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Scheduled Reports: Automated Email Reporting

Set up recurring email reports to automatically deliver ranking summaries.

What it is

Scheduled Reports allow you to automatically send ranking data via email to clients, stakeholders, or team members.
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Instead of manually exporting reports, Keyword.com can generate and deliver them on a recurring schedule.
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You can send:

  • PDF reports

  • CSV exports

Reports are generated automatically based on your selected projects and settings.
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Why it matters

Scheduled Reports allow you to:

  • Automate client reporting

  • Maintain consistent weekly communication

  • Reduce manual work

  • Deliver branded reports

  • Scale reporting across multiple clients

For agencies, this is essential for recurring SEO retainers.
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Where to find scheduled reports

You can access scheduled reports for your current project or across your entire account.
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Reports for your current project

Click Scheduled reports under SERP Tracker in the left sidebar.

This page shows scheduled reports that include the project you currently have selected. A report listed here may also include other projects.
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Reports across all projects

  1. Click your profile avatar in the top-right corner.

  2. Select Scheduled reports under Data.

This opens the account-wide list of scheduled reports across all your projects.


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How scheduled reports work

Each Scheduled Report appears as one entry in the Scheduled reports list, even when it includes multiple projects.
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The entry contains the report’s:

  • Name and format

  • Recipients

  • Projects

  • Frequency and next scheduled delivery

  • Last sent date

  • Status

A Scheduled Report:

  • Pulls data from selected Projects and Groups

  • Uses your current column configuration

  • Applies your branding settings

  • Sends the report via email at your chosen frequency

Each selected project becomes an attachment in the email. Everyone listed as a recipient receives the same grouped email.
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Reports reflect the project structure and settings at the time they are generated.
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Creating a scheduled report

To create a report:

  1. Open Scheduled reports from the project sidebar or your profile menu.

  2. Click + Create report.

  3. Enter a Report name, or leave it blank to use an automatic name based on the schedule.

  4. Enter the recipient email addresses. Separate addresses with a comma, space, or new line.

  5. Select the Projects or Groups to include under Projects in this report.

  6. Choose Daily, Weekly, Monthly, or Custom and configure the schedule. Weekly schedules can include multiple weekdays. Monthly schedules can include the last day of the month.

  7. Select the format: PDF or CSV.

  8. Click Create report.


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Selecting projects & groups

You can:

  • Select multiple Projects

  • Include Group-level data

  • Send one combined email

This allows you to:

  • Send one client-specific email

  • Segment reporting per client

You can add or remove projects from an existing report without deleting and recreating it.
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Choosing report format

PDF

Best for:

  • Executive reporting

  • Client-facing summaries

  • Branded SEO reports

PDF reports reflect:

  • Columns selected for PDF reports in Settings → Table

  • Current ranking data

  • Project configuration

  • Branding settings

CSV

Best for:

  • Internal analysis

  • Data teams

  • Spreadsheet reporting

  • Raw data access

CSV exports include:

  • All visible columns

  • Current ranking data

Customizing the email message

You can create a custom email message that is sent alongside the report.
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Features:

  • Supports HTML formatting

  • Can include branded styling

  • Applies to all scheduled reports

  • 10,000 character limit

To customize your emails:

  1. Open the account-wide Scheduled reports page from your profile menu.

  2. Click Email settings at the top-right of the page.

  3. Update your email details and click Save.


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This allows you to:

  • Include summaries

  • Add context

  • Provide commentary

  • Maintain brand voice

Note: The same email template applies to all scheduled reports.
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Frequency & timing

Scheduled Reports support these schedule options:

  • Daily

  • Weekly

  • Monthly, including the last day of the month

  • Custom

Weekly schedules let you select one or more weekdays. The report is sent on each selected day every week.
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Once a report is active, Keyword.com sends it automatically according to its configured schedule.


How column settings affect scheduled reports

⚠️ Important:

Scheduled Reports mirror your column configuration.

To control what appears in reports:

  1. Go to Settings → Table.

  2. Find Ranking Table Columns.

  3. Choose the columns you want visible in the ranking table.

  4. Use Show in PDF to choose the columns included in PDF reports.

  5. Use Show in Shared to choose the columns included in shared reports (ViewKeys).


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These settings control the columns used in ranking tables, PDF reports, CSV exports, and ViewKeys.
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If you change columns later, future scheduled reports will reflect the updated configuration.
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How branding applies

Scheduled Reports use your ViewKey branding settings.
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This means:

  • Company name

  • Logo

  • Company description

  • White-label domain configuration

All apply automatically to PDF reports.
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For domain and advanced branding options, see White-Label Domains & Custom CNAME Setup.
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Editing or managing scheduled reports

Each recurring report is displayed as a single entry in the Scheduled reports list, even when it includes multiple projects.
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Use the project sidebar to manage reports that include your current project. Use Profile avatar → Scheduled reports to manage reports across all projects.
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Edit a report

You can edit an existing report without deleting and recreating it.

  1. Find the report you want to update.

  2. Click the three-dot menu at the right end of its row.

  3. Select Edit report.

  4. Update the report details.

  5. Save your changes.

You can update:

  • Report name

  • Recipients

  • Schedule

  • Format

  • Included projects

To change the email message used by all scheduled reports, use Email settings.
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Other report actions

The report’s three-dot menu also lets you:

  • View history: Review previous deliveries.

  • Send now: Send the report without waiting for its next scheduled delivery.

  • Pause: Stop recurring delivery for an active report.

  • Resume: Restart recurring delivery for a paused report.

  • Duplicate: Create a copy of the report.

  • Delete: Remove the report.


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Checking report status and delivery history

Status badges in the Scheduled reports list help you identify reports that have not been sent, are healthy, are paused, or need attention.
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The Last sent column shows the most recent delivery date. The Frequency column shows the schedule and next planned delivery.
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To review delivery history:

  1. Find the report.

  2. Click its three-dot menu.

  3. Select View history.

Use the delivery history to check what was sent and identify deliveries that need attention.
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Use the All reports and Paused tabs to switch between the report lists. You can also search by report name, recipient, or project.


Best practices

  • Finalize table column settings before activating automation.

  • Create a report paused if you want to review its setup before scheduled delivery begins.

  • Use Send now to check a report before relying on its recurring schedule.

  • Keep PDF reports concise for executive clients.

  • Use HTML email formatting sparingly and professionally.

  • Review branding settings before sending client-facing reports.

  • Check status badges and delivery history when a report needs attention.

  • Use the account-wide Scheduled reports page when reviewing reporting across multiple projects.


When to use scheduled reports

Use Scheduled Reports when you want:

  • Automated weekly client updates

  • Executive reporting without dashboard access

  • Consistent communication

  • Scalable agency workflows

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