Reports are your greatest opportunity to interact with clients.
Offer clients reports that are not only comprehensive but well-designed and easy to read. By using the integrated page builder feature, you will maintain complete control over layout and styling. You can easily brand your reports to your style guidelines, contents and more.
- Make the most of this critical client touch-point
- Differentiate your reports with robust data visualizations
- Retain clients with reports that reflect the quality of your service
Streamline your workflow and ensure that quality standards are followed, measured and monitored. Once report template is established, regular reports are updated automatically, without manual input, ensuring accurate and consistent documents are generated and distributed as and when required.
With our report builder solution, you can provide custom reports to your clients as well as format the data in a preferred manner. A variety of available tokens will enable you to customize reports data and show only what you want your clients to see.
Stay in Touch with your Clients
Along with the reporting functionality, the Managed Client Reports for WooCommerce plugin allows you to reach out to your clients. You can easily set Email Campaigns and send an email notification to some or all of your clients.
When needed, the plugin allows you to set custom notifications for your clients on the My Account page with the ability to show you if you client has seen the message.
How it Works
- Plugin requires the WooCommerce plugin installed and activated on a website that is dedicated to your client reports
- You need to have your MainWP Dashboard with connected child sites
- You need to have the MainWP Child Reports plugin installed on your child sites
Managed Client Reports for WooCommerce plugin needs to be installed on a website along with the WooCommerce plugin. It integrates with WooCommerce interface and without of the WooCommerce plugin, it has no purpose.
Once the plugin is set, you need to connect your MainWP Dashboard site to it.
After setting the plugin, your clients will be able to register to your site and see reports on the My Account page. The plugin will pull data from the MainWP Child Reports plugin from your child site through your Dashboard. Each of your clients will be able to see their sites and generate reports for custom date range to see what has been done on their sites.
Plays well with other WooCommerce Extensions
MCRWC has been built from the ground up to allow for compatibility with all WooCommerce Extensions especially those that can be help you build a perfect client portal such as: