Client Reports have been around from the near beginning, because we know how important it is to be able to create professional and fully editable reports for your clients. Clients like to know everything there is to know about everything there is, and now they can (at least when it comes to their websites).
Include More Things In Your Orion Client Reports
We have added a few new features to the Orion Client Reports. You already had Updates, Backups, Optimization, Analytics, Security and Performance. Now you can also add
- Uptime Monitor
- SEO Ranking
- Custom date format (Not everyone reads their date in the same way, so now you can customize it to your clients depending on the country they come from)
… But That’s Not All
We tried to even further personalize and adapt Client Reports, so that you can customize as much of it as you like. We added a Report Title, giving you the option to name your report (maximum 44 characters available) and it will appear on the cover page. We have also included Markdown Support both on the introduction and outro message
All of the above is a just a few clicks when you are bulk managing your Client Reports, you can have access to all of the new features that will keep your clients informed and happy.
Single Website Client Report History
We listened to what you told us and we heard you so we created a Client Report History per website. In your single website option, when you go to Client Reports you will be able to see all past Client Reports for that website. This includes Client Reports made just for that website, but also Client Reports for multiple websites in which that particular website was featured. Now, everything is in one place.
… But That’s Not All
You can do more than just look at all of the past Client Reports, you can Download them (again and again), as well as Re-send them (again and again) to your clients. Everything you have ever sent your clients is documented and you can always refer to it and if your client loses/deletes or can’t find his report (we know this happens more often than not) you can re-send it with one click. No more having to re-make a Client Report.
Client Report Manage Your Templates
Okay, so we didn’t just want to give you a list of all the Client Reports you have made, we couldn’t stop there, so we have created a list of all of your templates and now you can manage them. Managing Templates has never been easier, with one click you can edit, duplicate and delete a template.
… But That’s Not All
You no longer need to create a Client Report and then save that as a template, you can now just create a template. We have added this option in, so you can create as many templates as you need without having to send them as Client Reports first.
What Does The Future Hold For Client Reports
As you can see we are always adding new bits and bobs and thinking about new ways to make Client Reports better.
We are hoping to create an automation process, where you can set up your Client Report once and have it automatically send to your clients once a month or on a specific date each month. We are thinking about a few options, either have the Client Reports be sent directly without you having to do any extra work, or before being sent to your client for you to get a notification asking you to approve the Client Report. One way you get to have direct reports sent without any extra effort, but you might want to double check them before sending. Otherwise, checking them requires more of your time, but avoids any information being passed onto your clients without your knowledge. Let us know what you would prefer, or would you like to have the option to choose between the two?
We are also thinking about making Client Reports even more customizable than they already are, giving you the option to pick a color and language of your report.
These are just features on our draft board for now, let us know what you think would be most useful to you?
Keep us also informed about the changes we made and tell us how you are getting along with them.
Keep your eyes and ears open, because we are always creating something new for you.
Any updates on being able to customize the cover page?
The new client report is in the works, and you will be able to customize the new cover page.
Hi, I was just wondering if you are implementing the option a) tochange/modify the entry page and b) to have the possibility to remove the ManageWP in the footer of the report. Especially last thing I do not understand as ManageWP is a paid solution and we pay to have white lable.
Sorry – but for me very important points…
Thanks and regards, Pat
Hey Pat, you can remove the ManageWP watermark if you’re running a premium version of the Client Report add-on. This is not related to the White Label add-on.
Can’t await the language support either. When will you launch this feature?
Coming very soon!
Awesome, that was quick. One additional thing, though: In German we use either the formal You (Sie, Ihre) or the informal You (Du, Deine), whereas English speaking persons use You for both, formal and informal occasions. Don’t know about the other supported languages, might be the case there, too. I personally prefer a more personal approach to client communication and heavily rely on the informal You. So, it would be great, if you could either provide 2 versions for those languages, like German formal – German informal, or an additional drop-down field.
Yes I know that is the case for German. We had to start with one, so we thought that the formal would be safer. I will, however, report back and see what we can do about adding that option. 🙂 Thanks for the comment!
Looking forward for language support. Any update on this?
You can count on us for Portuguese translation (European: pt_PT)
Keep up the good work.
