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Report Builder Knowledge Base
Report Builder Knowledge Base
Updated over 3 months ago

Instantly create custom client reports that seamlessly integrate data from Google Search Console, Google Analytics, Backlinks, Keyword Rank Tracker, and Local Heatmaps. Additionally, you can download these reports as PDFs or share them directly via URL.

These tools empower you to generate comprehensive data reports, enabling informed, data-driven decisions to enhance your online performance. Leverage these insights to drive improvements and achieve your goals effectively.

Report Builder Setup

  • Step 1: Enter the URL of the page that will create the report. Then, click on Create.

  • Step 2: Set the integrations you want to include in the report: Site Explorer, Orders & Tasks, Google Analytics, Google Search Console, Local SEO, Google Business Profil, and Keyword Rank Tracking. Set the location and Date Range for the report (1,3,6 month, 1 year, or Custom Range)

Integrations

  1. Go to settings - Integrations - Connect the account (GA, GSC or GBP)

  • Step 3: Set up if you want to schedule the report to generate automatically. Set the recipients for whom you want to receive the report at their email address. Then, the Email frequency (weekly, Monthly, or Quarterly) and the specific day of the week that you want to receive the report.

  • Step 4: Set up the report layout.

Scheduled Emails

A monthly scheduled email is sent to customer on email frequency you set.

Customer can directly reply back to report builder emails. These replies will be visible in your Search Atlas parent account email Id inbox.

Report Builder AI Summary Overview

When the AI summary module is enabled, it instantly generates AI summary for different modules like Site Explorer, Google Search Console, Google Analytics, Facebook Ads, Google Ads, Keyword Rank Tracker, and Local Heatmaps. AI-generated summaries appear at the top of each module.

The Generate AI summary configuration lets you enable or disable the AI summary from the Report Builder.

AI-powered summaries are designed to showcase positive insights from your data. If there’s any favorable information, our system will highlight it, while minimizing negative aspects. In cases where the data lacks positive elements, the summary will provide a neutral, general overview without emphasizing negative details.

The Generate AI summary button regenerates the AI summary. It triggers the API and updates the summary again with the updated business information.

We have an AI summary icon for each module. Each section would have a small icon next to the title, and it would expand to show that particular summary on hover. E.g.

Google Search Console AI summary icon:

AI Summary FAQs

  1. How much quota is charged when an Report Builder AI summary is generated?

    Currently, no quota is charged when the AI summary is generated.

  2. Will the Report Builder AI summary auto refresh while the Report builder is open for a long time?

    Yes. It refreshed every 24 hours or Re configuring the report or clicking on regenerate button

  3. Is it possible to enable and disable the Report Builder AI summary?

    Yes, it is possible to enable/disable the AI summary from the Report builder configuration.

  4. Is the Report Builder AI summary visible on the public URL?

    If enabled, it is visible on the report when viewed using the shared link.

  5. Can I customize the Report Builder AI summary content?

    No, the AI summary is generated automatically and cannot be customized.

  6. Is there a limit to the number of times I can regenerate the Report Builder AI summary?

    No, you can regenerate the AI summary as many times as needed.

  7. What types of data does the Report Builder AI summary analyze?

    The AI summary analyzes data from modules.

  8. How long does it take to generate Report Builder AI summary?

    The AI summary is generated almost instantly after triggering the API.

  9. Is Report Builder AI summary available in multiple languages?

    Currently, the AI summary is only available in English.

  10. Can I export Report Builder AI summary?

    Only AI Summary Overview is included in the exported report.

  11. Does Report Builder AI summary include visual data representations?

    No, the AI summary is text-based and does not include visual elements.

  12. Can I share the Report Builder AI summary with clients?

    Yes, if enabled, the AI summary can be shared via the public URL.

  13. Is there a way to provide feedback on the Report Builder AI summary?

    Currently, there is no formal feedback mechanism for the AI summary.

  14. Does the Report Builder AI summary update in real-time?

    No, the AI summary does not update in real-time; it requires manual regeneration.

  15. Can I disable the Report Builder AI summary for specific reports?

    Yes, you can enable or disable the AI summary on a per-report basis.

  16. What happens if the Report Builder AI summary fails to generate?

    If the summary fails, an error message will be displayed, and you can try regenerating it.

  17. Can I use Report Builder AI summary for internal reporting?

    Yes, the AI summary can be used for both internal and external reporting purposes.

