September 28, 2023

If the considered beginning your subsequent month-to-month search engine marketing report from scratch fills you with dread, you’re not alone!

Just a few years in the past, we requested our clients working at businesses concerning the prime issues that they wished had been automated about their job.

The highest reply by a big margin was reporting, accumulating information for reviews, and report updates. 

On this publish, we’ll present you make your individual search engine marketing progress report template and automate your reporting course of. 

The Semrush My Reviews software helps you to mixture information from dozens of instruments, construct and save your individual PDF report templates, and arrange recurring emails. 

This software additionally provides you the flexibility to: 

  • Rapidly create PDFs from our pre-set templates in a minute
  • Modify a template to suit your particular wants
  • Model and white-label your report (with the Company Progress Package add-on)
  • Add Semrush report widgets, screenshots, textual content, and formatting
  • Add Google Analytics, Google Search Console, and Google Enterprise Profile information
  • Create a report utterly from scratch
  • Save your custom-made reviews as new templates to make use of sooner or later
  • Schedule common e-mail supply of the reviews to a goal e-mail tackle

Why You Ought to Use search engine marketing Report Templates

Creating templates in your reporting, whether or not you’re in-house or at an company, might help you:

  • Save time
  • Onboard new workforce members and shoppers extra simply
  • Set up consistency in your workflow

In fact, saving time is all the time essential for enterprise, and the stress of beginning a report from scratch each time may be crushing. 

However another excuse you need to use templates is that it’ll make it quite a bit simpler so that you can onboard new workforce members and shoppers. As an alternative of simply throwing your new workforce members the duty of developing with their very own report, you’ll be giving them a straightforward format to observe in order that they’ll really feel able to contribute.

Lastly, your shoppers recognize consistency. Utilizing a template lets whoever is receiving the report know what to anticipate. They received’t should relearn navigate by way of your reviews every month, which saves them time. 

Structuring Your search engine marketing Report Template

Each contract and marketing campaign has its personal distinctive set of objectives and KPIs. 

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Likewise, your consumer will need their report back to really feel private, with particular steering. 

So, how are you going to preserve your shoppers glad, whereas additionally making your reporting course of smoother? 

Listed here are some ideas:

  1. Create totally different templates for various kinds of reviews (search engine marketing audit report, month-to-month search engine marketing report, competitor evaluation report, and so forth)
  2. Make your reviews particular and simple to grasp 
  3. Automate your information gathering 
  4. Personalize the report with devoted text-based areas in your feedback and pictures/branding associated to your model and your consumer
  5. Construct your templates with clear sections so it’s simple to sub elements out and in relying on the main focus of the month

Automating Knowledge for Your Report Templates

The great thing about utilizing a template in your search engine marketing report is that the automation provides you extra time to personalize the report.

Whereas it’s doable to automate some search engine marketing KPIs with dashboards and instruments like Semrush, you wouldn’t wish to automate your opening statements and commentary. 

Consider the KPIs and information because the “what” of the report and your commentary because the “why.” Why does 15% natural visitors development matter? You possibly can clarify in one of many feedback areas of your template.

If you construct a template on Semrush My Reviews, you’ll be able to automate the enter of knowledge with Semrush and Google information widgets. 

These widgets can robotically populate your report with metrics like:

  • A competitor’s key phrase rankings and estimated visitors from Semrush 
  • Website well being and technical web site points from Semrush
  • Key phrase visibility & share of voice from Semrush
  • Backlinks reported in Semrush 
  • Purpose completions from Google Analytics
  • Customers, classes, time on web page, and extra from Google Analytics
  • Search efficiency from Google Search Console
  • Consumer interplay and map views from Google Enterprise Profiles
  • And much more

Personalizing Templates with Textual content and Pictures

So as to add a private contact to your reviews, you’ll be able to embody house in your feedback and explanations, in addition to photographs and branding.

With Semrush, you’ll be able to drag and drop widgets for textual content blocks to incorporate your feedback on every part of your report. 

You may as well add photographs like your consumer’s emblem, and even absolutely customise your report with a theme in the event you join the Company Progress Package.

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Templates for Every Sort of Report

As a result of there are such a lot of areas of search engine marketing you could work on, there will likely be various things to report.