Thanks for the comment and support. We are working on it as we speak 🙂 We have a full translation team at the ready, but if we need any more help for PT I will be sure to contact you.
Am I missing something or it not possible to bulk-send reports for each site? Say a monthly report.
site 1 -> client1email.com
site 2 -> client2email.com
Or do I have to go to each site and create the report then send?
You don’t have to go to each website to create a report, you can bulk send by client. Here is a link to the user guide for creating a Client Report for multiple websites – https://managewp.com/guide/clients/client-report
What we will introduce soon (dare I say in the next month) is Automated Client Report, which will mean you can schedule them on a monthly or weekly basis. This is a new feature that will be part of the Advanced Client Report, which the premium version of the add-on.
I hope that answers your questions.
If you are having further trouble, shoot an email to our support and they will get back to you.
I have just started using your product, and am very impressed. Client reports in multiple languages would be fantastic. We have clients in the UK and Latin America. If you need assistance with translation of PT-BR, we would be happy to contribute.
Love the client reports they are really good.
Are you any closer in allowing us to brand them up to match our own colours etc?
Thanks for your comments. The next step is getting them automated, then we will work on further customization. The automation should be around in a few months time, so stay tuned for that!
OK thanks for the update – look forward to it!
Hi, just started testing your service, and all i can say is, I LOVE IT!!
Talking about translations, it’s a heavy handicap for my clients, and would definitely pay for it.
I could help you with the spanish (ES-es) translation if you need it.
About the automation process of sending the report to my clients, i prefer to decide on a per-client basis if i want it automated, or revised by me before sending
Thanks in advance, and keep up with this great work!
Glad you are enjoying Orion. Thanks for offering to help out on the translation front, and thanks for giving us your thoughts on the CR.
We will keep you updated.
Hey there. Looking forward so much to the translations. Could help with the german, if needed. Greetings!
Thanks! We will keep you in mind for sure.
Hello! We haven’t heard about the client report automation for a while. Do you think we’ll be seeing this soon?
Thankyou and I love the tool!
Yeah looking for this as well…
Yes, but first up is automated security checks and they should be out in the next few weeks. Client Report automation is something we are working on after that.
Do you have a Spanish language version? If not, we’d be more than happy to translate/assist for ES-es & ES-mx
Best regards, keep up the good work!
Hey, we don’t, and yes we would love to add you to our translation teams. 🙂
Thanks for getting in touch.
I would love to see a notification that would allow me to approve a report before going to a client. This way I have a reminder.
Awesome job here!
Hi there, good work with everything, but when will the automated/customised reports be ready??
Hi Billy, customization should be ready when the Orion pricing goes live, and the automation feature will follow shortly after that. All in all it’s the next things on our list 🙂
What about strings, so you can translate yourself? Either way, I can translate it to formal Dutch and/or informal Dutch.
Thanks Kevin, that’s great. What we will do is put your name down for Dutch. Yep that’s what we were thinking, when we get around to the translation part, we will create a string for translations, so you will be able to translate yourself as well.
When will there be translations? I can help with the dutch translations too. 🙂
The translations will happen, but I don’t have an eta to give you now.
Stay tuned tho 🙂
Hi wondering what the ETA is on automated reports ?
new orion looks great
love the UX!
keep up the GREAT work
Thanks for your comment. We are planning on tackling automated reports after we release Orion, so you can expect them by the end of summer time.
Will keep you updated on any changes.
Hi can you set a different logo for each website report so for each client or is a logo set globally in the settings which applies to all client reports? For example i may want to provide white label reports to 10 of my associates each will want their logo on there to then send to their clients as if the reports are from my associates?
Hi Mike, what you can do is create Client Report templates and by creating these you can pick and choose what logo you use. So that every time you go to send a Client Report you have a ready made one that you “update” for the month in question. That way each one of your 10 associates will get an individual Client Report without you having to create brand new ones each time. You can also manage your templates and play around with them. I hope this answers your question, let me know if there is anything else I can help with.
Looking forward to the automated reports! I like the idea of being able to review and approve the reports before they are sent, maybe this can be a selectable check-box when setting up the automated report! i.e. “Do you want to approve this automated report before sending to client?” YES/NO. Any ways, bring on more fantastic updates – keep em coming!
