How to Schedule Automated SEO Reports

Report scheduling options

LemRank allows you to automate the generation and delivery of SEO reports for any project. You can access the scheduling interface from the main project dashboard or directly within the report builder.

To create a new schedule:

1. Navigate to the desired project.
2. Select the "Reports" tab.
3. Click "Create New Report".
4. After designing your report, click "Schedule Report" rather than "Save Report".

You can define the frequency of report generation and delivery. Available cadences include daily, weekly, monthly, and quarterly. For example, a weekly report can be configured to generate every Monday morning, while a monthly report could be set for the first day of each month. Custom cadences are also available for more specific needs, such as a report every two weeks.

After setting the cadence, specify a start date for the schedule. The first report will be generated on this date according to the chosen cadence.

Delivery formats: PDF, live URL, both

LemRank offers flexibility in how your scheduled reports are delivered. You can choose to receive reports as a PDF, a live URL, or both.

A PDF report provides a static snapshot of your SEO data at the time of generation. This format is suitable for archiving or sharing with stakeholders who prefer a fixed document. When you choose PDF delivery, the report will be attached directly to the email notification.

A live URL provides a dynamic link to the report within the LemRank platform. This allows recipients to view the most current data, interact with charts, and apply filters, as if they were logged into LemRank. The live URL remains active and updates as new data becomes available. This option is useful for continuous monitoring or for sharing with internal teams who may need to drill down into the data.

You may choose to receive both formats. In this case, the email notification will include the PDF attachment and a link to the live URL. This ensures accessibility for various preferences and use cases. For example, a marketing manager might review the PDF summary, while an SEO specialist uses the live URL to explore specific keyword performance.

Multiple recipients per schedule

Each scheduled report can be delivered to multiple email addresses. When setting up a report schedule, you will find an input field to list recipients. You can add one or more email addresses, separated by commas. For example: ceo@example.com, marketingteam@example.com, agencypartner@example.com.

All listed recipients will receive the report at the scheduled time in the specified formats. This feature is useful for ensuring that all relevant stakeholders, from executives to external partners, receive critical SEO updates without manual forwarding.

Timezone handling

Report generation and delivery are handled according to the project's configured timezone. By default, scheduled project reports generate at 08:00 within the project's local timezone. This ensures that reports align with the business day of the project's primary operational location.

To confirm or adjust a project's timezone:

1. Navigate to the project dashboard.
2. Click "Project Settings".
3. Locate the "Timezone" setting.

Adjusting this setting will affect all time-sensitive operations for that project, including when scheduled reports are generated. For example, if a project's timezone is set to America/New_York (EST) and a weekly report is scheduled for Monday, it will be generated and distributed at 08:00 AM EST every Monday.

LemRank's automated engine is designed for reliability. If a report generation edge function encounters a temporary issue, it will automatically retry within 15 minutes. This ensures that scheduled reports rarely miss a cycle, maintaining consistent reporting even through transient system fluctuations.

Editing or pausing a schedule

You can modify or temporarily halt an existing report schedule at any time.

To edit a schedule:

1. Navigate to the project dashboard.
2. Select the "Reports" tab.
3. Locate the "Scheduled Reports" section.
4. Click the "Edit" icon next to the schedule you wish to modify.

From here, you can adjust settings such as the reporting cadence, delivery formats (PDF, live URL), the list of recipients, and the report’s content template. Changes will apply to all subsequent reports in that schedule. For example, you can change a weekly report to a monthly report, or add a new recipient to an existing schedule.

To pause a schedule:

1. Follow the steps above to access the edit interface for the desired schedule.
2. Locate the "Active" toggle switch.
3. Toggle the switch to the "Off" position.

Pausing a schedule will temporarily stop report generation and delivery without deleting the schedule configuration. This is useful for seasonal businesses or during periods when regular reporting is not required. You can reactivate the schedule at any time by toggling the "Active" switch back to "On".

Custom-cadence reports

For reporting needs that do not fit the standard daily, weekly, monthly, or quarterly options, LemRank offers custom cadence scheduling. This allows you to define a specific interval for report generation.

To set a custom cadence:

1. When creating or editing a report schedule, select "Custom" from the frequency options.
2. You will then be prompted to specify the frequency in days or weeks. For example:
   • To generate a report every two weeks, select "Every 2 Weeks".
   • To generate a report every 10 days, select "Every 10 Days".

This feature provides granular control over your reporting frequency, accommodating unique business cycles or specific project requirements. For instance, an e-commerce site might require a report every 10 days to track sales campaigns that run on non-standard cycles, while a content marketing team might want a report every three weeks to coincide with content publication sprints.

Related

• How to use the report builder
• How to use webhooks and Zapier