How to Automate SEO Reports on SE Ranking

beginner 8 min read Updated 2026-03-24

Quick Answer

Use SE Ranking's Report Builder to select templates, customize with data sections like rankings and audits, and schedule automated PDF, XLS, or HTML reports for daily, weekly, or monthly delivery to clients. Integrate GA4 and GSC for accurate traffic data. White-label with your logo for professional branding.

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Prerequisites

SE Ranking account with paid plan or 14-day trial
Dedicated client project created in SE Ranking
Google Analytics 4 (GA4) connected to SE Ranking
Google Search Console (GSC) or Matomo integrated
Client email addresses ready for delivery

Step-by-Step Instructions

Create or Select Client Project

Start by creating or selecting a dedicated client project in SE Ranking for the domain you want to report on. This ensures all data like rankings and audits are tied to the correct site[6].

Connect Data Sources

Integrate Google Analytics 4 (GA4), Google Search Console (GSC), or Matomo to pull in analytics, traffic, and performance data. Access integrations via project settings to enable accurate reporting[2][6].

Verify connections show green status before proceeding.

Access Report Builder

Navigate to the Reports section in SE Ranking's top navigation, then enter the Report Builder interface. This web-based tool supports drag-and-drop customization[2][3].

Choose Report Template

Hover over one of the 12 ready-to-use templates to preview contents like rankings overview or competitor analysis, then click to select. Templates cover SEO reports, traffic, audits, and more[2][3]. Alternatively, click Create template for custom from scratch.

Start with premade templates if new to save time.

Specify Date Range and Format

Set the date range using the calendar or quick filters like Last 30 days or Last month. Choose output format: PDF, XLS, or HTML for delivery[3].

Customize Report Sections

Add or remove sections via drag-and-drop, including keyword rankings, SERP progress, backlink data, website audit results, competitor visibility, and integrated GA4/GSC traffic. Edit variables and add contextual insights[2][3].

Include historical data to show trends.

White-Label the Report

Upload your agency logo and apply brand colors for professional white-labeling. Add commentary explaining data impact on the client's business[1][4].

Match colors to client branding for personalization.

Configure Scheduled Delivery

Set frequency to daily, weekly, or monthly, pick delivery day/time, enter recipient emails, and confirm format. This automates sending without manual effort[1][2].

Test with a one-off send first.

Save Template for Reuse

Click Save report or Save template to store for future use across clients. View status in the Reports table to confirm scheduling[2][3].

Optional: Advanced Looker Studio Dashboards

For real-time access, use SE Ranking's Looker Studio connector: copy a template, reconnect data sources like projects, GA4, and GSC, then share guest links with clients[1][3].

Ideal for clients wanting live dashboards.

Common Issues & Troubleshooting

Data not appearing in report sections

Reconnect GA4, GSC, or Matomo integrations in project settings and refresh the report generator. Ensure project selection matches the domain[2][6].

Scheduled reports not delivering

Check Reports table for send status, verify email addresses, and confirm schedule settings. Test manual send first[3].

Template preview shows incomplete structure

Make a copy of the template in Report Builder, then edit sections and reconnect data sources as needed[3].

No access to Report Builder

Upgrade to a paid SE Ranking plan; free trial offers 14 days. Ensure sub-user permissions if shared[2][6].

Historical data or trends missing

Extend date range using calendar or filters like Last 6/12 months, and include relevant sections like rankings history[3].

Prices mentioned in this guide are pulled from current plan data and may change. Always verify on the official SE Ranking website before purchasing.

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