Yep that’s what we were thinking, having the option to approve them. I like your idea about the selectable check-box, it’s neat. Glad you are enjoying all of the updates!
Really looking forward to the client report automation. With 189 sites in my Dashboard, doing them individually each month is just not feasible.
Hi Amy, yea for that many sites automation is necessary. Will keep you updated on that.
Halleluja! Bring on the automated client reports quickly. That is the biggest time killer I have with all the website that I manage. Thanks guys, you are doing great work.
Thanks! It’s high on our priority list, coming soon!
Amazing, still waiting for way to change language tho.
Do you need translators? We could translate to finnish (finland)
Yep I love that we will introduce the language option, it’s going to be great for me too. I work with Italian, German and English as well. That’s brilliant that you would be willing to help out with Finnish, first we need to create a system (template) for language changes before we get into translating. But, when we get to translating I will certainly get back to you. Thanks!
If you need any dutch translation I would be glad to help.
Thank you very much. I have put your email down for Dutch 🙂
I would be glad to help with the English -> Hungarian translation.
Great 🙂 putting you down for Hungarian!
And I will gladly help with the DANISH translation 🙂
Any ETA for translation ?
No hard ETA on the translation yet. A rough estimate is a month or so after Classic gets phased out.
For us, language is the most important. Being able to translate it to Norwegian would do wonders. Also automation of sending and creating reports would be awesome.
Thanks for the feedback. Language options is high on our list. 🙂
Everything looks great, the only thing i see is the logo that was already uploaded in my template is not showing up and will not let me change.
Hi thanks for letting us know, we will try fix that asap for you. I tried to replicate the problem myself, but it seemed to work for me. Best thing you can do is either email firstname.lastname@example.org with the issue or get in touch with our support (via support ticket) and they will fix the problem for you. Let me know if you experience any more issues.
ManageWP is fast becoming my mostest favoritest company I use! (extra “est” added for emphasis!) I love the new features! Also, your team challenges me to improve my company’s push to have a client-first mentality in all services, products, and customer support. Thank you! Maybe I’ll be like you when (if?!) I grow up! 🙂
In regards to the automation question, I personally would like it to check with me before going out. The reason is that I want to quickly review and then add notes to the beginning and end of the report. I can use these to draw the client’s attention to a particular section of the report. That could give an opportunity for us to have a conversation about a new project to say improve SEO, move to a better/higher priced hosting plan, add a CDN or anything else that could result in a upsell opportunity that benefits the client.
I’m finding with most of my clients that they are not fully aware of/appreciate the benefits of services and website best practices until I show them numbers and reports. These client reports are a phenomenal tool to give clients a baseline and awareness of the impact of every action they want to take regarding their website.
Another request would be the option to include the client’s logo somewhere on the report. Just like people love hearing their first name, client’s love seeing their logo.
Final suggestion/idea, would it be difficult to add optional footer fields to add support/helpdesk contact information to the bottom of each page. I’m trying to encourage my clients to send support requests to a particular email address that is used with my helpdesk platform, TeamworkDesk, instead of emailing me directly and junking up my inbox!
Keep up the great work! You are all appreciated way more than any of us users can say!
I like the extra est-s, we really like our favouritests users too. I am glad you like ManageWP for the product and for the people. Also just to let you know we haven’t all quite grown up ourselves 🙂
Great, thank you for giving us feedback on the automation process, we are definitely thinking to include a quick check before I send option. I think you make a good point when it comes to keeping your clients aware of all the services, people often underestimate how much work and how time consuming website maintenance is. With regards to the logo, did you see we already have the option for you to include your own logo? Or did you want to be able to include your clients on top of that? I really like your idea about the footers, I have taken that and added it to our ideas page, thank you for that one. I will keep you updated with that.
To answer your question above about the pricing, when we finish polishing Client Reports we will add a premium version and I can’t say for sure, but we are planning on charging $1 a month.
Thank you for your positive feedback, it’s great to receive such kind words and I am glad you like all of the new features.
Keep telling us what you need and we will try and keep improving!
