How to Set Up Recurring Reports
There are two kinds of PDF reports that you can download once or set up as a regularly-updated report that's sent to your inbox:
You can create ranking alerts inside of the MySpyFu project manager. This weekly or monthly summary (your choice) shows rank changes in the keyword groups of your choice. OR
You can create custom reports on any SpyFu overview page. You can capture any insights that you find on SpyFu. Pick the tools to include, and sort or filter the results to match what you what to present.
Below are the instructions to set up both kinds of report. After you create one, you can manage any recurring reports in your "Account Settings" section of your SpyFu profile.
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 Export to PDF.
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.
You can manage any scheduled emails inside your “My Account” settings.
How to Manage Your Reports
The "manage alerts" section of Account Details gives you control over who gets an email. 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.