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If the thought of starting your adjacent monthly SEO study from scratch fills you with dread, you’re not alone!
A fewer years ago, we asked our customers moving astatine agencies astir the apical things that they wished were automated astir their job.
The apical reply by a ample borderline was reporting, collecting information for reports, and study updates.
Now deliberation of each the clip you’d prevention and however acold your concern could spell if you didn’t person to commencement each SEO study from scratch.
With Semrush, you tin marque your ain reporting templates and stock them with your team.
In this post, we’ll amusement you however to marque your ain SEO advancement study template and automate your reporting process.
The Semrush My Reports tool lets you aggregate information from dozens of tools, physique and prevention your ain PDF study templates, and acceptable up recurring emails.
This instrumentality besides gives you the quality to:
- Quickly make PDFs from our pre-set templates successful a minute
- Modify a template to acceptable your circumstantial needs
- Brand and white-label your study (with the Agency Growth Kit add-on)
- Add Semrush study widgets, screenshots, text, and formatting
- Add Google Analytics, Google Search Console, and Google Business Profile data
- Create a study wholly from scratch
- Save your customized reports arsenic caller templates to usage successful the future
- Schedule regular email transportation of the reports to a people email address
Why You Should Use SEO Report Templates
Creating templates for your reporting, whether you’re in-house oregon astatine an agency, tin assistance you:
- Save time
- Onboard caller squad members and clients much easily
- Establish consistency successful your workflow
Of course, redeeming clip is ever important for business, and the accent of starting a study from scratch each clip tin beryllium crushing.
But different crushed you should usage templates is that it’ll marque it a batch easier for you to onboard caller squad members and clients. Instead of conscionable throwing your caller squad members the task of coming up with their ain report, you’ll beryllium giving them an casual format to travel truthful they’ll consciousness acceptable to contribute.
Lastly, your clients volition admit the consistency. Using a template lets whoever is receiving the study cognize what to expect. They won’t person to re-learn however to navigate done your reports each month, which saves them time.
Structuring Your SEO Report Template
Every declaration and run has its ain unsocial acceptable of goals and KPIs.
Likewise, your lawsuit volition privation their study to consciousness personal, with circumstantial guidance and commentary astir their unsocial online experience.
So, however tin you support your clients happy, portion besides making your reporting process smoother?
Here are immoderate tips:
- Create antithetic templates for antithetic types of reports (SEO audit report, monthly SEO report, rival investigation report, etc)
- Make your reports circumstantial and casual to understand
- Automate your information gathering
- Personalize the study with dedicated text-based areas for your comments and images/branding related to your marque and your client
- Build your templates with wide sections truthful it’s casual to sub parts successful and retired depending connected the absorption of the month
Automating Data for Your Report Templates
The quality of utilizing a template for your SEO study is that the automation gives you much clip to personalize the report.
While it’s imaginable to automate immoderate SEO KPIs with dashboards and tools similar Semrush, you wouldn’t privation to automate your opening statements and commentary.
Think of the KPIs and information arsenic the “what” of the study and your commentary arsenic the “why.” Why does 15% integrated postulation maturation matter? You tin explicate successful 1 of the comments areas of your template.
When you physique a template connected Semrush My Reports, you tin automate the input of information with Semrush and Google information widgets.
These widgets tin automatically populate your study with metrics like:
- A competitor’s keyword rankings and estimated postulation from Semrush
- Site Health and method tract issues from Semrush
- Keyword visibility & stock of dependable from Semrush
- Backlinks reported successful Semrush
- Goal completions from Google Analytics
- Users, sessions, clip connected page, and much from Google Analytics
- Search show from Google Search Console
- User enactment and representation views from Google Business Profiles
- And a batch more
Personalizing Templates with Text and Images
To adhd a idiosyncratic interaction to your reports, you tin see abstraction for your comments and explanations, arsenic good arsenic images and branding.
With Semrush, you tin resistance and driblet widgets for substance blocks to see your comments connected each conception of your report.
You tin besides adhd images similar your client’s logo, oregon adjacent afloat customize your study with a taxable if you motion up for the Agency Growth Kit.
Templates for Each Type of Report
Because determination are truthful galore areas of SEO that you tin enactment on, determination volition beryllium antithetic things to report.
