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 new keywords to your project:
And finally, add some extra Websites 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:
To create a new report, select the [New Report] option from the [Reports] menu. The report wizard will help you customize the report to your own needs.
Initially, you will be asked to choose the report type you are interested in, how you wish the data to be displayed and the file format that will be generated. For the given example, you must select the website Rankings Report from the list.
Once the new report template is created, you can access and edit it from the [Reports] menu. To change the preferences you can simply click on the [Edit] button next to your report template name.
The first section of the report preferences allows you to add a custom description to your report, for better explaining what the report is about or just to add some more information in the report's title.
You can also set the report preferences regarding the input options, such as the date from which the report will use to display data on, and what search engines, keywords and websites you wish to report on.
By default all the search engines, keywords and websites from your project will be included in the report. If you wish to exclude some and make your own selection, just click the correspondent input button to choose the exact inputs you are interested in.
For the given example, you will have to keep all the search engines included, select only two of your keywords (" news" and "latest news") and two websites ("www.cnn.com" and "news.bbc.co.uk").
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.
From this section you can filter the content of your report according to your needs. Let` s say you only need to see item that were added or dropped. You will need to select the [Added] value in the drop down available, then click on the [+] button and select [Dropped].
The [Refine Inputs] button on the right side gives you the possibility to apply the filter only to the specified search engines, keywords or websites
From the third section of the preferences you are able to choose the output options, such as columns to be included. You can also sort your data using several criteria and add personalized Headers and Footers.
In this section of the report preferences you can choose if you want your report to include charts as well and how you want them to be displayed.
Here you can set the destination of your new report and other specifications about the way data is going to be organized on your hard drive.
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.
Now that you have enabled the "Send Report by Email" option, you are presented with a list of email addresses that you can send this report to.
Initially, the list of contacts is empty, so we need to add a contact to our Address Book.
||Click on the "Address Book" icon to add a new contact:|
First Name - John
Last Name - Doe
Email - email@example.com
Company - JohnXml Inc.
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.
You can also send the reports to your clients via FTP by checking the [Upload report to FTP server] checkbox. Just like sending a report by email, you need to add to the "Upload report to" list all the client FTPs you wish to send the report to.
As no client FTP profile is set at this moment, you also need to cerate the profile and save it to your FTP profiles list.
Before finishing up the report template you are able to look at a preview of it by clicking on the "Preview" button. This will open a new window with the report. If everything looks good, you can click on the "Generate" button to create and send automatically the report to your client.
But if you are not satisfied with it, you can either keep optimizing it or you can use the buttons at the top of the window to remove the template, duplicate it or rename it.
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 report template to be used each time the project is updated. Use [Project]->[Settings]->[Preferences] and select the Update Settings tab. Click on the "Select Templates" button and select from the list the custom report template you have created.
Now, every time the project is updated, the report will be also generated automatically
If you want to generate the report now, update your project (use the "Update" button from the left side menu).
That's it! I hope you enjoyed making your first custom report. You can create a report like this for each client.