Creating custom reports lets you quickly return to an actionable data set and track trends over time. You can create these by filtering an existing report and/or changing the column layout, and saving it as a new report.
You can view a step-by-step guide on using this feature or read on to find out more.
While the steps below show the process using an SEO project, the steps are the same for Site Speed and Accessibility projects. You can also create custom reports using our Custom Analytics.
Our subscriptions have different limits on the number of custom reports you can create per project, up to 100. If you find you need more, please get in touch.
To start, head over to the report that you want to customize and filter the dataset. If it's a URL-based report you can use the charts in the breakdown tab to filter, as well as the extensive filtering options below.
You can also add or remove columns and change the column layout by dragging and dropping them into a new position.
Once you have the data set and column layout you need, click the Create Custom Report button located above the report table to the right.
You can then fill in the details of the report, including:
- Report name
- Report description
- Impact (negative, neutral, or positive)
- Priority (none, low, medium, high, or critical)
Once complete, click on the Create Custom Report button.
In the bottom right corner, you’ll see a message to say that the report has been created, and data will be generated for the report once the next crawl completes.
In that message, you’ll see a link to the Custom Reports Manager where you can see the custom reports that haven’t been generated as yet.
In the Custom Report Manager, you can edit the template by clicking on the Actions ellipse and choosing ‘Edit template’. You can also delete the template if required.
While you can update existing custom reports, any changes to filters will create a new report to preserve the original configuration.
Once the next crawl completes (either a scheduled crawl, or one you’ve manually started) your custom report will appear in the Custom Reports section in the left-hand navigation.
Initially, you’ll see the total number of items in the report and, to help with prioritization, the weighted total (the total number of items in the report multiplied by the weight of the report). As more crawls complete, you’ll also see the number that have been added, moved, or are missing in the latest crawl, as well as the weighted change and a trend line.
You can then click into the report to see the detail, including the priority, impact and base report used at the top of the screen. You can also expand this section to view the description and details of the filters used to create the report, using the arrows on the right. As with other Lumar reports, you can also use the Export feature to generate a CSV file or XML sitemap. Just above the Export button, you'll see an option to manage the custom report, and you can view all custom reports using the Custom Reports option in the left-hand navigation.