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In this walkthrough video, we explore the setup for white label reports and templates in SEOptima. There are two methods to conduct a site audit: a quick audit from the header using SEOptima's default settings or a customizable white label report. To create a white label report, input the URL into the designated field, which then populates a tracking table. Each report can be accessed in web or PDF format. The web mode offers instant loading for easy sharing via a URL, all under the non-branded domain websiteauditserver.com, while the PDF version takes longer to generate but allows saving and sharing with clients. The video also discusses additional white labeling options.