Client Report:
Once the Agency Profile and Clients are setup, go to Client Report tab
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Here, you can create new report. Click on the Create New Report button on the page.
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Clicking on that button will bring you to the Client Report page.
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Report Settings:
Report Setting has some mandatory fields that are self describing. We need Report Title, Client Selection, Report Type, Schedule, Send On & Intro message here.
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Report Title: This is the title of your report that your clients will receive.
Select Client: Select the clients that you want to send the report to.
Report Type: We can send a non recurring or recurring report.
Schedule: This will appear for recurring report where you can select the interval where you want to send report.
Date Range: Select from which date you want to generate the report.
Intro Message: The first line that will be attached to your report.
Report Data Settings:
Report data settings dictates which data you want to generate report for. The report data settings section looks like this.
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You can include Plugin, Vault, Block, Lock, Vulnerability, Optimization, WordPress Core, WordPress Settings, WordPress Users and Sync WP to Remote. Let’s discuss the options in details.
Plugin: You can list Install, Activate, Deactivate, Update, Delete, Version Switch of your WordPress plugins.
Vault: Sending and Restoring to vault on your WordPress site.
Block: Blocking and Unblocking of plugins on your WordPress site.
Lock: Locking and Unlocking of plugins on your WordPress site.
Vulnerability: Vulnerable plugin optimization on your WordPress site.
Optimization: Which plugins are optimized.
WordPress Core: WordPress core update count.
WordPress Settings: Various WordPress settings regarding General, Writing, Reading, Discussion & Media changes in WordPress.
WordPress Users : Add, Update & Delete users.
Sync WP to Remote: Remote sync count.
Email Settings:
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There are some more settings in the Email Settings page. Let’s go over the options together.
Reply to Email: The emails your users will reply to if they want to reply to the monthly report.
Email Subject: The subject line of your monthly report email.
Email Body: The body content of your email.
Send Copy: If you want to send the logged in user a copy of the sent report.
Once you are done customizing the report, you can either preview the generated report or save it.
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If we preview the report we can see a nicely formatted report here.
![](https://paper-attachments.dropboxusercontent.com/s_C48C70738350C2EBE7A0ED61DBA4887F9B1A9D20293E5F739B31FDA0226001A3_1709715522123_image.png)
We can now also delete the report from Clients > Client Report
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