Semrush offers several ways to automate the time-consuming reporting process. You can share custom reports through scheduled recurring emails or an individual online dashboard.
Report automation via scheduled emails
Let’s start with report automation through scheduled emails that can be set in two different ways.
From a Tool's Interface
The first way is to automate reporting right from a tool’s interface.
1. Hit the “Export to PDF” button at the top right of your screen, and the tool will populate the PDF export that you can email, schedule, or customize further from the Semrush My Reports tool—a PDF builder that allows you to create custom reports from scratch.
2. When you click the “Export to PDF” button, a pop-up window will appear with several options for your report. Here you can:
- Create online dashboard: Toggle this option to generate a live, interactive dashboard that you can share with a simple link. Read more in the section “Report automation via online dashboards.”
- Email PDF report: Enter recipient email addresses to send the report directly from Semrush.
- Schedule report: Toggle this to set up recurring reports. You can choose a daily, weekly, or monthly schedule and specify the day for the report to be sent automatically.
- Add AI summary with auto-updates: Toggle this option to include an AI-generated summary in your report. This summary automatically highlights key results, potential insights, and points for improvement.
- Remove all mentions of Semrush and brand this report: This feature allows you to white-label your reports.
3. Once your settings are configured, click “Export to PDF” to generate the report and finish the scheduling process.
If you want to make a few adjustments to the content of the report, click on "Create Custom PDF Report." You can white-label and brand your reports. These features allow you to customize your reports and remove all mentions of Semrush.
From the My Reports Tool
The second way to automate reporting with scheduled emails is from the My Reports tool.
You can create a custom report from scratch (1) with drag-and-drop widgets or use one of the available templates (2).
When your report is ready, automate it right from the PDF builder interface.
Hit the button “Generate PDF report” in the upper-right corner. Set the email addresses to which you want the reports to be sent. You can also add a message here. In the “Schedule report” section, set the day and frequency at which your report will be sent regularly. The last step will be to generate and send the report or save the settings if you want the report to be sent out later.
If you have scheduled a maximum number of PDF reports for your limits, you will see a notice in this window. You can purchase additional limits to schedule more reports from here.
Report automation via online dashboards
Automate your report as an online dashboard based on your generated PDF report. This feature makes sharing insights easier and more accessible, ensuring data is always up-to-date and shareable with a simple link.
The dashboard's data will automatically refresh according to the report auto-generation schedule. You can also update the data manually whenever needed.
Switch between different report generation dates in the dashboard for a flexible viewing experience.
