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Report settings

  • Creating manual reports
  • Creating scheduled reports
  • Report settings
  • Pre-structured report templates
Home / Knowledge Base / Report Builder / Report settings

Report settings

Changing report titles and logos
Report sections
Account report
Financial report
Report file formats

Changing report titles and logos

One of the advantages of SE Ranking’s reports is that you have the possibility to brand them by adding your company name and logo, Website Audit reports included. The title appears on each page of SE Ranking reports along with the logo.

To add your company name and logo, go to the Report Builder tab in the top horizontal navigation bar → Pre-Structured Templates → select to edit the Default template.

pre_structured_templates

Then just simply enter the name of your company into the corresponding field and upload your logo image in a .JPG, .GIF or .PNG file format — 400Х200 pixels and with a maximum size of 100 KB.

template

Press the “Save template” button when you’re done.

Report sections

Sections are parts of the report that you can add or delete as you deem appropriate. To add a section, click the necessary items from the list or drag-and-drop it into the report.

sections

The following report sections have additional subsections: Rankings, Analytics & traffic, Competitors, and SMM. You are free to choose which subsections to include in the report.

rankings

You can also change the order of the sections in the report. To move a section, drag-and-drop it to the desired location.

Account report

The account report is a general report on all your projects (websites). Such reports can also be both manual and scheduled.

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

Once you start creating a report, find the Account Report at the bottom of the sections list and add it to the report. Then decide which sections of the Account Report you want to see in the report by toggling them on or off.

Get the general information about your account, a particular project or search engine, see query distribution in Top search results, and so on. 

account_report

To save changes, click “Save”.

Then the data will load and you will see the Account Report containing the results for the set parameters.

account_report

Financial report

The financial report determines the total cost of all keywords for all the days set within the date range for your project (website). Such reports can also be both manual and scheduled.

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

Once you start creating a report, find the Financial Report at the sections list and add it to the report. Then select the parameters for generating the Financial Report. 

Decide which particular keyword groups, search engines, and rankings (all or top 10/20/30/50/100) you want to include. Then specify how to sort the display of results and keywords, set the table row limits, and choose whether to include Visibility, Dynamics or Search Volume data. Also, you can hide the report title and/or project name.

financial_report

To save changes, click “Save”.

To populate the report with financial data, go to Performance-Based Invoicing and indicate how much it costs to have each keyword ranking at a certain SERP spot.

pricing_setting

Import prices in the desired format into the pop-up, as shown below. You will see the total price. Click here to find out more about Pricing settings.

import

Then the data will load and you will see the Financial Report containing the results for the set parameters.

financial_report

Report file formats

PDF
PDF (Portable Document Format) is a cross-platform file format that makes a document convenient to read. It displays the file in the same way on any device with any OS.

HTML
HTML files can be opened via browsers. What is good about this format is that every file has a unique URL address, and you don’t need to sign in to your SE Ranking account to open it. So if you want to share a report via HMTL, you can simply send the link to your boss, client or colleague.

XLS
This file type refers to an Excel spreadsheet that is also available for exporting as a .CSV file. SEO and marketing professionals mostly prefer this format.

    Report Builder
    • Creating manual reports
    • Creating scheduled reports
    • Report settings
    • Pre-structured report templates
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