If you are an SEMrush user, you most likely have found that you needed to export multiple reports in order to get the information you need to send to your client. Maybe you have Organic and Paid campaigns set up for your client and you want to put both results in one report. Well say hello to the new Custom PDF Builder!
Found under the Tools section, you can now find all of your exports under the My Reports selection. Once you enter this page, you will see that there is a “Create Report” button in which you can then customize a report. You will also notice a list of PDF exports created using your account in a list below.
You can view these at any time by clicking the PDF button. You will also be able to see a list of exports you have done for the same report. By clicking a particular report, you can instantly review the PDF download. Also, you will notice a settings gear next to each report name. Here is where you can generate an updated version of a past PDF you have created.
You also have the options of editing, copying or deleting a report. The last column will also list if this is ascheduled report or not. You will see exactly when the report is scheduled to be generated.
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Now lets focus on actually creating these reports. You will want to start by clicking the green “Create Report” button. Once you click this you will see a blank report displayed. Here is where you will customize your report.
You can start with a Title, Subtitle and a customized logo depending on your subscription level (in order to have this option you must have the Guru level or higher). Once you finish with the cover, you will then want to scroll down where you will have a drag and drop feature.
Using the options on the left side of your screen, you will select what data you will be including in your report. You can choose from multiple reports to receive data from including Organic Research, Advertising Research, PLA Research, Display Advertising and Backlinks.
Currently, Projects are unavailable through this tool, however, we are currently working on adding this.
Once you find the report you would like to add to your report, you will want to click and drag it into the report shown. You can then stack various reports on top of each other so that you are including all of the necessary information you wish. You also have the option of including elements such as headings and text blocks.
If you wish to have a header in between sections you can do so here. Also, if you would like to include an explanation of a particular report, you can provide it through the text block option.
Layout options are available as well which all you to put two or three reports directly next to each other in the report. If you ever want to compare multiple reports right next to each other, this option will allow you to do so. You can also separate reports using page breaks if you would like to segment certain reports.
Each report block can be moved around or removed based on your preference. Using the four arrow icon, you can drag these anywhere you wish within this report. The important part to mention about this tool is that now you have access to be able to create these customized reports whenever you would like. You can schedule them so that you are now easily generating reporting for your clients or bosses and saving you time.
Have you used this tool yet? Have you found it helpful? Do you have any questions about any of the information you just saw? Feel free to let us know in the comments below!
If you still have questions about any of this information, please feel free to reach out to our Customer Success Team at: (855) 814-4510 or by email at [email protected]. You can also contact us on Twitter by using the #semrushcare hashtag.