profile

Add 12 services

Done9
Reviews

Reply backlog cleared

Why it's different

Built for the way local SEO actually works

One board, every tool

Listings, Google profile, website, content, reviews, ChatGPT, competitors, backlinks and Search Console all produce cards on the same board. Nothing has its own private to-do list any more.

Reports clients can open

Drag blocks together (rank summary, keyword table, trend chart, competitor leaderboard, results vs baseline, your own notes), then share a link. No login needed at the other end.

Sent on a schedule

Set a report to go out weekly or monthly and it emails itself. The month's numbers land in the client's inbox without anyone remembering to export anything.

Finished work shows up on the charts

Complete a card and it becomes a marker on your trend charts, so the line that moved is labelled with the work that moved it instead of being a shrug.

The problem it solves

Findings are cheap. Finished work is the thing you get paid for.

An audit that lists 40 issues has not helped anybody yet. Most tools stop there, and the actual list of what to do next ends up in a spreadsheet nobody opens. Tasks is the layer that catches the output of every tool and turns it into a small number of things a person can actually pick up.

  • A card is a unit of work, not a unit of finding: 37 pages missing an H1 is one card, not 37
  • Columns are To do, In progress, Blocked and Done, with owners and due dates per card
  • Overdue work is counted and surfaced, so a stalled card does not quietly sit there for a month
  • Add your own cards alongside the ones the tools produce, so the board is the whole job and not just our half of it
To do6
Listings

3 NAP mismatches

Website

Missing H1 on 4 pages

In progress2
Google profile

Add 12 services

Done9
Reviews

Reply backlog cleared

Where cards come from

Nine producers, plus anything you add yourself

Each tool rolls its own findings up into cards under its own label, so you can tell at a glance whether this week is a listings week or a website week. Signals on your dashboard are not cards until you promote one, which keeps the board a list of commitments rather than a second copy of the dashboard.

  • Listings, Google profile, Website, Content, Reviews, ChatGPT, Competitors, Backlinks, Search Console
  • Promoting a dashboard signal both creates the card and stops the signal nagging you, because they are the same record
  • Playbooks run on the same board: starting a play loads its steps as cards in order
  • Ticking a card off writes back to the play, so the two views cannot disagree about the same piece of work
To do6
Listings

3 NAP mismatches

Website

Missing H1 on 4 pages

In progress2
Google profile

Add 12 services

Done9
Reviews

Reply backlog cleared

Reporting

A report is assembled from measurements, not retyped from them

The report builder reads the same data your trackers already collected. Pick the blocks, pick the window, and the numbers are whatever the scans actually returned. Nothing is copied by hand, so nothing drifts.

  • Blocks: rank summary, keyword table, rank trend chart, competitor leaderboard, results vs baseline, and free text for your commentary
  • Windows from the last 7 days up to the last 12 months, or since you started working with the client
  • Share by link with your branding on it, or schedule it to send itself
  • Saved views live on the same hub, so the working view and the client view come from one place
To do6
Listings

3 NAP mismatches

Website

Missing H1 on 4 pages

In progress2
Google profile

Add 12 services

Done9
Reviews

Reply backlog cleared

The join

What you did, next to what changed

Completed cards become markers on the charts that already draw them, including the results report. That is a deliberately conservative join: work you finished is a fact worth showing next to the trend line, but a finding that merely stopped appearing is not, because a quiet crawl looks the same as a fixed problem. Only the first kind gets pinned.

To do6
Listings

3 NAP mismatches

Website

Missing H1 on 4 pages

In progress2
Google profile

Add 12 services

Done9
Reviews

Reply backlog cleared

How it works

Three steps from signup to insight

1

Run your tools as normal

Audits, scans and trackers keep working the way they always did. Their findings now roll up into cards on the board instead of stopping at the end of a report.

2

Work the board

Assign owners, set due dates, move cards across the columns. Add your own cards for anything the tools cannot see.

3

Send the report

Build the report once, share the link or put it on a schedule. Completed work shows up on the charts as it lands.

Credits

What it costs

Nothing extra. Reports and Tasks read data your scans, audits and trackers have already paid for, so building a report, sharing it, or scheduling it spends no credits.

  • 0 credits to build, share or schedule a report
  • 0 credits to create, assign or complete a task
  • Included on every paid plan

FAQ

Reports & Tasks. Questions we get

No. A shared report opens on a public link with your branding on it, so a client can read it on their phone without a login. Scheduled reports arrive by email on the same basis.

Yes. Alongside the data blocks there is a free text block, so the numbers can sit next to your explanation of what happened and what you are doing next. In practice that is the part clients read first.

Because a card is a unit of work. If a website audit finds the same missing title tag pattern on 37 pages, that is one job for one person, not 37 separate jobs, so it lands as one card that names the scale of it. Splitting it would drown the board and hide the two cards that actually matter this week.

The next run of that tool notices the finding is gone and the card is reconciled automatically, so you are not closing cards by hand for work the data already proves is done. Cards you complete yourself stay completed and are the ones that get pinned to your charts.

Yes, and you should. Client calls, content briefs, a photo shoot for a Google profile: add them as cards so the board reflects the whole engagement. The board is only useful if it is the one place your team looks.

Playbooks are the Plays tab on the same page. Starting a play loads its steps onto the board in order, with anything not yet unlocked sitting in Blocked. Ticking a step off on the board updates the play, and the other way round, so there is only ever one truth about what is done.

Yes. Reports are scoped the way the rest of the platform is scoped, so a multi-location brand can report on one branch, a group of branches, or the whole estate, and the comparison window applies consistently across whatever you picked.

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