Scheduled Reports
Auto-generate + email white-label SEO reports to your clients every week or month.
What it is
Agency plan only. Set up recurring report jobs per project: pick a frequency (weekly / biweekly / monthly), a template (Outerank flagship default + 6 more: Modern / Executive / Visual / Minimal / Corporate / Bold), and a recipient list. We auto-generate + white-label email on schedule with a share link that expires at 2× your cadence.
Why it matters
Client retention is built on 'they remember you exist'. A Monday-morning report in the client's inbox keeps you top of mind without a single hour of your time after setup. Most agencies charge $79-$149/mo just for this kind of automation; Outerank includes it. Delivery-failure auto-pause + inline test-send + white-label delivery emails make it safe to hand to real clients.
How to use it (step-by-step)
Follow these in order. Each step is 30 seconds to 2 minutes.
Step 1
Pick a project
Each schedule is per-project so different clients can get different cadences.
Step 2
Choose frequency + template
Weekly (7d out), Biweekly (14d), or Monthly (same day-of-month next month). Pick any of the 7 templates or leave blank to use your Settings default.
Step 3
Add recipient emails
Comma-separated list, hard-capped at 25 (SMTP-quota safety). Invalid or duplicate addresses get stripped automatically.
Step 4
Test-send before going live
Click ⚡ Test send on any schedule — dispatches a real report to just YOU so you can verify template + branding + inbox delivery before the client ever sees it.
Step 5
Set it and forget it
Every hour the dispatcher sweeps due schedules. Success = share link emailed, expires at 2× cadence, next_run advanced. Delivery failure = schedule flagged with a red '/3 fails' badge and auto-paused after 3 consecutive fails so no infinite retry storm.
Set a cadence — Outerank delivers.
Pick weekly, bi-weekly, monthly, or first-of-month. Pick the day + time. Outerank generates the latest report and emails the share link on your cadence. No more Monday-morning panic.
- Weekly / bi-weekly / monthly / first-of-month
- Day + time control
- Per-client cadence
- Timezone-aware
Schedules · active
Fresh report, every time.
Every scheduled send re-generates the report with the latest data. Not a frozen snapshot from a month ago — the actual current state. Branded with your agency, ready to forward.
- Re-generated on send (not cached)
- Agency-branded
- Includes share link + summary blurb
- Auto-attached PDF (optional)
Email · next Monday
Subject · Your weekly SEO snapshot · Jun 24, 2026
Body · Visibility +6% · 3 new ranks in top 10 · 2 actions completed
Link · outerank.com/share/r/... (90-day expiry)
Multiple recipients per schedule.
CC the client, BCC yourself, add a co-founder. Each schedule supports multiple recipients with per-address roles. Unsubscribe link respected per address.
- Multiple TO / CC / BCC per schedule
- Per-recipient unsubscribe
- Bounce detection auto-disables addresses
- Test-send before scheduling live
Recipients · Client A
Delivery log + sent history.
Every scheduled send is logged: when generated, when sent, when opened. If a delivery fails, Outerank alerts you in-app so you can fix it before the client notices.
- Per-send log: generated / sent / opened
- Bounce alerts
- Re-send any past report
- Pause without losing the schedule config
Send log · last 10
Why Outerank
What manual Monday-morning sends interrupt your week.
Set the cadence once. Outerank runs your client reporting forever.
Per-client cadences
Some clients want weekly. Others monthly. Set independent cadences per client — no compromise.
Re-generated, not frozen
Every send pulls the latest data. Not a stale snapshot from a month ago. Honest reporting.
Multi-recipient + unsubscribe
TO/CC/BCC support per schedule. Per-address unsubscribe respected. Bounce-detection auto-disables.
Delivery log + re-send
See exactly when each report sent + opened. If a delivery fails, you know before the client does.
What costs credits
No surprises. Browsing and viewing saved results is always free.
Pro tips
- →Use the Executive template for non-technical clients — the big health-score callout reads better than data tables.
- →Add yourself as a recipient so you see what the client sees and can prep talking points before the call.
- →Pair with Bulk Operations: run a bulk audit Sunday night → Monday's scheduled reports include the fresh data.
- →The share link on delivered reports expires at 2× your cadence — a monthly send stays open 60 days, then the URL returns 410 GONE. Trust hygiene.
- →White-label the delivery email by setting agency name + brand color in Settings → Branding. The button + accent color follow through automatically.
Plain-English glossary
Every bit of jargon on this page, explained.
- Cadence
- How often the report sends — weekly, biweekly, or monthly.
- Template
- The report design used for each delivery (Modern / Executive / Visual / Minimal).
- Period (days)
- How far back the report looks for its data — e.g. 30 days of rankings and changes.
- Recipients
- The email addresses that receive each report. Blank = just you.
- Next run
- The exact date/time the next report will generate and send.
- Active / Paused
- Whether a schedule is currently sending. Pause it to stop deliveries without deleting the setup.
Questions, answered
Site Audit FAQs
Do scheduled reports cost credits?
How does the report reach my client?
Can I stop a schedule temporarily?
What's the difference vs the Client Reports module?
How we compare
Honest comparison — where we win, where the big tools win.
vs. AgencyAnalytics ($79/mo)
Their scheduled reports are the headline feature. We match it and bundle it with the rest of Outerank for the same total price.
vs. DashThis
Pretty templates but no SEO data pipeline behind them — you wire up integrations manually. Ours uses your actual project data automatically.
Ready to try Scheduled Reports?
Open it on one of your projects.
Come back here whenever you need a refresher.