The Report Builder allows you to create beautiful, in-depth, fully customizable, white-labeled reports quickly and easily. Report generation can be automated to provide massive time savings, and reports can be shared by email, HTML, or PDF.
In this article we'll run through the basics of how the Report Builder works.
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There are over 50 different types of reporting modules are available to be added to a custom report, covering every tool and report available on the platform.
Each module can be fully customized to display the reports exactly how you want by adding filters, customizing date ranges, table columns, showing or hiding elements.
Free-form content modules can be added to reports to add analysis or commentary, bring in data from external sources, copy and paste from Word or Excel documents, add links, images, charts, tables. Learn more about Free Form Content Module.
Each report is saved to a secure URL, with the option of adding a password for additional security.
Reports can also be exported to PDF.
You can create a one-time report with a fixed date range.
Alternatively, you can create a Scheduled Custom Report, which will automatically regenerate at the frequency and date range of your choosing. New reports can be automatically created for you daily, weekly, or monthly.
Creating a report
Choose which report type you'd like to create and click on the + icon button on the right side of the screen.
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:
Let's configure settings that will apply to the entire report.
First, give the report a name.
You may optionally upload the site's logo to be included on the report as well for white-labeled reports. Learn more about logo size.
Each module in the report can have its own date range. However, in most cases, it makes sense for all modules in a report to share the same date range. To set a default date range for this report, select a preset from the dropdown, or manually select a date range using the date picker
Similarly, each module in the report can use a different campaign's data or use the same campaign for all modules. Choose this default campaign each module should use with the dropdown.
Reports will be saved to a secure location accessible to anyone that has the link – a Dragon Metrics user account is not required. While this secure location will prevent it from being easily discovered by unauthorized users, to add an extra layer of security, you may wish to optionally add a password to your reports.
By default, all reports will show the "Powered by Dragon Metrics" logo at the top of the page. To remove this logo, simply check the box at the bottom.
Note: This option is only available for subscription Basic or above.
By default, only the person who created the report 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 Rankings, Site Issues, Links, Traffic, Competitors, Account Performance, and Free Form Content.
A short description for each module is listed to the right. 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:
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.
If you ever need to modify these settings again, click the gear icon in the upper right of the module.
Account Performance Modules
Most modules display a single campaign at once. If you want to compare metrics across multiple campaigns at one time, you might consider using Account Performance Modules, such as Account Ranking Overview, Account KPI Overview, and Campaign KPI Trend.
For example, choose the Account KPI Overview module.
Here you can choose which campaigns to include in the report, and which metrics to include in the table.
A bar chart comparing a single metric will be displayed at the top of this module
To control which metric is used for this chart, choose it from the dropdown in the module's setting.
Free Form Content Module
The free-form content module provides a rich text editor, where you can add commentary, analysis, data from external sources. It's easy to add text, links, tables, images into your report.
You can add as many of these modules as you'd like, by clicking the Add Module button on the top left of the report builder.
To re-arrange the order of modules, simply drag and drop them into place. If there are a large number of modules in a report, it may be easiest to first collapse all modules, drag-and-drop into the desired order, then expand all again. Learn more about Re-arrange Report Builder and Dashboard 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.
View and share the report
To send it to others on your team, click Get Report Link to copy the URL to send to others. You can also download a PDF of the report here as well
View Report: View your report in a new window in the browser.
Download PDF: Download the report into a PDF file.
Get Report Link: Get the URL of the report via a popup.
This report can be accessed any time on the main Report builder page.
Duplicate the same report for another campaign
You can easily duplicate the report and change its default campaign to update where it gets the data from.
This will create an exact copy of this report to be used as a starting point for a new report. Now you can edit this one, change any settings, and re-save again.
One way this can be useful is if you have multiple campaigns in your account. You can create a report for the first campaign, then create a duplicate. Edit this duplicate report and change the default campaign to the other campaign in your list.
All modules will be updated for this new campaign. Click Save, and you have a report for a new campaign, based on the previously created template.
Choose the report you would like to use for other campaigns, and click duplicate report on the top right.
You will see a copy of the same report with the name ending (copy). Click on the copy of the report.
In the report, make sure all the module's campaign setting is report default. This controls the modules to get data from the report default campaign.
Changing the default campaign of the report
Click Settings in the top right of the custom report
In the report setting modal, select the default campaign you want to use for all modules in this report.
After clicking Save, all the modules of this report will get the data from the default campaign you have selected for. Learn more about how to use existing custom templates for multiple campaigns.
Difference between scheduled and one-time reports
One-time reports are created for a single date range, and will not automatically regenerate again.
If you need to create reports on an ongoing basis, such as monthly, weekly, or daily reports, you'll want to create a scheduled report instead.
Scheduled reports work very similarly to one-time reports, with a few key differences.
The scheduled report will auto-generate new reports on a routine basis based on the update frequency you have selected. This type of report uses a relative date range.
The auto-generated reports are snapshots, and they are updated based on an original templated called master. You can see the snapshots generated from the master in the report builder.
Different from Scheduled Custom Reports, One-Time Reports will not automatically update on a schedule – it is mainly used when you want to create an individual report. Therefore, you will need to set up an absolute date range.
Learn more about the difference between scheduled and one-time reports.
Using Scheduled Reports
After creating and saving your report, on the next update date, a Snapshot report will be created, and you will receive an email notification.
This report is a child of the master report. All the settings from the master will be applied to this report, but with the newly updated data.
Snapshot reports can be customized independently of the master report, or other snapshots. Changes to this report will not affect any others. This is useful for adding your own analysis, which will be different for every snapshot report
Learn more about the difference between Master and Snapshot reports.
At any time, you can make changes to the master report by navigating to the main Custom Reports page and clicking on the report title.
Changes made to a master will affect all future snapshots, but not any that have already been generated in the past.
To create a snapshot manually outside of the normal update schedule, click Create Snapshot at the top of the Report Builder page of the Master.
If multiple snapshots for a single report are available, you can switch between each one by using the dropdown at the top of the report.
This can be very useful if you have a long reporting history. No need to look through old emails or folder directories for past reports, simply select them from the top menu.
Managing Scheduled Reports
Reports can be deleted by checking the box next to each one and clicking the delete button at the top of the page.
Then, click the delete reports button on the top right.
If you'd like to keep past scheduled reports, but do not want to generate new snapshots anymore, you can archive these reports.
Then, click the archive reports button on the top right.
Archived reports can be viewed, but not edited. If you ever need to re-activate these reports, select the archived reports and click the un-archive reports button on the top right.
After this, new snapshots will begin to regenerate on schedule again. Learn more about managing Report Builder reports.