SEO SpyGlass is 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 brand a report (in Enterprise version), сlick the Star icon and fill out your Company Profile. To create a new template, click the ‘+’ button.
To edit any existing template, 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 added to the report template.
At the top right you can access general report settings (localization, filtering by Tags, etc). The main website thumbnail is taken from Domain Strength module and can be updated there (upon hovering) - it will appear in reports as well.
Once the widget is added to the report template it is also possible to edit and customize it: you can adjust date-ranges, select types of data 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 on 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.