Pro, with a Business or Agency licence (5 sites or more). Under the report form of Opti-Behavior → Reports, For a client prepares a report you hand to a client. It is optional: leave it empty for the usual report. What you enter is saved for your next reports.
Client #
Client name is printed under the title. Your notes (up to 2,000 characters; line breaks kept; bold, italic and lists allowed) come before section 1.
For agencies: Agency mode #
Turn on Agency mode to put your logo, agency name and main colour on the cover and in the footer instead of ours. In Agency mode, the end of the report still shows “Made with Opti-Behavior · optiuser.com”. The logo comes from the Media Library (PNG, JPG, GIF, WebP or SVG, 512 KB max; a wide logo on a clear background prints best). A colour too light to read on white is refused and the report keeps ours. Charts and severity colours do not change.
Hide sections #
Tick what your client does not need: Contents, Summary, The 3 issues to look at first, Traffic, Every page. Section numbers and contents follow. Site report only.

Other licences #
Free shows a locked tile Agency options. With a trial or a 1-site Pro licence, the client options stay locked.