Build and schedule client reports
Choose the sections, save the report, and send it on a cadence under your own branding.
Embed
<a href="https://seolyticize.com/guides/build-and-schedule-reports"><img src="https://seolyticize.com/guides/_api/public/orgs/71cb2b7a-a719-4003-b3ea-6321dc1db8ab/spaces/77efb664-7597-40fa-9882-94b8cba85c2f/pages/66930428-4ce8-4341-9c59-1fcdea90eb44/social-card.svg?v=3e7ae33eec8b" alt="Build and schedule client reports" width="600" height="315"></a>Set your branding first
Under Settings → Branding, set what clients see on reports and portal links: your agency name, logo and primary colour. Until it's set, every report goes out unbranded. Seolyticize's own name never appears on a client report.
Build a report
- Open the Report builder
More → Report builder. Choose the client.
- Pick the sections
Tick a section to include it; the arrows set its place:
Section
What it shows
Rankings
How tracked keywords moved
Biggest movers
The keywords that changed most
Share of voice
Position against competitors
Site health
Technical issues from the last crawl
Backlinks
Links gained and lost
Traffic
Sessions and conversions from the client's own Analytics
Page experience
Core Web Vitals as Chrome measured them on real visits
- Save it
Give it a title (such as Monthly search performance) and choose Save report.
Send it on a schedule
On the client's Client settings → Scheduled reports:
Choose the Report, a Cadence (Monthly or Weekly) and the Recipients (email addresses, separated by commas).
Choose Schedule. Reports go out on weekday mornings once their period has come round.
Send now sends a report straight away. Report history lists every run, delivered or not; a failed run keeps its PDF so it can be sent by hand.
To deliver finished reports to your own system instead of by email, add an https endpoint under Settings → Alerts and delivery → Report delivery.