The Automated Maintenance Report Is Here
After 3 weeks of hard work, we're SO excited to announce a new feature for WP Umbrella - the Automated Maintenance Report!
With this new feature, you can now schedule and customize maintenance reports to be sent to your clients automatically.
You can also track if your clients open the reports you send them.
Detailed reports are one of the best ways to show clients the value of a monthly WordPress maintenance plan.
Here is a report sample. The data are automatically added to the report based on your utilization of WP Umbrella.
You will find below a getting started guide about the feature.
Please let us know how you like it!
Getting Started with WP Umbrella's maintenance report
Step 1: Click on your project name and click on Report in the top menu.
Step 2: Define the general settings of the report
Report title: the title will be displayed on the front page of the report.
Language: at the moment, the report is available in English, French, and German. Shoot us a message at: support@wp-umbrella.com if you want to add your language!
Email Settings: define to who you are going to send the report (it can be yourself) and the content of the email.
Step 3: Add your branding
Click on " Manage your branding for all reports " and add your color and logo. The email from option will be available in 2 weeks.
Your branding will automatically apply to all your maintenance reports, you don't need to define them every time.
Do not forget to click on Save!
Step 4: Choose what sections to include in the report and in which order to display them.
Tick the sections you wish to add to the maintenance report and define in which order to display them with our drag and drop system.
You can also add custom works if you want.
Step 5: Schedule when the first report will be sent and the sending frequency
You need to first define the sending frequency of the report: monthly or quarterly.
If you choose Off, the scheduler will be deactivated but you will have the possibility to send manual reports (and to activate it at any time).
To do so, click on Save & Finish.
Click on Save and Schedule if you want to activate the automation.