In the previous article I showed you a fast and easy way to learn how to use AWR Cloud. Today I thought we should discuss about the way you can create reports and customize them, to prove to your clients the value of your SEO efforts.
As an SEO, your job is to help your clients improve their search engine rankings and their revenue, but it gets rather difficult showing them the value they get from your efforts.
The focus point of this article is to introduce you to a way to present your achievements to your clients with comprehensible SEO reports.
In this new post I want to discuss about the following points:
- creating a new report and add sections to it that you want to present to your clients;
- editing the report;
- scheduling reports to be sent automatically;
- personalizing reports with your own logo;
- customizing report templates;
- the final structure of the report.
A report contains the SEO metrics you are monitoring, gathered from search engine searches. With the new reporting system in AWR Cloud you can combine search engine visibility metrics with organic visits, impressions, clicks, position and search volume for the keywords that matter most, personalize reports with your own logo and schedule them to be sent automatically. To view key SEO metrics side-by-side with impressions, clicks, position or search volume you have to connect your AWR Cloud account with Google Analytics and Google Webmaster Tools.
At the format section you’ll have to choose from three types of reports: PDF, HTML and CSV. Page orientation will be available only if you choose the PDF format.
Once the report is created, you can start adding the sections that you would like to present to your clients (Visibility, Search Engine Comparison, Website Comparison, Website Ranking, Keyword Ranking, Keyword Evolution, Analytics Dashboard).
Visibility helps you show your client how noticeable his website is, with the targeted keywords and search engines.
Search Engine Comparison displays the rankings compared side-by-side on multiple search engines.
Website Comparison helps you present your progress in search engine rankings, against your clients’ competition.
Website Ranking is the section where you can make your SEO work effective. Your client can see the specific landing pages that rank in the search engines.
Keyword Ranking provides a detailed keyword analysis, helping you present your clients how high their website ranks for the most profitable keywords. You can show them that by making a comparison between the ranking positions, the average monthly searches, the competition and cost per click.
You can also present your client new keyword opportunities, for which his website is not yet optimized, by applying a not ranked filter.
Keywords Evolution presents a summary of your keywords rankings’ progress in the search engines. In this section you have the possibility to impress your client. The number of keywords on the first page, Top1 to Top 20 positions and a chart with the number of keywords over position range are just some of the items that provide you with great visual support for your keywords activity.
Analytics Dashboard. In this section you can include the visits, revenue and transactions pie charts, showing your client the overall traffic growth and the distribution by traffic source next to e-Commerce metrics.
With AWR Cloud it’s easy to link a site’s traffic improvements to your SEO efforts. This is achieved by showing a comparison between the visits evolution and the search engine visibility trend for your website.
This information is retrieved from Google Analytics and will be available for you to integrate in your report only if you synchronize AWR Cloud with your Google Analytics account.
In order for your client to understand these metrics you can add a summary page before the Analytics dashboard, explaining what the section is about and presenting your findings.
The order in which you added the sections will be preserved in your final report.
You should know that each section is editable. You can enter the title and choose a chart range where available. For four of the sections, Keyword Ranking, Search Engine Comparison, Website Ranking, Website Comparison, you can also sort and filter the search engines and specific keywords to be included.
You can add a personal touch by attaching a Cover Page at the beginning of your report (only in the PDF format) and quickly identify its key sections for your clients. The Cover page includes your report title, a subtitle and the main ideas of the content. Adding it can be useful to present the report’s purpose and explain how the sections are organized.
When choosing the data you want to include in your SEO report, focus on the improvements your work brought to a client’s business.
If you want to share the report you’ve just created with your clients, there are two ways to do it: manually or automatically.
After you have selected all the sections with the information that you want to appear in your report, you can share it manually by clicking the Run report button from the top right corner of the screen.
You also have the possibility to select the reports to be sent automatically. You have to select the Send report automatically check box and choose the reporting frequency your client prefers.
In the Report settings tab you can choose who will receive the report and how often this will happen. You can share the report by email, entering the email address of your client, or you can create a user account for him.
When a report is scheduled to be sent automatically, you have the option to approve it before making it available to a client, ensuring that you have full control over the frequency of your reports.
The client will receive an email on the selected day of the week or month, announcing that a new report is available, and they can access it directly from their inbox.
Do you know you can personalize your reports with your own logo?
It’s quite simple, just follow these five steps:
- navigate to the Reports menu and select Brand Templates;
- click on the + New brand template button;
- enter the name and the URL to your company logo;
- you can enter a text for the report footer. This is optional;
- press Done to save your preferences in the new brand template.
Update your default brand template with this one, and your reports will include from now on your company name and logo!
Don’t want to waste so much time creating different reports for every client ? What would you think if I said that you can create a report template that you can apply to your clients new reports? This way you will save precious time.
AWR Cloud offers you an efficient way of creating multiple reports with a one-time only customizable report template.
Here is how you create a new template. Simply navigate to the Reports menu and select Report templates. Then click on the New template button from the upper-right corner of the screen. Enter the report name, choose the file format and press Create.
This report template will be available when creating new reports in all your AWR Cloud projects. You can also assign the template to multiple existing reports by clicking the Actions button in the Report Templates from the Reports menu and update their sections and schedule with the template’s information
You create a template once and from it you can make as many reports as you want. It saves time by not having to set up each individual report.
If you change your mind about a report template and don’t want to create another, you have the option to edit it. Or, if you don’t want to use that template anymore, you can easily delete it.
Still undecided? Before you generate the report, AWR Cloud offers you a preview option. In the report preview you will be able to visualize just a sample, not the complete report, that will help you make an idea about how the final report will look like. You can make some additional changes in case you aren’t satisfied with it before hitting ‘Send’.
As soon as it is generated, you will see a notification icon at the top right corner of the screen.
Those were all the steps you had to follow in order to create a new report.
So, when you send reports to your clients, it is important to include all the relevant data for your SEO process, alongside with your achievements.
Show your clients beautiful and comprehensive reports that will help them perceive the new SEO opportunities and evaluate the success of your hard work.
Here is a short video made by the AWR Cloud marketing team about the way you create and customize reports in the application, that has all the visual details needed to get you started!
Hope you found this article useful and if you have questions or impressions that you’d like to share, write them in the comments section.
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