You can hand an audit to anyone in the form they'll actually open: a link that always works, a PDF to attach, or a spreadsheet. A link stays up to date. A PDF is a snapshot.
Download a PDF
- Choose Share in the report header, then the Export tab.
- Next to PDF report (the full report to attach or print) or Monthly client update (what changed, what was fixed and what comes next), choose Make PDF.
- The row says "Making your PDF…". When it's ready, choose Download.
You can close the popover while it works. PDFs can be made once an audit has finished. Exported files are kept for 7 days.
Export to a spreadsheet
Choose Export above the pages or issues table, or open Share, then Export, and choose Pages as CSV or Issues as CSV. You get the table as it's filtered on screen. Export is available once the audit finishes.
Add your brand
With the Agency plan, PDF reports, client updates and shared links can carry your brand instead of Obelisk's.
- Open Share, then Export, and choose Add your brand (or Edit brand).
- Fill in Agency name, Brand colour (a hex colour, like #1f6feb) and Logo (PNG, JPEG or WebP, up to 256 KB).
- Choose Save brand. New PDFs and links use it.
Owners and admins can change the brand.
The weekly report
The weekly report says what changed on a site, why, and what to do next, from that week's leads, deals, search and visit numbers. Open it from Weekly report under Customers in the sidebar.
- Choose Write this week's report. You can leave the page while the Analyst writes it.
- Read The numbers, What changed, What to do next and Worth knowing. Every number opens the rows behind it.
- Under Client update email, choose Copy email to paste the same report into an email to your client.
Sources that aren't connected are named under "Not included" rather than shown as zero. Older reports are under Earlier weeks. Weekly reports come with the Pro, Team and Agency plans.
The weekly report is different from the weekly summary email. See Schedules and alerts.
