Use the template
Download the Markdown template. Fill in the evidence dates, successful coverage, reviewed observations and next actions. This is a manual report, not an automatic workspace export.
Field provenance
This is a manually assembled Markdown report. No automatic PB client-report export is implied. “Product-derived” means copied from approved saved evidence and checked by the report author; it does not mean the template automatically fetches it.
| Field group | Provenance | Required author work |
|---|---|---|
| Site, collection dates, exposed provider context, recorded statuses/counts | Product-derived where available | Select the correct records; mark unavailable fields |
| Prompt text, aliases, source relationship/ownership, recorded answer evidence | Product-derived where available | Confirm current definitions and approved evidence access; use product view when API gives metadata only |
| Report period, business question, executive summary, prompt groups and comparable subset | Manual | Define the analysis and disclose exclusions |
| Appearance/recommendation rates and owned-citation response rate | Manual calculations from reviewed records | Recalculate numerator/denominator; reconcile with the metrics and methodology reference |
| Distinct cited URLs | Product-derived count or manual calculation, explicitly identified | Preserve relationship, URL-normalization rule and scope |
| Health findings and check dates | Product-derived where available | Relate to the exact URL and explain missing evidence |
| Implemented work, deployment dates, verification and subsequent observations | Manual plus approved external/product evidence | Keep the three stages separate; do not infer causation |
| Competitor interpretation, next actions, owners and review dates | Manual | Tie each proposed action to evidence |
| Referrals, leads, sales and paid-ad outcomes | Separate approved analytics/provider source, if available | State source, window and attribution; unavailable is not zero |
Worked example
Read the illustrative monthly report and metrics and methodology before calculating rates. Fictional example figures are not customer results.