Reports

Overview

Reports generate professional, consulting-grade AI Brand Intelligence reports from your AEO Optima data. Each report includes up to 25 data sections with SVG charts, KPI cards, competitive analysis, intelligence scores, and prioritized recommendations — designed to the visual standard of McKinsey and BCG deliverables.

Report Types

AEO Optima offers five report types, each tailored for a different audience and purpose.

Output Formats

Each report type can be exported in multiple formats:

Report Sections

Reports contain up to 25 sections organized into categories:

Core Metrics

• Executive Summary — AI Brand Score, letter grade, key takeaways, competitive position
• Scorecard — Overview of all metrics in KPI cards with RAG (Red/Amber/Green) coloring
• Key Insights — Auto-generated insight highlights for the period

Visibility & Sentiment

• Visibility Overview — Trend line, platform breakdown, confidence intervals
• Visibility Forecast — 30-day predicted trend with confidence bands
• Sentiment Analysis — Score, distribution by platform, trend over time
• Sentiment Drift — SDI tracking how sentiment narrative is evolving

Competitive Intelligence

• Share of Voice — Your brand's share vs. competitors
• Competitor Ranking — Ranked table with visibility scores
• Market Entropy (MEI) — How fragmented or concentrated the market is

Citations & Content

• Citation Summary — Citation rate, source types, unique sources
• Top Citation Hubs — Most-cited domains and their influence
• Citation Gaps — Sources citing competitors but not you

Intelligence Scores

• BNCI (Brand Narrative Coherence) — How consistently AI describes your brand
• CMCS (Cross-Model Consistency) — Agreement between platforms
• MEI (Market Entropy Index) — Market concentration
• SDI (Sentiment Drift Index) — Sentiment stability
• ETAS (Entity Topical Authority) — Authority recognition

Goals & Intelligence

• Goal Progress — Active visibility goals with progress bars, pace status (ahead/on track/behind/at risk), milestone tracking, due dates
• Intelligence Insights — Top findings from computation engines, severity-coded, with confidence scores
• Action Efficacy — Success rates per action type, average lift, time to impact — shows which strategies work best

Advanced

• Anomaly Detection — Unusual spikes or drops in metrics
• Shopping Visibility — Product mentions, pricing accuracy
• GEO Audit — AI readiness score by category

Integrations

• GA4 Traffic — Google Analytics traffic correlation
• GSC Search — Google Search Console data
• Revenue Attribution — AI-driven revenue correlation

Actions

• Recommendations — Prioritized, actionable optimization tasks with expected impact

Reference

• Glossary — Definitions of all metrics used in the report
• Methodology — How scores are calculated, sample sizes, statistical methods

Date Ranges

Reports can cover:

Voice Register

Every report is written in one of three voice registers, controlling tone and reading style. Choose at generation time, or set a project default in Settings > Project.

Voice applies across all narrative sections (Period in Review, executive summary commentary, recommendations) but does not change the data — same metrics, same charts, different framing. When a report is shared via a live share link, the recipient sees the same voice the original was generated with.

How to Generate a Report

1. Navigate to Reports from the sidebar.
2. Select your report type (Executive, Standard, Comprehensive, Competitive, or Custom).
3. Choose output formats — select one or more (PDF, Slides, Excel, CSV).
4. Set the date range (7, 30, 90 days, or custom).
5. Pick a voice register (or use the project default).
6. For Custom reports, select which sections to include.
7. Click Generate Report.
8. Once generated, download from the Recent Reports list or the Report History page.

Report Sharing

Share reports with stakeholders via secure links — no account required for recipients.

Creating a Share Link

1. Find the report in your Recent Reports list or Report History.
2. Click the Share icon.
3. Configure access controls:
   • Password protection — Require a password to view
   • Link expiry — Auto-expire after 7, 30, or 90 days (or never)
   • Allow comments — Let viewers leave section-level feedback
   • Allow download — Control whether viewers can download copies
4. Click Generate Share Link.
5. Copy and send the link to your recipients.

Live Report Viewer

Recipients open the share link in their browser and see an interactive report with:

• Sticky sidebar navigation — Jump between sections
• Interactive charts — Hover for data points
• Searchable tables — Filter large datasets
• Metric definitions — Expandable "What does this mean?" panels
• Comment threads — Section-level discussion (if enabled)
• Download options — PDF and Excel downloads (if enabled)

Share Limits by Plan

Scheduled Reports

Automate report generation and email delivery on a recurring basis.

1. Go to Reports → Scheduled Reports.
2. Click Create Schedule.
3. Choose frequency (weekly or monthly), report type, and recipients.
4. The system generates and emails the report on schedule.

Scheduled reports are available on Pro-Individual (monthly) and above. Pro-SME gets weekly cadence; Enterprise tiers and Custom get daily.

Custom Branding

Enterprise-Brand, Enterprise-Agency, and Custom plans (any tier with white_label: true) can customize report appearance:

• Company logo — Displayed on the cover page
• Brand color — Applied to headers, charts, and accent elements
• Company name — Replaces "AEO Optima" branding
• White-label mode — Removes all AEO Optima references

Report Quality Assurance

Every generated report passes through 11 automated QA checks:

Generation Limits

API & MCP Access

Reports can be generated programmatically via the REST API or MCP tools:

• POST /api/reports/generate — Generate a report
• GET /api/reports/history — List past reports
• POST /api/reports/share — Create a share link
• MCP tools: generate_report, get_report_history, get_report_download, create_report_share, list_report_shares, revoke_report_share

Best Practices

• Use Executive reports for weekly updates — Quick, focused, free to generate.
• Use Comprehensive for quarterly reviews — Complete picture with all intelligence scores.
• Use Competitive for strategy meetings — Focus on market position and competitor moves.
• Use Custom for specific teams — SEO team gets citations, strategy team gets competitive, leadership gets executive.
• Schedule monthly reports — Automate delivery so stakeholders always have fresh data.
• Share with password protection — Add a layer of security for sensitive competitive intelligence.

Tip: Generate a Comprehensive report at the end of each month and share it with your team. Use the interactive live viewer for discussion and the PDF for archival.