How to Create Report Templates

Report templates let you customize the data and content included in your reports. You can choose which elements to include, control their order, and add custom content for the receiver.

Report templates are only available for PDF reports.

How to Create a Report Template

Step 1

1. Go to Reporting in the sidebar.
2. Select Report Templates.
3. Click New template.

Step 2

1. Enter a name for your report template.
2. Select a brand color.

Step 3

Select an element to add to your report. The order of the elements in the template determines their order in the PDF report.

Some elements also have additional settings that you can enable or disable.

The available report elements are:

• Header: Show the report header, with the option to add your own logo.
• Headline: Add a custom headline.
• Text: Add custom text.
• Page Break: Insert a page break.
• Average Rank chart: Add a chart showing average rankings for the selected period.
• Ranking Distribution chart: Add a chart showing ranking distribution for the selected period.
• Google Analytics summary: Add a pie chart with a summary of Google Analytics data.
• Keyword summary: Add a summary of your keywords.
• Keyword list: Include your keyword list.
• Total Search Volume chart: Add a chart showing total search volume for the last 12 months.
• AI Search Volume Chart: Add a chart showing total AI Search Volume for the last 12 months.
• Share of Voice Chart: Add a chart showing Share of Voice.
• AI Share of Voice Chart: Add a chart showing AI Share of Voice.
• Competitor Rankings: Add a table showing your competitors' rankings.
• Link to Public Reporting: Include a link to a public report.
• SERP History Chart: Add a chart showing the history of SERP features.
• Period over period: Add a Period over Period KPI comparison table.

Once you have completed your template, click Save template.