What it is
Scheduled Reports allow you to automatically send ranking data via email to clients, stakeholders, or team members.
Instead of manually exporting reports, Keyword.com can generate and deliver them on a recurring schedule.
You can send:
PDF reports
CSV exports
Reports are generated automatically based on your selected projects and settings.
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.
How scheduled reports work
Each Scheduled Report appears as one entry in the Reports section. The entry contains the report’s:
Recipients
Schedule
Format
Projects
A Scheduled Report:
Pulls data from selected Projects and Groups (legacy)
Uses your current column configuration
Applies your branding settings
Sends the report via email at your chosen frequency
Reports reflect the project structure and settings at the time they are generated.
Creating a scheduled report
To create a report:
Click on your Profile Avatar on the top right
Navigate to Scheduled Reports.
Click +Create Report.
Enter the recipient email address or addresses.
Select the Projects or Groups to include.
Choose Daily, Weekly, Monthly, or Custom. Monthly schedules can include the last day of the month.
Select the format: PDF or CSV.
Save the report.
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
Choosing report format
1. PDF
Best for:
Executive reporting
Client-facing summaries
Branded SEO reports
PDF reports reflect:
Visible columns (Settings → Table)
Current ranking data
Project configuration
Branding settings
2. 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.
Features:
Supports HTML formatting
Can include branded styling
Applies to all scheduled reports
10,000 character limit
To customize your emails:
Go to Main Menu → Reports
Click the Email Settings
Add details and click Save
This allows you to:
Include summaries
Add context
Provide commentary
Maintain brand voice
Note: The same email template applies to all scheduled reports.
Frequency & timing
Scheduled Reports support these schedule options:
Daily
Weekly
Monthly, including the last day of the month
Custom
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:
Go to Settings → Table
Select the columns you want visible.
These column settings determine:
What appears in PDF reports
What appears in CSV exports
What appears in ViewKeys
If you change columns later, future scheduled reports will reflect those changes.
How branding applies
Scheduled Reports use your ViewKey branding settings.
This means:
Company name
Logo
Company description
White-label domain configuration
All apply automatically to PDF reports.
For domain and advanced branding options: White-Label Domains & Custom CNAME Setup.
Editing or managing scheduled reports
Each recurring report is displayed as a single entry in the Reports section, even when it includes multiple projects.
You can edit an existing report directly without deleting and recreating it. You can update:
Recipients
Schedule
Format
Included projects
Email message
You can also:
Pause an active report
Resume a paused report
Duplicate a report
Send now without waiting for the next scheduled delivery
Delete a report
Checking report status and delivery history
Status badges in the Reports section show whether a report is active, paused, or needs attention.
Use the delivery history to check what was sent and identify deliveries that need attention.
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.
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