Advanced Report Editing

How to Edit a Report Block

When you select a report and enter it, on the top you will see an Edition option to edit your report. The following appears:

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Structure of a report and description of the elements

A report can consist of several tabs.

A tab consists of a section and can contain several sections.

A section may contain several blocks.

A report can, therefore, contain one or more tabs which can also contain several sections.

The data blocks are of different types:

  • Tables
  • Graphical summaries
  • Blocks of text
  • Separating elements
  • Line break

How to Edit a tab

From the “Edit report” view, In the blue header, you have access to the report tabs menu.

Tab editing is available in the “organise tabs” menu (see below).

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You will have access to three editing options:

  • duplicate = copy the tab and its contents
  • delete
  • detach = dissociate the tab from the multi-tab report, it will then become available in “unclassified” from your list of reports

If you detach it, it will become a report in its own right.

Keep in mind that your main tab cannot be moved.

By holding down the “burger” icon on the right, you can drag and drop your tabs to organise your report however you wish.

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How to Edit your Sections

To access section management, drag the mouse to the left of the editing window, and this will bring up a sidebar allowing you to display a pop-in with your sections.

Here you will find a window similar to the management of keyword groups in an SEO tracking campaign, similar to managing tabs in a report. You will find the basic editing functions with the additional option of applying a text STYLE and/or adding a DESCRIPTION when you click on the “cogwheel” icon.

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If you plan to use your dashboard to export PDF files, we suggest you design your report this way:

1 page of your PDF = 1 tab or section (depending on the content of the report)

To optimise loading times in your browser, we suggest you divide your report up as much as possible using the tabs. You will gain, as this will improve navigation in your report.

Moreover, a multi-tab PDF export is faster than exporting a long report contained in a single tab.

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The final recommendation of the day concerns tables: If your export is intended to be in PDF format, it is best to avoid a table whose height exceeds that of a page of a PDF.

If you need to export a large array of keywords, we recommend you to choose a CSV export. If you do, you can create a full report that you can programme so that it sends automatically in CSV format.

How to Change Graph Colours?

The custom reporting tool allows you to choose the colors you want to display your graphs and blocks in.

These options are available in the block edition option.

Customise KPI colors

After adding the KPIs to your block > When you click on the pad, the color picker is displayed and allows you to choose a pre-configured color from the palettes or to customise a color.

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Customise the Dimension Colors 

Let’s say the statistics of I the block are categorised (by groups of keywords for example)You can customise the graphs available on the display by selecting the Modify style option and then scroll down the middle column. Select Curve Colours and click on the sign to add a colour.

 

 

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How to use Colour Palettes?

Customize the colors of your reports

In addition to the possibility to create color palettes for your dataviz, templates have been added in the edition.

You can select them in one click and modify them as you wish.

Simply go to the formatting of your report and click on “Add a color palette”.

Don’t forget to give a title to your template and then choose from the pre-configured palettes:

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For Myposeo account users with multiple admins, it should be noted that the color templates are specific to each user.

Once created, the templates are available in the color picker, allowing you to access your colors.

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Please note, only 5 palettes displayed at the top of the list appear in the color picker. If you do not have any custom templates then the pre-configured templates are displayed.

It is possible to organise your templates by dragging and dropping blocks

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How to Display the Progress of a KPI?

From the “Edit Report” block, you will have access to Indicator settings.

By clicking on an additional indicator, a drop-down menu unfolds to display additional parameters.

When the block is configured over a 2-date analysis period, it is then possible to choose to display one or both dates.

On two dates, you can then choose to display the evolution or progress of the indicator value between these dates.

You can choose to display the value and/or percentage.

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How to Change Display Options for Report Indicators?

Reports are made up of different modules: 

- The work zone

- Selections

- Graphic blocks

- Indicators

 

All this is configurable. Here’s how you access the indicator options : 

Report editing mode --> Select the block to be edited --> Advanced block configuration --> Expand the KPI options

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How to Manage the table styles

In order to adapt your tables to the export format of your report, and why not add an additional KPI, you can now modify the style of the table and thus the size of the cells.

For that, nothing could be easier! When you are in the editing of your report, click on the table in question and then on “Advanced configuration”.

With the “modify style” tab, you will be able to choose among 4 styles:

  • Very condensed
  • Condensed
  • Spaced
  • Very spaced

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Sort your keyword tables in alphabetical order

After selecting your preferred table format for your keywords and configuring your file, go to the insert option on the right.

Select “Sort by keyword”, either in ascending or descending order.

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How to apply a degree of orientation and a position for the legend

This option allows you to apply a degree of orientation to the labels and values of your graphics, as well as to choose a position for the legend.

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To do this, nothing could be easier, go to the advanced configuration of a graph and edit the style.

You can then choose between:

  • Orientation of the labels of the main axis
  • Orientation of the values on the columns
  • Position of the legend

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The right part allows you to see the final rendering.

How to Manage Axes’ Display on Charts

You can customise the names of the axes on different graphics. From the report edit mode, click on the advanced settings of the chart block.

From here you can access KPI display options and see this new field:

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By ticking the checkbox, a field appears that you must fill in with a name of your choice. It will then be displayed directly on the graph.

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This feature may seem small at first, but it has the makings of a big one! Indeed, Myposeo indicators are categorised, by default, by entities i.e. indicators relating to SERP data, keywords or results are put in the same categories.

