How to automate reporting in SEO PowerSuite?

With SEO PowerSuite apps, you can fully automate your SEO reporting routine. It will only take a few easy steps to make the apps generate and send the reports directly to your clients automatically.

How to customize report templates

To automate the reporting, you'll need to choose the report templates you would like to be delivered to your clients.

Follow this guide to tailor the report templates to your clients' needs, and brand the reports with your company details and logo.

How to set up Publishing Profiles

Publishing Profiles are the templates that define the method your reports will be delivered with - you can create multiple different ones in each app, under Preferences > Publishing Profiles.

How to publish reports

Once you've set up your Publishing Profiles, you can use them anytime to deliver the reports manually.

As you're in the Reports module, switch to the template you'd like to use, and:

• use the Publish button to choose a Publishing Profile to save, publish or deliver a report
• use the Share button to quickly publish a report to SEO PowerSuite Cloud and copy the access link to share it with your client
• use the Quick Save button to save the report to your hard drive in HTML/PDF

How to automate report delivery

Once you have the delivery methods set up with Publishing Profiles, you only need to schedule the tasks to make the app deliver the reports automatically while you're away from your PC.

Go to Preferences > Scheduler & Alerts and create a Report Publishing task:

• choose the projects you'd like to be involved (add or uncheck any)
• select the report template you'd like to be used for the projects (the Customer details will be taken directly from each project upon generating reports)
• select the Publishing Profile you'd like to be used for delivery
• adjust the recurrence rules and advanced settings for the task
• add a descriptive name to it
• save the task settings and the Global Preferences

On the scheduled date and time, the app will generate and deliver the reports automatically the way you set it to.

Please note that the software is desktop and therefore cannot start on its own. For the apps to perform the scheduled tasks, make sure to keep them running / minimized to Tray, and prevent your PC from Hibernating or going to Sleep mode.

You can go to Preferences > Misc Global Settings to choose what should be done by default upon closing the app that has active or scheduled tasks:

Please also ensure access to project files: all of the projects involved should be accessible through the paths you specified when creating your scheduled tasks. If a project has been moved to a different folder, please update its location in the scheduled task (edit it, uncheck the project in question, and Add it anew).