Listings - How to Use White‑Labeled Analytics Reports

Modified on: Fri, 29 Aug, 2025 at 1:22 PM

Elevate your agency’s presentation with the New White-Labeled Listings Analytics Reports. Generate polished, branded reports, pick the exact graphs to include, and deliver them as PDFs or via email from your agency domain. Share quick wins, build trust, and strengthen retention - without extra design work.

What are White-Labeled Listings Analytics Reports?

White-Labeled Listings Analytics Reports are branded, client-ready summaries of your Listings Analytics data. They allow agencies to customize both the content (such as entities, date range, and selected graphs) and the presentation (logo, headline, and description), ensuring reports reflect your agency’s voice and identity.

With options to export as PDFs or deliver via email from your own domain, these reports provide higher professionalism, better deliverability, and consistent branding. They transform raw analytics into polished insights that are easy for clients to understand.

Key Benefits of New White-Labeled Analytics Reports

This feature empowers agencies to deliver impactful, brand-consistent performance reports that help strengthen client relationships. Key benefits include:

Professional Reports: Deliver polished, client-ready reports free of platform branding, keeping the spotlight on your agency.
Flexible customization: Select entities, date ranges, and specific graphs to tailor reports to each client’s needs.
Frictionless delivery: Share reports as instant PDF downloads or send them directly via email from your agency domain.
Customizable email content: Personalize subject lines, messages, and formatting for a polished, on-brand communication.
Smart recipient management: Automatically combine contacts and staff; new staff recipients are added seamlessly.
Trusted communication: Send reports from your agency domain with built-in tracking to boost deliverability and client trust.
Centralized efficiency: Manage all reporting in one place with automated syncing and simplified workflows.
Secure, role-based access: Available only to agency users and admins for full control and accountability.

How To Generate and Send a White‑Labeled Report

Use this guide to generate a branded analytics report for Listings and either download it as a PDF or send it directly via email.

Step 1: Navigate to Listings Analytics

Log in to your Sub-Account
Open the Reputation tab
Click Listings
Select the Analytics tab (beside Overview)
Click on the Generate Report option

Step 2: Configure Report Scope

Set the Time Range: Last 4 weeks, 8 weeks, 12 weeks, 16 weeks, This year, Last 12 months, or All time.
Under Choose Analytics Graphs, select/deselect the sections to include:
- Total Listing Impressions
- Total Listing Actions
- Listing Profile Views
- Profile Views by Site
- Listings Device Usage Over Time

Step 3: Apply Branding

Upload your agency logo.
Enter a Report Headline
Add a Report Description (context, highlights, or goals)

Step 4: Choose Entity

Select the Entity you want the report to cover.

Step 5: Pick Delivery Method

1. Export as PDF:

Select Export as PDF to download a PDF to your local drive.
Click Preview & Generate Report.

2. Send as Email:

Set From Email: Enter your custom agency email to keep the report white-labeled.
Set To Email(s): Add up to 50 recipient email addresses.
Enter Subject and Email Content (fully editable).
Click Preview & Send Email (to review the final email view).

Step 6: Finalize & Send/Download

If exporting: Click Generate & Download to save the PDF locally.
If emailing: Click Generate & Send Email to create the report and send it to your recipients.

Frequently Asked Questions

Q: Who can access White-Labeled Analytics Reports?
Only agency users and admins. Sub-account-only roles do not have access.

Q: Why is “All Entities” disabled for me?

If your sub-account includes a mix of Uberall and Yext entities, the All Entities option will be unavailable. Select a Single Entity instead.

Q: Is Uberall supported?

At launch, reports support Yext only. Uberall analytics support will be added in a future update.

Q: Can I customize which graphs appear in reports?

Yes. Use the include/exclude toggles to choose which graphs to display in the final report.

Q: Does the Generate Report option only show up if there is available data?

Yes. At least three analytics graphs with data must be available. If not, the button will be disabled and an information message will appear.

Q: Can I preview a report before sending it?

Yes. Always use the preview option to confirm the date range, selected graphs, and branding details are correct before finalizing.

Q: Can I customize the email content when sending reports?

Yes. You can adjust subject lines, font styles, sizes, and bullet lists with rich-text formatting to match your agency’s branding.

Q: What are my delivery options for reports?

You can download a report as a PDF or email it directly through the platform.

Q: Can I send reports from my own agency domain?

Yes. Select your From Email so reports send from your agency domain for better deliverability and trust.

Q: Will new staff recipients be added automatically when sending a report?

Yes. New staff contacts are automatically created through intelligent recipient management.