Client Report

1. In your dashboard, in the left icon sidebar, click Clients.
2. At the top-right corner, click Add new client.  
3. Fill in the client info, then click Create.
   • Emails and First Name and/or Last Name are required fields. 

Assign a website to a client

1. In your dashboard, in the left icon sidebar, click Clients.
2. For a client where you want to make the change, click Assign website.
   • You can use the Search Clients field at the top to find a client. 
3. Enter the site URL.
   • You can search only unassigned websites.
   • To assign multiple websites, separate URLs with commas.

Edit client settings

1. In your dashboard, in the left icon sidebar, click Clients.
2. For a client where you want to make the change, click Settings.
   • You can use the Search Clients field at the top to find a client. 
3. Make sure you’re in the Client Details tab. 
4. Edit the client info and then click Save. 

Delete clients

1. In your dashboard, in the left icon sidebar, click Clients.
2. For a client where you want to make the change, click Settings.
   • You can use the Search Clients field at the top to find a client. 
3. Make sure you’re in the Client Details tab. 
4. Click Remove client. 
5. Click Remove client again to confirm. 

You can enable Client Report per website or across multiple websites at once.

Enable on one website

1. In your dashboard, go to the website where you want to enable Client Report.
2. On the left sidebar, click Client Report.
3. Click Activate Client Reports. Choose Free or Premium, then click Activate.
   • If you chose premium, in the new pop-up, review the activation cost breakdown, then click Activate add-on.
4. Click Close.

Enable on multiple websites

You can only activate the premium version on multiple websites at once.

1. In your dashboard, in the left icon sidebar, click Add-ons.
2. Select the checkboxes next to all websites you want to enable Client Report on.
3. At the top menu, click Activate Add-ons, then click Client Reports.
4. Click Buy add-on.
5. Review the activation cost breakdown, then click Activate add-on.
6. Click Close.

1. In your dashboard, go to the website where you want to upgrade.
2. On the left menu, click Client Report.
3. At the top right corner, click Upgrade, then click Buy add-on.
4. In a new pop-up, review the activation cost breakdown, then click Activate add-on.
5. Click Close.

Create the report on one website 

1. In your dashboard, go to the website where you want to create a report.
2. From the left sidebar, click Client Report.
3. Click New Report.
4. Adjust the following settings as needed:
   • Report title: Enter a professional title that showcases your work. If left empty, the default will be Website Care Report.
   • Template: If you have saved templates, choose one from the dropdown list.
   • New design: Select the checkbox to use our improved design.
   • Report language: Choose a language from the dropdown list.
   • Date format: Your date format changes will appear in the live preview below this field.
   • Date range: Select a range from the dropdown list or use the calendar for a custom range.
   • Sections: Select the checkboxes to include or exclude sections from the report.
5. Click Customize.
6. Adjust the following design settings if needed:
   • Introduction message (optional): Add a custom note for your clients to the first page of the report.
   • Logo position and image: Upload a logo (max. 1 MB) and choose its placement.
   • Front page template: Select the cover page design.
   • Other design elements: Adjust report color and font style.
   • Header & Footer: Edit the text and style of the header and footer.
   • Closing message (optional): A custom note for your clients on the last page.
7. Click Preview & Download and wait for the report to generate.
8. Choose to Download as PDF to save the report locally or Send to a client. If you want to Send to a client, fill in the fields under Send this report to a client and click Send to a client.
   • By default, reports are sent from noreply@managewp.com.  If you have a premium version and you want to use your email, click the field under Send as email, then click Add New Email Account. After you connect the new email address, choose it from the dropdown list.  
   • Fields such as client name and email will auto-populate if a client is already assigned to the website. To add a new client, next to Client name, click Add a client.

Create the report on multiple websites

1. In your dashboard, in the left icon sidebar, click Websites. 
2. Click the checkbox next to all websites where you want to create a client report. 
3. From the top menu, click Tools and then click Client Reports. 
4. From here, you can follow Steps 4-8 for creating the report on a single website.

If you activate a premium version of the tool, you’ll have an option to schedule your client reports to be sent automatically.

1. In your dashboard, go to the website where you want to schedule the reports.
2. On the left sidebar, click Client Report.
3. In the Reports tab, click Schedule Client Reports.
4. Configure the following:
   • Frequency: Choose Weekly, Bi-weekly, or Monthly.
   • Time & Date: Select the day and time (for weekly or bi-weekly) or the date (for monthly).
   • Template: If you’ve created a report template, select it under Choose your template.
   • Report language: Choose from the dropdown list.
   • Sending options: Decide whether you want to manually confirm before sending the report.
5. (Optional) Click Preview report to see what the report looks like before you schedule it to be sent to your client.
6. Click Save Changes to schedule the report. The report will include all websites from that client that have premium Client Report enabled.
   • To exclude (or include them again afterwards) some of the client’s websites from the report, click Include / Exclude Client Websites, hover over the website you want to exclude (or include) and then click Exclude (or Include). 

Schedule the reports from the client’s profile

1. In your dashboard, in the left icon sidebar, click Clients.
2. For a client where you want to schedule the reports, click Settings.
3. Select Schedule Report Settings tab.
4. Follow Steps 4-6 described above.

1. In your dashboard, go to the website where you want to create a template. You can use this template later for other websites, too. 
2. On the left sidebar, click Client Report. 
3. In the Templates tab, click Create New Template. 
4. Enter the template name. 
5. Adjust the following settings if needed: 
   • Report title: Enter a professional title that showcases your work. If left empty, the default will be Website Care Report. 
   • New design: Select the checkbox to use our improved design.
   • Report language: Choose a language from the dropdown list.
   • Date format: Your date format changes will appear in the live preview below this field.
   • Date range: Select a range from the dropdown list or use the calendar for a custom range.
   • Sections: Select the checkboxes to include or exclude sections from the report.
   • Introduction message (optional): Add a custom note for your clients to the first page of the report.
   • Logo position and image: Upload a logo (max. 1 MB) and choose its placement.
   • Front page template: Select the cover page design.
   • Other design elements: Adjust report color and font style.
   • Header & Footer: Edit the text and style of the header and footer.
   • Closing message (optional): A custom note for your clients on the last page.
6. Click Create.

1. In your dashboard, go to the website where you want to add custom work. 
2. On the left sidebar, click Client Report. 
3. Select the Custom Work tab. 
4. Click Add note, fill in the fields and then select Save note.
   • To import the custom work from your CSV file, click Import file and add the file from your local computer. Please note that the file should be in this format. 
5. After you add the custom work, you’ll be able to add it as an additional section to your client reports or templates.

1. In your dashboard, in the left icon sidebar, click Clients.
2. For a client where you want to view report history, click Settings.
3. Click the Report History tab.
4. Click a date on each row for additional options. If you click the report title, you’ll get the option to download the report.