Sending WordPress Maintenance reports to your clients just got even easier because you can now schedule reports to run on a daily, weekly or monthly basis and then automatically email those reports to your clients.
With Sync Pro’s WordPress Maintenance Reports, you can:
- Generate reports that summarize all update actions made to WordPress core, theme & plugins within a certain timeframe in Sync
- Email reports directly to clients
- Whitelabel report emails with your information
- Customize date range of reports
- Select report formats (HTML, CSV, PDF)
- New! Schedule reports to run on a daily, weekly or monthly basis
How Reports are Important to Monthly WordPress Maintenance Services for Your Web Design Clients
How Maintenance Reports Help You Sell WordPress Maintenance Plans
Sync’s Reports compile all the actions you took in Sync so you can easily email clients their maintenance reports.
- Share what you do for your clients: Keeping WordPress core, plugins and themes updated is a large task that you take off their hands. Now you can show in detail what you do.
- Justify your prices/services better: Reports give you real data with details on actions, dates and sites.
Right now, Sync Reports include information about the following actions:
- Updates made to WordPress core, theme & plugin updates
- Activation and deactivation of plugins and themes
- Installation and deletion of themes and plugins
- Licensing and unlicensing of iThemes products
For more information on how to start offering WordPress Maintenance plans to your clients, check out our free ebook How Selling WordPress Maintenance Can Save Your Freelance Business.
How to Schedule and Email Maintenance Reports to Clients with Sync
To take advantage of Sync’s Reports, you’ll need to have an active Sync Pro account.
1. Log in to Your Sync Dashboard. In the left menu, locate the “Reports” menu item.
2. Click the Reports menu item. If you haven’t already, Sync will ask you to set up your whitelabeling settings for your report emails, so click Configure Whitelabeling.
3. On the Whitelabeling screen, you’ll be asked to fill out a few basic settings to be displayed in your report emails, like your Company Name, Default Message and Footer Information.
On the right side, Sync gives you an example email. The Default Message will display at the top of all report emails, so you might want to use something like this:
Once you have your Whitelabeling settings finished up, click Save.
4. Next up, you’ll see the Reports page. Click the Schedule Report Button.
5. On the next screen, you can fill in all the details for your scheduled report. The Begin Schedule Date is the date when the first report will run. You can also select the Time the report will run (in 15 minute intervals), as well as the interval the schedule should repeat (none, daily, weekly or monthly.)
6. If you’d like to automatically email the report at the scheduled report time run, select the Email Report? checkbox.
7. In the next section, you can complete the details for the email that will deliver the scheduled report email. Add the email address, whether or not you’d like to be sent a copy and your email subject.
Note: the Message to Client is specific to this scheduled report email, so you might want to personalize it a bit more (with the understanding it will continue to run each month) with something like this:
8. Click Create Schedule to start running the schedule. You’ll now see the scheduled report in your list of reports.
9. The scheduled report will run on the date you selected in the Begin Schedule Date, as well as send the report email. Here’s an example of how that report will look in your client’s inbox.
When your client clicks the View Monthly Maintenance Report button, they’ll see their website maintenance report which includes all the actions taken to update their site with Sync.
Get Scheduled Reporting in Sync Pro + Client Dashboard, Uptime Monitoring, Social Sharing & More
All current Sync Pro and Toolkit customers will now find the new Reporting functionality available after logging in to the Sync Dashboard.
Get Reporting in Sync Pro Now
So — the 10 site account that comes with Toolkit members is not Sync-Pro?
Hi Beth,
Yes, the 10 site account that comes with the Toolkit is Sync Pro (which includes scheduled reports). If you have more questions about your account, feel free to send us an email.
Do you need to create a report before being able to create a scheduled report or are the two options independent?
Cheers
Hi Colin, you don’t actually have to create a report before creating a scheduled report. The two options are independent.
This is a great feature! Do you have plans to include an uptime snapshot and some analytics data in the reports as well? That would be very useful!