PDFs and exports

The dashboard is for ongoing review. PDF documents are for sharing — with a board, a client, a CMO, or your own future self.

This guide covers PDF generation, CSV exports, white-label setup for Agency customers, and what's actually in each output.

PDF documents

A PDF is a static snapshot of one brand's data over a date range. To generate one:

Open the brand from your dashboard
Click Generate PDF in the top-right
Pick a date range — last 7 days, last 30 days, last 90 days, or custom
Pick which prompts to include (all by default; you can exclude noisy or in-progress ones)
Click Generate

Generation takes 10-60 seconds depending on data volume. When done, the PDF appears in your downloads panel and is also emailed to your account email.

PDFs are stored in our report bucket and remain downloadable from the brand's report list as long as your account is active. If a report URL stops working, regenerate from the same brand — the underlying snapshot data stays with your account.

What's in the PDF

Every PDF contains, in order:

Cover page — brand name, date range, generation timestamp
Executive summary — three numbers: average mention rate, average rank, share-of-voice trend (up, down, or flat) — each compared to the prior period of equal length
Per-engine summary — one page per engine (ChatGPT, Claude, Gemini, Perplexity, Copilot, and Google AI Overviews) with that engine's mention rate, rank distribution, and top three cited URLs
Per-prompt detail — one page per prompt with cross-engine mention rate, rank trend chart, sentiment breakdown, and top cited URLs
Competitor share-of-voice — bar chart and table comparing your share to each named competitor across the period

The whole document runs 8-30 pages depending on prompt count. We optimize for printable: page breaks fall sensibly, charts use enough color contrast to read on a black-and-white printout, no critical information sits in tooltips.

When to generate one

Three common patterns:

Monthly leadership update — generate at the end of each month for the prior 30 days. Drop into your board deck or share as a standalone.
Quarterly retrospective — 90-day document at the end of each quarter to look at sustained trend movement.
Pre/post campaign — generate one before a content push or PR campaign, then again 4-6 weeks after, to measure impact.

The PDFs aren't designed to be generated daily. The trends inside them stabilize over weeks. Generating one every day gives you noise.

White-label (Agency tier)

Agency-tier customers can replace Geotally branding on PDFs with their own. To set up white-label:

Go to Account → Report branding
Upload your logo — PNG, JPG, WebP, or GIF up to 500 KB. Recommended 600 × 80 px with a transparent background.
Set your company name in account settings — this replaces geotally.ai in the PDF footer.

Once configured, every PDF you export carries your logo in the header slot (where the Geotally lockup would be) and your company name in the footer. The rest of the document — KPIs, per-engine breakdowns, competitor and citation tables — stays the same.

White-label settings apply across your whole account. There is no per-brand override at the agency level — every PDF you export uses the same logo and company name.

CSV exports

For deeper analysis or for piping data into your own BI stack, every snapshot is exportable as CSV.

Two export modes:

Per-brand CSV

From a brand's dashboard, click Export → CSV. The download contains one row per snapshot:

snapshot_id, prompt_id, prompt_text, engine, run_at, mentioned, rank,
sentiment, cited_urls, competitor_mentions

cited_urls is a pipe-separated list. competitor_mentions is a JSON blob (one entry per competitor: name, mentioned, rank). The CSV opens fine in Excel and Sheets, but the competitor_mentions column reads better when parsed in Python or duckdb.

Date range is configurable on export. Default is the last 90 days.

Per-prompt CSV

From a single prompt's detail page, click Export this prompt. The download is the same shape but filtered to one prompt — useful when you want to analyze the time series for a single question without exporting your whole brand.

Sample row

snapshot_id,prompt_id,prompt_text,engine,run_at,mentioned,rank,sentiment,cited_urls,competitor_mentions
sn_8f3c,pr_2a1,"best CRM for small B2B sales teams",chatgpt,2026-05-12T08:00:00Z,true,3,recommendation,"https://blog.hubspot.com/sales/best-crm|https://www.g2.com/categories/crm","[{""name"":""HubSpot"",""mentioned"":true,""rank"":1},{""name"":""Salesforce"",""mentioned"":true,""rank"":2}]"

API access and scheduled delivery

Not in the product today. The dashboard and the weekly digest email are the only delivery surfaces. A public REST API and scheduled-PDF email delivery are on the consideration list but neither is shipped — when they are, this section will document them. If you have a specific use case (e.g. agency reporting tooling that needs programmatic access), email support@geotally.ai and let us know — it weighs into the roadmap.

A note on rendering quality

PDF rendering is server-side. Charts render as vector SVG, which scales cleanly. Text is real text (not rasterized), so it's searchable and copyable.

If your uploaded logo has a transparent background and is sized close to the recommended 600 × 80 px, it slots cleanly into the header. Logos with a solid white background on a colored canvas can look boxy against the page — re-export with a transparent background and re-upload.