Portfolio snapshots
The reports area turns your accumulated page and performance data into shareable, narrative snapshots you send by link, not a raw data export.
Snapshots turn everything GrowthOS knows about your site into a story someone can read in one sitting. A snapshot reads more like an interactive strategy deck than a dashboard. The data underneath is the same data that drives scoring and diagnosis. The snapshot frames it as "here's where you stand and what we did about it."
Three kinds of snapshot
Every snapshot starts from your live data and renders as a full-screen document you can read top to bottom. There are three kinds, and you pick by the job in front of you.
| Kind | What it is | Reach for it when |
|---|---|---|
| Templated | Built from your data on a fixed structure: SEO overview, competitive landscape, information architecture, content audit, opportunity map | You want a complete read on one part of the site |
| Progress | A date-range "what changed in the last N days" across analytics, rankings, and page health | You owe a stakeholder a weekly or monthly update |
| Custom | Paste research you ran off the platform and it renders in the same format | The report you need doesn't have a template yet |
The full definitions of each templated report live on the report types reference. This page covers what the snapshots area is and how you use it.
Share by link, revoke anytime
Every snapshot shares by a link that needs no login. Send it to an executive, a board member, or a client, and they open the document and read it. No account to create, no spreadsheet to clean up first. If you need to pull a snapshot back, revoke the link and it stops resolving.
What you get, and when
- New clients get a full audit on day one, so the first snapshot is a complete read of where the site stands before any work begins.
- Any snapshot is available on demand. Generate the Q2 review the morning you need it.
- A weekly digest names what the operating team spotted and acted on that week, so the story stays current between the bigger reports.
A Progress snapshot is also how you confirm an optimization paid off. Track impact covers that read.
Why snapshots, not a dashboard
A dashboard makes you the analyst. You stare at the numbers and work out the story yourself. Most people don't have the time, so the data goes unread and the work goes unseen. A snapshot does the interpreting for you. It reads the live analytics, finds the movement that matters, and writes it up so an executive gets the picture without digging. The narrative is the product. The dashboard underneath is just where the numbers come from.
Common questions
Is a snapshot a static export? No. It reads from your live data each time you generate it, so the numbers match what's in the page portfolio. A shared link shows the snapshot as of the moment you created it.
Can someone outside my company read one without an account? Yes. Sharing is by link with no login. Revoke the link whenever you want and it stops working.
Where to go next
Last updated at June 3, 2026