SEO Report Builder

This documentation guides SEO professionals through using the Report Builder to automate and streamline their client reporting workflow.

The tool eliminates manual data compilation, reduces repetitive report creation tasks, and generates consistent, professional SEO reports.

Common uses include:

• Creating monthly SEO progress reports for clients
• Building executive dashboards for in-house reporting
• Automating recurring report creation across multiple projects

The Report Builder connects directly to your SEO data sources, providing a drag-and-drop interface for creating customizable, multi-page reports that can be saved as templates, exported as PDFs, and shared with clients.

This documentation covers all features and workflows needed to build and manage your reports around your preferred SEO strategy.

These reports can be shared with clients, exported as PDFs, and modified over time as your project evolves.

Key Features

• Drag-and-drop widget placement
• Multiple page support
• Portrait and landscape layouts
• Real-time preview
• PDF export capability
• Client sharing options
• Report templates import/export

Getting Started

Accessing the Report Builder

1. Navigate to your project
2. Click "Report Builder" in the navigation menu
3. You'll see a blank canvas with available widgets on the left side

Understanding the Interface

The Report Builder interface divides into four key areas that streamline report creation. Each area serves a specific function in your workflow.

The left panel houses the widget library with all available report components. You can drag these widgets directly onto your canvas.

The main canvas provides your primary work area using a grid-based layout system. This is where you'll build and arrange all report elements.

Top controls include essential management options for your reports. These controls handle layout toggling, saving, viewing, exporting, and importing functions.

Multi-page navigation controls manage document structure across multiple pages. You can add, remove, and move between different report pages using these tools.

Available Widgets

The Report Builder includes a comprehensive selection of widgets designed to present your SEO and analytics data clearly.

Each widget type serves specific reporting needs and can be customized to display your metrics.

Our widgets pull data directly from your project analytics, SEO tracking, and custom content.

If you need a specific metric that isn't currently available, contact our support team.

Analytics Widgets

• Traffic metrics
• Search performance
• User engagement statistics
• Data tables
• Single datapoint

SEO Performance Widgets

• Keyword rankings
• Charts and graphs
• Technical SEO metrics

Custom Content Widgets

• Text blocks
• Agency information

Common Uses

The SEO Report Builder streamlines reporting workflows across multiple scenarios:

Client Reporting

Monthly SEO performance reports maintain consistent branding across all client communications. These reports establish regular touchpoints that demonstrate ongoing value and progress.

Quarterly strategic review presentations provide comprehensive analysis for longer-term planning. These deeper reports help clients understand broader trends and strategic opportunities.

Weekly status updates keep high-priority clients informed of immediate progress. This frequent communication builds trust and ensures alignment on urgent initiatives.

Custom reports address specific client campaigns or initiatives beyond standard reporting cycles. These targeted reports focus on particular goals, timeframes, or market segments.

Agency Management

Executive dashboards provide portfolio-wide performance tracking across all client accounts. These high-level views help agency leaders identify trends and allocate resources effectively.

Standardized report templates streamline workflows for different client industries. Industry-specific templates ensure consistent messaging while reducing setup time for new accounts.

New business pitch materials leverage sample reports to demonstrate agency capabilities. These examples showcase reporting quality and help prospects visualize potential outcomes.

In-House SEO

C-suite presentations communicate SEO initiative value to executive leadership. These strategic reports focus on business impact and ROI rather than technical metrics.

Department performance reports track internal team productivity and outcomes. These reports help managers allocate resources and identify areas for improvement.

Cross-functional team updates keep marketing, development, and content teams aligned on SEO progress. Regular communication ensures all departments understand their role in SEO success.

Multi-domain and international site monitoring provides comprehensive performance oversight. These reports track how different regions or properties contribute to overall organic growth.

Technical SEO implementation progress reports document infrastructure improvements over time. These detailed reports help development teams prioritize fixes and measure implementation success.

