SerpWatch allows you to schedule branded reports for your clients in just a few clicks.
Branded reports are clear, simple, and easy to understand. The professional-looking layout is complemented by the agency logo, displayed prominently on top of the page.
Your logo creates an instant visual association with your service. Not only do branded reports make you appear more professional in the eyes of your clients, but they are also an opportunity to build recognition, awareness, and familiarity with your brand.
SerpWatch report generator supports batching, which means you can send reports to multiple clients at once. This will save you a lot of time you would otherwise spend on manually setting up reports for each individual client.
Here’s how to schedule a branded report:
Step 1: Enable Client Management
After you log into SerpWatch, click on your profile icon in the bottom left corner and click “Client Management.”
Once there, use the toggle to enable Client Management.
Step 2: Add Brand Logo
If you want your logo to appear on the reports, you’ll need to upload it under Domain logo & setup.
Simply click the Upload button and find the logo image on your computer.
Step 3: Customize the Appearance
If you want the reports you send to your clients to look professional and match your brand image, customize the appearance of your dashboard by picking one of the given themes.
You can also choose your own color palette if you pick the “Custom” theme.
Once you’re happy with how your Dashboard looks, click “Save settings.”
Step 4: Schedule a Branded Report
Go back to the Agency panel and click the “Reporting” icon in the top right corner.
Next, click “Schedule new report.”
You can choose the client you want to send the report to or simply select all to send everyone your branded report.
Click “Next” and adjust the schedule settings.
You can schedule your report weekly or monthly.
Weekly reports are sent every Monday, while monthly reports are sent on the first Monday of every month.
Next, give your report a title (1), type a message (2) for your clients, and choose the report format (3).
After you click the “Download report”, the report will be downloaded to your computer.
Click “Save” to finish:
You have now successfully created a scheduled branded report.
Here’s an example of what a branded report looks like:
