Creating manual reports

Manual reports are project reports that need to be created manually in your SE Ranking account. You can download such reports or send them out directly from the system to your clients, teammates and/or senior management.

To create a manual report, go to the Report Builder tab in the top horizontal navigation bar → Manual → press the “Generate a Report” button.

creating_reports

Then you will see a pop-up window on the screen. Choose the project you want to create a report for and come up with a title for it.

generate_a_report

The next thing you will see is the report generator. To customize the report, follow these steps:

report

Specify the reporting period

You can create reports for any period of time by selecting a date range with the help of the calendar. You can also specify the date range using quick filters, such as:

5 days
Current month
Last month

calendar

Choose the file format:

PDF;
XLS;
HTML.

Detailed information about each file format can be found here.

Choose a template.

If you want to use a pre-structured report template instead of creating a report from scratch, choose one here. Learn about report templates and how they can help you in the “Pre-structured Templates” section.

report template

Customize the report by adding sections.

Add new sections to the report or delete existing ones, if you’re using a template. Click here to find out more about working with report sections.

Press the “Save report” button.

Your report will be ready in under 5 minutes. Once it’s ready, you can download or send it out via email.

manual_report

To edit any of the reports, go to the Report Builder, pick the Manual Reports section and click the report name or hit the editing button that will appear when you hover over the report that you’d like to edit.

edit-reports