So, you need to have particular templates for the totally different companies you supply. For instance, you would arrange distinctive templates in your:

  • search engine marketing audit reviews (preliminary audit & observe ups)
  • Month-to-month search engine marketing reviews
  • Competitor search engine marketing evaluation reviews
  • Natural search reviews
  • Hyperlink constructing/backlink reviews
  • And extra

The great factor about My Reviews is that now we have a handful of preset templates to begin with. 

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Simply open one up and begin including widgets to make the PDF report your individual. 

Right here’s an instance of what you’d see robotically through the use of a few of the templates above: 

Month-to-month search engine marketing Template

This can be a excellent beginning place for normal month-to-month reporting on an search engine marketing consumer. Preset widgets embody:

  • Google Analytics visitors overview
  • Every day classes 
  • High visitors channels
  • New vs. returning guests
  • High pages by pageviews
  • New and misplaced key phrases
  • Improved and declined key phrases
  • Backlinks abstract
  • New and misplaced backlinks

Website Audit: Full Report Template

This search engine marketing audit report template dives deep into the outcomes of a Website Audit, which could possibly be nice for technical search engine marketing shoppers or prospects. Preset widgets embody:

  • Website well being rating
  • Variety of errors, warnings, and notices discovered
  • High points recognized
  • Full breakdown of each single problem discovered within the audit

Full Natural Analysis Template 

This template goes into the natural search efficiency of any web site, which is a straightforward solution to create a aggressive evaluation report in minutes. Preset widgets embody:

  • Estimated natural visitors, key phrases, and visitors price
  • Key phrase rankings by nation
  • Natural vs. Paid visitors pattern (all time)
  • High key phrases and place distribution
  • High rivals
  • Branded vs. non-branded natural visitors
  • New and misplaced key phrases
  • High touchdown pages for natural visitors

Customizing Semrush Report Templates

Now, what if you wish to make your individual templates from scratch, or change a preset template and reserve it as new?

That is additionally simple, by enhancing any report within the report builder and saving it as a template on the My Reviews dwelling web page.

You possibly can add extra information from Semrush or Google to your report to spotlight your particular KPIs, in addition to textual content blocks, photographs, and formatting so as to add room in your feedback on every part. 

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So as to add Google Analytics information to your report, Semrush at the moment gives over a dozen widgets from the traditional Common Analytics model of GA, and a handful of connections for GA4 properties. 

Common properties: 

  • Overview 
  • Metrics Charts
  • High Visitors Channels 
  • New vs Returning Guests 
  • Conversions (ecommerce) 
  • High Web page Views 
  • Purpose Completions Chart 
  • Location 
  • Language and Supply/Medium 
  • Referrals 
  • Supply/medium 
  • High Touchdown Pages 
  • Campaigns 
  • Gadget Classes 

GA4 properties: 

  • Overview 
  • Metrics Charts 
  • High Visitors Channels 
  • New vs Returning Guests
  • High Web page Views

For particular steps on integrating your Google Analytics along with your Semrush report templates, go to our Data Base.

When you’ve constructed your report on Semrush, hit the Generate PDF report button on the highest proper to put it aside. 

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Then, it can save you this report from the My Reviews dwelling web page as a brand new template. Simply discover the gear icon beside the report you’ve made, and choose Create Template.

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Now that report will likely be saved in your templates record so you’ll be able to entry it and customise a brand new report for a brand new consumer ranging from the identical construction. 

Generate and Schedule Your Report

As soon as your report is able to go, you’ll be able to schedule this report back to be despatched to your consumer’s e-mail on a each day, weekly, or month-to-month foundation.

You possibly can embody a template for what you wish to put within the e-mail textual content itself and ensure to replace that e-mail textual content earlier than it goes out every month.

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Perfecting Your Template

How do you have to customise your template? 

The naked minimal you’ll wish to cowl in an search engine marketing progress report is:

  • What progress has been made
  • What actions you’re taking 
  • Suggestions for additional development 

After these fundamentals, you would possibly wish to embody any hyperlinks to associated studying or articles that designate a few of your processes, in case the consumer could be curious to be taught. 

Most search engine marketing shoppers received’t be search engine marketing consultants, so you might wish to embody consumer schooling within the reporting course of. If you do, it could possibly assist construct extra belief and engagement within the relationship. 

Comply with a few of these do’s and don’ts to make the template excellent. 

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We now have an entire weblog publish devoted to the anatomy of an ideal search engine marketing report back to dive deeper with extra examples of report on every side of search engine marketing.

Common communication, transparency, and exhibiting that you just care about your consumer’s success can go a protracted solution to having a constructive consumer relationship.