What To Include in Your White-Label Report Template
9 de janeiro de 2018
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As a business, you need to have a white-label report template that you can brand and use for your clients. But what should you include in this template? Keep reading to find out.
The Basics of White Label Reports
A white label report template is a document that can be used to help create a white-labeled report. This report is one that has been customized for a specific client or organization. The template includes sections for the title, introduction, body, and conclusion of the report. It also includes areas for including images, tables, and other elements. White label reports can be customized to include the specific information that is needed for each individual report. Marketing agencies use software to create these templates for white label SEO reports and it is essential to an organization’s branding process. Keep reading to find out more about what you should include in your white label SEO reports.
Introduction and Logo Section
For white-label reporting, you will want to include a section for the company’s branding, as well as contact information and logo. You will also want to include a cover sheet with table of contents, followed by sections for the body of the report. As an overview, you will want the body of the report should include all the pertinent data, analysis and conclusions from your research. It is typically formatted using headings and subheadings to help organize the information. You may also want to include appendices at the end of the report with additional data or sources that support your findings.
Headers and Footers
White-label reporting typically includes custom headers and footers. This is essential for branding purposes and is a great place to add in any contact details, addresses, website URLs, and other elements. It’s essential that the headers and footers are still minimal and not too cluttered.
Technical Details
When creating white-label reports, there are certain technical details that you will need to include in order for the report to be effective. Make sure to have a table of contents and include it as the first page of your report. This will help your clients quickly find the information they need. You will also need to include your company’s logo and contact information on every page of the report. This will ensure that your clients know who created the report and how they can reach you if they have any questions or concerns. In addition, you should make sure that all of your reports are formatted consistently so that they look professional and polished. Finally, you should always test your reports before sending them to clients to make sure that all links are working properly and that all images appear correctly.
Incorporating Branding
It’s important to utilize the client’s branding when you create white-label reports. This involves using the right color schemes and fonts that go along with the company’s brand identity. The color of the headings and subheadings should take inspiration from the logos and color palettes that they use. And it should be easy for the company to make edits in specific areas whenever they need to insert information.
Email Domain
You’l need to ensure that the feature to send a report from the company’s email domain is available. This will make it easier for your clients to receive reports direction. Digital work processes are commonplace and providers typically send reports via email.
Overall, it is important to include key pieces of information in your white-label reports in order to provide a comprehensive overview for your client. By doing so, you can ensure that they have all the information they need to make an informed decision.