E-commerce

Product category performance tracking reveals which product lines drive the most organic traffic and conversions. This analysis helps prioritize SEO efforts across different inventory segments.

Seasonal trend monitoring captures how search patterns change throughout the year. These insights enable proactive content and promotion planning for peak shopping periods.

Marketplace comparison reports benchmark your organic performance against major competitors. This competitive analysis identifies gaps and opportunities in product visibility.

Product page optimization analysis measures the impact of SEO improvements on individual listings. These granular reports demonstrate which optimization tactics drive the best results.

Content Marketing

Content performance tracking reveals which topics drive the most organic traffic and engagement. This analysis helps content teams focus efforts on high-performing subject areas.

Keyword ranking monitoring for content clusters shows how related articles work together to capture search visibility. These reports demonstrate the effectiveness of topic-based content strategies.

Content gap analysis reports identify missing opportunities in your content library. These insights reveal where competitors rank for valuable keywords that your content doesn't address.

Content optimization impact measurement tracks improvements from updated articles and pages. This analysis proves which content refresh tactics deliver the best organic growth.

User engagement analysis compares performance across different content formats and types. These metrics help content teams understand which formats resonate best with their audience.

Technical SEO

Site health monitoring tracks critical technical metrics that affect search performance. These reports identify crawl errors, broken links, and infrastructure issues before they impact rankings.

Site migration progress reports document technical changes during website redesigns or platform moves. This tracking ensures search visibility is preserved throughout complex technical transitions.

Core Web Vitals analysis measures page speed and user experience improvements over time. These performance reports demonstrate how technical optimizations impact both search rankings and user satisfaction.

Indexation status reporting tracks how search engines discover and include different site sections. This analysis reveals which pages are successfully indexed and identifies potential crawling obstacles.

Building Your First Report

Basic Layout Management

The Report Builder uses a grid-based layout system with 12 columns for consistent spacing.

You can choose between two orientation options: landscape mode provides 8 rows of layout space, while portrait mode gives you 16 rows.

This grid structure ensures your reports maintain proper alignment and spacing regardless of the orientation you select.

Adding Widgets

1. Drag widgets from the left panel onto your canvas
2. Resize widgets using the bottom-right "blue dot" handle
3. Reposition widgets by dragging them to new locations
4. Double-click widgets to configure their settings

The Report Builder provides a drag-and-drop interface for adding widgets to your report. Widgets can be selected from the left panel and placed directly onto your canvas.

Each widget has a blue resize handle in the bottom-right corner for adjusting its dimensions.

You can move widgets by dragging them to different positions on the canvas.

To modify a widget's settings, double-click it to open its configuration panel.

Multi-Page Reports

1. Use page navigation controls
2. Click "Next Page" to add new pages
3. Each page can have different layouts and widgets
4. Pages automatically create printer-friendly breaks in PDF exports

The Report Builder supports multi-page reports to help you organize your data effectively.

Navigate between pages using the page controls, and add additional pages by clicking the "Next Page" button.

Each page functions independently with its own layout and widget selections.

When exporting to PDF, the system automatically creates proper page breaks between each report page.

Customization Options

Widget Configuration

Widgets include various customizable settings that can be accessed by double-clicking any widget on your canvas.

These configuration options let you control how your data is displayed and analyzed, including display formats, timeframes, and visual presentation settings to match your reporting needs.

• Most widgets offer customizable settings
• Access settings by double-clicking any widget
• Common options include:
  • Data ranges
  • Display formats
  • Color schemes
  • Custom labels
  • Comparison timeframes

Layout Tips

Start with larger widgets for your most important metrics to establish visual priority. Key performance indicators should dominate the visual hierarchy and capture immediate attention.

Group related information together to create logical sections within your reports. This organization helps readers understand connections between different metrics and data points.

Maintain consistent spacing throughout your report layout for professional appearance. Uniform spacing creates visual rhythm and makes your data easier to scan and digest.

