Build a report
Doily is opening soon. These articles describe how the product works at launch.
Quick answer
The report builder arranges your data in pages, sections, and widgets on a 12-column grid. It works on a desktop screen only. You can add comments, restore earlier versions, and add AI actions that cost 5 credits each: a summary letter, a year-over-year page, and next month's goals.
Before you start
- A project with tracked keywords, prompts, or a connected Google account
- A desktop or laptop screen, because the builder is desktop only
Steps
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Start a report
Create a new report for a project and give it a name.
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Add pages and sections
A report is made of pages. Each page holds sections, such as rankings, AI visibility, or traffic, to keep related numbers together.
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Place widgets on the grid
Widgets show charts, tables, and numbers from your data. The page is a 12-column grid, so you can set a widget to a narrow or wide width.
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Add AI actions if you want them
Two AI actions can write for a report: a summary letter and a year-over-year page. Each one costs 5 credits.
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Review versions and comments
The builder keeps a version history so you can go back to an earlier version. Teammates can leave comments on the report before it goes out.
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Choose how to deliver it
Reports can be delivered as a live link, a PDF, or an email digest.
Tips
- Read the AI-written text before you send it. Doily uses AI and can make mistakes, so check important numbers.
- Keep each page to one story, such as search rankings or AI visibility, so clients can scan it.
Troubleshooting
Why can I not open the builder on my phone?
The report builder is desktop only. Reports themselves can be read on any device.
Can I schedule a report on the Free plan?
No. Scheduled reports are not available on Free. Free is dashboard only.
Can I go back to an earlier version?
Yes. The version history keeps earlier versions of the report.
Still stuck? Email [email protected] and a person will help.
