Templates
AI Search Visibility Report Template (Free)
Use this free AI search visibility report template to document mentions, citations, competitors, channel differences, evidence, and next actions.
An AI search visibility report should help a team decide what to do next, not just display a score.
Free template: Copy the nine-section template below into a document, spreadsheet, or client report. Fill it with a frozen scope, comparable Run data, query-level answer evidence, citations, competitor context, and an owner for every action.
It is not enough to say, "We appeared in 42 percent of answers." A decision-ready report shows which Questions were attempted, which channels completed, where the brand and competitors appeared, which sources were cited, and what the team will change before the next Run.
Use this template after you run an AI search visibility baseline or recurring AI search monitoring workflow. If the scope, denominator, and scoring method are not frozen yet, define them first with the AI visibility benchmark template.
If you want to see the structure with illustrative data before copying it, open the sample AI search visibility report. Sample values are examples, not customer benchmarks.
Report Header
Start with scope. Without scope, the numbers are easy to misread.
Include:
- Brand.
- Market.
- Language.
- Date range.
- Query count.
- Provider channels.
- Competitors tracked.
- Run owner.
- Link to raw evidence.
Example:
| Field | Value |
|---|---|
| Brand | AEO Table |
| Market | United States |
| Language | English |
| Query count | 32 |
| Channels | ChatGPT, Google AI, Perplexity |
| Competitors | 6 |
| Run date | June 15, 2026 |
Executive Summary
The executive summary should fit on one screen.
Use five bullets:
- What improved.
- What declined.
- Which competitor appeared most often.
- Which source pattern mattered.
- What the team should do next.
Example:
AEO Table appeared in 18 of 32 tracked answers. Visibility was strongest in ChatGPT category prompts and weakest in Perplexity citation-heavy prompts. Two competitors appeared more often for comparison queries. The top action is to publish clearer comparison and reporting pages, then rerun the same Task next month.
Do not bury the decision under charts.
Keep this report focused on the answer layer. If leadership needs a financial return view, use the AEO ROI measurement framework to connect answer evidence with detectable sessions, qualified pipeline, recognized value, costs, and attribution confidence without relabeling visibility as revenue.
Scorecard
Use a scorecard only if the underlying fields are visible.
Recommended fields:
| Metric | What It Measures |
|---|---|
| Brand mention rate | How often your brand appears across tracked answers |
| Competitor mention rate | How often alternatives appear in the same answers |
| Owned citation rate | How often your owned pages are cited |
| Source diversity | Whether evidence comes from owned, earned, partner, or third-party sources |
| Answer framing | Whether the answer recommends, lists, caveats, or ignores your brand |
| Coverage by channel | Visibility split across ChatGPT, Google AI, Perplexity, or other channels |
If you need the scoring logic, use the AEO metrics guide and the AI visibility score framework.
To turn those fields into a working reporting surface, use the AI visibility dashboard guide to choose the views, filters, and evidence links that belong in the dashboard.
Channel Breakdown
Do not mix channels too early. Show them side by side.
| Channel | Brand Mentions | Competitor Mentions | Owned Citations | Main Issue |
|---|---|---|---|---|
| ChatGPT | 18 | 21 | 5 | Competitor framing |
| Google AI | 11 | 16 | 4 | Query coverage |
| Perplexity | 9 | 19 | 3 | Third-party source gap |
The numbers are less important than the pattern. A team needs to know whether to update owned pages, build third-party proof, or improve query coverage.
For channel-specific interpretation, use the ChatGPT vs Perplexity vs Google AI Overview monitoring guide.
Query-Level Findings
Every report should include the highest-impact queries.
Use three groups:
Wins
Queries where your brand appears with useful framing and credible citations.
Gaps
Queries where your brand is absent, weakly framed, or unsupported by citations.
Watchlist
Queries where visibility is mixed, volatile, or dependent on a source you do not control.
Example:
| Query | Channel | Result | Action |
|---|---|---|---|
| Best AI search monitoring tools | ChatGPT | Brand mentioned, competitors stronger | Improve comparison proof |
| How to track ChatGPT brand mentions | Perplexity | Brand absent, review site cited | Build citation target list |
| AI visibility report template | Google AI | No AI answer surfaced | Monitor after publishing template |
If a result moves between Runs, use the AI search volatility guide to report the observed range and decide whether the change belongs in Wins, Gaps, or the Watchlist.
Citation Evidence
Citations explain why an answer may have favored a page or competitor.
Classify cited sources:
- Owned.
- Competitor-owned.
- Review or directory.
- Analyst or media.
- Community.
- Documentation.
- Weak or outdated.
Then list the top recurring domains. A single citation may not matter. A recurring source pattern matters.
Google's structured data guidance can help clarify page meaning for search systems, but the report should still judge whether the page itself answers the buyer question.
Competitor Snapshot
Include the competitors that appeared most often and the prompts where they were strongest.
| Competitor | Mention Count | Strongest Query Type | Common Source |
|---|---|---|---|
| Competitor A | 14 | Tool comparisons | Review lists |
| Competitor B | 11 | Enterprise prompts | Analyst pages |
| Competitor C | 9 | Pricing prompts | Owned pricing page |
Then write the interpretation in plain language:
Competitor A is not winning because of one page. It appears across review lists and comparison articles. The content backlog should include both owned comparison pages and third-party listing work.
For the full workflow, use how to track competitors in AI search.
Recommended Actions
Every action should map to evidence.
Use this format:
| Priority | Finding | Action | Owner |
|---|---|---|---|
| High | Brand absent from comparison prompts | Publish comparison page and link from use case | Product marketing |
| High | Perplexity cites outdated third-party source | Update partner page and request listing update | Partnerships |
| Medium | ChatGPT frames brand narrowly | Refresh homepage and category copy | Content |
| Low | One weak owned citation | Update FAQ on existing guide | SEO |
Avoid generic actions such as "create more content." Name the page, query, and source gap.
