📘 This is a guide to using custom report templates in CustomReports. The CustomReports capability is available with all Botify plans.
Overview
Custom report templates help you get started quickly with custom reports. Use these templates to share insights with your key stakeholders to demonstrate the impact of SEO changes or as a starting point to create reports tailored to your unique needs. If you are unsure where to start in CustomReports, templates are an excellent springboard for creating a report that tells the most compelling story with your data. You may also want to narrow down to a specific category relevant to your work scope. Depending on what your stakeholders value most, you have the flexibility to add to the report and pull in various Botify visualizations to help illustrate your data story.
Current Custom Report Templates
The following custom report templates are available to all Botify users:
After cloning these templates, use the Segments filter to quickly tailor them to the categories of most interest. Then, schedule the report to be sent to all stakeholders at your preferred interval.
Business Insights Dashboard
The Business Insights Dashboard in CustomReports is an out-of-the-box report of your return on organic search spend (ROSS). Consider using it as a template for custom reports focusing on high-priority business KPIs, SEO metrics, or data that your leadership team will care about. The insights included in this template are related to your organic conversion performance. These insights are combined into a cohesive snapshot highlighting areas to investigate or KPI evolution and the impact of SEO changes.
AI Bots in Search
The AI Bots in Search report template explores the critical changes in search behavior driven by AI bots, how these AI assistants interact with your website, and user visits resulting from that activity. It also identifies strategies to capitalize on this shift to drive traffic from diverse sources.
Search Engine Behavior
The Search Engine Behavior report template enables you to closely monitor the evolution of bot behavior from your web server log data.
Keyword Performance
The Keyword Performance report template helps you easily track keyword performance, identify emerging trends, and monitor changes more efficiently.
Accessing Custom Report Templates
To access custom report templates, navigate to CustomReports > Templates:
Custom Report Template Components
The following components are included in custom report templates, which you can customize when you clone the template to create your custom reports:
Info Card Text: An info card text component contains guidance on using the template.
Heading Text: Section titles are contained in heading text components, which help to group report areas or further define visualizations.
Custom Charts: Visualizations from RealKeywords are included as custom chart components for the selected period. Custom charts are accessible from visualizations saved as Keyword Explorer bookmarks. Select the “Compare periods” checkboxes to display the performance over the current and previous periods.
Creating Reports from Custom Report Templates
To create a report from a template, clone the template; you cannot edit the template directly. After cloning, you can customize the report to meet your needs, as with any custom report, including:
Adding components, including text components, to label report sections and share insights.