Automated Reporting

Automated reporting turns your project data into branded PDF reports that generate and email themselves on a schedule. Once a schedule exists, every cycle produces a report under the right branding and sends it to your list - clients get their update whether or not you were at your desk.

What Can Be Automated

Four report types generate from the project's Reports tab, on demand or on schedule:

• Position Tracking - keyword rankings with competitor benchmarking, for one tracking target or all targets combined.
• Site Audit - technical findings and recommendations. Scheduled audit reports can run a fresh crawl first (that crawl uses audit credits; report generation itself is free).
• Backlinks - backlink profile analysis.
• AI Mentions - your visibility in AI answers over the selected period.

How Schedules Run

Each schedule has a frequency (daily, weekly, bi-weekly, monthly, or quarterly), a send day and time, email recipients, and a branding profile. The scheduled-reports list in the Reports tab shows each schedule's status dot (green = active, gray = paused) with Pause/Resume controls - pausing keeps the configuration but stops sends.

Reliability is handled for you: an hourly safety net recovers schedules that get stuck mid-run, and if a scheduled site audit's fresh crawl fails (or credits are insufficient), the report is sent from your most recent completed audit instead of silently skipping the client's update.

Which Brand Goes on the Report

Every report renders under a branding profile: logo, agency details, colors, fonts, and cover style. A schedule can pin a specific profile, or leave it unset to follow the project's brand (falling back to your company default). That means an agency can run one project per client, assign each project its client-facing brand once, and every scheduled report comes out correctly branded. Details in White Label Reports.

On Demand Works the Same Way

The same four report cards generate a report immediately with the same options - useful for a one-off before a client call. Generated reports are free (no credits), stored in the Reports tab's history, and downloadable as PDF.

FAQ

Do automated reports cost credits?
Report generation is free. The only credit cost is when a scheduled Site Audit report runs a fresh crawl first (5 credits + 1 per page).

Can different clients get different branding automatically?
Yes - assign each project its branding profile and let schedules follow the project brand.

What happens if a run fails?
Stuck schedules are recovered automatically within the hour, and audit reports fall back to the latest completed audit rather than skipping the send.

Related Documentation

• Automated Report Scheduling
• Creating Custom Reports
• White Label Reports
• Scheduling Regular Audits