Platform: Report Building with Conductor's Workspaces

• Build an executive report
• Monitor your content’s search performance
• Create a workspace to track your content’s performance
• Track content changes using annotations
• Monitor your search performance across locations

• Showcasing how your content is driving organic traffic with Pages and Page Groups.
• Using Search Console Analytics and Keywords to highlight SERP performance.
• Presenting competitive search insights with Market Share.
• Organizing your workspace for presentation to leadership.

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Step-by-step

1. Go to Pages ↗️ and Page Groups ↗️ (Performance > Websites) to add widgets to a workspace.

• Use these widgets to measure your organic performance for sections of your site and for specific pages.
• Need to configure page groups? Refer to the Page Groups Setup article.

1. Go to Search Console ↗️ (Performance > Traditional Search > More > Search Console).

• Add widgets to your workspace to show trended engagement data like impressions and clickthrough rate.
• Don’t have Google Search Console integrated with Conductor? Refer to the Integrate Google Search Console with Conductor article.

1. Go to the Keywords ↗️ and Market Share ↗️ reports (Performance > Traditional Search).

• Add widgets to reflect your site’s performance for the keywords you care about and how much of the search engine results pages you own compared to your competition.
• Want to identify and track other domains as your competitors? Refer to the Track Comparison Web Properties article.

1. Go to Workspaces ↗️ to:

• Customize your new workspace with custom headers and widgets.
• Review your report.
• Schedule for delivery to all your relevant stakeholders.

• Setting the right filters before building
• Adding trended performance graphs from the KPI cards
• Adding Featured Topics & Prompts and Performance by Search Engine for both mentions and citations
• Building competitive widgets with the right filter setup — including Share of Voice Explore views and Competitive Landscape by Topic
• Organizing your Workspace with headers and scheduling recurring delivery

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Step-by-step

1. Navigate to AI Search Performance ↗️ (Performance > AI Search) and set your filters before building. For an executive report, include the full picture — your primary Website, all tracked AI Search Engines, all key Topics, and both Branded and Unbranded prompts. Leave Persona and Intent filters broad. Set your date range and enable Compare mode.
2. Navigate to the Your Performance tab. Click the Your Brand Mentions KPI card to open its trended performance graph. Add it to a new Workspace (three-dot icon → Add to Workspace). Name your Workspace something like “AI Search Executive Report.”
3. Click the Your Website Citations KPI card and add that trended graph. Click the Your Sentiment Score KPI card and add it if brand reputation is a leadership priority.
4. Navigate to the Overview tab. Add Featured Topics & Prompts — a one-stop read on your biggest AI Search investments. Then add Your Performance by AI Search Engine twice — once with the toggle set to mentions, once set to citations.
5. Now build your competitive widgets. Switch filters to: Prompt Type → Unbranded, Entire Market / Tracked Competitors → Tracked Competitors, Compare mode off.
6. Navigate to the Competitive Landscape tab. Click Explore on the Your Brand Mention Share of Voice widget, select your top business competitors, and add that view to your Workspace. Switch to Website Citations, click Explore again, re-select the same competitors, and add that view too.
7. Still on the Competitive Landscape tab, add the Competitive Landscape by Top Topics grid — this shows which competitor is winning each of your tracked topics, by mentions. Then switch the active metric to citations and add the Competitive Landscape by Top Topics grid again for the citations view.
8. Navigate to Workspaces ↗️ to organize your report. Suggested layout:

• Performance Overview — Brand Mentions + Website Citations + Sentiment trend graphs
• Performance by Topic — Featured Topics & Prompts
• Performance by AI Engine — Performance by Search Engine (mentions + citations)
• Competitive Snapshot (unbranded prompts) — Share of Voice Explore views (mentions + citations) + Competitive Landscape by Top Topics (mentions + citations)

1. Enable the Scheduled E-Mail toggle and set a recurring cadence.

• AI Search Performance Support Article ↗️
• Workspaces Support Article ↗️
• Creating and Maintaining Workspaces ↗️

• Using the Keywords report to monitor visibility performance over time.
• Creating widgets to highlight important rank movements.
• Optimizing your workspace, and scheduling it for automatic delivery.