  18. Can Report Builder AI summary be integrated with other tools?

    Currently, the AI summary is designed to work within the Report Builder and does not integrate with other tools.

  19. Will Report Builder AI summary include historical data?

    The AI summary focuses on current data, not historical data.

  20. Is there a way to track changes in Report Builder AI summary over time?

    No, there is no built-in feature to track changes in the AI summary.

  21. Can I set up alerts for changes in Report Builder AI summary?

    No, alerts for changes in the AI summary are not currently supported.

  22. What data sources does Report Builder AI summary pull from?

    The AI summary pulls data from integrated marketing modules like Google, Facebook Ads, and more.

  23. Can I view previous versions of Report Builder AI summary?

    No, previous versions of the AI summary are not stored or accessible.

  24. Can I request specific insights in Report Builder AI summary?

    No, the AI summary generates insights based on available data without specific requests.

  25. Is there a way to highlight key metrics in Report Builder AI summary?

    No, the AI summary does not allow for highlighting specific metrics.

  26. Can I set permissions for who can view Report Builder AI summary?

    No, you can not set permissions for report access, including the AI summary.

  27. Does Report Builder AI summary support A/B testing results?

    No, the AI summary does not specifically analyze A/B testing results.

  28. Is Report Builder AI summary updated with every data refresh?

    No, the AI summary must be manually regenerated to reflect updated data.

  29. Does Report Builder AI summary provide insights on ad spend?

    Yes, the AI summary includes insights related to ad spend from connected platforms.

  30. Website is Connected in GSC but not Showing in Report Builder (or Giving GSC Not Connected Error)

    It’s because website is connected with diffrent country in GSC and report is for diffrent country. e.g. GSC project is for Worldwide but Report is for United States.

  31. Will negative data points be ignored entirely in Report Builder Ai summaries?

    If a report contains some positive and some negative information, the AI will focus on the positive aspects but will not distort the data. In cases where there are no positive findings, a general, neutral summary will be provided.

  32. Why Report Builder ai summaries is showing generic wording?

    If no positive insights are found, the AI will generate a generic summary that avoids emphasizing negative aspects, keeping the tone neutral and professional.

  33. Is there a risk of misrepresenting data with Report Builder Ai summaries?

    AI is designed to provide a balanced overview, prioritizing positive insights without misrepresenting the facts. It ensures that data is presented favorably when possible, but does not fabricate or mislead in its summaries.

Custom Layout / Template

The Template feature in the Report Builder allows users to create, save, and manage customized layouts, making it easier to generate reports tailored to specific needs. This guide provides a step-by-step walkthrough of the options available, including creating new layouts, editing, saving, and managing templates.

Overview of Template Options

The template feature introduces four primary options for efficient report customization:

  • Creating and Configuring a New Layout

  • Accessing Saved Layouts in the Radio Box List

  • Mandatory Template Naming

  • Editing, Renaming, and Deleting Custom Templates

Each option is designed to improve usability and flexibility in customizing report layouts. To create a new template & save for future use

Creating and Configuring a New Layout

  • Click on “Create your own layout”

  • Save the (layout) template for future use

  • Give the desired name

    • Drag and drop required elements

  • Save the template

Accessing Saved Layouts in the Radio Box List

Every custom layout you save will appear in the radio box list on the main screen of the report builder. This makes it easy to switch between saved layouts based on the reporting needs.

  • How It Works:

    • When opening the report builder, all previously saved layouts are listed in the radio boxes for quick selection.

    • Selecting a layout from this list immediately loads its configuration in the builder.

    • This feature is ideal for users who need multiple report formats for different purposes, as it avoids the need to rebuild layouts from scratch each time.

Mandatory Template Naming

When saving a new layout, it is required to enter a unique template name. This name helps identify the template in the radio box list for future use.

  • How It Works:

    • A prompt will appear when you select “Save Layout,” requiring you to enter a name before you can proceed.

    • Naming Conventions: For ease of recognition, use descriptive names (e.g., “Monthly Sales Report,” “Quarterly Financial Summary”) that represent the content or purpose of the template.

    • Important: Without a name, the layout cannot be saved. This ensures all saved layouts are easy to identify.

Editing, Renaming, and Deleting Custom Templates

After creating and saving a custom template, you may later want to make changes, rename it, or delete it entirely. These options allow for flexible management of your saved layouts.

