Custom Reports are an easy way to view and share DubBot data. Custom Reports provide you with a sharable link that can be accessed by your colleagues, leadership, administrators, and decision-makers without requiring an account in DubBot. Users who choose to get Notification emails from DubBot will also have links to these Custom Reports in those emails.
In this Article
Types of Custom Reports
Both Summary and Full Reports Have ...
Overall Site Score
Score for each check type selected displayed
Report Versions - In the upper right corner of the report, you will see a rectangle with a date in the middle and directional arrows on either side. This allows you to scroll through all the versions of that report that have been generated.
Share Report button to copy the URL of the report for easy sharing.
Summary Reports Only
Multiple check types are allowed in one report
Shows Top Issues for each selected check type with Issue Description and Page URL
Shows Top 10 pages with the most issues for each selected check type, showing Page Title, URL, and a Listing of Issue Types Found
Full Reports Only
Can show all issues found for the selected issue type (only one allowed)
Can be filtered down to specific issues or policies for the chosen check type
Data shown in a Full Report, depending upon the Check Type chosen:
Site Page ID (hidden by default, but can be enabled)
Site Page URL
Site Page Title
Issue / Word / Description flagged
DubBot URL
Matched Content
Full Report results allow:
searching the results
downloading the results as a CSV file
printing the results
hide/show columns in the reports
Full Reports that generate over 10MB of data will link to a CSV file of the data instead of embedding the data into the report.
Where to Create and Edit Reports
Select Settings in the upper right corner.
Select Custom Reports in the left menu, under Account Settings,
Select the Create Custom Report button in the Manage Reports panel to create a new report or
Select the Name of an existing report to review or edit it.
Creating a Custom Report
Name - enter the name for the new Custom Report
Issues Filter - select from options:
See all issues (default)
See issues relevant to content editors
Type of Report - select Summary Report or Full Report
Summary Report
Checks to include - select the type(s) of check you want to include in your report - selecting from Accessibility, Best Practices, Broken Links, Misspellings, SEO, Web Governance, and Informational Search (Unscored).
Full Report
Checks to include - select the one type of check you want to include in your report - selecting from Accessibility, Best Practices, Broken Links, Misspellings, SEO, and Web Governance.
If Accessibility, Best Practices, SEO, Web Governance, or Informational Search (Unscored) is selected, you will have a Select Issues or Policies button to allow further filtering of the content using an associated drawer that will appear when the button is selected.
In the Select policies or issue drawer, use the plus sign (+) to select the issues or policies you want included in the report. Select the check mark that appears to deselect the policy. Don't forget to select the Update button at the top of the drawer to save your selections.
In the Site/Page Set Scope section, select either
Run and show on all Sites/Page Sets, then select the Create button to save the new Custom Report.
or Run and show on selected Site/Page Set dashboards then select the Select Sites button to choose the Sites that need the report. Repeat the same for Page Sets, then select the Create button to save the new Custom Report.
View, Refresh, and Share a Report
Custom Reports are added to all of the dashboards of the Sites or Page Sets selected in the Custom Report configuration. On a Site or Page Set dashboard, you will see the Reports panel on the lower right side. Custom Reports appear at the top of the panel.
To run a report, select the three-dot kebab menu and select Refresh Report.
Refresh Report actions will be queued in the app to mitigate the possibility of a timeout when generating large data sets.
To open the report, either select Open Report in the kebab menu or select the date link located to the right of the report name.
Select Copy Link to copy the URL of the report you want to share. You can then paste it into an email, Slack conversation, Trello board, Word document, or wherever you like. You can also share a report by opening the report and then highlighting and copying the URL directly from the address bar.
Related Articles
If you have questions, please contact our DubBot Support team via email at help@dubbot.com or via the blue chat bubble in the lower right corner of your screen. We are here to help!