Consider visual hierarchy when arranging elements to guide reader attention effectively. Strategic placement ensures readers focus on the most important insights first before moving to supporting details.

Saving and Sharing

The Report Builder provides multiple options for preserving and distributing your reports.

You can save report layouts with their widget configurations, export them as PDFs for client presentations, export configurations to reuse across projects, and create controlled access links for sharing reports and internal link visualization with clients.

Saving Reports

• Click "Save Report" to store your layout
• All widget configurations are preserved

Exporting Options

PDF export generates high-quality output that maintains all formatting from your original report design. This format preserves charts, graphs, and layout elements exactly as configured.

PDF reports are ideal for client presentations and professional sharing. The format ensures consistent display across different devices and email systems.

SEO Report Sharing

Generate shareable links to provide clients with direct access to your reports. These secure links eliminate the need for email attachments and ensure clients always view the most current data.

Set visibility permissions to control what information clients can see within shared reports. These granular controls protect sensitive data while maintaining transparency on relevant metrics.

Choose specific data elements that clients can access to customize their viewing experience. This selective sharing ensures clients focus on metrics that matter most to their goals and objectives.

Best Practices

Effective SEO reports combine clear organization, optimal performance, and strategic communication to deliver maximum value.

Following these practices ensures your reports remain professional and actionable.

Report Organization

Start with an executive summary to provide immediate context for decision-makers. This overview should highlight key findings and recommendations before diving into detailed metrics.

Group related metrics together to help readers understand relationships between different measurements. Logical clustering makes complex data easier to interpret and analyze.

Include explanatory text where needed to ensure your data tells a complete story. Context helps readers understand what metrics mean and why they matter for business objectives.

Structure your reports to guide readers through your data effectively.

Performance Optimization

Limit widgets per page to ensure better loading performance for both you and your report viewers. Too many widgets on a single page can slow down rendering and data refresh times.

Use appropriate widget sizes to balance information display with page performance. Oversized widgets can impact loading speed while undersized widgets may make data difficult to read.

Test PDF exports before sharing to ensure all formatting appears correctly in the final deliverable. This preview step prevents embarrassing formatting issues in client presentations.

Troubleshooting

Common Issues

• Widget sizing

The widgets have their own min/max height and width. Some minimums are in place to prevent the widget data from becoming unusable.

• Page layout conflicts

Widgets are not allowed to overlap each other and they are not allowed to extend beyond the grid area.

• PDF generation issues

The PDF process is complex and while problems are rare, you can always try your export again right away or contact support with the details of your issue if you do happen to have any issues with the PDF file.

• Data loading delays

All data is designed to load quickly, however server demand can spike at times. These are usually temporary delays that go away very quickly as this system adapts. Data like GSC and GA4 have their own delays in the freshest data, a condition of the data provider (Google).

Support Resources

• Help documentation is provided on-page with the Report Builder using the Help icon in the top right of the webpage.
• Support can always be reached by contacting us
• Community forums are available on /r/SEOLinkMap through reddit.

Advanced Features

Template Management

The Report Builder's template system gives you complete control over your reporting configurations.

You can save custom layouts for different reporting needs and build a library of configurations that match your workflow.

Export and import these configurations to share effective layouts between team members or quickly set up new client reports.

This flexibility lets you maintain consistent reporting structures while adapting to specific client requirements or reporting scenarios.

Data Integration

The Report Builder connects with multiple data sources to provide comprehensive SEO insights.

By combining data from different integrations, the system can generate complex metrics and analyses that aren't available in individual platforms.

These deeper insights emerge when multiple data sources work together, revealing patterns and opportunities that might otherwise remain hidden.

• Google Analytics connection
• Search Console metrics
• IndexNow integration
• Real-time updates

Further help available

I'm committed to helping you get the most from the SEO Report Builder. If you need assistance using any feature, have special reporting requirements, or would like one-on-one guidance, please reach out to support.

I respond personally to ensure you have what you need to succeed with your reporting goals.