PDF-Reports: Configuration & Adjustments

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It is important to get regular reports on how websites are developing. With the SISTRIX Toolbox you can effectively create and send individualised reports to yourself, customers or third parties, like programmers. In this tutorial you will be shown how to create and adjust these reports. You can add data from every module you have available to your Reports.

Creating a new report

Step 1: Domain query

To add elements from the SISTRIX Toolbox to one report, you have to request the domain first. To do so, please enter the domain into the search bar. For the tutorial, we will use yelp.de as our example.

Yelp.de query

You can also add information from different domains to one report, which we will show you later in this tutorial.

Step 2: Collecting elements for the report

After requesting a domain, you will see the familiar data in an overview, which you know from your daily work with the SISTRIX Toolbox.

Please click on the gear in the upper right hand corner of the respective box to show the box-options. This box-menu is available for every box in the Toolbox.

Add to report in an information box menu

Click on “Add to report” and you will be able to choose a report, if you have already created reports. For this tutorial, click on “Create new report” to set up a new report. Once you have chosen, please click on the green button to save.

Choose a report

Now we have added the box, showing the Visibility Index as a numeric value, to your newly created report.

You can already look at the report by clicking on “Reports” in the horizontal navigation bar of the Toolbox. There you will also find all additional reports.

Reports overview in the top navigation

Currently, the Yelp.de report looks like this.

Report edit page

When creating a report, it will automatically be called “My Report“. You can easily change the name, just click on the gear behind the report name on the top left and change the name in the popup. It makes sense to always give reports meaningful names, as it makes it easier to keep track of them, in the future, when you have many reports.

Alternatively, you can also change the name in the settings of the report. The button for the settings can be found in the feature bar that always scrolls along the bottom of the page, when viewing the report.

Report settings

Now, you can add all the information from the domain you want to your report. While doing this, you do not have to worry about any sorting pattern or logic. All the boxes you add can easily be sorted and ordered in the report, at a later time, and can be removed with a simple mouse click.

Create individual reports

All elements you added to the report while navigating through the Toolbox can now be found in your report. The initial positioning looks unsorted. Now, you can move the data around freely on the virtual pages. You can click and hold your mouse button to move the boxes around or use the arrow keys in the top left of the boxes to move them one element up or down. This way you can sort every report individually, according to your or your customers’ wishes.

Move report boxes around

Below the report, you will find a feature bar that always remains visible, which gives you additional options. You can, for example, add text fields to the reports or create a starting page, add headlines and force page breaks to make the PDF show further information on a new page.

Feature bar

The text fields also allow you to use the following formatting options:

[b]Text[/b] – the text will be bold.
[u]Text[/u] – underlines the text.
[i]Text[/i] – writes the text in cursive.

You can alter the design of your report separately in the template settings. There you can not only change colours, but also logos and the page footers. Since you can create separate templates to assign to each report individually, you have the possibility to send a uniquely styled report to each customer, containing their logo and colour scheme. You are, of course, also able to create reports as agency templates.

We will explain how the templates work in the next section of this tutorial. Before, we would ask you to look at the following link for an example report of the domain Yelp.de. There you will see, among others, text fields that fill out half of or even the entire page-width, which are left-aligned, or with full justification.

Report template without a custom design

Creating your own design templates

Please move your mouse on top of your portrait picture in the top right corner of the page. This will open additional menu items, where you can click on “Report Settings“.

Alternatively you can go directly to https://uk.sistrix.com/report/styles.

Here, you will see the overview of all available design templates. On this page you can choose which design you want to edit in the next step. Alternatively, you can create a new design template (red arrow).

Report settings page with the button to add a new design template

If you open an existing or new template, you will see a long list of fields which you can edit. From the font colour in tables and boxes, to background colours and gradients – you basically have total freedom here. Every design can be edited in so many ways, so that you can create the reports in your own corporate design.

You do not need to adjust every option if you like the default setting. That means you do not edit a completely empty template, but always edit the already visually pleasing default SISTRIX template.

Every change will be shown to you in a live preview, right inside the template, which helps you decide if the colour choices and the settings look just the way you want them to, before saving.

Live-preview of the design changes

Finally, you can add a custom logo and a completely individual footer to every report. Just replace the default SISTRIX Logo with a custom one, choose the logo alignment and the report will be shown entirely in your own design. The logo may be saved in all common formats, like JPG, GIF or PNG.

In the footer you can edit 3 fields yourself, or use the defaults.

Editing the logo and footer for the report

Meaning of the placeholders
##DATE## – Current date of the report
##PAGENUM## – Current page number
##NUMPAGES## – Total number of pages for the report
##USER## – Email address of the account

Of course you can also add your own information. You could, for example, add a name and surname to the email placeholder for more clarity.

The result is very appealing. For the tutorial, a completely individual report that fits the domains colour scheme has been created for yelp.de. You can see the PDF result for yourself with the following link.

Example Of The Edited Report

Why you should use reports

By using the settings, you can send every report to one or multiple email recipients. In this case, it doesn’t matter if you create reports for your own projects and thus get an overview of your important numbers every week or once in a while. You can also pause reports.

In the agency business, reports help with keeping customers in the loop. In the acquisition phase, a report can also become a powerful tool when first contacting a potential customer.

Packing all important information in a report also saves you time, as you do not have to log into the SISTRIX Toolbox to look at this information.

Due to the fact that reports are not restricted to one domain, you can also create a document for multiple domains. This means, for example, that you can create a report that shows the Visibility Index for each of the domains which are important to you, to instantly see if a domain has changed in any noteworthy way.

Conclusion

The SISTRIX Toolbox contains powerful report features. Being able to freely move the elements on the page is very practical and opens up endless possibilities to you as the user. You can also integrate your own descriptions by using free text fields. And being able to decide yourself in what frequency a report is being sent, gives you a lot of freedom.