Get Started with Managed Client Reports for WooCommerce

To get started with the Managed Client Reports for WooCommerce, you need to handle a couple of important settings:

  1. Permissions Settings (in the Managed Client Reports for WooCommerce)
  2. Products Settings (in the Managed Client Reports for WooCommerce)
  3. Clients Settings (in the MainWP Dashboard)

Set Permissions

The Managed Client Reports for WooCommerce plugin allows you to set which Roles will be able to see and generate reports.

To do that,

  1. Login into your Managed Client Reports for WooCommerce site
  2. Go to the WooCommerce > Client Reports > Settings > General pageAllowed Roles
  3. Select Roles that you want to allow to see reports
You are allowed to select multiple Roles. Also, you can set additional permissions settings in Reports Settings.

Products Settings

Managed Client Reports extension has been designed to allow your clients to see reports only if they have purchased one of your maintenance service products.

Once the Managed Client Reports for WooCommerce has been installed, additional options will be added to WooCommerce products settings. Options will allow you to set which tokens/data your clients can see in reports.

Allowed Tokens

If you are not selling your services as a WooCommerce product, you will need to create one product that will be used as a default product and it will be assigned to all your clients so they can access Managed Client Reports pages. ducts page.

In this part, we need to cover a couple of cases.

  1. You are already using WooCommerce for selling your WordPress maintenance services
  2. You are not using WooCommerce for selling your WordPress maintenance services but you will from now
  3. You are not using WooCommerce for selling your WordPress maintenance services and you are not planning to

You are already using WooCommerce for selling your WordPress maintenance services

If you already have WooCommerce products created, we assume that you already have your customer base registered at your WooCommerce site. In this case, you need to do following in order to enable your clients to see reports:

  1. Adjust allowed token settings for all your products
  2. Update all your existing customers profiles
    1. Login to your Managed Client Reports for WooCommerce website
    2. Go to the WP > Users > All Users page
    3. Pick the first customer and click the Edit action
    4. On the user Edit page, locate the Select Product optionDefault Product
    5. Select the product for the user
    6. Update settings
    7. Repeat this for all your customers

All new clients will automatically get this option set after placing an order to one of your products.

You are not using WooCommerce for selling your WordPress maintenance services but you will from now

If you are planning to start selling your services as WooCommerce products, you need to create your products first. Once you create products, after your client places an order, the purchased product will be assigned and the client will be able to see report data that is allowed in the product settings.

You are not using WooCommerce for selling your WordPress maintenance services and you are not planning to

If you are not managing your billing system through the WooCommerce plugin and you are planning to use the Managed Client Reports only for allowing your clients to see reports, do following:

  1. Login to your Managed Client Reports for WooCommerce website
  2. Go to the WP > Products > Add New Product
  3. Create one product with allowed tokens
  4. Go to the WooCommerce > Client Reports > Settings > General pageDefault Product Settings
  5. Locate the Default Product option
  6. Select the newly created product
  7. Save Settings

After you clients register to your site, they will automatically gain permissions assigned to this product.

Clients Settings

Client Settings are essential for proper usage of the plugin. This is very important since this is the way for the plugin to know which of Child sites from your MainWP Dashboard belongs to which client. If you are using the MainWP Client Reports Extension, it is more than likely that you already have these settings set. If you are not using the Extension, you will need to set this for all your Child sites.

I am already using MainWP Client Reports Extension

  1. Login into your MainWP Dashboard
  2. Go to the MainWP > Sites > Manage Sites page
  3. Locate the 1st Child Site and click the Edit action
  4. On the Child Site edit page, locate the Client Reports settingsClient Settings
  5. Make sure that fields are set
  6. Save Settings 
  7. Repeat this for all your sites
It is essential to have the [client.email] set for all your child sites. Once your client registers on your Reports site, the email address used for registration needs to match with the [client.email] address set in token settings on this page. If a different email address is used, your client won’t be able to see his site in reports.

I am not using MainWP Client Reports Extension

Once the connection has been established between Managed Client Reports for WooCommerce and you MainWP Dashboard, if you don’t use the MainWP Client Reports Extension, the Manged Client Reports option box will be added to each Child Site edit page.

  1. Login into your MainWP Dashboard
  2. Go to the MainWP > Sites > Manage Sites page
  3. Locate the 1st Child Site and click the Edit action
  4. On the Child Site edit page, locate the Manged Client Reports settingsClient Settings
  5. Make sure that fields are set
  6. Save Settings 
  7. Repeat this for all your sites
It is essential to have the [client.email] set for all your child sites. Once your client registers on your Reports site, the email address used for registration needs to match with the [client.email] address set in token settings on this page. If a different email address is used, your client won’t be able to see his site in reports.