How can we help?

Table of Contents

Send Report

To create and send reports to your clients,

  1. Go to the MainWP > Extensions > Pro Reports > Create Report page
  2. Under the Report Settings section,Send Report 1
    1. Enter a Report title
    2. Select Report type (If you want to send a report right away, select One-time report, if you want to schedule automated reports, select Recurring)
    3. Select Report date range
  3. Under the Report Template Selection section,Send Report 2
    1. Select a template for your report
  4. Under the Report Content & Design Customization section,Send Report 3
    1. on the Custom Content tab, set the Report heading, introduction message, and closing message.
    2. on the Report Data tab, select what you want to show in the report
    3. 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)
    4. on the Custom Report Colors tab, set preferred colors to reflect your brand
  5. Under the Email Settings section,Send Report 4
    1. Enter the Send email from data (in most cases, your email address and name)
    2. Enter the Send email to data (in most cases, your client email address and name. Tokens are allowed here)
    3. Enter the Email subject (Tokens are allowed here)
    4. Enter the Email message (Tokens are allowed here)
    5. Select Email template
    6. Optionally, enter the BCC email address
    7. Optionally, attach additional email attachments
  6. Select wanted site(s) from the Metabox on the right, either by individually selecting them or by selecting a Site Group
    Please note: A separate email will be sent for each site that has been selected either individually or through a Site Group
  7. Preview report or Download PDF for review, and once you are sure that the report is ready, click the Send Report button
Still Have a Questions?
Search for additional solutions in the MainWP Community or start your own discussion