Reports

Build a report for a project, schedule it by email, share it with a read-only link and save it as a PDF.

A report is a saved layout for one project. Serplyze fills it with that project's data, emails it on a schedule and can open it from a read-only link.

Open Reports in a project. The builder has the tabs Content, Schedule & delivery and History, next to a Live preview.

Create a report

Click New report, or click Use on a template: Weekly client update, Monthly SEO report, Content health, Group deep-dive or one you saved.
Set the name, scope and sections on Content, then the schedule, recipients and formats on Schedule & delivery.
Click Send test to me to email it to yourself only (10 tests per person per hour).
Click Save. A report needs at least one recipient before it can be saved.

Above the tabs are Download PDF, Duplicate, Save as template, Pause (or Resume) and Delete. A paused report keeps its schedule and sends nothing.

Save as template stores the sections, layout, schedule and email text for every project in the workspace, without recipients, group scope or custom dates. A workspace keeps up to 50.

Good to know

Changing reports needs edit access to the project. See Team and access.

Scope, device and comparison

Groups: All keywords, or one or more keyword groups.
Device: All devices, Mobile or Desktop. Sections with a Device option can override it.
Compare with: Previous period or Same period last year. One-off reports also have Custom.
Date range covered depends on the frequency.

Frequency	Date ranges
Daily	Last final day, Last 7 days
Weekly	Last full week (Mon to Sun), Last 7 days, Last 28 days
Monthly	Last full month, Last 28 days, Last 3 months
One-off	Last quarter, Last 28 days, Year to date, Custom dates

Reports count final Search Console days only (usually up to 2 to 3 days ago). A daily report on Last final day compares with the same weekday a week earlier. See How the data works.

Sections

Click Add section. Each section appears once per report.

Section	What it shows	Options
Summary KPIs	Site clicks, plus visibility, clicks, average rank and top 10 of tracked keywords	Tiles: 5 or 7 KPIs. Device
Organic overview	Whole-site clicks, impressions, CTR and position, with year over year	Chart metric. Points: daily or weekly. Device
Visibility trend	Line chart with the comparison period dotted	Metric: Visibility, Tracked clicks or Avg. rank. Points. Device
Brand vs non-brand	Brand, non-brand and anonymized queries: share and change	Metric: Clicks or Impressions
Devices	Mobile, desktop and tablet: share and change	Metric: Clicks or Impressions
Countries	Top countries with change (whole property)	Top 5, 10 or 20. Metric
Search appearance	Rich results and other appearances, with change	Top 5 or 10
Top pages	Landing pages with change, plus new and lost pages	Top 10, 20 or 50. Sort by. New / lost: Show or Hide
Top queries	Search queries with change, plus new and lost queries	Top 10, 20 or 50. Sort by. Queries: All or Non-brand. New / lost
Page groups	Page groups with clicks, share and change	Sort by: Clicks or Change
Ranking spread	Keywords per position bucket against the comparison	Show: Bar, or Bar + table. Device
Ranking spread over time	Keywords per position bucket, week by week	Weeks: 8, 13, 26 or 52. Chart, or Chart + table. Device
Top movers	Largest rank gains and drops by click impact, plus keywords that entered or dropped out	Top 10, 20 or 50. Winners, losers or both. Device
Group table	One row per group with visibility, clicks and change	Sort by. Sub-groups: Include or Collapse. Device
Content findings	Losing keywords, page two and CTR gaps, with clicks at stake	Per list: 3, 5 or 10
Cannibalisation	Keywords where two or more of your URLs split impressions or clicks (paid plans)	Flag at: 10% or 30% share
Target URL mismatches	Keywords with a target URL that ranked mostly with another page (paid plans)	Top 10, 20 or 50
Forecast	Visibility projection with a likely range	Horizon: 3, 6 or 12 months. Device
Actions	Client-visible actions logged in the period, with their result (paid plans)	None
Annotations	Notes your team added to the charts in the period	None
Google update impact	Clicks, impressions and position around recent Google updates (Agency add-on)	Updates: Latest, Last 3 or Last 5
Notes / commentary	Your own text, printed as written (up to 600 characters)	None

Order: drag a section by its number or use the arrows.
Section scope: the Keywords menu limits a keyword section to one keyword group. Pages limits Top pages to one page group.
Section notes: click + Add commentary to print up to 600 characters under a section.

Cover, summary and contents

Cover page: its own page with Title, Client name (120 characters each), the period and the logo.
Executive summary: up to 1,500 characters, printed before the sections.
Table of contents: printed when the report has 3 or more pages.

Live preview

The preview shows the A4 pages built from this project's data and updates as you edit. Under it you see Next send, Covers, Recipients, Delivery and Share link.

Schedule

Daily: pick the days of the week to send on.
Weekly: pick one day.
Monthly: 1st, 2nd, 15th or Last day.
One-off: pick the send date.
Time: 07:00, 08:00, 09:00, 10:00, 12:00 or 17:00.
Time zone: Europe/Istanbul, Europe/London, Europe/Berlin, America/New_York or UTC.

Limit

These times and time zones are the only choices today. A report is sent at most once in 20 hours.

Type an address and click Add. A report goes to at most 20 addresses. Each has a role tag, Internal or Client: addresses at the project's domain start as Internal, and a click on the tag changes it. Copies of a report keep internal recipients only.

Plan

On the Free plan, reports go only to members of the workspace with a verified email. Paid plans can send to clients and other outside addresses. See pricing.

Unsubscribe: every email to an address outside the workspace has an unsubscribe link. An address that used it is marked Unsubscribed and skipped; adding it again does not resubscribe it.
Daily limit: a workspace sends at most 200 report emails in any 24 hours (50 on Free).

Subject and intro tokens

Subject takes up to 120 characters; Intro message is free text. Click a token to insert it: in the field it is the name below in curly braces. As recipients will see it shows the result. The project's domain is added to the subject when missing.

Token name	Filled with
`project`	Project domain
`period`	Date range the report covers
`report`	Report name
`visibility_change`	Visibility change against the comparison
`top_mover`	Biggest winner in scope
`client`	Client name from the cover page

Formats

PDF via link: the email has a View report button that opens the report page for that send. The link works for 90 days and the PDF is saved from that page.
Inline email summary: KPIs and top movers in the email body.
CSV of tables: one CSV file per table section that is switched on.

Branding

Choose the Logo on the cover (Serplyze or Custom logo: SVG or PNG, up to 1 MB) and the Accent colour (Navy, Deep navy, Orange or Ink).

Plan

A custom logo and accent colour need a paid plan. Hide Serplyze branding needs the Agency add-on. See White-label.

Save the report and find Public share link on Schedule & delivery.
Pick an expiry: Never expires, or 7, 30 or 90 days.
Turn the switch on and click Copy link.

Anyone with the link opens the latest version of that report, read-only, without signing in. Turning the switch off breaks the link at once. The address is shown only when created; New link replaces it later.

Save as PDF

Download PDF opens the saved report's print view and your browser's print dialog. Choose Save as PDF as the destination. Unsaved changes are not included.

Delivery history

History lists the latest 30 sends with time, period, recipients and status. View and PDF render that period from the current data. A failed send names the addresses and the reason, with Resend and Remove address.

Limit

Email opens are not tracked. Report text is in English today.

What recipients see

A report holds one project's data. A recipient gets that report and nothing else from your workspace; a share link opens that one report. In the app, members and clients only see reports of projects they have access to. A member of your workspace who has no access to the report's project cannot be added as a recipient and is skipped at sending; give them access to the project first.

Reports

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