  • Editing a Custom Template:

    • Select a Template: Choose the template you want to edit from the radio box list.

    • Customize Sections: Make any changes to the content or structure of the layout.

    • Save Changes: Once edits are complete, you can save the updated layout by selecting the save option.

  • Renaming a Template:

    • Select a saved layout, then choose the option to edit the template name.

    • Enter the new name in the field provided.

    • Tip: Renaming templates can help maintain organization as reporting needs evolve.

  • Deleting a Template:

    • If a template is no longer useful, select it from the radio box list, then choose the delete option.

    • Confirm deletion when prompted to remove it permanently from the saved layouts.

    • Warning: Deletion is permanent, so only delete layouts you’re sure are no longer needed.

Custom Layout / Template FAQs

  1. What happens if I choose "I need this layout only for the current report" when creating a new layout in report builder?

    It will just used for the report you are working on and didn’t save as the template.

  2. What happens if I choose "Update the current layout (template)" when creating a new layout in report builder?

    The changes will update the current layout.

  3. Can I recover a deleted template in report builder?

    No, once a template is deleted, it cannot be recovered. Make sure to confirm deletion only for templates you no longer need.

  4. Are there any limits to the number of templates I can save in report builder?

    Typically, there is no strict limit to the number of templates, but it may depend on your report builder’s storage settings. Saving only essential templates is recommended for easier navigation.

  5. What should I do if I accidentally create a duplicate template in report builder?

    If you accidentally create a duplicate, you can rename it to differentiate or delete the duplicate to maintain organization.

Glossary

  • Impressions: number of times your business listing appears in Google search results or on Google Maps. This metric indicates how often your business is shown to users who search for relevant terms or view map results.

  • Site Explorer Analytical insights

  • Domain Rating (Authority Pillar): Domain Rating (DR) is a metric that shows the relative strength of a website’s backlink profile. It was developed to help predict how likely a domain, subdomain, or page will rank in search engine result pages (SERP). This website ranking measure is determined on a logarithmic scale, and the score ranges from 1 to 100, with 1 being the starting point for all new websites.

  • URL Rating: URL Rating (UR) is a metric used in Search Engine Optimization (SEO) to measure the strength and authority of a specific webpage.

  • Backlinks: Backlinks, also known as inbound or incoming links, are hyperlinks from one website to another.

  • Trust Flow: Trust Flow is a metric used to evaluate the quality and trustworthiness of a website or a specific webpage. It helps analyze websites' strength and influence. Trust Flow scores range from 0 to 100, with higher scores indicating greater trust and credibility.

  • Keywords: These are specific words or phrases that users type into search engines when looking for information, products, or services. In the context of SEO (Search Engine Optimization), keywords play a crucial role in helping search engines understand the content and purpose of web pages.

  • Traffic: Refers to the volume of visitors a website receives from organic search engine results. Organic traffic is distinct from other types of traffic, such as paid search (advertising) or direct traffic (visitors who type your website's URL directly into their browser). Organic traffic is driven by users clicking on search engine results for specific queries without any direct payment for placement.

  • Paid keywords refer to keywords targeted in paid search advertising campaigns, such as Google Ads (formerly Google AdWords). In contrast to organic keywords, targeted through SEO efforts to rank organically in search engine results, paid keywords are used in paid advertising campaigns where advertisers bid on specific keywords to display their ads in search results.

  • Paid Traffic: Paid traffic refers to website visitors using paid advertising channels rather than organic search results. In the context of SEO (Search Engine Optimization), paid traffic is distinct from organic traffic, which consists of visitors who find a website through unpaid search engine results.

  • Views: Refer to the number of times a webpage is seen by users, often measured through pageviews or impressions.

  • Sessions: Refer to the total number of visits to your website, including all interactions that take place within a single visit. A session starts when a user enters your website and ends after a period of inactivity (typically 30 minutes by default in Google Analytics) or when they leave the site. A session can encompass multiple pageviews, events, social interactions, and e-commerce transactions.

  • Total Users: Refers to the number of unique visitors who have accessed your website over a specific period. This metric helps you understand how many distinct individuals are visiting your site, which is crucial for evaluating the reach and effectiveness of your SEO efforts.

  • New Users: Refer to the unique visitors who are accessing your website for the first time within a specified time period, typically within a day, week, month, or any other chosen timeframe. Understanding the concept of new users is important for evaluating the effectiveness of your SEO strategies in attracting fresh traffic to your website.

