In Dragon Metrics, a custom report is a flexible report that you can select and add 50+ different reporting modules and customize them to show the data exactly the way you want. In this article, we will guide you through how to create a custom report.
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Accessing Report Builder
To create custom reports in Dragon Metrics, navigate to Report builder in the left navigation.
Choose which report types you'd like to create and click on the + icon button on the right side of the screen.
Note: In this article, we will guide you through how to create scheduled and one-time custom reports. Learn more about how to create scheduled excel reports here.
Or you can start with a sample template. The template includes all the modules under the same category.
There are 2 types of Custom Reports you can create in Dragon Metrics:
Scheduled Reports - This type of report can be set up for daily, weekly, or monthly automatic generation and delivery. It includes a master report with a relative date range and snapshots generated at the selected frequency.
One-Time Reports - This type of report is set up with an absolute date range.
Learn more about the Difference between Scheduled Report and One-time Report.
After clicking on the + icon button to create a new report, you will see a popup modal showing the options and settings of the reports:
This will be shown as the main title of the report in the snapshots and PDF.
This will be shown as the main logo of the report in the snapshots and PDF. Click Change to upload your own logo. Logos will be set to a height of 50px and the width set proportionally. Learn more about logo size.
Default Date Range
This is the default date range for each piece of data you will be adding to the report later.
This is the default campaign where every piece of your data will be reported.
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.
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 a comma to separate multiple Email recipients. If you do not wish to be notified by email, click on the Do not notify me by email check box below the text area
Password protect the published report
Either Yes or No. If you select Yes, then you'll need to enter a password for this report.
Custom Reports can be accessed through a secure URL, and here you will be able to set up a password for the report so only people with both the URL and password will be able to access this report.
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 the check box and no trace of Dragon Metrics will be shown in the report, thus allowing you to do 100% white label reporting.
Who can edit this report
By default, only the report created can edit the report. However, you can choose to share the edit access with other users of the account. Learn more about sharing reports with other users.
After setting everything up, click Save to proceed.
After finishing the report setting, you will see the Add Module modal, which you can start adding different reporting modules to your report.
There are almost 50 different reporting modules available in our custom reports, and they are categorized in these different areas:
Rankings: Report ranking performances by sites, tags, search engines, or single keywords ranking performance over time
Site Issues: Report on websites' on-page SEO progress over time, in different level of granularity
Links: Report on websites' backlink profiles 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 these areas to report on your web traffic, conversions, channels, and behaviors
Competitors: All 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 set up at once, modules within the Account Performance section allows you to view and compare all campaigns' performance at a glance
Free Form Content: Add text, links, images, data tables, and more using a rich text editor. It is perfect for adding analysis, comments, external data, and custom formatting to your reports.
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 the Add to Report button for any modules you'd like to add, you will see the settings of the chosen module:
Each module can be customized differently depends on its types and usages. Here are a few options that will almost always remain consistent :
Title: This is the display title for the reporting module which will be shown on the report.
Date Range: By default, the module will show the data of the date range selected in the report setting. You can specify a different date range for the module if necessary.
Campaign: By default, the module will show the data of the campaign selected in the report setting. You can specify a different campaign for the module if necessary.
Show: In almost every module you can choose what kind of visualizations to be presented in the module, from callouts, tables, charts, etc.
After finishing the setup, click Save to add the module to your report.
Report builder Main page
After adding the first module, you will get to the main page of the Custom Report Builder. This is the original, Master copy of your report. Every change you make in the master report will modify the schedule snapshots generated afterward.
Above the top bar, you can see a summary of your report setting. It shows the title of the report, default campaign name, update frequency, and default date range.
If you are creating a One-Time Report, the Update Frequency / Report Default Date Range will be replaced by Report Default Date Range.
Formatting the report
At the top bar, you can add modules, reorder, navigate, update settings, preview, and save your custom reports:
Add Module: Choose and add more modules to your report.
Re-order: After clicking this button, the modules in the report will collapse into a bar with their title, which makes it easier to re-order them. Learn more about re-arranging modules.
Jump to Section: If you've multiple modules added to the report, you can jump to different modules using the drop-down menu.
Settings: Click to modify report settings including title, update frequency, default date range, etc.
Preview: Preview your reports in a new window, this is how 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.
Modifying the module
On top of every module, there is a bar showing the title, selected campaign, and date range of the module.
On the right, there are 3 icons you can use to edit, expand, or delete the module.
Once you update the setting of the modules, the data will be reloaded and updated immediately.
You can also re-arrange the order by clicking on the top bar of each module until you can see a cross icon. Click on the top bar, drag, and drop the module to a different position. Learn more about re-arranging modules.
Saving the report
After everything has been set up, click on the Save button in the right of the top bar.
For the scheduled report, snapshots of this master report will be generated and sent to your inbox at your defined update frequency. If you need a report immediately, you can click Create Snapshot to create a snapshot now.
For a one-time report, the exact report based on your report settings will be created.
Viewing the report
For scheduled custom report snapshot / one-time report, there are 3 options to view the report, located above the top bar.