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) 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
Appendix: methodology — how we query the engines, how we score mentions, what counts and what doesn't

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 BD GEO Tracker branding on PDFs with their own. To set up white-label:

Go to Account → White-label
Upload your logo — PNG with transparent background, minimum 600×200px
Set your primary color (used for chart accents and the cover page)
Enter your agency name (appears in the footer)
Optionally enter a client name per brand under Brand settings → Client name — this appears on PDFs generated for that brand

Once configured, every PDF generated for any of your brands uses your branding instead of ours. The methodology appendix still references "BD GEO Tracker" because the methodology is ours and we don't want clients confused about who's running the engine queries — but the rest of the document is yours.

You can override white-label per PDF by toggling Use BD branding at generation time. Useful if you're sending a PDF to a prospect who's evaluating both you and the underlying tool.

White-label settings apply across your whole account. You can't have different branding per brand at the agency level — if you need that, generate the PDF, then customize the cover externally.

What we won't let you remove

The methodology appendix mentions BD GEO Tracker as the data source. We keep this on purpose: clients reading these documents deserve to know the methodology comes from a third-party tool, not from the agency presenting the data. It also protects you — if a number is later questioned, you can point to the methodology rather than defending it as proprietary analysis.

This is one line on the last page, in normal body weight. It doesn't compete with your branding on the cover or in the body.

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 or your tier's retention window, whichever is shorter.

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@bdgeotracker.com and let us know — it weighs into the roadmap.

A note on rendering quality

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

If your branding is configured with low-contrast colors (light gray on white, for example), the charts can become hard to read. The white-label preview screen shows what the PDF will look like before you generate one — use it.