Working With Reports

Generating Reports

Generating a report is easy. In WebSite Auditor you can create reports on structural aspects of your whole website (the Website Report tab in the main window), and on content optimization of separate pages (within the content optimization module – the Report tab in content optimization window. All you need to do is just click the corresponding Report tab and WebSite Auditor will automatically create a report based on the data of your ongoing project.

Every time you need to update the data of the reports, for instance after rebuilding the project or updating content analysis data just click on the Regenerate button and WebSite Auditor will automatically update the report.

Regenerate Button

Managing Report Templates

WebSite Auditor allows you to customize the look and feel of the generated report. You can change the color scheme, add your company name and logo and choose what kind of data to display. For that purpose, you've got report templates. You can create an unlimited number of templates of all sorts and fashions.

With WebSite Auditor you can create new templates, as well as edit or remove the existing ones. You can manage your Report Templates in Preferences > Report Templates > Website SEO Audit Repots... and Preferences > Report Templates > Page Content Reports...

Manage Report Templates Window

Note: You can use the Templates buttons for quick access to the Report Templates settings.

Templates Button

Creating a New Report Template

If you wish to create a new template from scratch, please go to Preferences > Report Templates and choose whether you want to create a template for Website SEO Audit Reports or Page Content Reports. Then press Add and the Wizard will guide you through the process of creating a template.

Add Button

Note: The following steps are similar for both Website SEO Audit Report and Page Content Report templates.

Step 1: Choose Report Type

You will be asked to choose what type of report you want to create.

Creating A New Report Template: Choosing Report Sections

A-Z Optimization Report and Website SEO Audit Report

These two report templates provide detailed comments and optimization advice alongside with figures and stat.

In-House SEO Audit Report and In-House Content Auditor's Report

These two template types are designed for experienced SEOs and mainly contain statistical data and leave it up to you to analyze it and draw conclusions.

Step 2: Choose Report Overview Sections

Under this step (the following two steps for Page Content Report templates) you need to select what kind of data to include into the report.

Creating A New Report Template: Choosing Report Overview Sections

Step 3: Choose Main Report Sections (for Page Content Reports only)

Here you can select which HTML elements should be included into the report. For instance if you only need stats on the keyword use in the Title and Anchor texts check the corresponding boxes.

Creating A New Report Template: Choosing Main Report Sections

Step 4: Create a Final Words Page

If you want to write a conclusion for your report, give your evaluation of the current optimization rate or leave any comments, check the box next to Show Final Words.

Creating A New Report Template: Creating A Final Words Page

You can type in your final words in the Code tab (remember to use HTML tags) and see what your text will look like in the report by clicking the Preview tab.

Click Next after you're done.

Step 5: Color and Font Styles

At the next step you can select the style and color scheme of the report to your liking. Preview is available.

Creating A New Report Template: Selecting Style And Color Scheme

Step 6: Choose Report Template Name and Title

You can specify report template title and name. The title you type in will be displayed in the title bar of the browser. We suggest that you pick a descriptive template name so that you can easily remember what this report does and find it quickly, e.g. "Complete report with afterwords (Green)". Press Finish and the program will get you back to the list of templates.

Editing Report Templates

WebSite Auditor allows you to edit the HTML code of any template. To do this go to Preferences > Report Templates, select the type of templates and the template that you want to edit and press Edit. You'll get access to the HTML code of the template with preview available.

Edit Button

Removing Report Templates

To remove a report template go to Preferences > Report Templates, select a template with your mouse and press Remove to remove it.

Remove Button

The buttons Move up and Move down were designed for your convenience. You can select any template with your mouse and move it up or down to the needed position in the list.

Quick-Saving Reports to Your Local Hard Drive (in Enterprise version only)

Quick Save Button

The Quick save button saves your report to the local hard drive giving you two saving options: as an HTML or as a PDF document. Choose HTML if you want to be able to view your report in a web browser, or PDF if you want it to be available for print-out.

Quick Save Window

Specify the destination folder and press Save.

Publishing Your Report

Publishing reports is making them available outside WebSite Auditor. After your report has been generated, you may wish to e-mail it to a customer, save it or make it available online. The generated report can be converted into an HTML or a PDF document. You can save it on your local hard drive, send via e-mail, or upload it to a website via FTP.

Click Publish to start the publishing process.

Publish Button

First of all you'll need to create a publishing profile. A Publishing Profile is a set of configurable parameters for publishing your report. It defines whether the report will be in HTML or PDF, how the report files will be named. It also lets you append a date and/or customer name to the folder where the report is saved, etc. You can manage your publishing profiles in Preference > Publishing Profiles.

Creating a New Publishing Profile

You can create new profiles using the Add button. Upon completion of all steps, the profile you configured will be saved so that you can later apply it to any project.

Upon pressing Add, you will see a Wizard that will guide you through the process of creating a new profile.

Creating a New Publishing Profile

Note: When publishing a report for the first time the Wizard will start automatically.

Step 0: Enter Your Company Information

If you haven't filled in your Company profile yet, the wizard will offer you to do this. The information about your company you specify here will be displayed in all reports generated within that project.

Entering Your Company Information

Step 1: Choose Preferred Report Format

Here you can choose to generate the report in the HTML format which can be later published on the web, or you can opt for the Adobe PDF format if you plan to print or email the report.

Choosing Preferred Report Format

Step 2: Choose Preferred Report Delivery Option

There are three options of report delivery: it can be saved on your hard drive, sent via e-mail or uploaded to a website. Check the option you need with your mouse.

