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How do I generate reports for my clients?

Reports are a great way to provide regular updates to your clients on the maintenance work performed on their websites. Reports can be generated for single sites or as multi-site reports for clients with multiple domains.

Reports include data from the website activity logs, traffic information from Google Analytics, and uptime data. They can also be personalized, white-labelled with your company name and logo, and automatically emailed to your clients at regular intervals. 

Create a report profile

Report profiles are convenient ways to configure and save a series of customized reports. One created, profiles can be used to automatically email reports to specific emails or to manually download a report.

To create a report profile:

  1. Click the Reports link in the left menu on the Watchful Dashboard followed by the New Report button to launch the report builder tool:

    reports launch builder v2 2020

  2. In the Report Builder choose a filter for your reports:
    1. Sites — Choose a single site.
    2. Tags — Choose a group of sites based on a tag.

      reports builder 2020 a step 1

  3. Choose a delivery mode:
    1. Scheduled Email
    2. Manual Download

      reports builder 2020 a step 2

  4. Choose the report content. Options include:
    1. Google Analytics data
    2. Uptime data
    3. Log data

      reports builder 2020 a step 3

  5. Personalize the report:
    1. Choose a custom report title. If left blank, Website Care Report will be used.
    2. Specify who prepared the report. This is commonly your company name.
    3. Upload a logo to appear on each page. This is commonly your comany logo. Landscape orientation works best. 

      reports builder 2020 a step 4

  6. Click Save Report Profile and enter a name for the report profile. If left blank, the site name or tag name will be used instead.

Download Reports

Once a Report Profile is saved, use the Download button to save a copy to your computer. 

Email reports automatically 

Report profiles may be saved and used regularly send reports. For example, you might use a saved profile to generate a monthly report for each client. To automatically receive reports by email: 

  1. Ensure Scheduled Email is selected as the Delivery Mode.
  2. Enter a custom email address. If left blank, your account email will be used.
  3. Use the Send test email button and make sure you receive the report at your account email address.

Managing saved reports

Saved reports will be listed in a table on the Reports page as shown above and includes a summary of each report. The list of reports is also used to manage the saver report profiles.

  1. To delete a saved profile, click the Delete button at the right of the profile name.
  2. To download or modify the report, click the profile name to open the profile editing drawer.
  3. Modify the report in the builder as needed.
  4. Click the Save report profile or Download PDF buttons as appropriate.

Video Preview

Please review this video to see the reporting tool in action: