April 18, 2024

If the considered beginning your subsequent month-to-month search engine optimization report from scratch fills you with dread, you’re not alone!

A couple of years in the past, we requested our clients working at businesses concerning the prime issues that they wished had been automated about their job.

The highest reply by a big margin was reporting, gathering information for reviews, and report updates. 

On this submit, we’ll present you the best way to make your personal search engine optimization progress report template and automate your reporting course of. 

The Semrush My Studies software permits you to combination information from dozens of instruments, construct and save your personal PDF report templates, and arrange recurring emails. 

This software additionally offers you the power to: 

  • Shortly create PDFs from our pre-set templates in a minute
  • Modify a template to suit your particular wants
  • Model and white-label your report (with the Company Progress Equipment add-on)
  • Add Semrush report widgets, screenshots, textual content, and formatting
  • Add Google Analytics, Google Search Console, and Google Enterprise Profile information
  • Create a report utterly from scratch
  • Save your custom-made reviews as new templates to make use of sooner or later
  • Schedule common e-mail supply of the reviews to a goal e-mail handle

Why You Ought to Use search engine optimization Report Templates

Creating templates to your reporting, whether or not you’re in-house or at an company, may also help you:

  • Save time
  • Onboard new crew members and shoppers extra simply
  • Set up consistency in your workflow

In fact, saving time is all the time vital for enterprise, and the stress of beginning a report from scratch each time could be crushing. 

However another excuse it’s best to use templates is that it’ll make it loads simpler so that you can onboard new crew members and shoppers. As a substitute of simply throwing your new crew members the duty of arising with their very own report, you’ll be giving them a straightforward format to comply with so that they’ll really feel able to contribute.

Lastly, your shoppers recognize consistency. Utilizing a template lets whoever is receiving the report know what to anticipate. They gained’t must relearn the best way to navigate by means of your reviews every month, which saves them time. 

Structuring Your search engine optimization Report Template

Each contract and marketing campaign has its personal distinctive set of targets and KPIs. 

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Likewise, your shopper will need their report back to really feel private, with particular steering. 

So, how will you hold your shoppers pleased, whereas additionally making your reporting course of smoother? 

Listed here are some suggestions:

  1. Create totally different templates for various kinds of reviews (search engine optimization audit report, month-to-month search engine optimization report, competitor evaluation report, and many others)
  2. Make your reviews particular and simple to know 
  3. Automate your information gathering 
  4. Personalize the report with devoted text-based areas to your feedback and pictures/branding associated to your model and your shopper
  5. Construct your templates with clear sections so it’s simple to sub components out and in relying on the main focus of the month

Automating Information for Your Report Templates

The great thing about utilizing a template to your search engine optimization report is that the automation offers you extra time to personalize the report.

Whereas it’s potential to automate some search engine optimization KPIs with dashboards and instruments like Semrush, you wouldn’t need to automate your opening statements and commentary. 

Consider the KPIs and information because the “what” of the report and your commentary because the “why.” Why does 15% natural site visitors progress matter? You’ll be able to clarify in one of many feedback areas of your template.

While you construct a template on Semrush My Studies, you may automate the enter of knowledge with Semrush and Google information widgets. 

These widgets can routinely populate your report with metrics like:

  • A competitor’s key phrase rankings and estimated site visitors from Semrush 
  • Web site well being and technical web site points from Semrush
  • Key phrase visibility & share of voice from Semrush
  • Backlinks reported in Semrush 
  • Aim completions from Google Analytics
  • Customers, periods, time on web page, and extra from Google Analytics
  • Search efficiency from Google Search Console
  • Person interplay and map views from Google Enterprise Profiles
  • And much more

Personalizing Templates with Textual content and Photos

So as to add a private contact to your reviews, you may embody area to your feedback and explanations, in addition to pictures and branding.

With Semrush, you may drag and drop widgets for textual content blocks to incorporate your feedback on every part of your report. 

You may as well add pictures like your shopper’s emblem, and even totally customise your report with a theme when you join the Company Progress Equipment.

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Templates for Every Kind of Report

As a result of there are such a lot of areas of search engine optimization that you may work on, there will likely be various things to report.

So, it’s best to have particular templates for the totally different providers you provide. For instance, you might arrange distinctive templates to your:

  • search engine optimization audit reviews (preliminary audit & comply with ups)
  • Month-to-month search engine optimization reviews
  • Competitor search engine optimization evaluation reviews
  • Natural search reviews
  • Hyperlink constructing/backlink reviews
  • And extra

The good factor about My Studies is that we’ve a handful of preset templates to start out with. 

