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Managing reports

SEO Powersuite tools are equipped with a set of customizable report templates that can be saved as HTML or PDF files and delivered to clients by various means: as an e-mail attachment, as a shareable link or can be uploaded directly to an FTP server.

How to edit report templates

The report template customization process is identical in all SEO Powersuite tools. To edit any report go to the Reports section and click the Edit button next to the required report template (it will appear once you hover the mouse pointer over the template).

This will open up the report template edit menu. The left side of the report template will have the list of widgets that can be added to the current template.

Simply click the plus ‘+' button next to the widget you want to add and it will be automatically added to the report template.

Once the widget is added to the report template it is also possible to edit and customize it: you can add/remove columns, manage the sorting order, select types of results to display in that widget and do other types of customizations.

How to publish reports

There are several ways you can publish your SEO PowerSuite reports:

  • Print reports on paper (available for Enterprise and Professional licenses);
  • Quick save to hard drive as PDF or HTML files (available only for Enterprise licenses);
  • Publish online via a shared link (available only for Enterprise licenses);
  • Upload to an FTP (available only for Enterprise licenses);
  • Send by e-mail as a PDF or HTML attachments (available only for Enterprise licenses);

How to print a report

Switch to the Reports section - select the report template you want to print out - click the Print button.

How to save a report as PDF/HTML file

Switch to the Reports section - select the report template you want to print out - click the Quick Save button.

Then specify the folder where you want the report file to be saved.

How to send reports by e-mail, create a shareable link, upload to an FTP

To be able to send reports by e-mail or publish them online first you need to create a publishing profile. Go to Preferences > Publishing Profiles and click Add Profile.

Then choose to create one of the following publishing profile types:

  • Publish online and send the access URL via e-mail;
  • Email as an attachment;
  • Save to your hard drive;
  • Upload onto a website via FTP

Once you select the required publishing type, click the Next button and follow up the steps to connect your e-mail/FTP account to the software.

Once finished, you will see a new publishing profile appear in the list of available profiles.

This way you may create multiple publishing profiles that will let you publish your reports in different ways.

After you finish with creating your publishing profiles go back to the Reports section - click the Publish button and choose the publishing profile that you want to use to publish your report.

 


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