Add a task section to a report

Click the "Plus" icon in the lower right hand corner of the report editor, choose "Add Section", then select Complete or Incomplete tasks.

Written by Francis Cloutier
Updated over a week ago

Create a scheduled report

Click "Create Report", step through the report design wizard, then step through the report scheduling wizard

Written by Matthew Davis
Updated over a week ago

Create a report using a pre-configured report template

Choose from a variety of professionally designed, pre-configured report templates when creating your report.

Written by Matthew Davis
Updated over a week ago

Download a report on demand

Open the report for editing, then click "Save & Download"

Written by Matthew Davis
Updated over a week ago

Create a report without setting a "send" schedule

Create your report as usual, and select "Save & Exit" when finished with the report design editor.

Written by Matthew Davis
Updated over a week ago

Create a shareable link to a Report

Click the "Export" button at the top right of the report screen, then choose "Get Link"

Written by Matthew Davis
Updated over a week ago

Clone an existing report

When creating new reports, you can clone an existing report as a starting point. You'll be prompted to do this during the creation process.

Written by Matthew Davis
Updated over a week ago

Modify a report's scheduled send time and recipients

Click the name of the report, then click the appropriate "edit" icon in the "Schedule" section. This will open the scheduling wizard.

Written by Matthew Davis
Updated over a week ago

View or modify design options on an existing report

Click the report to open it's main settings screen, then click "edit design"

Written by Matthew Davis
Updated over a week ago

Configure report delivery time zone

Set the time zones for your reports and campaign data within your "Edit Campaign" settings.

Written by Matthew Davis
Updated over a week ago

Delete a report

In the main Reports control panel, tick the boxes next to the reports that you wish to delete, then click "Delete"

Written by Matthew Davis
Updated over a week ago

Add sections to a report

Whether setting a report up for the first time or editing an existing report, just click the "Add Sections" button to begin adding sections.

Written by Matthew Davis
Updated over a week ago

Delete a report section

Within the report design editor, hover over the name of the section to be deleted, then click the "X" icon

Written by Matthew Davis
Updated over a week ago

Customize report sections

All reports are highly customizable, and we provide a huge range of options for fast, easy, and detailed reporting

Written by Matthew Davis
Updated over a week ago

Add widgets to a report

Click the "Plus" icon in the lower right hand corner of the report editor, choose "Add Widget", then select your widget.

Written by Matthew Davis
Updated over a week ago

Customize report widgets

Click the "gear" icon in the upper right hand corner of the widget, and choose your widget options.

Written by Matthew Davis
Updated over a week ago

Rearrange report widgets

Drag and drop widgets to customize the look of your report

Written by Matthew Davis
Updated over a week ago

Resize report widgets

Resize report widgets by dragging the corners to expand or collapse

Written by Matthew Davis
Updated over a week ago

Remove report widgets

Click the "gear" icon on the widget in question, then click "remove widget".

Written by Matthew Davis
Updated over a week ago

Set a different date range for each widget

Go to the widget's settings, and use the Custom Date option to set the custom date range for the widget

Written by Matthew Davis
Updated over a week ago

Edit section headings in reports

Edit and customize section headings and page titles at the top of each section within the reports editor.

Written by Matthew Davis
Updated over a week ago

Add title headers to reports

Click "Add Widget", and drill down through Misc --> Title.

Written by Matthew Davis
Updated over a week ago

Customize title headers in reports

Hover over the widget and click the "gear" icon to customize it

Written by Matthew Davis
Updated over a week ago

Resize title headers in reports

Resize title header widgets by dragging the corners to expand or collapse

Written by Matthew Davis
Updated over a week ago

Add a campaign dashboard section

Within the report design editor, click "Add Section", then drill down through "Misc" and select "Campaign Dashboard"

Written by Matthew Davis
Updated over a week ago

Add a cover page

Within the report design editor, click "Add Section", then drill down through "Misc" and select "Cover Page"

Written by Matthew Davis
Updated over a week ago

Add a Table of Contents

Within the report design editor, click "Add Section", then drill down through "Misc" and select "Table of Contents"

Written by Matthew Davis
Updated over a week ago

Create a report template

Navigate to your Reports control panel, and select the "Templates" tab. Then, click "Create Template".

Written by Matthew Davis
Updated over a week ago

Create a report template from an existing report

Turn any report into a template - you'll have the option of doing this when creating a new report template

Written by Matthew Davis
Updated over a week ago

Create a report using a report template

In the third step of the report setup wizard (choose source), just select "Start from a Template".

Written by Matthew Davis
Updated over a week ago

Clone an existing report template

Click "Create Template". In the "Choose Source" step, click "Start from an existing template".