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Simply open one up and begin including widgets to make the PDF report your personal. 

Right here’s an instance of what you’d see routinely by utilizing a few of the templates above: 

Month-to-month search engine optimization Template

This can be a excellent beginning place for common month-to-month reporting on an search engine optimization shopper. Preset widgets embody:

  • Google Analytics site visitors overview
  • Each day periods 
  • High site visitors channels
  • New vs. returning guests
  • High pages by pageviews
  • New and misplaced key phrases
  • Improved and declined key phrases
  • Backlinks abstract
  • New and misplaced backlinks

Web site Audit: Full Report Template

This search engine optimization audit report template dives deep into the outcomes of a Web site Audit, which might be nice for technical search engine optimization shoppers or prospects. Preset widgets embody:

  • Web site well being rating
  • Variety of errors, warnings, and notices discovered
  • High points recognized
  • Full breakdown of each single challenge discovered within the audit

Full Natural Analysis Template 

This template goes into the natural search efficiency of any web site, which is a straightforward solution to create a aggressive evaluation report in minutes. Preset widgets embody:

  • Estimated natural site visitors, key phrases, and site visitors price
  • Key phrase rankings by nation
  • Natural vs. Paid site visitors development (all time)
  • High key phrases and place distribution
  • High opponents
  • Branded vs. non-branded natural site visitors
  • New and misplaced key phrases
  • High touchdown pages for natural site visitors

Customizing Semrush Report Templates

Now, what if you wish to make your personal templates from scratch, or change a preset template and put it aside as new?

That is additionally simple, by modifying any report within the report builder and saving it as a template on the My Studies house web page.

You’ll be able to add extra information from Semrush or Google to your report to spotlight your particular KPIs, in addition to textual content blocks, pictures, and formatting so as to add room to your feedback on every part. 

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So as to add Google Analytics information to your report, Semrush presently affords over a dozen widgets from the basic Common Analytics model of GA, and a handful of connections for GA4 properties. 

Common properties: 

  • Overview 
  • Metrics Charts
  • High Visitors Channels 
  • New vs Returning Guests 
  • Conversions (ecommerce) 
  • High Web page Views 
  • Aim Completions Chart 
  • Location 
  • Language and Supply/Medium 
  • Referrals 
  • Supply/medium 
  • High Touchdown Pages 
  • Campaigns 
  • System Classes 

GA4 properties: 

  • Overview 
  • Metrics Charts 
  • High Visitors Channels 
  • New vs Returning Guests
  • High Web page Views

For particular steps on integrating your Google Analytics along with your Semrush report templates, go to our Data Base.

When you’ve constructed your report on Semrush, hit the Generate PDF report button on the highest proper to put it aside. 

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Then, it can save you this report from the My Studies house web page as a brand new template. Simply discover the gear icon beside the report you’ve made, and choose Create Template.

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Now that report will likely be saved in your templates listing so you may entry it and customise a brand new report for a brand new shopper ranging from the identical construction. 

Generate and Schedule Your Report

As soon as your report is able to go, you may schedule this report back to be despatched to your shopper’s e-mail on a each day, weekly, or month-to-month foundation.

You’ll be able to embody a template for what you need to put within the e-mail textual content itself and ensure to replace that e-mail textual content earlier than it goes out every month.

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Perfecting Your Template

How must you customise your template? 

The naked minimal you’ll need to cowl in an search engine optimization progress report is:

  • What progress has been made
  • What actions you’re taking 
  • Suggestions for additional progress 

After these fundamentals, you would possibly need to embody any hyperlinks to associated studying or articles that designate a few of your processes, in case the shopper could be curious to be taught. 

Most search engine optimization shoppers gained’t be search engine optimization consultants, so chances are you’ll need to embody shopper training within the reporting course of. While you do, it may assist construct extra belief and engagement within the relationship. 

Observe a few of these do’s and don’ts to make the template excellent. 

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We’ve got an entire weblog submit devoted to the anatomy of an ideal search engine optimization report back to dive deeper with extra examples of the best way to report on every facet of search engine optimization.

Common communication, transparency, and exhibiting that you simply care about your shopper’s success can go a protracted solution to having a constructive shopper relationship.