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Set Up Automatic Reports: Share Insights or Track Your Rankings
Set Up Automatic Reports: Share Insights or Track Your Rankings

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Sidra Condron avatar
Written by Sidra Condron
Updated over 2 weeks ago

Custom Report Options

You can download it immediately or set up a recurring report to go out via email.

  • Create custom client reports on any SpyFu overview page. Pick the tools to include, and sort or filter the results to match what you what to present.

  • Create ranking alerts. This weekly or monthly summary (your choice) shows rank changes in the keyword groups of your choice.

Create a Custom Client Report

These PDF reports offer a snapshot of the domain's performance. They are flexible to act as single downloads so you can share your research, or you can turn them into recurring reports. Our agency customers love them for client reports, but they work for anyone. They are ready to share as a PDF, and we can send the for you if you'd like.

The "Create Report" button on our overview pages let you combine elements into one larger custom report. Find that on any of these overview pages:

  • Domain Overview

  • SEO Overview

  • PPC Overview

  • Keyword Overview

All 4 of these overview pages act as portals to the deeper features available in SpyFu. Let's say that you just want to get a report on Google Ad recommendations as well as PPC Competitors--both on the same page. You can choose both of those through the PPC Overview page.

Jump ahead to the steps to set up the reports. You can customize them with a logo and add recipients.

Create a Ranking Alert

1. Open the "MySpyFu" Project Manager

The MySpyFu feature lets you save any keywords that you find while working in any part of SpyFu. Think of projects as folders for each domain. You can save keywords to each project, and those keywords can live in "groups."

Our ranking updates will give you details on how keywords in a group performed.

Open the project that has the group you'd like to track.

If you don’t have any projects set up yet, you can create one and start tracking any keyword groups that you add to it.

2. Go to the Groups section

Click the Groups title in the navigation panel.

Follow the next steps to set up your reports.

Steps to Set up Your Reports

3. Click the Export to PDF Button

Check the box next to the keyword group(s) you'd like track. Click Create PDF Report.

4. Customize and Schedule Your Report

First, set up the PDF to have any title and personalization you'd like. Everything here, including optional comments, will be displayed on the front page of the report.

Email and Scheduling

Instead of an on-page PDF, you can get this keyword group’s performance summary delivered to your inbox. You can also add email addresses so that clients and colleagues can get the recap sent directly to them.

Choose how often you'd like the report to go out.

5. Click “Generate PDF”

That last action creates the report and (if you chose the email and schedule options), it sets up regular email updates to go out.

Manage Your Reports

Now that you’ve set up your recurring email, you can make any changes to it inside your Account Settings>Scheduled PDF Reports.

You can change the email recipients or the schedule. You can also turn them off for as long as you’d like, or just turn off the notifications for one person at a time.

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