How do I set up reports using the Report Creation Wizard?

This guide will show you how to set up your initial reports for a location using the Report Creation Wizard.

Before you begin setting up reports, make sure you have added your location: How do I add a location?

Step 1: Reports and Citation Builder

Set up reports

Select the reports you would like to set up for the location. For an active location, we recommend setting up all available reports.

Please note: Reputation Manager is only available to users on a Grow plan.

If your location is set to 'ad-hoc', only set up reports that you wish to see for that location to make the best use of your manual report runs. For more information on active and ad-hoc locations, please see: What is the difference between Ad-hoc and Active Locations?

Citation Builder campaign

If you're planning to run a Citation Builder campaign for the location, you can start the lookup for your existing citations now to save you time later by selecting 'Start'.

Google Business Tracking

This is the Google Business Profile that will be used in the Local Search Grid and Google Business Profile Audit reports.

Check that the correct Google Business Profile is connected. If it's not, you can search for the profile by typing the business name. Please note: The search will only find Google Business Profiles with a physical address.

If your location is a service area business, use the Google Maps URL option instead.

Scheduling Options

Select the frequency, run date, run time, and timezone you want each report to run for that location. We recommend to set each report to run weekly so that you automatically have the most up-to-date information.

If your location is set to 'ad-hoc', you will only be able to set reports to run once for now.

Please note: Local Search Audit can only be set to run ad-hoc.

When you're happy with your configuration, select 'next' at the top of the page to move onto the next step. Or you can select 'cancel' to exit the wizard.

Step 2: Rank Tracking

Keyword settings

For Local Rank Tracker, you will need to input keywords and a search location that the report will use to return search engine results so that you can monitor your local search performance.

We recommend including as many keywords that you can think of that you are wanting to track rankings for. If you need some help, we recommend using keyword research tools.

The search location should be relevant to the location, as the report will return the keyword ranking positions from search engine results pages if they were searched at that locaiton. This can be as specific as a street address, or you can use a city name which will perform a search from wherever Google determines to be the central point of that area in Google Maps.

Local Search Grid Settings

These are the settings that will be used for your Local Search Grid report which displays keyword ranking results at specific grid points instead of from one search location that Local Rank Tracker returns.

You can adjust the map criteria and grid size template and preview the search area on the right. As a helpful tip, you can deselect, or select grid points on the map preview to ensure that you are only seeing results for the points that matter to you. For example, we recommend to deselect grid points over bodies of water, or in green space and reallocate them to populated areas. You can also drag the central point to relocate the grid.

You can only add up to five keywords for this report, and so it is important to consider the most important keywords that you would like to track on this report.

When you're happy with your configuration, select 'next' at the top of the page to move onto the next step. Or you can select 'back' to make changes to the previous step.

Step 3: Listings and Review Sources

Listings lookup

On this page, we are in the process of finding your existing listings across top directories for your Citation Tracker and Reputation Manager (Grow plan only) reports.

This should only take a few minutes depending on the number of listings the location has, and they will begin to populate as we search the top directories.

If you notice that any known listings have not been found, you can select 'add' and input the correct URL.

If you notice that any listings here are incorrect, you can select 'edit' and either update the URL, or select 'exclude' to remove that listing from showing in your reports.

When you're happy with your configuration, select 'finish' at the top of the page. Or you can select 'back' to make changes to any of the previous steps.

That's it, you're all done!

Your selected reports are now generating. Once completed, you can find your reports when viewing the location on the left-side menu or on the respective tool overview page