How to create a report using the report builder

2 min read

The report builder can help you streamline your SEO reporting. These reports can be downloaded to send over to clients manually, sent directly to them from Hike or, if you have White Label, it can be sent from your own custom email.

Here’s how to use it:

  1. Decide how you would like to create your report. You can start with a blank report, create one from a template or clone one of your existing reports.
  1. Fill out the report settings. You’ll need to give your report a name, update the formatting to fit your branding and decide on a date range of the report. Be sure to configure your header and footer settings as you see fit. Once you’ve configured this, you can now create the report
  1. You now need to fill out the content of the report. In order to do this, you’ll need to start adding widgets to your report. These widgets come under many subcategories
    1. Google Analytics (V4): Widgets that pull data from the Google Analytics property connected in the platform.
    1. Google Search Console: Widgets that pull data from the Google Search Console property connected in the platform.
    1. Keywords: Widgets that display data from the website’s keyword rankings such as current rankings.
    1. Citations: Widgets that display data about the website’s citations, including incorrect citations, or missing citations.
    1. Backlinks: Display data from the backlink section, including domain authority, and top backlinks.
    1. Actions: Display data from the website’s actions, including upcoming and completed actions.
    1. Reviews: Display data from Google Business Profile reviews.
    1. Performance: Display performance data around Google Business Profile.
    1. Local Posts: Displays data around GBP posts, including live posts and scheduled posts.
    1. Local Rankings: Displays local keyword rankings for your Google Business Profile.
    1. Competition: Displays comparison data between your site and another competitor, including keywords and backlinks.
    1. Text: A text box to include any copy you would like.
    1. Images: An image box to embed any image into the report.
    1. Table: Include a custom table in your report.
  1. Once you’ve added some widgets, you can configure them as you’d like. Once you’ve set up your widgets, and copy, you’ll soon have a completed report.
  1. Last but not least, if you want to automate your reporting you’ll need to schedule your report. Select the frequency and start date of your report, and configure the date range.
  1. Finally, configure your scheduling email. Ensure that you include the recipient, and attach the report as a pdf. Once that’s saved, your report will be set up and scheduled to go out to your client.
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