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    4. Can a template be set up in Moz Reports that you then just apply to each customer?

    Can a template be set up in Moz Reports that you then just apply to each customer?

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    • ScriptiLabs
      ScriptiLabs last edited by

      When setting up custom reporting for customers, is there a way to set up a template report to apply to each customer when setting up a custom report? Or do you have to set up each custom report for each customer each time?

      1 Reply Last reply Reply Quote 0
      • BlueprintMarketing
        BlueprintMarketing last edited by

        is very easy to customize the campaign to meet the client. If you want to add your own branding instead of it saying Moz it says your company's name you have to upgrade to the 2nd price tier.

        Getting back to how to modify the campaign report each particular client to look  just the way that you want it to look this is a great place to start.

        http://moz.com/help/guides/custom-reports

        Sincerely,

        Thomas

        1 Reply Last reply Reply Quote -2
        • ThompsonPaul
          ThompsonPaul last edited by

          Unfortunately, there's no option to designate a custom report as a template, ScrptiLabs. It's one of the more unfortunate shortcomings of the reporting tool here. You'll need to keep configuring each new report from scratch each time you add a new client/site.

          There is a (well-hidden) forum for making feature requests for the Moz tools. I'd strongly suggest you pop in there and add your suggestion. If you do, I'll certainly up-vote it 🙂 As I'm sure would many others if they knew the suggestion forum was there.

          Sorry not to have better news, but hope that answers your question.

          Paul

          BlueprintMarketing 1 Reply Last reply Reply Quote 3
          • BlueprintMarketing
            BlueprintMarketing @ThompsonPaul last edited by

            Paul i is correct

            Aside from the default report you must create a unique report for every customer. I was not sure if you meant that you had to reset the custom report every time it was sent for the customer.

            You meant a pre-determined set up that is not equal to the default campaign report.

            Custom report itself is created for the customer it will stay that way at least that's been my experience. I'm only talking about modifying it in this manner

            http://moz.com/help/guides/custom-reports

            You do have to set up a custom report every time you set up a new campaign

            Tom

            KeriMorgret 1 Reply Last reply Reply Quote 0
            • ScriptiLabs
              ScriptiLabs last edited by

              Thank you ThompsonPaul! That's exactly what I was looking for.

              I have taken your advise and submitted a feature request.  Request #135334.

              ThompsonPaul 2 Replies Last reply Reply Quote 0
              • KeriMorgret
                KeriMorgret @BlueprintMarketing last edited by

                Thomas, if you're not sure what the poster meant, it's best to ask a clarifying question, rather than give out an answer that may not be related to their question. Thanks!

                1 Reply Last reply Reply Quote 0
                • ThompsonPaul
                  ThompsonPaul @ScriptiLabs last edited by

                  Glad that was useful. And good on ya for submitting as feature request. Any chance you could post a link to your request? I can't find it in the Feature Request area using any of my search techniques. I'd like to upvote it with you.

                  Paul

                  P.S. Since you mention my response was exactly what you were looking for, marking it as a Good Answer might help others who check this question find the answer more quickly, especially as some of the other answers don't directly address the question.

                  1 Reply Last reply Reply Quote 0
                  • ThompsonPaul
                    ThompsonPaul @ScriptiLabs last edited by

                    I still can't find the feature request you submitted, ScriptiLabs. Are you able to provide a link for it? it doesn't seem to be showing under recent requests or in the search results in that section of the list. Would love to upvote it with you.

                    Also, as mentioned, marking the answer you found most useful as a Good Answer will help others spot it quickly when viewing the question.

                    Paul

                    1 Reply Last reply Reply Quote -1
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