  • Engaged Sessions: An engaged session typically refers to a session where users interact meaningfully with your website's content, spending significant time exploring multiple pages or taking specific actions.

  • How are New Users Trending? A dashboard that will show you the New users from the last 30 days and the previous 30 days. The "How are New Users Trending?" dashboard provides valuable insights into the growth and behavior of new users visiting your website over time.

  • Which channels are driving engagement? The "Which channels are driving engagement?" dashboard is a powerful tool for understanding how different acquisition channels contribute to user engagement on your website.

  • Top Pages and Total Users: This metric lists the most visited pages on your website. It helps you identify which pages are driving the most traffic, allowing you to focus on optimizing or replicating their success across other parts of your site. The "Total Users" metric indicates the number of unique visitors to your website during a specific period. It’s essential for understanding your audience size and growth over time.

  • Total Users by Source/Medium: The "Total Users by Source/Medium" dashboard provides valuable insights into the sources and mediums driving traffic to your website.

  • Top User Mediums: The "Top User Mediums" dashboard provides valuable insights into the mediums through which users are accessing your website.

  • Revenue by Source: The "Revenue by Source" dashboard provides valuable insights into the sources or channels generating revenue for your business.

  • Conversions by Source: The "Conversions by Source" dashboard provides valuable insights into the sources or channels driving conversions on your website.

  • Key Events: These term refer to specific user interactions on your website that are tracked to understand user behavior and engagement. These events are essential for SEO because they help you measure the effectiveness of your website beyond just page views and traffic.

  • Website Clicks: number of times your business listing appears in Google search results or Google Maps. This metric indicates how often your business is shown to users who search for relevant terms or view map results.

  • Call Clicks: Number of times users click on the phone number listed in your business profile to make a call. This metric helps measure how often potential customers directly contact your business from your GBP listing.

  • Direction Request: Number of times users request directions to your business location via Google Maps from your business listing. This metric indicates how often potential customers seek physical directions to visit your business.

  • Tracked Keyword: specific search terms or phrases that you monitor to assess how well your website performs in search engine results for those terms. These keywords are tracked to understand their impact on your site's visibility, rankings, and traffic.

  • Search Visibility: This is the extent to which a website or a web page is visible in search engine results pages (SERPs) for relevant search queries. It measures how often and how prominently a site appears in search results, directly impacting its potential to attract organic traffic.

  • Average Position: Average ranking position of a website's pages for specific search queries or keywords on search engine results pages (SERPs). It provides an indication of where, on average, your site appears in search results for those terms.

  • Keywords in Top 10: the search queries or keywords for which your website's pages rank within the top 10 positions on search engine results pages (SERPs). These top 10 positions generally include the first page of search results, crucial for visibility and attracting organic traffic.

  • Keywords: These terms refer to the search queries or terms that users enter into Google Search, which then lead them to your website. These keywords are essential for understanding how your website is being discovered in search engine results and are a key component of your SEO strategy.

  • Average Position: refers to the average ranking of your website's URLs for a specific query or set of queries in Google Search results over a selected period.

  • Clicks (explicitly referring to "Organic Traffic"): represent the number of times users clicked on your website’s link in the organic search results on Google. This metric is a key indicator of how well your website is performing in search engines and directly relates to the effectiveness of your SEO efforts.

  • Impressions: refer to the number of times a URL from your website appeared in the search results for a specific query. An impression is counted each time your website's link is displayed on a Google search results page, even if the user does not click on it.

  • Top Keywords with Highest Impressions: These refer to the search queries (keywords) that generate the most impressions for your website in Google’s search results. These are the keywords for which your website's pages are most frequently displayed when users conduct searches on Google.

  • Highest Clicks by Days of the Week: refers to the analysis of your website’s click data broken down by the specific days of the week. This metric shows which days your site receives the most clicks from users who find it through Google’s organic search results.

  • Highest Impressions by Days of the Week: refers to the analysis of your website’s impression data, broken down by specific days of the week. This metric shows which days your website appears most frequently in Google’s search results across all user searches.

  • Device Category Impressions, Clicks, and CTR: These refer to the breakdown of your website's search performance based on the type of device users are using to access Google search results. The device categories typically include Desktop, Mobile, and Tablet.

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