Client reports that generate recurring revenue

If you’re offering website care or maintenance plans to your clients, an activity report is a great addition to your monthly invoice. Watchful makes it easy to prepare and download a client report as a PDF file featuring your very own cover page and logo.

These reports can include any and all information from the site maintenance logs. These include software updates, installed plugins, server changes and even custom notes that you add to the logs yourself.

You can also include traffic and referral data for your website when you connect Google Analytics.

These white-label reports include personalization such as your logo, a custom cover page and your contact details.

White Label Report Builder
Sample client report showing maintenance activities.

Advanced client reports (Premium)

Premium account holders have access to a number of advanced features for reports:

  • Quarterly and annual reports
  • Scheduled report emails
  • Emailing reports from a custom domain

Quarterly and annual reports

Unlike free accounts, premium accounts save website activity data for up to 24 months. Thus, quarterly and annual reports are possible.

Depending on your billing cycles or the frequency of communication, these longer reports provide the flexibility to suit almost any agency model.

Scheduled report emails

Premium users can save an unlimited number of report profiles, usually one per client or one per report. The profiles contain the date range as well as any customizations to the content and branding.

As shown below, these profiles include email schedules so that reports are automatically sent to clients. The last sent on and next send on dates are shown to make it easy to keep track of the sending schedule for each profile.

Scheduled Report Profiles
Sample report profiles.

Emailing reports from a custom domain

Sending a report from a branded email account is the ultimate way to white-label your reports and maximize email open rates.

This feature supports any email account with SMTP server access.

Custom Smtp Settings
Sample SMTP settings for sending emails from a custom domain/address.