Copy-And-Paste AI Search Visibility Report Template
Use this Markdown outline as the working document. Keep raw answers and screenshots in an evidence appendix or linked Run rather than pasting every response into the executive view.
# AI Search Visibility Report
## 1. Scope
- Brand:
- Market and language:
- Reporting window:
- Task / query-set version:
- Questions attempted:
- Channels and modes:
- Competitors:
- Run IDs and raw-evidence links:
- Known limitations:
## 2. Executive Summary
- Most important improvement:
- Most important decline:
- Strongest competitor pattern:
- Most important citation or source pattern:
- Decision for the next cycle:
## 3. Scorecard
### Metric Definitions
| Metric | Numerator Definition | Eligible Population / Denominator Definition |
| --- | --- | --- |
| Completion rate | Completed observations | Observations submitted to the provider; include failed observations, but exclude pre-run blocked and ineligible observations |
| Brand mention rate | Eligible completed observations that mention the brand | Completed observations eligible for brand scoring |
| Recommendation rate | Eligible completed recommendation-intent observations that recommend the brand | Completed recommendation-intent observations eligible for recommendation scoring |
| Owned citation rate | Eligible completed observations with at least one owned-domain citation | Completed observations eligible for citation capture |
| Competitor mention rate | Eligible completed observations that mention at least one tracked competitor | Completed observations eligible for competitor scoring |
| Metric | Current Numerator | Current Denominator | Current Rate | Prior Numerator | Prior Denominator | Prior Rate | Change | Evidence |
| --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | --- |
| Completion rate | | | | | | | | |
| Brand mention rate | | | | | | | | |
| Recommendation rate | | | | | | | | |
| Owned citation rate | | | | | | | | |
| Competitor mention rate | | | | | | | | |
- Keep the raw numerator and denominator beside every rate so another reviewer can reproduce it.
- Unless its definition explicitly says otherwise, exclude failed, blocked, and ineligible observations from a rate denominator. Completion rate includes submitted failures so reliability remains visible.
### Observation Status Audit
| Run | Attempted | Completed | Triggered | Non-triggered | Failed | Blocked | Ineligible |
| --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Current | | | | | | | |
| Prior Matched | | | | | | | |
- Use `not applicable` when a channel has no trigger state, and explain in Known Limitations how the status counts reconcile.
## 4. Channel Breakdown
| Channel | Attempts | Completed | Brand Mentions | Owned Citations | Main Finding |
| --- | ---: | ---: | ---: | ---: | --- |
| | | | | | |
## 5. Query-Level Findings
### Wins
- Question / channel / evidence / why it matters
### Gaps
- Question / channel / evidence / target page or source gap
### Watchlist
- Question / channel / observed variance / next check
## 6. Citation Evidence
| Question | Channel | Source URL | Source Type | Brand Mentioned? | Supports Claim? |
| --- | --- | --- | --- | --- | --- |
| | | | | | |
## 7. Competitor Snapshot
| Competitor | Mention Count | Strongest Intent | Recurring Source | Action |
| --- | ---: | --- | --- | --- |
| | | | | |
## 8. Recommended Actions
| Priority | Finding | Page or Asset | Action | Owner | Validation Run |
| --- | --- | --- | --- | --- | --- |
| | | | | | |
## 9. Next Run
- Planned date:
- Scope changes, if any:
- Decision threshold:
- Owner:Keep The Template Comparable
A reusable template needs stable definitions, not frozen content.
- Keep the Task, market, language, provider channels, and Question set version visible.
- Report attempted, completed, triggered, non-triggered, failed, blocked, and ineligible observations so status composition and each denominator are auditable.
- Compare matched Runs before interpreting movement.
- Label changes to models, search modes, competitors, or source pages.
- Separate a missing AI answer from an answer where the brand was absent.
- Preserve the source URL and answer context behind each citation.
- Keep sample or demo data explicitly labeled.
When the same answer varies between Runs, do not silently select the favorable result. Use the AI search volatility framework to show the observed range and the repeat count behind the decision.
What This Template Does Not Prove
The report organizes observable evidence. It does not expose a provider's hidden retrieval queries, ranking weights, training data, or complete impression volume.
It also does not prove that a page update caused a mention or citation change. A matched before-and-after pattern can justify another test, but models, search indexes, source freshness, demand, and provider behavior may change at the same time. Use the AEO content experiment guide when the team needs a causal claim.
The Bottom Line
An AI search visibility report is only useful if it preserves evidence and points to action.
Show the query set. Keep channels separate. Explain citations. Name the competitors. Then turn the findings into a prioritized backlog.
Create a free AI search visibility report with AEO Table and keep the Task, Run, channel, competitor, and citation evidence attached to every decision.
FAQ
What should an AI search visibility report include?
It should include the monitored query set, channels, brand mention rate, competitor mentions, citation evidence, source quality, answer framing, key changes, and recommended actions.
How is a visibility report different from a benchmark?
A benchmark defines the baseline and scoring method. A report explains one Run or time period, what changed, why it matters, and what the team should do next.
Who should read an AI visibility report?
Product marketing, content, SEO, demand generation, sales enablement, and leadership teams can all use the report, but each needs a different level of detail.
Is this AI search visibility report template free?
Yes. You can copy the nine-section outline and Markdown template from this guide into a document, spreadsheet, or reporting workflow, then replace the sample fields with evidence from your own Tasks and Runs.
How often should an AI visibility report be updated?
Use a cadence that produces comparable evidence. Monthly is a practical default for many teams, while launches or fast-moving categories may need weekly matched Runs. Keep the Question set and scope stable enough to interpret changes.