There are 2 types of Custom Reports you can create in Dragon Metrics:
Scheduled Reports - This type of report can be setup for daily, weekly or monthly automatic generation and delivery, you will be creating a master report and snapshots will be generated at your defined update frequency.
One-Time Reports - This type of report allow users to create reports within one specific date range
If you want to pause the automatic generation and delivery of any of your Scheduled Reports, you can move them into Archived Reports(More on that later).
To start creating reports, choose which one of both report types you'd like to create and click on the + icon button at the right side of the screen, as shown below:
After clicking on the + icon button to create new Report, you will see a popup like below, giving you various options for the report:
Report Title - This will be shown as the main title of the report
Default Date Range - This is the default date range for each piece of data you will be adding to the report later
Default Campaign - This is the default campaign where every piece of your data will be reported in
Update Frequency (Only for Scheduled Report) - This option controls how frequent reports will be generated and delivered to your Email inbox, you can choose daily, weekly or monthly here
Additional Email Recipients (comma separated) (Only for Scheduled Report) - Here you will be able to add extra Email recipients for your custom reports, Email will be sent to the account owner's inbox whenever there's a new update, and you can use comma to separate multiple Email recipients. If you do not wished to be notified by Email, click on the Do not notify me by email check box below the text area
Password protect published report - Custom Reports can be accessed through a secure URL(more on that later), and here you will be able to setup a password for the report so only people with both the URL and password will be able to access this report
Password - If you choose Yes in the Password protect published report, you can enter your password here
Hide Dragon Metrics branding on report - By default there will be a logo at the top right corner of every Custom Reports Dragon Metrics has generated for you. To hide this branding element, check the Hide Dragon Metrics branding on report check box and no trace of Dragon Metrics will be shown in the report, thus allowing you to do 100% white label reporting
After setting everything up, click Save to proceed
After the Report Setting Screen, you will see the Add Module Screen, which allows you to start adding different reporting modules to your report, as shown below:
There are almost 50 different reporting modules available in our custom reports, and they are categorized in these different areas:
Rankings - Allows you to report by sites, keyword group, search engines or single keywords ranking performance over time
Site Issues - Allows you to report on websites' on-page SEO progress over time, in different level of granularity
Links - Allows you to report on websites' backlink profile with different metrics like anchor texts, linking domains, target URLs, TLDs, Page Authority, Domain Authority etc.
Traffic - If you've integrated any web analytics platform to Dragon Metrics, you will be able to use modules from this areas to report on your web traffic, conversions, channels and behaviors
Competitors - Allows you to add competitive analysis to your report, monitor emerging competitors or compare your site against the others with ranking, Organic Visibility, links, Domain Authority etc.
Account Performance - If you've multiple campaigns setup at once, modules within the Account Performance section allows you to view and compare all campaigns' performance at a glance
To add any modules you'd like into your custom report, simply click on the Add to Report button next to each module to proceed:
Customizing reporting module
After clicking on the Add to Report button for any modules you'd like to add, you will see the settings screen for that chosen module, here is one of them:
Each module can be customized differently depends on their types and usages, however there are a few options here that will almost always remain consistent, they are:
Title - This is the display title for the reporting module which will be shown on the report if you don't want a title, check on the Hide title on report option
Date Range - Here you can choose the Date Range of the module to report in, by default the date range will follow your report settings so unless you have a module that are specifically target a certain date range, you can just use the report default settings to save you some time
Campaign - Custom Reports are not bound to a single campaign therefore you can create a single report for multiple campaign in your accounts, just like Date Range this value will follow your Report settings value by default, so for single campaign reporting you can just set it up at the report setting screen and leave this value to report default
Show - In almost every module you will be able to choose what kind of visualizations to be presented in the module, from callouts, tables, charts etc.
Learn more about customizing reporting modules here, after setting these up click on Save to add the module to your report. After adding the first module, you will get to the main screen of the Custom Report Builder:
Formatting your report
You can perform almost any functions in Custom Reports Builder at the top bar, let's take a closer look:
Above the top bar you can see a summary of your report settings:
If you are creating a One Time Report, the Update Frequency / Report Default Date Range area will be replaced by Report Default Date Range only with a calendar icon
The bar below is where you can adjust, add modules, preview and publish your custom reports:
Add Module - You can add more modules to your report here
Re-order - Clicking on this button will collapse all the added modules in the report, allows you to easily re-order them
Jump to Section - If you've multiple modules added to the report, you can jump to different modules using the drop down menu here
Settings - Allow you to revisit the Report Settings
Preview - Preview your reports in a new window, this is how the end result of your report will look like
Save - After saving the report, the report scheduling sequence will begin, snapshots of custom reports will be generated based on your predefined update frequency
Cancel - This button allows you to discard any unsaved changes in the report
Below the top bar are all the modules you've added to the report, and on top of every modules will be a bar showing you some basic information and buttons that you can use to adjust them to fit your needs:
As you adjust settings to any of these modules, data displayed in these modules will be updated instantly so you can see if the data is being displayed as you like.
You can re-arrange the order of your Custom Report by clicking on the top bar of each module until you can see and cross icon, click on the top bar, drag and drop the module to a different position.
You can also use the Re-order button in the top bar of the Custom Report to collapse all the modules, making arrangements of reports with multiple modules much easier.
Finishing up your Report
After everything has been setup as you'd like to, click on the Save button located in the top bar to save.
- If you are creating a scheduled report, snapshots of this master report will be generated and sent to your inbox at your defined update frequency or you can click on the Create Snapshot button to create snapshot reports based on your current settings
- If you are creating a one time report, the exact report based on your report settings will be created
In the top bar of each scheduled custom reports snapshots / one time report setting screens, you will have 3 options to obtain your finished report:
View Report - View your report in a new window
Download PDF - Download the report into a PDF file
Get Report Link - Get URL of the report via a popup