Written by Matthew Davis
Updated over a week ago

Edit report templates

Navigate to Reports --> Templates, click a template to open it for editing, then apply your desired changes.

Written by Matthew Davis
Updated over a week ago

Delete report templates

Navigate to the "templates" section, tick the boxes next to the templates to be deleted, then click "delete".

Written by Matthew Davis
Updated over a week ago

Re-apply a report template to an existing report

Tick the box next to the name of the report. Click "Apply Template", and then choose the template to be applied

Written by Matthew Davis
Updated over a week ago

Add a custom text box to your reports

Click "Add Widget" --> "Misc" --> Text

Written by Matthew Davis
Updated over a week ago

Configure a custom text box widget in reports

Add text, bulleted/numbered lists, and images to any text box

Written by Matthew Davis
Updated over a week ago

Add a blank report page

Within the report editor, click "Add Section", then select "New Blank Section"

Written by Matthew Davis
Updated over a week ago

Customize blank report pages

Already added a blank page? Now, it's time to add widgets!

Written by Matthew Davis
Updated over a week ago

Import data from Google Sheets to a report

Import a custom spreadsheet and embed it into any automated report

Written by Matthew Davis
Updated over a week ago

Add a Google Sheets table widget to a report

Click "Add Widget", and drill down through Misc --> Google Sheets --> Table Widget

Written by Matthew Davis
Updated over a week ago

Configure a Google Sheets table widget in a report

Hover over the widget, click the "gear" icon, and apply your customization options

Written by Matthew Davis
Updated over a week ago

Add a Google Sheets stat widget to a report

Click "Add Widget", and drill down through Misc --> Google Sheets --> Stat Widget

Written by Matthew Davis
Updated over a week ago

Configure a Google Sheets stat widget in a report

Hover over the widget, click the "gear" icon, and apply your customization options

Written by Matthew Davis
Updated over a week ago

Work with language-based metrics and filters in reports

Toggle the language column on/off and filter by language in reports by clicking the gear icon for the rankings table widget

Written by Matthew Davis
Updated over a week ago

Work with location-based metrics and filters in reports

Toggle the locations column on/off and filter by location for automated reports

Written by Matthew Davis
Updated over a week ago

Manage starred keywords in a PDF report

In addition to the dashboard, starred keywords can also be useful in PDF reports.

Written by Matthew Davis
Updated over a week ago

Manage tagged keywords in a PDF report

Click the "gear" icon, and select the tags on which you'd like to filter your keywords

Written by Matthew Davis
Updated over a week ago

Compare to a previous period (Reports)

Toggle a comparison to the previous calendar period or calendar year using the time period selector

Written by Matthew Davis
Updated over a week ago

Toggle between sample data and live data in the report editor preview

Choose to view either sample data or live data from your account within the report editor

Written by Matthew Davis
Updated over a week ago

Download historical reports

Navigate to the report details section for the report that you'd like to download, and click "View" on the far right

Written by Matthew Davis
Updated over a week ago

View report logs

Click the name of the report to visit the "details" section, where you'll find your sent-report logs.

Written by Matthew Davis
Updated over a week ago

View report engagement data

Analyze automated report opens, clicks, and delivery status from within the main report details section

Written by Matthew Davis
Updated over a week ago

Best Practices for Client Reports Webinar

Learn how to get the most out of our report editor, to make impressive reports that your clients will love

Written by Matthew Davis
Updated over a week ago

Can I "unschedule" a scheduled report?

Once scheduled, a report cannot be "unscheduled".

Written by Matthew Davis
Updated over a week ago

Why can't I connect a Google Sheet to my report template?

While you can add Google Sheets widgets to a report template, you'll need to connect the actual sheet within the individual report itself

Written by Matthew Davis
Updated over a week ago

Can I automatically send my clients a PDF report instead of a web report?

The web reports provide a link where clients can download a PDF version

Written by Matthew Davis
Updated over a week ago

How can I create a rankings report which only displays certain keywords?

The use of keyword tagging allows you to filter the keywords included in your reporting

Written by Matthew Davis
Updated over a week ago

Why is my "comparison" percentage incorrect?

Most likely, you're manually calculating a different number of days in the comparison period

Written by Matthew Davis
Updated over a week ago

What is the character limit for a text box? Is there any way around the character limit?

The character limit is 5000. The only way around this limit is to add multiple text boxes.

Written by Matthew Davis
Updated over a week ago

What is the retention time for historical reports?

We store 6 months worth of historical reports on our servers

Written by Matthew Davis
Updated over a week ago

What does each report log email status mean?

Overview of each possible email status from our sent report logs.

Written by Matthew Davis
Updated over a week ago