I knew about the spot for my logo and was indeed referencing an additional spot to place the client’s logo.
I would like to add my vote to a featured mentioned as well – a new automatic naming scheme. I know that downloading and renaming a PDF is easy and not that time consuming, but could quickly become a headache for your 50-100+ website clients that I’ve seen post comments. (I’m on my way and hope to join their ranks in the near future!)
Side note: is your team ever in the Texas area for WordCamps or other conferences? It would be great to meet and thank your awesome team in person!
Thanks for that. Cool idea about the additional logo, I will put that on the ideas sheet as well. Yep, downloading and renaming is hassle for sure. We will work on figuring out an easier option.
We are in Vienna in June for WordCamp Europe, we are keen travellers so hopefully we will see you in Texas soon.
Red Pup Media
Great updates! good work!
One more item we’d like to see improved on client reports is the name of the PDF emailed to the client. It is currenlty a unique string and a date (ie Client Report-56f4657a1fb73-2016-03-25.pdf). It would be great if it included the site’s URL and date range (Client-Report-yourdomain_com-2016-02-25-2016-03-24.pdf) or something we can define manually in the template.
Thank you and yes that’s a good point. We are working on fixing the string. When you download the PDF that’s not an issue, you can just rename it there and then, but we are looking for a solution to fix the string when you send it to your client. I’ll keep you updated on that one!
Notification to approve the report before sending is best.
Really enjoy received these kind of news in the dashboard and reading about them. Great stuff and here. The languages option is also important.
Thank you for your feedback! We are thinking about the notifications carefully, and there is a big chance this will be implemented in Orion, and the language option is something we are also really looking forward to.
Awesome additions to the family! Waiting for the language support for the reports <3
Love you guys :3
Glad you like it 🙂
Again you hit it right on the spot. I can’t wait to use all these fabulous new abilities!
Whenever it is possible, let us choose. I know it will cost some extra work, but as we all know, not two clients are the same. And the same goes for us, your users. Some may want full automation, some may want to check it out before releasing it. And some may even want to do the automatic for some clients, but check it first for others!
So it’s all a matter of weighing what is possible against the cost of programmering and cluttered interface.
If you ask us, we just want it all! :o)
You said it, no two clients are the same. 🙂 Okay, we will do our best to give you both options. Thanks for the kind feedback.
You folks are awesome! Orion just keeps getting better and better. I love that you add features without adding bloat.
The only other wish I can think of for client reports is to be able to generate several at the same time. I see that when I select several sites and then select Client Report, it creates a combined report for all the sites. This is great for the occasional client who has multiple sites, but more often I’d just like to create several individual reports.
Thanks so much for all you do for us!
Thanks, Donna! We came a long way from that time you compared us to Windows 95 🙂
What I can say about the Client Report is that the premium version will allow you to schedule Client Reports for individual websites, that you can later just vet it before you send it out. It’s not perfect, but once you set it up, you’ll be fine.
By “premium version” is that there will be a version we will pay for monthly? Will that be added to the calculator that was linked in the big pricing post? Will the cost be $1/month/site?
Yes, there will be a monthly subscription for the premium version of the Client Report. The free version will keep everything that’s already available in Orion, plus a few more extra upgrades. The premium version will focus more on automation and white labeling. I can’t give you more details right now, since we need to figure them out first 🙂
The price will most likely be $1/month/site, but we won’t add it to the calculator until we’re 100% sure about the specs and the price.
BTW I saw the Texas comment, it would be great to visit you guys and gals at some point, but for now the WordCamp US in Philly is going to be something we can’t afford to miss this year. Make sure you say hello if you come!
There’s just no stopping you guys! Loving all of the new features heading into Orion. I think automation is certainly a needed feature as a priority – giving users the option to approve should they need it, I think is a great idea.
It would be great if this could work on a per client basis too – some bigger clients it may be worth knowing information prior to it being sent out, whereas, with smaller clients, there may be less to tell them and the automation and auto send out would speed up the whole process.
Uptime Monitor already has the option of adding your client’s email on a per-site basis. The Client label allows you to enter some basic info about that client, and in the future we’ll use it to provide a more automated service, like the one you mentioned.
All in all, we should be able to do all the stuff you need.