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Client Reports

Updated 2026-09-05

Branded, scheduled PDF reports assembled from the proof-of-work feed — templates, schedules, recipients, and delivery.

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What it does

Client Reports assembles a white-label PDF from everything WPClientHub already recorded for a site — updates applied, backups taken, security findings resolved, uptime, performance — into sections that "render in the order shown". The PDF is attached to a branded email built from your own brand kit, not a generic system email.

How to

  1. Click New template to define which sections appear and in what order.
  2. Click Generate a report to produce one report immediately for a chosen site and template.
  3. Click New schedule to have a template generate and deliver automatically (e.g. a monthly care report) — add the client's report recipients so it reaches the right inbox.
  4. Find every past run under Generated reports.

Limits & defaults

SettingDefault
Site eligibilityOnly connected sites appear in the generator — a site still "Pending pairing" has no snapshot data to report on and is excluded
PDF renderingHeadless Chromium, print-to-PDF
DeliveryA branded email (agency name, logo, colour) with the PDF attached

Troubleshooting

A scheduled report never arrived
Confirm report recipients are set on the schedule, and that outbound mail is working — locally, this needs a running php artisan queue:work (see Troubleshooting); in production this is already handled.
A site I expected isn't in the report generator's site list
It's likely still "Pending pairing" — connect it first.