Create Report

Default Reports

MainWP Client Reports Extension comes with 3 default Reports:

  • Default Basic Report – Clean report without of custom style that provides basic info about performed actions on child site.
  • Default Full Report – Clean report without of custom style that provides full info about performed actions on child site.
  • MainWP Client Report – Custom designed report that provides most useful information about performed actions on child site.

If any of these reports are sufficient for your needs, do following to set it in use:

  1. Locate the wanted Report
  2. Click the Edit link in the action row
  3. Locate the Report Settings option boxReport Settings
    1. The Title field allows you to change the default report title.
    2. The Type option allows you to set if you want to send the report Manually or to Schedule the report.
    3. The Date Range allows you to set wanted date range for the report
    4. The Send From group of fields allows you to set wanted details. The Email address is required.
    5. The Send To group of fields allows you to set details of the recipient. By default, client tokens are set instead of actual values. The tokens will be replaced with the actual values that you have set in the Client Tokens section for the selected child site. It is not required to use these tokens, so if needed you can manually add wanted values.
    6. If needed, the BCC field will allow you to add BCC email address for the report.
    7. The Subject field allows you to add custom email Subject for the report.
    8. If needed, you can attach files to the email by using the provided Attach File option.
  4. Select wanted Child Site(s)
  5. In the Report Format section, review the report content and if needed make wanted adjustments
  6. If you want to Preview report before sending it, click the Preview button. Also, if you want to see how the email will look like, you can use the Send Test Email button and report will be sent to your email address so you can review it before sending it to your client.
  7. If this is a “one-time-report” click the Send Report button, if scheduled click the Schedule Report button.

Edit Default Reports

If you want to use one of the default reports but you need to make some changes, you are allowed to edit report settings. However, in order to have the default reports always available, we recommend using the Replicate action and editing the report replica. To do that,

  1. Login into your MainWP Dashboard
  2. Go to the MainWP > Extensions > Client Reports > Client Reports page
  3. Locate the wanted Report
  4. Click the Replicate link in the action rowReplicate Report
  5. Once the report is replicated, click the Edit link in the action row of the report replica
  6. Locate the Report Settings option boxReport Settings
    1. The Title field allows you to change the default report title.
    2. The Type option allows you to set if you want to send the report Manually or to Schedule the report.
    3. The Date Range allows you to set wanted date range for the report
    4. The Send From group of fields allows you to set wanted details. The Email address is required.
    5. The Send To group of fields allows you to set details of the recipient. By default, client tokens are set instead of actual values. The tokens will be replaced with the actual values that you have set in the Client Tokens section for the selected child site. It is not required to use these tokens, so if needed you can manually add wanted values.
    6. If needed, the BCC field will allow you to add BCC email address for the report.
    7. The Subject field allows you to add custom email Subject for the report.
    8. If needed, you can attach files to the email by using the provided Attach File option.
  7. Select wanted Child Site(s)
  8. In the Report Format section, review the report content and if needed make wanted adjustments
  9. If you want to Preview report before sending it, click the Preview button. Also, if you want to see how the email will look like, you can use the Send Test Email button and report will be sent to your email address so you can review it before sending it to your client.
  10. If this is a “one-time-report” click the Send Report button, if scheduled click the Schedule Report button.

Build Reports from Scratch

If you want to build custom report from scratch,

  1. Login into your MainWP Dashboard
  2. Go to the MainWP > Extensions > Client Reports > New Report page
  3. Locate the Report Settings option boxReport Settings
    1. The Title field allows you to change the default report title.
    2. The Type option allows you to set if you want to send the report Manually or to Schedule the report.
    3. The Date Range allows you to set wanted date range for the report
    4. The Send From group of fields allows you to set wanted details. The Email address is required.
    5. The Send To group of fields allows you to set details of the recipient. By default, client tokens are set instead of actual values. The tokens will be replaced with the actual values that you have set in the Client Tokens section for the selected child site. It is not required to use these tokens, so if needed you can manually add wanted values.
    6. If needed, the BCC field will allow you to add BCC email address for the report.
    7. The Subject field allows you to add custom email Subject for the report.
    8. If needed, you can attach files to the email by using the provided Attach File option.
  4. Select wanted Child Site(s)
  5. In the Report Format sectionReport Format
    1. Create report header
    2. Create report body
    3. Create report footer 
    By using system of available tokens format the content of the report. Also, use the provided tools to easily insert tokens where you need them.
  6. If you want to Preview report before sending it, click the Preview button. Also, if you want to see how the email will look like, you can use the Send Test Email button and report will be sent to your email address so you can review it before sending it to your client.
  7. If this is a “one-time-report” click the Send Report button, if scheduled click the Schedule Report button.