RE: Custom Report Notices - "To make changes to this report, simply edit your report settings."

[dcmike]

See below - why is the client offered the (false) ability to change report settings?

• Clients can't login or make changes!
• Why would co-workers need to be mailed reports? - they can just login and see the most recent results
• "To make changes to this report, simply edit your report settings." should simply be completely removed.

---

Download your report now.

To make changes to this report, simply edit your report settings.

Happy optimizing,

Moz

[Lumina]

It's extremely unclear what you're asking about without you giving a little more background. If this is an email you were sent by Moz, then here are answers to each of your 3 points as well as an additional point:

• Correct, clients can't login or make changes - however, whomever is using Moz can. Meaning, if you're running a campaign for a client and they want a change, you could make that change. This is what I'm guessing is the situation, but if you want to provide more information, I could revise my answer accordingly.
• In most business settings (and generally), it's unwise to give multiple people direct access to a login for any analytics platform. For security reasons, as well as protecting data and ensuring it's unaltered, it's best to keep one person to a login. However, if more than one person should want/need to see this data, then sharing these reports is the best solution.
• If this was sent to you (presumably the Moz user), then it makes sense for this to be in an email sent to you.

If I had to guess, you're forwarding this email directly to your client (again, please correct me if that's not the case). This email isn't generated with the expectation that Moz users will outright forward it to their clients; I think the intention is that you'd download the report and write your own email. As such, the intention of this email is disparate from an email you should send to a client.

[dcmike]

• " if you're running a campaign for a client and they want a change, you could make that change."

• exactly - they shouldn't have a misleading link saying THEY can make the changes

• "it's unwise to give multiple people direct access to a login for any analytics platform."

• exactly- there should be no link telling the client otherwise.

• "If this was sent to you (presumably the Moz user),..."

• __exactly-I copy myself on client reports, to verify they go out - otherwise I would not be aware of such verbiage.

• I already know I can edit the report - I put it together!!

"I think the intention is that you'd download the report and write your own email."

• WHY? We pay a lot for "branding"

1. Why should it be designed for manual forwarding when it is clearly designed for the client's eyes only?
2. With a number of clients receiving weekly reports - that would be needlessly labor intensive

[Lumina]

Now that I have a clearer idea of what it is you were asking about, it sounds like the email in question is one sent directly to a client by Moz, as set by you within your own reporting settings. Sending reports to clients directly is a use-case I don't have, so I can't speak to this - hopefully someone more informed can assist you. Good luck!

[dcmike]

Exactly!! - this post is supposed to be in the spirit of a feature request.

[jmodjeska]

Hi Michael,

Your feedback makes perfect sense; I can understand why you wouldn't want that particular link to show up when third parties view the report email.

Fortunately, that link only appears in the default email text. If you personalize your Custom Report's email message, your custom text will replace everything in the default message except for the essential "download report" link.

Check out these instructions for more information on setting up Custom Reports. At the bottom of that help page is a screenshot of the "Schedule & Share" step, showing where you have the ability to customize the email body message. Enter any text you like in order to replace the default messaging.

Hope this helps!

[dcmike]

Jeremy - you appear to be "The Man" here.  A very good answer to a less than obvious solution.

I assumed that the link was appended to whatever else I wrote - like an email signature.

Now I know, problem solved - Thanks!!