These categories are then used to create the axes of graphs, but in some cases this can be restrictive.

Example 1:

When KPIs used to create a block are grouped by default under the same category but the differences between the indicator values are important.

Below is an illustration of this kind of case.

On the first graph, the KPIs are on the same scale but the values of the 1st KPI are 10x higher. The variations of the second indicator therefore seem small.

On the second graph, we have customised the axis of the second KPI. The scale of the axis then adapts to the values of the series and the evolution is much clearer.

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Example 2:

When the global volume keyword indicators tracked and the volume of the keywords ranked which are by default in different categories.

In the graph below, we have illustrated the evolution of the Weighted Average Position (WAR) in contrast with the evolution of the volume indicators.

In the first graph, 3 axes are displayed making it difficult to read the data.

In the second graph, the volume indicators are grouped on the same axis and thus this new feature makes this type of data visualisation more readable.

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How to display various Universal Search (US)

You are configuring you custom report.

Chose the “table” visualisation option, a second dimension “keywords”, and the “position” indicators.

Where is this option?

Once the “position” indicator has been selected, click on the pen icon. The indicator options are then displayed.

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1/ If you select the “Show universal search icons” box, these icons will be displayed in the table.

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1/ If you uncheck the “Show universal search icons” box, these icons will not display in the table.

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Please note: If your campaign does not already track Universal Search Results, it will not be possible to display these icons in a table. Your campaign must be tracking Universal Search Results for this feature to work.

How to Display URLs in a data table

In your reports tables, you can see your keywords alongside the corresponding URLs that rank on these keywords. To do this, select the “URL’s found” option. For URLs that are too long which can distort the readability of your data tables, we have created a special display option.

To access this, click on the “URL found” option.

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Several Display Options will then appear:

The “Limit the number of characters to:.. “ option will shorten the URL length

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You can choose to display either:

  • Domain URL + address path (default behavior)
  • Only the address path
  • Only the URL of the domain
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How to display Search Engine?

Once you’re in the report block, choose “Table” as your method of data visualisation, and then go to the insert option on the right.

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You can choose between:

  1. Keep the default view, i.e. keyword and search engines in the same column
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2. Displaying the search engine in a different column.

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3.  Not displaying the search engine in your table at all

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How to sort your keyword tables?

In a customised report, you have the opportunity to build a keyword table with your choice of key features and options that best suit your needs. You can sort your table according to these options and indicators.

As you can see below, the table shows keywords and indicators are displayed in no particular order. Let’s say that you want to rank your keywords by search volume, you can ‘sort’ your table in this format and make it a default setting.

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In the configuration block, go to the ‘insert’ option on the right.

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Then click on the “Sort data” field to display the various options you choose to sort your data by.

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Select the feature you wish to sort your data by, in our case, we would choose the ‘Search Volume’ feature.

Next, you need to define the order in which you want to sort your data, “Descending” to display the highest value at the top of our table, for example.

Save this and voilà! Your keywords are now sorted by Search Volume as you can see below.

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If you made it this far, congratulations! You now know how to sort your Keywords by any feature you wish to see in your data tables.

How to show line numbers

No need to manually count the lines of a table to know the classification number. We have added the “Show line numbers” feature to make the ranking easier to read.

For example, I have a table of competitors ranked by similarity rate and I would like to know how my site is located in all of this. I check the option “Show line numbers” and I can see directly that my site is 5th.

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How to Attach Reports as Tab

All you have to do is select the reports you want to attach as a tab to your existing report, then click on Select an Action at the bottom of the screen and click Attach to Report

Next, select the report which you wish to attach the other reports too as tabs and select Attach when you’re done.

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How to Manage Report Tabs?

You already know how to attach two reports and now you will know how to manage your report tabs!

A multi-tab report consists of a main tab and sub-tabsAs you can see in this example, from the list of reports, there is a column that indicates the number of tabs in your report and when you click on the "+" on the main tab, the table unfolds to display the sub-tabs.

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(Each tab has a different ID. In case of problem on a report, please specify the ID of the tab concerned to the support ;) )

How to manage tabs?

Under report editing you have access to the navigation and tab management menus.

The video below will show you how to:

- Access tab management

- Navigate from one tab to another

- Add an empty tab

- Duplicate a tab and its content

- Rearrange the order of the tabs

- Detach a tab (and find it in the "not classified" list)

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How to Create a List of Keywords & Ranking or Tracked Sites?

We will illustrate how to make a list of keywords with the rankings of your site and those of the added competitors.

-  Create a report

-  Add a table type block

-  Configuration of the table with the list of keywords and site rankings

  1. Add a block
  2. Choose the project
  3. Choose temporality
  4. Choose Table format
  5. Add the main site and other monitored sites
  6. Add the "keywords" dimension to list the keywords of the project
  7. Add the desired KPIs

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Scorecard Customisation

Here are all the possible customizations of the scorecards

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First of all, how are score cards made up? 

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Each item is displayed in slots that can be set in this way: 

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You can see that the site is displayed at the top with a centred alignment = "Top Centre".

When several elements are in the same location, you can define the order via drag'n'drop.

Example: in this video the evolution, D1 and D2 are all placed in the central position of the card.

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Here is how to display the evolution at the bottom via drag'n'drop

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All these elements are customisable.
From the block edition, by clicking on "Edit style", you can access the personalisation options for your cards: 

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Customise the location, the colour of the titles, the background colour of the scorecard, its padding.

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