Projects Report Management

 
Through the Project Reports feature you can generate, send or download reports in the Excel or PDF format for any selected period.
 

How do I schedule a report?

  1. Click Reports in the left hand menu.

  2. Select the reporting period.

  3. Select a the reporting data (Ranking, Analytics, Site Auditor).

  4. Select a preferred format (PDF or Excel).

  5. Specify the email address (in case you’d like your reports to be sent straight to your inbox).

  6. Click Generate.



 

Default reports

Weekly and monthly reports for each of your projects exist by default. We are sending them straight them to your inbox.


 

How do I create new scheduled reports?

  1. Click Reports in the left hand menu.

  2. Click Create new scheduled report.

  3. Enter the report’s name.

  4. Choose the reporting period : Every day (you will receive the first report on the next day), Day of a week ( you’ll receive the reports every week on the selected day) or Day of a month (you’ll receive the reports every month on the selected day).

  5. Check the compared periods at the bottom of the page.



 

  1. Select the reporting data (Ranking, Analytics, Site Auditor).



 

  1. Select the format of the detailed information file.



 

  1. Specify your email address. You can select one from the drop-down list, or input a new one.



 

  1. Select the time of the receipt. The time is set according to your timezone. You can change it in your Profile Settings.



 

  1. Click Save.

 

Can my added users manage project reports?

If you granted access to other users, they would have the same list of created reports for their projects. If the level of access allows them not only to read, but also to write (edit), they will be able to create scheduled project reports by themselves. These reports appear in your list automatically.

You can change the access level in Account Access. Note, that developers and clients can only view reports, whereas link managers don’t have access to the Reports feature.

In addition to that, any user can terminate the receipt of reports in their Profile Settings.
 

How do I edit/delete scheduled reports?

  1. Click Reports in the left hand menu.

  2. Untick a particular report is you want to terminate the receipt.

  3. Click X is you want to delete a report.

  4. Click to edit the report’s settings.



 

How do I download scheduled reports?

  1. Click Reports in the left hand menu.

  2. Click to download a report.



Last updated byrankactive
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