Introducing the most powerful and professional white-label client reports we’ve ever built.

Published by Vic Drover on

Powerful White Label Report Header

Today marks a big step in the evolution of client reporting at Watchful as we officially announce the best white-label reports we’ve ever built with 3 massive changes.

Watchful Premium users can now send reports from their own email accounts. And you can control exactly what site activity is included in the report, and even add custom notes.

Why are white-label reports useful?

Regular, clear, and reliable summaries of website site maintenance tasks are key to building long-term business relationships with your clients and growing your recurring revenue. That’s why many digital agencies use automated, scheduled reporting.

White-label reports reinforce your agency’s brand and are more desirable than a third party report.

1. Sending white-label reports from your own email account

As noted above, you can now configure the scheduled client reports from Watchful to be sent from any email account. Having reports arrive from your own domain email adds a real touch of professionalism to your reports. It is the ultimate white-label feature.

To get started, head on over to your account Settings and enter the custom SMTP details for your email account.

Custom Smtp Settings
Custom email settings in Watchful.

Once that’s complete, edit an existing report profile and select your custom email account as the sender.

Report Builder Sender Email
Sender email selector in Watchful’s report builder.

Combining your own branded email account with the personalized report emails feature we recently released is sure to wow your clients. And best of all, you’ll save a tonne of time by automating the entire report process.

Update: The email schedule got an upgrade recently. Check out the full details here.

2. Fine-grained control of report content

In the past, if you included Site activity logs in your scheduled reports, your clients would receive every log entry for that reporting period. While this is great for transparency, the amount of information was often overwhelming and confusing for clients.

And because of the sheer amount of information, we intentionally capped the logs section of the reports at 3 pages.

That changes today in two important ways. First, we’ve removed the page limit for log entries so that reports now include all log entries by default.

Second, you can now select exactly what type of website activities are included in your white-label client reports.

For example, software updates are of interest to many clients. Conversely, the number of pending software updates is less interesting. As another example, you may want to include any downtime events in your reports, but not uptime events since the expectation is that a website is always online.

No matter the expectations you have set with your clients, you can now specify exactly which types of logs are included in a report. As shown below, simply select the appropriate log types to customize your reports.

Report Builder Customize Logs
Preview of the log type selector in Watchful’s report builder.

These customizations are available on a site-by-site basis. This allows you to tailor each report as needed.

3. Adding custom entries to your reports

Last, but not least, there is a new feature that will expand the types of information you share with your clients. We’ve added the ability for you to add custom notes to the logs!

You can use these manual log entries as your own record for custom maintenance you perform, and/or to include these notes in your white-label reports.

To get started, open the drawer for a site in your Dashboard and select the Add Note To Logs link as shown below.

Add Note To Logs Trigger
Add a note to logs link in the site drawer of the Watchful dashboard.

This opens the Create note modal:

Add Note To Logs Modal
Create a note in logs modal.

Each note added will be assigned the date and time based on when the Save button is clicked. All saved notes will then appear in the Site Logs:

Add Note To Logs Preview
Custom notes appear in the logs based on the date/time they were created.

By adding custom notes on a regular basis, you can quickly improve the history of your website maintenance tasks in your client reports. This further enhances the value of the reports for your clients.

Over to you

We’d love to hear in the comments how you are using reports to grow your business. Or if you are not downloading or automatically sending reports to your clients, what’s holding you back?

Categories: News

2 Comments

Nicky Veitch · November 24, 2020 at 11:48 PM

This is an excellent addition, thank you. We have previously been manually generating and emailing client reports, and have just finished setting up the automated versions using our SMTP settings so the emails the client receives still come from us. The only person now unhappy is the person previously paid to prepare the reports, but I’m sure we can find something else for him to do! 🙂

    Vic Drover · November 25, 2020 at 8:46 AM

    Yes, you’ve found exactly the right use! Don’t forget to preview some of the reports for length with the change in the page limit. 

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