# Reports > Build a report for a project, schedule it by email, share it with a read-only link and save it as a PDF. Page: https://serplyze.com/docs/reports 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 1. Click **New report**, or click **Use** on a template: **Weekly client update**, **Monthly SEO report**, **Content health**, **Group deep-dive** or one you saved. 2. Set the name, scope and sections on **Content**, then the schedule, recipients and formats on **Schedule & delivery**. 3. Click **Send test to me** to email it to yourself only (10 tests per person per hour). 4. 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. > **Note:** Changing reports needs edit access to the project. See [Team and access](https://serplyze.com/docs/team-and-access.md). ## 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](https://serplyze.com/docs/how-the-data-works.md). ## 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. ## Recipients 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](https://serplyze.com/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](https://serplyze.com/docs/white-label.md). ## Share link 1. Save the report and find **Public share link** on **Schedule & delivery**. 2. Pick an expiry: **Never expires**, or 7, 30 or 90 days. 3. 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. ## Read next - [White-label](https://serplyze.com/docs/white-label.md): With the Agency add-on, reports, PDFs, share links and report emails carry your agency's name instead of Serplyze's. - [Client portal](https://serplyze.com/docs/client-portal.md): Give clients a read-only view of their own projects under your logo, with the Client role of the Agency add-on. - [Exports](https://serplyze.com/docs/exports.md): Download any table, list or chart as CSV or Excel, copy it for Google Sheets, and save reports as PDF. What each export contains and its limits. - [Email notifications](https://serplyze.com/docs/email-notifications.md): Every email Serplyze sends: what triggers it, how often, who gets it, and where each member turns it on or off.