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Step-by-step

1. Go to Keywords ↗️ (Performance > Traditional Search), and filter the table by a keyword group to refine your report to a relevant topic or area of concern.
2. Add the following widgets to a workspace:

• Your Visibility Over Time
• The Your Keyword Ranks table, filtered and sorted to show keywords where your content:
  • Currently ranks in the top 10 positions.
  • Has fallen from the top 10 positions.
  • Currently in “striking distance”—that is, in positions 11-20.
  • Currently not ranking well with positions 21-100.

1. Identify one or more important keywords in the table. For each:
2. Click to go to their Keyword Details report.
3. Scroll to the Rank over Time chart.
4. Add the trend chart to your workspace.
5. Go to Workspaces ↗️ to:

• Customize your new workspace with custom headers and widgets.
• Review your report.
• Schedule for delivery to all your relevant stakeholders.

• Comparing organic performance across website segments with Page Groups
• Showcasing analytics metrics trended over time with Pages
• Investigating the performance of important landing pages
• Organizing your workspace, and scheduling it for automatic delivery

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Step-by-step

1. Go to Page Groups ↗️ (Performance > Websites > Page Groups). Need to configure page groups? Refer to the Page Groups Setup article.
2. Choose page groups to show in the trend chart, and then add the following widgets to a new workspace:

• The trend chart
• The whole table of page groups

1. Choose a page group to investigate for SERP performance changes. Click it to go to the Pages report, filtered to show only data for pages in the chosen page group.
2. Add the following widgets from the Pages report from the Performance by Page table:

• Sort by highest Sessions (or Visits, depending on your analytics provider) to monitor the pages driving the most traffic week-to-week
• Sort by largest positive change in Sessions (or Visits, depending on your analytics provider), to monitor the pages gaining the most organic traffic.
• Sort by largest negative change in Sessions (or Visits, depending on your analytics provider), to monitor the pages losing the most organic traffic.

1. Identify important pages you might want to monitor closely. Click the page to open its Page Details report.
2. Add the This Page’s Organic Performance and This Page’s Rank Over Time trend charts to your workspace.
3. Go to Workspaces ↗️ to:

• Customize your new workspace with custom headers and widgets.
• Review your report.
• Schedule for delivery to all your relevant stakeholders.

• Reviewing when new pages start receiving organic traffic
• Identifying when page metadata is updated and what changes were applied
• Staying informed about search engine updates and incidents
• Adding manual annotations to keep track of your efforts

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Step-by-step

1. Go to Pages ↗️ (Performance > Websites > Pages).
2. Open the Pages that Changed widget and select a type of page change to focus on—for example, changes to a header tag.
3. Choose a page to investigate and click it to open its Page Details report.
4. Review the performance of the page relative to when the annotation was created: does the change correlate with an increase or decrease in performance?
5. As necessary, you can add custom annotations to track your changes related to campaigns, technical changes, or any other event you want to reference.

• Understanding for which locations you are performing well vs underperforming in search
• Monitoring your local visibility over time and local rankings for top keywords
• Uncovering your top competitors by location
• Organizing your workspace, and scheduling it for automatic delivery

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Step-by-step

1. Go to the Locations ↗️ report (Performance > Traditional Search > More > Locations).
2. Select the relevant search engines, locations, and devices you want to include in the workspace you build.
3. Choose a keyword group to focus your report on (and be sure to choose this group for each report you add to your workspace below to maintain a consistent set of data).
4. Set a date range for the report, such as “Last 4 Weeks”.
5. Add the Market Share Changes widget to a new workspace.
6. Add the Market Share Locations overview table at the bottom to a new workspace.
7. Go to the Keywords ↗️ report (Performance > Traditional Search > Keywords).
8. Set the Keywords report and filter it by location your top performing location and device type,  the keyword group you used above, and the date range you used above.
9. From the Overview tab, add the Visibility Over Time chart to the workspace you are building.
10. In the Keywords tab, customize the keyword table’s visible columns and sorting as needed.
11. Add the Keywords table as a widget to your workspace.
12. Repeat steps 8 through 11 for the second- and third-highest performing locations.
13. Go to Market Share ↗️ (Performance > Traditional Search > Market Share).
14. Reapply your previous settings (location, device, keyword group) for your top-performing location.
15. Set the Search Results menu to Top 10.
16. Add the pie graph as a widget to your workspace.
17. Repeat steps 14 through 16 for the second- and third-highest performing locations.
18. Open your workspace and organize it as necessary:

• Arrange the widgets by city.
• Add headers for each city-specific data set.

1. Schedule the workspace to be sent to stakeholders.