How to Build a Custom Monthly SEO Report

Learn how to build your own monthly SEO report in SEOFlow or add SEO data to an existing report.

SEOFlow includes a pre-built monthly SEO report, but sometimes agencies need more flexibility. Whether you want to customize the layout, include specific KPIs, or add SEO data into an existing cross-channel report, SEOFlow makes it easy to build your own.

This guide explains how to create a custom monthly SEO report step by step.

Quick Links

• Why Build a Custom Report?

• How to Build a Monthly Report From Scratch

• How to Add SEO Data to an Existing Report

• Best Practices

Why Build a Custom Report?

Custom reports are useful when:

• You want to combine SEO with paid search, social, or other marketing channels.

• You need to emphasize dealership-specific KPIs.

• You want branded or client-facing reports that go beyond the pre-built template.

How to Build a Monthly Report From Scratch

1. 1. Open Report Builder

      • In the BuyerBridge app, scroll down the left navigation panel and select Reporting > Report Builder.

   2. Create a New Template

      • In the top-right corner, click the blue + Create Template button.

      • Give your template a descriptive name (e.g., [Dealer Name] SEO Monthly Report).
        
        

   3. Add a Page

      • Click + Add Page(s).
        
        
        

   4. Select Your Data Source

      • Choose SEO from the Data Source dropdown.
        
        

   5. Choose Data Type

      • Select from available types such as SEO Totals, Top Queries, Top Pages, or Top Movers.
        
        

   6. Pick Metrics

      • Choose the metrics you want to display (e.g., Active Users, Bounce Rate, Sessions, Pageviews).
        
        

   7. Enable AI Insights

      • Click + Add Metric and use the Lightbulb icon to enable AI Insights.

      • Select SEO as the Data Source, choose SEO Totals as the Data Type, and apply the metric filter (e.g., Active Users).
        
        

   8. Preview Your Data

      • Close the data selector window by hitting X at the top.

      • Toggle Preview back on (blue) to view your data with AI-powered summaries.
        
        

   9. Save and Exit

      • Once your layout is complete, click Save. Your new template will now be available for reuse each month.

How to Add SEO Data to an Existing Report

If you already have a non-SEO report in SEOFlow (or another channel’s report), you can add SEO data into it:

1. Open the existing report.

2. Click Add Page.
   
   
   

3. Toggle Off Preview
   

4. Choose SEO from the Data Source dropdown.
   
   

5. Choose Data Type (Select from available types such as SEO Totals, Top Queries, Top Pages, or Top Movers.)
   
   
   

6. Choose the metrics you want to display (e.g., Active Users, Bounce Rate, Sessions, Pageviews).
   
   

7. Enable AI Insights for client-ready summaries.

   • Click + Add Metric and use the Lightbulb icon to enable AI Insights.
     
     

   • Select SEO as the Data Source, choose SEO Totals as the Data Type, and apply the metric filter (e.g., Active Users).

8. Preview Your Data

   • Close the data selector window by hitting X at the top.

   • Toggle Preview back on (blue) to view your data with AI-powered summaries.
     
     

9. Save and Exit

This approach is perfect for multi-channel reporting, where SEO performance is shown alongside PPC, social, or other campaigns.

Best Practices

• Keep reports simple—too many tables can overwhelm clients.

• Always highlight AI Insights for clear, client-friendly takeaways.

• Include Top Movers and New Keywords to showcase wins.

• Save custom layouts so they can be reused and scaled across multiple rooftops.

What's Next?

• Understanding the Pre-Built SEO Report →

• Unpacking the SEOFlow Dashboard → 

• Using the Page Log in SEOFlow →