Reports

Build and schedule automated reports for your clients

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58 articles in this collection
Written by Trever Clark, Matthew Davis, Zane Balmaceda and 1 other
How To

Create a scheduled report

Click "Create Report", step through the report design wizard, then step through the report scheduling wizard
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Written by Trever Clark
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.
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Written by Trever Clark
Updated over a week ago

Download a report on demand

Open the report for editing, then click "Save & Download"
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Written by Trever Clark
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.
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Written by Trever Clark
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.
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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.
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Written by Trever Clark
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"
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Written by Trever Clark
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.
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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"
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Written by Trever Clark
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.
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Written by Trever Clark
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
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Written by Trever Clark
Updated over a week ago

Customize report sections

All customizations to report sections are now widget based!
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Written by Zane Balmaceda
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.
Rebecca Bowden avatar
Written by Rebecca Bowden
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.
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Written by Rebecca Bowden
Updated over a week ago

Rearrange report widgets

Drag and drop widgets to customize the look of your report
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Resize report widgets

Resize report widgets by dragging the corners to expand or collapse
Matthew Davis avatar
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".
Rebecca Bowden avatar
Written by Rebecca Bowden
Updated over a week ago

Edit section headings

Edit and customize section headings and page titles at the top of each section within the reports editor.
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Written by Trever Clark
Updated over a week ago

Add title headers to reports

Click "Add Widget", and drill down through Misc --> Title.
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Written by Matthew Davis
Updated over a week ago

Customize title headers

Hover over the widget and click the "gear" icon to customize it
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Written by Matthew Davis
Updated over a week ago

Resize title headers

Resize title header widgets by dragging the corners to expand or collapse
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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"
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Written by Trever Clark
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"
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Written by Trever Clark
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"
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Written by Trever Clark
Updated over a week ago

Create a report template

Navigate to your Reports control panel, and select the "Templates" tab. Then, click "Create Template".
Trever Clark avatar
Written by Trever Clark
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
Matthew Davis avatar
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".
Trever Clark avatar
Written by Trever Clark
Updated over a week ago

Clone an existing report template

Click "Create Template". In the "Choose Source" step, click "Start from an existing template".
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Written by Trever Clark
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.
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Written by Trever Clark
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".
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Written by Trever Clark
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
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Written by Trever Clark
Updated over a week ago

Add a custom text box to your reports

Click "Add Widget" --> "Misc" --> Text
Rebecca Bowden avatar
Written by Rebecca Bowden
Updated over a week ago

Configure a custom text box widget

Add text, bulleted/numbered lists, and images to any text box
Rebecca Bowden avatar
Written by Rebecca Bowden
Updated over a week ago

Add a blank report page

Within the report editor, click "Add Section", then select "New Blank Section"
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Written by Trever Clark
Updated over a week ago

Customize blank report pages

Already added a blank page? Now, it's time to add widgets!
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Written by Trever Clark
Updated over a week ago

Import data from Google Sheets to a report

Import a custom spreadsheet and embed it into any automated report
Matthew Davis avatar
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
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Written by Trever Clark
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
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Written by Trever Clark
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
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Written by Trever Clark
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
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Written by Trever Clark
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
Matthew Davis avatar
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
Matthew Davis avatar
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.
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Written by Trever Clark
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
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Written by Trever Clark
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
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Written by Trever Clark
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
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Written by Trever Clark
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
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Written by Trever Clark
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.
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Written by Trever Clark
Updated over a week ago

View report engagement data

Analyze automated report opens, clicks, and delivery status from within the main report details section
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Written by Trever Clark
Updated over a week ago
FAQs

Can I "unschedule" a scheduled report?

Once scheduled, a report cannot be "unscheduled".
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Written by Trever Clark
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
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Written by Trever Clark
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
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Written by Trever Clark
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
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Written by Trever Clark
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
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Written by Trever Clark
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.
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Written by Trever Clark
Updated over a week ago

What is the retention time for historical reports?

We store 6 months worth of historical reports on our servers
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Written by Trever Clark
Updated over a week ago

What does each report log email status mean?

Overview of each possible email status from our sent report logs.
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Written by Matthew Davis
Updated over a week ago