Your clients are eager to see how their rankings are evolving, and the best way to keep them in the loop is by sending them comprehensive reports that showcase their website’s ranking evolution.
Manually sending these reports can quickly become a tedious task, especially when managing multiple clients. That’s where report scheduling comes in handy, allowing you to automate report delivery directly to their inboxes at the perfect frequency. It’s a simple way to save time, streamline your workflow, and keep your clients consistently impressed with timely updates.
To schedule a PDF report for one of your dashboards, simply click the "Schedule" button, which can be found both in the Reporting > Dashboards section
or under Quick Actions in the Reporting > Managagement > Dashboards section.
Next, give a name to your scheduler and choose the frequency that works best for you, along with the specific day for the report to be generated and delivered to your clients' inboxes.
If you want the scheduled reports to be generated and delivered according to the set schedule, keep the Scheduler status to the default "active" state. If you prefer to delay or pause the delivery, simply switch it to "stopped."
Additionally, you have the option to upload the report directly to your Google Drive by toggling the corresponding button to "On." The default setting is "Off," so make sure to switch it to "On" if you want your reports to be uploaded.
Remember to sync your Google Drive account with AWR first by following the steps in this article.
The final step is to choose the projects for which you want to generate the report, as well as the email addresses of the teammates or clients to whom you wish to send the report to.
Once you've completed all the settings, click the "Save Scheduler" button, and you’re all set! The scheduler will be created and will run at the frequency you selected.
Do you have any other questions? Don’t hesitate to get in touch and we will keep building the FAQ.