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Articles on:Client Reports
Create, customize and schedule the reports you send to your clients.

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  • First steps
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  • Performance & Analytics
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  • MCP
  • How to schedule automatic reports in Modular DS
    A guide to understanding Modular's scheduled reports.Some readers
  • How to create a report for clients
    Step-by-step guide to create maintenance reports for your websites from Modular.Some readers
  • Share the url of a report preview to my client
    Find and share the url of your reports to your clients without them being Modular users.Few readers
  • How to add tasks to my reports
    We tell you how to add the tasks you do for your clients to be included in the reports.Few readers
  • How to add your branding to a report
    Add your logo to all pages of your web maintenance report.Few readers
  • Domain verification for sending emails
    How to use your own domain for reporting emails.Few readers
  • Pre-maintenance reports: what they are and how to create them
    Getting a client to understand why their WordPress website needs maintenance isn't always easy. Even when the need seems obvious to you, conveying the value of your service and turning it into a convincing proposal takes time. Pre-maintenance reports in Modular DS are designed for exactly that: you generate a report for any of your connected websites and show at a glance everything that needs attention, in a visual format that helps your client understand the work it needs. What are preFew readers
  • How to create a report template in Modular DS
    If you regularly create one-off or different reports for your clients, Modular DS templates let you save a base configuration and reuse it in every new report, without repeating the same settings over and over. In this article, we'll show you how to create a template and how to manage it afterward. Create a report template 1. Go to the templates tab Inside the reports module, open the "Templates" tab. There you'll see the templates you've already created and the **"Create templateFew readers

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