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- Install the MainWP Child Reports plugin on all your child sites (if you already use the Client Reports extension and have the Child Reports plugin installed on your sites, skip this step). Once the plugin is installed, it will start recording certain actions that you will be able to include in the reports.
- Install the MainWP Pro Reports Extension on your MainWP Dashboard
- Sync your site (it’s important to sync your sites so your Dashboard can pick up all the sites that have the MainWP Child Reports plugin installed)
- Once the extension is properly installed, start entering basic client info for your child sites. To do that,
- Go to the MainWP > Sites > Manage Sites page
- Locate the first site and click the Edit action to edit site settings
- On the Edit page for the site, locate the Pro Reports Tokens section
- By default, Pro Report templates uses [client.email] and [client.name] tokens for Send email to fields, so if you intend to use those tokens in the report, set their values here
- Enter the rest of desired token values and save updates
- If you are a new user and you haven’t had the MainWP Child Reports plugin installed on your sites, you may need to wait for a couple of days before the MainWP Child Reports records some activity.
- Go to the MainWP Dashboard > Extensions > Pro Reports and go to the Create Report tab
- In the Report Settings section
- Enter the Report title
- Choose a Report type (If you want to send a report right away, select One-time report, if you want to schedule automated reports, select Recurring)
- Set the Report date range
- In the Report Template Selection section, select a template for your report
- In the Report Content & Design Customization section,
- on the Custom Content tab, set Report heading, introduction message, and closing message.
- on the Report Data tab, select what you want to show in the report
- on the Personal Branding tab, upload your logo and custom image for the first page of the report (if left blank, the default image will be used)
- on the Custom Report Colors tab, set preferred colors to reflect your brand
- In the Email Settings section,
- Enter the Send email from data (in most cases, your email address and name).
- Enter the Send email to data (in most cases, your client email address and name. Tokens are allowed here and can be left at their default values if they have been set in Site settings)
- Enter the Email subject (Tokens are allowed here)
- Enter the Email message (Tokens are allowed here)
- Select Email template
- Optionally, enter the BCC email address
- Optionally, attach additional email attachments
- Select wanted site(s) in the Metabox on the right
- Preview report or Download PDF for review, and once you are sure that the report is ready, click the Send Report button