So, you should person circumstantial templates for the antithetic services you offer. For example, you could acceptable up unsocial templates for your:
- SEO audit reports (initial audit & travel ups)
- Monthly SEO reports
- Competitor SEO investigation reports
- Organic hunt reports
- Link building/backlink reports
- And more
The bully happening astir My Reports is that we person a fistful of preset templates to commencement with.
Just unfastened 1 up and commencement adding widgets to marque the PDF study your own.
Here’s an illustration of what you’d spot automatically by utilizing immoderate of the templates above:
Monthly SEO Template
This is simply a cleanable starting spot for wide monthly reporting connected an SEO client. Preset widgets include:
- Google Analytics postulation overview
- Daily sessions
- Top postulation channels
- New vs. returning visitors
- Top pages by pageviews
- New and mislaid keywords
- Improved and declined keywords
- Backlinks summary
- New and mislaid backlinks
Site Audit: Full Report Template
This SEO audit study template dives heavy into the results of a Site Audit, which could beryllium large for method SEO clients oregon prospects. Preset widgets include:
- Site Health score
- Number of errors, warnings, and notices found
- Top issues identified
- Full breakdown of each azygous contented recovered successful the audit
Full Organic Research Template
This template goes into the integrated hunt show of immoderate website, which is an casual mode to make a competitory investigation study successful minutes. Preset widgets include:
- Estimated integrated traffic, keywords, and postulation cost
- Keyword rankings by country
- Organic vs. Paid postulation inclination (all time)
- Top keywords and presumption distribution
- Top competitors
- Branded vs. non-branded integrated traffic
- New and mislaid keywords
- Top landing pages for integrated traffic
Customizing Semrush Report Templates
Now, what if you privation to marque your ain templates from scratch, oregon alteration a preset template and prevention it arsenic new?
This is besides easy, by editing immoderate study successful the study builder and redeeming it arsenic a template connected the My Reports location page.
You tin adhd much information from Semrush oregon Google to your study to item your circumstantial KPIs, arsenic good arsenic substance blocks, images, and formatting to adhd country for your comments connected each section.
To adhd Google Analytics information to your report, Semrush presently offers implicit a twelve widgets from the classical Universal Analytics mentation of GA, and a fistful of connections for GA4 properties.
Universal properties:
- Overview
- Metrics Charts
- Top Traffic Channels
- New vs Returning Visitors
- Conversions (E-commerce)
- Top Page Views
- Goal Completions Chart
- Location
- Language and Source/Medium
- Referrals
- Source/medium
- Top Landing Pages
- Campaigns
- Device Categories
GA4 properties:
- Overview
- Metrics Charts
- Top Traffic Channels
- New vs Returning Visitors
- Top Page Views
For circumstantial steps connected integrating your Google Analytics with your Semrush study templates, sojourn our Knowledge Base.
Once you’ve built your study connected Semrush, deed the greenish Generate PDF fastener to prevention it. Then from the My reports location page, you tin prevention this study arsenic a caller template.
Go to the study successful the database connected the My Reports location page, find the cogwheel icon beside the study you’ve made, and prime Create Template.
Now that study volition beryllium saved successful your templates database truthful you tin entree it and customize a caller study for a caller lawsuit starting from the aforesaid structure.
Generate and Schedule Your Report
Once your study is acceptable to go, you tin docket this study to beryllium sent to your client’s email connected a daily, weekly, oregon monthly basis.
You tin see a template for what you privation to enactment successful the email substance itself and marque definite to update that email substance earlier it goes retired each month.
Perfecting Your Template
How should you customize your template?
The bare minimum you’ll privation to screen successful an SEO advancement study is:
- What advancement has been made
- What actions you’re taking
- Recommendations for further growth
After those basics, you mightiness privation to see immoderate links to related speechmaking oregon articles that explicate immoderate of your processes, successful lawsuit the lawsuit would beryllium funny to learn.
Most SEO clients won’t beryllium SEO experts, truthful you whitethorn privation to see lawsuit acquisition successful the reporting process. When you do, it tin assistance physique much spot and engagement successful the relationship.
Follow immoderate of these do’s and don’ts to marque the template perfect.
We person a full blog station dedicated to the anatomy of a cleanable SEO report to dive deeper with much examples of however to study connected each facet of SEO.
Regular communication, transparency, and showing that you attraction astir your client’s occurrence tin spell a agelong mode to having a affirmative client relationship.