This tutorial is intended to be used only after going through the Basic Tutorial. You will use the same project as in the Basic Tutorial, but you need to add the following search engines:

Also, you have to add a new keyword to your project:

And finally, add some extra URLs to be ranked:

One of your clients wants to obtain a report that contains information about the rank evolution of his two websites - www.cnn.com and www.freshnews.in on MSN, Google and Yahoo. He wants to see the results (the sites' position) when searching for "latest news" and "sport news". He requests that you send him the report by email in an attachment as a PDF file.

Here's what you need to do:

1. Create a new report template

2. Select the report type and preferences

The first step of the wizard will ask you for the report type you are interested in. Let's select the Current Rank Report from the list.

The second step of the wizard allows you to choose the input options, such as the date the report will use to report on, and what search engines, keywords and websites you wish to report on:

2.1 Select the required search engines

By default all the search engines from your project will be included in the report. If you wish to exclude some of the search engines, just uncheck this option and click on the Select button to choose the exact search engines you are interested in. Let's choose only MSN, Google and Yahoo for now.

2.2 Select the required keywords

Use the same technique as above to select following keywords: "sport news" and "latest news".

2.3 Select the required URLs

Use the same technique as above to select following websites: "www.cnn.com" and "news.bbc.co.uk".

3. Select the output options

The third step of the wizard allows you to choose the output options, such as the report file format and its layout. You can also apply filters from here or sorting the data using several criteria. We will leave the default settings for now.

3.1 Add personalized Headers and Footers

Apart from the report title that will appear on the front page of your report, you can further personalize it by adding your company's header and footer. This can be accomplished by selecting a template from the list, or if no templates are created already, we can define one by clicking on the Setup button to the right side of the Header and Footer option.

Thus, you have customized you report by adding:

4. Set the report destination

Here you can set the destination of your new report. You can either save the report to a file, or you can send the report directly to your client by email.

First, you may wish to give the report a suggestive title (it will appear on the first page on the printed report).

Let's suppose your customer wants you to send this report by email. Of course you could generate the PDF report and then send it to him. But Advanced Web Ranking can do this for you. Just check the "Send Report by Email" option.

If you wish to send the report automatically to your customer every time the project is updated, make sure you check the "Generate this report after each update" option by clicking on the Deploy button.

5. Set the destination email

Now that we have enabled the "Send Report by Email" option, we are presented with a list of email addresses that we can send this report to.

You can attach text to your report before sending it to your customer. Select the "Email Settings" tab and write your message here.

Initially, the list of contacts is empty, so we need to add a contact to our Address Book.

If you haven't configured your email settings yet, now you it's the best time for you to do it. Click here for more information.

Click OK to close the address book. To instruct Advanced Web Ranking to send the report to the newly added email address, all you need to do is add it to the "Send email to" list by selecting it from the "Available email addresses" list and then double-clicking on it.

6. Report summary and generation

The last step of the wizard gives us a quick summary of all the options of this new report. We can preview the report we just created by clicking on the "Preview" button. This will open a new window with the report. If everything looks good, you can check the "Generate report immediately" option before pressing Finish to close the wizard. This will automatically generate the report and send it to your client.

Before the wizard closes, it asks you for a name for the new report. Let's name it "Custom". To generate this report later, use the [Report]->[Custom] menu from the menu bar.

7. New requirements - regular email report

Let's suppose Mr. John Doe wants to receive this report regularly - every day. No problem! Let Advanced Web Ranking take care of that!

Remember in the Basic Tutorial you scheduled the project to be updated every day at a selected hour (in step 2 from the Basic Tutorial). Now you have to set the message template to be used each time the project is updated. Use [Project]->[Project Settings] and select the Preferences tab. Click on the "Select Templates" button and select the "Custom" template from the list. Press OK to close the dialog box and to save all the settings of the project.

Now, every time the project is automatically updated, the report will be generated and sent to your client.

If you want to generate the report now, update your project (use the "Start update" icon from the toolbar).

That's it! I hope you enjoyed making your first custom report. You can create a report like this for each client.