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How to Schedule a Web Presence Report

Follow these Steps to create and Schedule a Web Presence Report:

  1. Choose time period you would like to report on:
    • Options - Last 7 Days, Last 30 Days, 1 week ago, 2 weeks ago, 3 Weeks ago, 4 weeks ago, Last Month, 2 Months Ago, Last Quarter, 2 Quarters ago  
  2. Choose time period you would like to compare with:
    • Options -Last 7 Days, Last 30 Days, 1 week ago, 2 weeks ago, 3 Weeks ago, 4 weeks ago, Last Month, 2 Months Ago, Last Quarter, 2 Quarters ago  
  3. Choose a Keyword Kluster:
    • All - All your keywords
    • New - Your Keywords added within the last 30 days
    • Favourites - Your Keywords you have identified as your favourite
    • Recent - Your Keywords that were recently accessed
    • Paused - Your Keywords that are paused
    • Non-Ranking - Your Keywords positioned outside of the Top 50
    • Custom Klusters - Your Klusters that you created. 
  4. Decide which Sections and Options you would like to display:
  5. Enable any Data Options you would like to enable. (Optional)
  6. Enable or Disable any Report Layout Options. (Optional)
  7. Select Annotations if you have any preconfigured. 
  8. Select Scheduling Options:
      • Report Name - Enter a friendly name for the report that you can easily identify
      • Document Format - Choose PDF or Docx for the file format. 
      • Email Address - Enter the recipient's email addresses here. Separate them by commas. 
      • Schedule - Choose the frequency of when the report is sent out. 
        • Every Day, Choose a Day of the week (Sunday-Saturday) or specific date 3-28 of the month
  9. Click Save. 
  10. You will be taken to the Scheduled tab now where you will see the scheduled report. 
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