How do I send my client a report every week or month?

What the report shows

Reports → Client reports lays out the same figures as the Growth view for clients: the SEOmise score and its categories, Day 0 compared with today, wins and regressions, work completed in the period, what is planned next and the changes made, including those followed by improvement. Choose Last 7 days, Last 30 days or Last 90 days.

Download it

Press Download PDF. The page, the PDF and the e-mail all come from the same data, so they always agree.

Send it on a schedule

1. Under Scheduled reports, switch on Weekly (Monday morning), Monthly (on the 1st) or both.
2. Add the recipients' e-mail addresses, up to 20 for each schedule.
3. Press Save schedules.
4. Press Send now to see what your clients receive.

Each recipient gets an e-mail with a link to the PDF. The link works without signing in and expires after 30 days. Sent reports lists what went out and to whom.

Who can do what

Changing schedules needs the right to manage the project (Owner, Admin or SEO manager). Downloading and Send now need the right to export reports, which every role has except Viewer and Billing manager.

Your brand

Reports carry your own brand on plans with white-label reports; otherwise they carry the SEOmise brand. Client reports have to be part of your plan.