My Reports (PDF Reports)

My Reports is a marketing PDF reporting tool that helps effectively show results to stakeholders and clients and proves the value the marketing team or the agency provides. 

It helps report data from Semrush and major external digital marketing platforms across all marketing channels.

My Reports is available to all Semrush users with free and paid plans (and some advanced reporting features, including white-labeling, branding, design themes, and AI Summary feature, are available with the Agency Growth Kit subscription). 

• Create reports from scratch or suggested templates
• Create branded and white-label customizable reports with the Agency Growth Kit
• Report data from both Semrush and major digital marketing platforms 
• Schedule automatic email delivery
• Easy for both one-time reports and recurring reports

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Integrations - Report data from various digital platforms

With the tool, you can report data from both Semrush and major digital marketing platforms and combine them in one report.

 

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Data visualization

Present your data in four options: a simple number, a table, a donut chart, and a line chart. 

Precisely choose the data you want to include so you have complete control over the data you report.

Formatting 

There are three options for formatting: objects, AI tools, and page structure. These will help to organize the shape of your report.

Under objects, you can include headings, images, and text in your report. 

For page structure, you can include two columns, three columns, or a page break. 

For AI tools, you’ll find the AI summary widget. By adding the AI Summary widget to your report, you may generate an insightful text summary about these widgets if you have any integration widgets in that report. 

You can also find the AI summary button at the top of the report. 

Please note that the AI summary widget is available only to AGK users.

Choose between short or long versions and ask AI to focus on positive, neutral, or negative changes. 

After that, simply insert it in your report. This will help you interpret the data in your reports and give you a simple way to present your reports and draw conclusions based on them. 

If you want to include data that Semrush has not integrated yet, as a workaround,  you can include it as a screenshot. 

Create your Report

When making a new report, you can choose to start from scratch (1), from a pre-existing template (2), or your own custom template (3).

From Scratch 

To create a new report from scratch, navigate to the Template gallery and click on the Start from scratch section. This opens the Report Builder, where you can populate your report with modules of Semrush data and custom images.

Template 

Each template includes specific reports based on some of Semrush’s most popular tools. We have templates for a Monthly SEO Report, Domain Comparison, full Site Audit report, Google Analytics 4, and more. If you think there is a particular template that Semrush does not currently have available, you can suggest one to Semrush.  

To use a template, select the one you wish to work with from the menu and enter the domain and database you are reporting on. After you enter that info, Semrush will populate the template with data from your domain and database. Then, you can continue to customize your report in the Report Builder as if you were making it from scratch.

Custom Template 

To create your custom template for client reporting, click the gear icon and select the “create template” option from the drop-down menu. Once you create your custom template, you will find it in the template tab of My Reports.

It’s important to note that once you save a custom template, you will not be able to change this template and save it over it. However, you can add widgets to the template for one-time reports. 

Let’s say you create a custom Site Audit template with two widgets: Site Audit Overview and Issues. You will be able to add additional widgets to this template to export a more in-depth report. However, once you run the report and leave the template, it will revert to the original widgets.

Clone and bulk edit

If you have a report that you would like to copy, you can use the Clone and bulk edit feature available from the settings menu:

Note: that this function will not be available for reports that are currently shared. To clone the report, you will need to stop sharing it first.

Customize the Report 

Cover Page

Add a report title and subtitle on the cover page of your report. If you have an Agency Growth Kit add-on, you can also benefit from the advanced customization options:

• Branding: Use a header that includes both a logo and a brief description of your brand instead of the standard Semrush logo in the header.
• White-labelling: Removal of the “The report data taken from semrush.com” phrase. Semrush will also not be marked as a sender, and you can customize the email text when scheduling or sending the report.
• Custom themes: a set of backgrounds for your reports.
• Custom visual styles: various color schemes and font sets to choose from.

Read more about the advanced reporting features in My Reports here. 

Drag and Drop

To customize the content of your report, drag and drop elements from the left menu panel into the Report Builder.

You can see a preview of what the widget will look like within your report by hovering over the info icon located to the right of every widget. As you drop the widget into your report, you can set the parameters, such as keyword, domain, database, time frame, etc., based on what data the widget pulls from the platform. 

Favorites Tab

Are there certain widgets that you use more than others? The favorites tab will save your go-to widgets, making new reports from your favorite reports or tools easy. To mark a particular widget as a favorite, click the star icon directly to the right of each widget.

Adding Images

Just like inserting a custom logo onto the cover of your custom report, you can also add images to the body of your report. To enter an image into your report, just drag the image widget from the toolbar on the left to your report. Once the widget is dragged over, you can select any image from your computer to upload to the report.

This is perfect when creating more in-depth reports if you want to include a screenshot from another analytics tool you use. Or, include an image of a client’s product next to data about its performance to make a more visually appealing report.

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Share your Report 

There are three ways to share a Report: 

Generating PDF Report 

Generate your report and send it to your chosen email addresses. You can also automate reports through scheduled emails.

The settings allow you to set the specific email you want reports sent to and the day and frequency in which they are being sent. Reports can be sent out on any day of the week and set to a daily, weekly, or monthly schedule. Scheduled reports are sent out automatically at 10 am according to the time zone set in your Profile. From the settings menu, you can also enable a table of contents to make for easy navigation of your custom report.

Learn more about how to automate the time-consuming reporting process in the article Report Automation with Semrush.

Invite other users 

When creating reports for marketing projects, you often need input and data from various individuals involved, such as teammates, freelance specialists, or even other agencies working with your client. This can complicate and lengthen the report creation process.

In the My Reports tool, all paid Semrush users can share reports with teammates, stakeholders, and partners, even those who haven't created a Semrush account yet. 

Note: You would still need to create an account to access a shared report.

Now, agencies and marketing teams can work together while creating reports and providing accurate performance data across various marketing channels, ensuring everyone stays informed and up to date.

You can share reports for viewing or editing, depending on your team's specific needs.

To share the report, you need to find it in your report list and click “Share report.”

Then, choose who you'd like to share it with and the access rights you want to grant them:

After that, a user will receive an invitation to view or edit the report (if the user doesn’t have a Semrush account, they will be prompted to create a free account).

When you share your report for viewing with others, they will have the following permissions:

• They can view the report
• They cannot edit the report settings, such as implementing white-labeling, report scheduling, custom logo and information, or design themes
• They cannot add or edit widgets in the report
• They cannot view the report-sharing settings or share the report with others

If you share your report for editing with others, they will have the ability to:

• Edit the report settings, including implementing white-labeling, report scheduling, custom logo and information, and design themes
• View all the widgets in the report
• Delete any widgets in the report
• Add widgets that are available with their Semrush plan
• Edit the widgets they have added
• View the sharing settings and share the report with others
• Change any widget (even if it was added by someone else)

Via a Client Portal  

* Available with the Agency Growth Kit 

Also, you can link reports to a Client Portal by clicking the “Connect” button – you can attach a report to your existing client or create a new one.

Read more about report automation via Client Portal here. 

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