Client reporting is a huge part of finding success in digital marketing. To communicate your value to clients and prospects, you need to share deliverables that clearly show progress and opportunities for growth. Whether you're running an SEO or PPC campaign for a client, or pitching a potential lead with a data-focused proposal, My Reports can be an awesome tool to add to your repertoire. This tool makes it easy for marketers to:
- Manage all of your previous exports
- Make easy deliverables from templates
- Create custom reports from scratch, and
- Set up automatic email reporting
Manage your previous exports
The My Reports section can be found at the bottom of the navigation menu, or simply at semrush.com/my_reports. The first section is your Report List, where you’ll see a listing of all the PDFs your account has exported. So if you’ve made PDF exports in the past and misplaced them on your computer, they can always be found here and downloaded again.
This list includes PDFs exported from an analytics report or project in the interface, your custom reports, and your scheduled reports. Whenever you export a PDF of data from SEMrush, we’ll save it in your Report List for your reference.
If your account has a high number of reports, you can search for a specific report with the field at the top of the page. Each report in the list can easily be reopened, downloaded again, edited, copied, or deleted using the settings gear.
Make Easy Deliverables from Templates
When making a new report, you have two ways to start; from scratch or from a template.
Each template includes a set of specific reports based on some of SEMrush’s most popular tools. We have templates for a Monthly SEO Report, Domain Comparison, full Site Audit report, and more. If you think there is a certain template that SEMrush does not currently have available, you can suggest one to SEMrush.
To use a template, select the one you wish to work with from the menu and enter the domain and database that you are reporting on. After you enter that info, SEMrush will populate the template with data from your domain and database. After this data is entered into the report you’ll be able to customize the rest of your report in the Report Builder as if you were making it from scratch.
Create a Custom Report From Scratch
To create a new report from scratch, navigate to the green button located in the top right labeled “+ create report.” This opens the Report Builder where you can populate your report with modules of SEMrush data and custom images.
Add a report title, subtitle, and even your own logo to the cover page of your report. If you have a GURU or BUSINESS level account, you’re able to brand reports by placing your logo on the cover. With a BUSINESS level account, you’re able to go one step further and white label your reports, meaning you can add a company logo and remove the SEMrush logo from the headers and footers.
Drag and Drop
Customize the content of your report by dragging and dropping elements from the left menu panel into the Report Builder.
Preview what the widget will look like within your report by hovering over the info icon located to the right of every widget. Write a report summary, proposal, or statement of work at the bottom of the report using headers and text elements. Add page breaks at anytime to control the flow of information in your report and organize the information as neat as you’d like. To split a page into columns, use 2 and 3 column elements to drag multiple widgets onto the same page in a side by side format.
Are there certain widgets that you use more than others? The favorites tab will save your go-to widgets so making new reports from your favorite reports or tools is easy. To mark a certain widget as a favorite, simply click the star icon directly to the right of each widget.
Just like inserting a custom logo onto the cover of your custom report, you can also add images into the body of your report. To enter an image into your report just drag the image widget from the toolbar on the left to your report. Once the widget is dragged over you can select any image from your computer to upload to the report.
This is perfect when creating more in depth reports if you want to include a screenshot from another analytics tool you use. Or, include an image of a client’s product next to data about its performance to make a more visually appealing report.
Adding Project Data
You can now data from SEMrush projects to your custom report to show clients issues from a Site Audit, progress in a Position Tracking campaign, or a competitor’s activity on Social Media. The Site Audit widget lets you access the data for your overview, issues report, crawled pages report, detailed issues, incoming internal links, canonicalization, and more.
The Position Tracking widget can show the visibility trend, keyword rankings table, and rankings distribution. The Social Media Tool widget adds data on your competitors’ posts, audience, activity, and engagement across all seven social channels that the Social Media Tool covers.
Quick Clone and Modify
Maybe you created a perfect report for one client and want to reuse that style for a different client. This is where you would use the “Quick Modify” and “Quick Clone & Modify” features. The Quick Modify feature located at the top right of your report will allow you to quickly and easily change the domain and name of the report thus ensuring that the data is from the same tools just a different domain.
The Quick Clone & Modify feature is located in the My Reports report list. If you hit the settings gear and scroll down to "Quick Clone & Modify," you can copy a report from your list and jump right into modifying it with different data.
Set Up Automatic Email Reports
Finally, you can automate reports through scheduled emails. The settings allow you to set the specific email you want reports sent to, as well as the day and frequency in which they are being sent. Reports can be sent out on any day of the week and set to a daily, weekly or monthly schedule. Here you can also enable a table of contents to make for easy navigation of your custom report.
Are you ready to make your own custom reports? Try it out now at semrush.com/my_reports!