With Reports in Sync Pro, you can:
- Easily generate reports for updates made to WordPress core, theme & plugins
- Email reports directly to clients
- Whitelabel emails with your information
- Customize date range of reports
- Select report formats (HTML, CSV, PDF)
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
If you have an idea or feature request for Reporting, you can let us know on the Sync Public Roadmap .
How to Generate 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, you’ll see a new “Reports” menu item.
2. Click the Reports menu item . Before you begin, 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:
Another month passed and your website is running smoothly! For your convenience, here is a report of just a few of the things we did for your monthly website maintenance plan.
Once you have your Whitelabeling settings finished up, click Save .
4. Next up, you’ll see the Reports page. Click the Create a New Report Button .
5. To create a report, select the domain(s) you wish to include, then add a Title, Start Date, End Date and Format (HTML, CSV, PDF).
6. Sync will automatically generate the report and add it to the Recent Reports list. Click the Email button .
7. On the Email screen, you can add your client’s email address(es), whether or not to send yourself a copy of the email, the email subject and the message to client . Select the report you wish to send.
The Message to Client is specific to this email, so you might want to personalize it a bit more with something like this:
WordPress released a new version this month and several plugins released security updates. As you can see in the report below, we kept your site up to date.
8. Click Send to send the email.
When your client clicks the View Report button, they’ll see their website maintenance report which includes all the actions taken to update their site with Sync.