This guide will help you understand, set up, and use the reporting system to deliver results and grow your business efficiently.
Key features of the reporting system include:
- Automated report generation and delivery: Learn how to set up, customize, and schedule report deliveries for your clients.
- Customizable templates for easy report creation: Discover how to create, modify, and use templates for quick report generation.
- Focus on business growth: Understand how the reporting system saves time and effort, allowing you to concentrate on delivering results and growing your business.
By the end of this documentation, you'll be equipped to leverage Seodity's reporting system features for enhanced business operations
1. Navigate to the 'Reports' tab and click on 'Add New Report.'
2. Select an existing template or create a new one, then click 'Next.'
3. If you want the report to be generated on a recurring basis, click on 'Schedule Time' and choose the desired frequency (daily, weekly, or monthly).
4. Decide on the action to be taken after the report is generated. You can choose from the following options:
- Generate a PDF file, which will be available for download within the application.
- Send the report to specified email addresses.
- Save the report to a designated Google Drive folder.
5. Click “Save report”. Your report will be automatically generated.
To personalize your reports with your company logo, follow these steps:
2. Upload your company logo image. This will be automatically displayed on all your reports.
3. If you wish to edit the logo for a specific report template, you can do so by customizing the template settings.
By completing these steps, your reports will now feature your company's branding, giving them a professional appearance.
There are multiple ways to generate a one-time report without scheduling it:
1. Create a new report: Navigate to the Reports section, create a new report as usual, and select the PDF format. The report will be generated automatically and will be available for download in the Report Logs.
2. Generate an existing report on-demand: If you already have a report created, go to the Reports section, hover over the Options menu, and select "Generate report." The report will be generated on demand and will be accessible in the Report Logs.
3. Generate a report for a specific module: If you wish to create a report for a specific module without using a custom report, navigate to the desired module (e.g., Organic Traffic or Rank Tracker) and click the Report button. The report will be generated and can be found in the Report Logs.
To create a custom template, navigate to your account settings and click on "Report Templates" (https://app.seodity.com/settings/report-templates).
1. Click on the "Add New Template" button.
2. Enter a name for your report and click "Save."
3. You can now add various components and customize them according to your requirements by clicking on the green "+" button.
4. Click "Save Changes" to finalize your template, which is now ready to be used in your reports.