Choosing Preferred Report Delivery Option

Depending on what report delivery option you chose under step 2 the Wizard will take you in the corresponding direction:

Save report locally on my hard drive [click to expand][click to hide]

Step 3: Choose Report Destination

Choosing Report Destination

Create a separate folder for each customer

This option allows you to save reports to separate folders named with your customers' names (the name can be edited in the Customer Profile)

Create a separate folder for each of your customer's websites

This option allows you to save reports to separate folders named with the names of your customer's websites.

Create a separate folder using the current date

If checked, this option will create folder names based on the current date.

Press Next to continue.

Step 4: Choose Your Report File Name

Choosing Your Report File Name

Add prefix

We suggest that you type a prefix that would be descriptive and will help you easily find your project later. For instance, Onpage_Optimization_Report.

Append customer's name

This option will append your customer's name to the filename of your report (the customer name can be edited in the Customer Profile).

Append customer's website address

Check this box if you want to append the name of the customer's website (the website you created the project for) to the filename of the report.

Append current date

If checked, this option will append current date to your report's name.

Zip the report

If checked, this option will compress the report using ZIP compression.

Press Next to proceed to the next step.

Step 5: Choose Publishing Profile Name

Choose a name for the publishing profile. Use a descriptive name so that you can easily remember what this profile does, e.g. "Profile for creating PDFs". You'll be able to see this profile name in the list of profiles at Preferences > Publishing profiles.

Later, as you publish your reports you can quickly choose from the list of available publishing profiles so that you don't have to go through this set-up process every time. You can also edit this profile later on, to change the destination folder for instance.

Press Finish and the report will be saved.

Choosing Publishing Profile Name

Send report via e-mail [click to expand][click to hide]

Step 3: Configure Mail Settings

You will need to enter your e-mail and password,

Configure Mail Settings

Step 4: Outgoing Mail (SMTP) Settings (if not configured automatically)

Give your mail server settings (if you're unsure how to do this, contact your system administrator or turn for help to our support system)

Configure SMTP Settings

Step 5: Create Mail Message

Here you can edit the body of the e-mail that will be sent. You can switch between the Code and Preview tabs to edit the HTML code of the message and see what it will look like in the letter.

Create Mail Message

Step 6: Choose Your Report File Name

Choose Your Report Filename

Add prefix

We suggest that you type a prefix that would be descriptive and will help you easily find your project later. For instance, Opage_Optimization_Report.

Append customer's name

This option will append your customer's name to the filename of your report (the name can be edited in the Customer Profile).

Append customer's website address

Check this box if you want to append the name of the customer's website (the website you created the project for) to the filename of the report.

Append current date

If checked, this option will append current date to your report's name.

Zip the report

If checked, this option will compress the report using ZIP compression.

Press Next to proceed to the next step.

Step 7: Choose Publishing Profile Name

Choose Publishing Profile Name

Choose a name for the publishing profile. Use a descriptive name so that you can easily remember what this profile does, e.g. "Profile for creating PDFs". You'll be able to see this profile name in the list of profiles at Preferences > Publishing profiles.

Later, as you publish your reports you can quickly choose from the list of available publishing profiles so that you don't have to go through the set-up process every time. You can also edit this profile later on.

Press Finish to create the publishing profile.

Upload report onto a website via FTP [click to expand][click to hide]

Step 3: Configure FTP Settings

Enter your FTP server address. Example of an FTP server is ftp.your-domain.com

Enter Username (the login name you use to connect to your FTP server).

Enter the Password you use to connect to your FTP server.

Configure FTP Settings

If you choose to Configure advanced settings, you will be guided to enter FTP Server Settings

Next Step (optional): FTP Server Settings

Configure FTP Server Settings

Please specify your FTP settings, so that WebSite Auditor can upload reports and make them available online.

Generally, FTP (standard File Transfer Protocol) is used. Default server port is 21. Try these standard settings. If they do not apply to your server you should consult your system administrator.

Choose to Use passive FTP if you are behind a firewall.

Press Next to continue.

Step 4: Choose A Directory for Your Report

Choose a directory where WebSite Auditor will upload reports to.

Having chosen a directory, you will see below the Web address at which the published files will appear.

Choose A Directory for Your Report

Press Next to go ahead.

Step 5: Choose Your Report File Name

Choose Your Report File Name

Add prefix

We suggest that you type a prefix that would be descriptive and will help you easily find your project later. For instance, Ranking_Report.

Append customer's name

This option will append your customer's name to the filename of your report (the name can be edited in the Customer Profile).

Append customer's website address

Check this box if you want to append the name of the customer's website (the website you created the project for) to the filename of the report.

Append current date

If checked, this option will append current date to your report's name.

Zip the report

If checked, this option will compress the report using ZIP compression.

Press Next to proceed to the next step.

Step 6: Choose Publishing Profile Name

Choose Publishing Profile Name

Choose a name for the publishing profile. Use a descriptive name so that you can easily remember what this profile does, e.g. "Profile for creating PDFs". You'll be able to see this profile name in the list of profiles at Preferences > Publishing profiles.

Later, as you publish your reports you can quickly choose from the list of available publishing profiles so that you don't have to go through the set-up process every time. You can also edit this profile later on. Press Finish to save the publishing profile.

Once you've created a publishing profile click Publish, select the profile you need and click Next. WebSite Auditor will automatically save, send or publish your report according to the settings you configured in the profile.

Publish Button

Note: You can select several profiles at a time, for instance to send, save and publish your report with one mouseclick.

Editing Publishing Profiles

You can edit the existing publishing profiles any time in Preferences > Publishing Profiles. Simply select the profile you need with your mouse and click Edit.

Choose Publishing Profile Name

You'll be able to change the Report Type, Delivery Option and Report File Settings. Press Ok to save or Cancel to discard the changes.

Editing Publishing Profiles

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