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
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:
Navigate to Reports
Click Add Scheduled Report
Enter recipient email address(es)
Select the Projects or Groups to include
Choose frequency
Select format (PDF or CSV)
Customize the email message
Save
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 3-Dot menu → 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 are sent automatically at your selected cadence.
This ensures:
Consistent reporting
No manual reminders
Reliable client communication
All automation is handled by the platform once configured.
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
You can:
Edit recipients
Change frequency
Update included projects
Modify email message
Delete scheduled reports
Manage these from the Reports section.
Best practices
Finalize table column settings before activating automation
Keep PDF reports concise for executive clients
Use HTML email formatting sparingly and professionally
Test one report before scaling across multiple clients
Review branding settings before sending client-facing reports
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