How to create and configure Reports in the SISTRIX Toolbox

With the SISTRIX Toolbox you’ll be able to easily create and personalise reports and email them to anyone you decide. Every data-box in the Toolbox (weekly, daily, mobile or desktop data) can be easily added to a report and will be updated automatically, allowing you to always send the freshest data possible.

If you connect your Google Analytics and Google Search Console to your Toolbox account, you’ll be able to also add those data-boxes to a report.

This will simplify your everyday SEO workflow and save time.

How to create a new report

To add elements from the SISTRIX Toolbox to a report, you can start by typing a domain into the search bar to reach the overview page 1.

Nearly every element in the Toolbox can be added to a report by clicking on the in the upper right corner of the box you wish to add: 2. Then just click on “Add to report” 3.

You can choose to put each element into a report you already generated or you can create a new one, which will be automatically called “My report”. 

Create new report in the SISTRIX Toolbox

After adding all the boxes you need to the report, click on the icon near the main menu of your account, on the top right corner of the screen, and select “Reports”.

You are now on the overview page, where all your reports are listed.

SISTRIX Toolbox: overview page for reports

The SISTRIX Toolbox offers you 10 report slots which you can use and customize any way you want.

Moreover, if you subscribe to the Optimizer Module you will get as many extra reports as you have possible projects. This means that you already have a total of 15 reports, simply by subscribing to the basic version of the SISTRIX Optimizer.

How to personalise a report

It’s time to open and personalise the report you created. The interface will show you all the elements you added in the order you added them. You can simply move them around by clicking on the arrows at the top left corner of each box 4 , or draging the box to where you want with your mouse. You can also modify the options of every box by clicking on the yellow pencil, or delete it 5.

Every report can have a maximum of 25 data-elements, where images are also counted as data-elements, and as many text boxes as you need. The data within every box will update automatically.

Changing the title is also very easy: just click on it and type the name you prefer. Moreover, thanks to the menu on the left, you will be able to personalize your report even further.

Report options
  • Title Page: adds a title page to the report which uses the title you specified and the current date.
  • Title: adds a headline to the report, which will also show up in the table of content.
  • Text: adds a text field.
  • Table of Contents: creates a table of content automatically from the boxes of the report as well as title fields.
  • Imprint: adds an imprint to the end of the report.
  • Pagebreak: adds a line break to the current page and starts a new one.
  • Image: add an image to the report.
  • Preview: saves the report as a PDF file with the current data.
  • Settings: overall settings for the report.

An important feature of reports is the ability to send them as PDFs to email addresses you choose: in the settings you just have to add the email addresses and choose how often the report should be sent (daily, weekly or monthly).

Whoever created the report will always be on the recipients list and cannot be removed.

To use this feature you just have to click on “Settings” and then on “Frequency” 9 . Here’s a quick explanation of the different settings:

  • 6 Change the report into a template
  • 7 Allow other profiles to edit the report
  • 8 Define the name of the PDF file
  • 9 Define how often the report should be sent
  • 10 Change the language for the box headings
  • 11 Change the template design

Finally, you can use the following formats to personalize your text boxes:

[b]Text[/b] - formats the text in bold.
[u]Text[/u] - underlines the text.
[i]Text[/i] - formats the text in italics.

You don’t need to remember to save your report everytime: the Toolbox will save it automatically after every change you make.

You can delete the report whenever you prefer by clicking on the red button right under the settings.

Creating your own design template

When we speak about reporting, every company has different needs: this is why SISTRIX allows you to create your own design template to use as a base for your reports. 

To create a new template (or to select one that you have already created) go to the lower part of the report overview page.

Design templates in the SISTRIX Toolbox

For example, you can create a template which reflects your corporate design by changing the colors and borders for the boxes and graphs.

SISTRIX Toolbox: changing the boxes in a design template for a report

To change colors, just click on the designated color field. There, you can enter a hex number (Example: #F3F3F3 for a light grey) befitting your website.

SISTRIX Toolbox: changing the colors in a design template for a report

Moreover, you will be able to add your own logo to the reports you send: 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.

SISTRIX Toolbox: changing the logo in a design template for a report

You can also configure a personal footer for your reports, which will be shown on all pages.

Here, you can either use free text or one of the following 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
SISTRIX Report: changing the email in template design for reports

Finally, you are able to hand craft the subject line and text of the email in which the report will be attached, in order to make them even more suited to your needs.

If you want to automatically send this specific email text to customers, too, you have to go into the design-templates and change the setting “From:” (directly under the name of the design) from SISTRIX to the *.reporting.de option and save the change.
SISTRIX Toolbox: changing the default template for reports

How to use report templates

If you want to copy a report or use the same data boxes you put together in one report for a different domain the report templates are your friend.

Selecting the entry “Type > Report-Template” in the report settings let you save it as a Report-Template. Once this is done, you can use it as a base to create new reports.

Menu report template

The template will be saved below the list of reports in the general overview section. You can create up to 5 templates.

Report templates in the SISTRIX Toolbox

The archive function for reports

Having all your current and previous reports in one central place is a huge time saver: you or your customers can access all reports, any time they are needed.

All you need to do for a report to be archived is to use the daily, weekly or monthly automated report function in the Toolbox. Each time a report is sent through our systems, we will automatically save a copy in the archive.

On the top right corner of the report, you’ll see the option “Archive”12. Click on it to open the archive section for that specific report. You will immediately see all your old reports, together with the date on which they have been sent. Click on the version you want to visit and it will be available for download as a PDF.

Conclusion

A report allows you to analyse, control and show how your SEO measures are developing in a specific period of time, all with the help of reliable data.

Any subscription level of the SISTRIX Toolbox enables you to create up to 10 different reports and customise them according to your personal or corporate design, even adding your own logo.

Save time by adding your preferences as a template and choose when you want the Toolbox to automatically to send reports to your customers.

Every report that is sent through our system will also be saved in an archive, giving you the ability to access even older reports, whenever you need: read our tutorial “SISTRIX Online Archive for Reports: how does it work?” to know more about this topic.