How to Schedule & Generate Reports?

Modified on Sun , 19 May at 11 AM

Managing multiple Google My Business (GMB) listings requires effective reporting. GMB Briefcase simplifies this process by automating report generation, allowing businesses to track key performance metrics without manual intervention. Below are the steps to schedule and generate reports in GMB Briefcase.

What Is GMB Briefcase?

GMB Briefcase helps businesses and agencies manage multiple GMB profiles. It automates tasks like performance analysis, review management, and report scheduling, enabling data-driven decisions.

Steps to Schedule & Generate Reports

1. Log into your GMB Briefcase account.
2. Navigate to the "Dashboard".
3. Click on one of the listings for which you want to schedule or generate reports.
4. This will take you to the "Location Dashboard".
5. Click on the "View Report" button in the "Report Generation" section.
6. Choose whether to generate the report immediately or schedule it for later.
7. Select the date and time you want the report to be generated.
8. Customize the report by choosing what information should be included, such as health scores, reviews, or photos.
9. Once you"ve set your preferences, click "Generate" or "Schedule".
10. The system will create the report and notify you when it"s ready for download.
11. Download the report as a PDF or share it directly with your clients.
12. To view another listing’s report, return to the dashboard and select a different listing.
13. Re-run the report after making any updates to the GMB listing to see the changes.
14. Save or share the updated report to keep clients informed of improvements.
15. By following these steps, users can effectively schedule and generate GMB reports using GMB Briefcase, streamlining their workflow and improving client communication.

Importance of Reporting

GMB reports provide essential insights into:

  • Performance Tracking: Monitor searches, customer actions, and visibility.
  • Review Management: Track and manage reviews to improve local SEO.
  • SEO Strategy Optimization: Identify keywords driving traffic and fine-tune your SEO approach.

How to Schedule Reports in GMB Briefcase

Follow these steps to automate your reports:

  1. Login: Access your GMB Briefcase dashboard and navigate to the "Reports" section.
  2. Select Listings: Choose the GMB profiles you want to generate reports for.
  3. Configure Settings: Click "Schedule Report" and customize the following:
    • Frequency: Choose daily, weekly, or monthly reports.
    • Date and Time: Set when the report should be sent.
    • Metrics: Select data points like views, searches, or customer actions.
    • Format: Pick a report format (PDF, Excel, etc.).
  4. Add Recipients: Enter email addresses to share the report with team members or clients.
  5. Schedule: Click “Schedule” to automate your report generation.

How to Generate On-Demand Reports

For immediate reports:

  1. Go to Listings: Navigate to the listings page and select a profile.
  2. Generate Report: Click "Generate Report" on the dashboard.
  3. Download: Choose your preferred format (Excel, PDF, etc.) and download the report.

Customizing Reports

GMB Briefcase offers robust customization:

  • Select KPIs: Focus on metrics like search visibility or customer engagement.
  • Time Range Filters: Compare data over different periods.
  • Custom Branding: Add your logo or client branding to reports.

Key Metrics to Focus On

Maximize insights by tracking these metrics:

  • Search Volume: Monitor how often your listing appears in search results.
  • Customer Actions: Track actions like website clicks, calls, or direction requests.
  • Review Count & Response Time: Improve local SEO by managing reviews and response times.
  • Photo Views: Understand how your images contribute to listing visibility.

Benefits of Automated Reporting

Automated reports save time and improve decision-making by providing:

  • Efficiency: Schedule multiple reports without manual effort.
  • Timely Insights: Receive reports on time for data-driven decisions.
  • Customization: Tailor reports to meet specific business or client needs.
  • Collaboration: Easily share reports with your team or clients.

Conclusion

Using GMB Briefcase to automate reports ensures you stay informed and can make quicker, data-driven decisions for your GMB strategy. Save time, enhance insights, and streamline collaboration with automated and on-demand reporting.

Frequently Asked Questions

Q1: Can I customize the information in my scheduled reports?

A: Yes, you can select what information you want to include in the report, such as health scores, reviews, and photos.

Q2: How will I know when my report is ready?

A: GMB Briefcase will notify you once the report has been generated and is available for download.

Tags : reports, schedule report, report generation, insight report

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