Reports
Browse 17 help articles about Reports.
Ensuring Trusted Sender Emails: DKIM and DMARC for Client Reports
We've enhanced our Outbound Email feature with advanced domain verification. Emails can now bear your unique domain signature through DKIM and return path configurations, significa
How Do I Add a Custom Logo to My Report?
You can add a Custom Logo to your site reports when creating or scheduling a report. Here’s a detailed guide to help you with this.Step 1 of 6Open Your Site DashboardClick on your
How Do I Add a New Outbound Email?
Step 1 of 5Open Sender EmailsClick the Sender Emails option in the left sidebar to manage the email addresses used for sending notifications.Step 2 of 5Start Adding EmailClick the
How Do I Add More Email Recipients for a Scheduled Report?
Step 1 of 7Open Your Site DashboardClick on your site in the Sites list to open its management dashboard.Step 2 of 7View Scheduled ReportsSelect the Scheduled tab in the Reports se
How Do I Change the Email Address Used for Sending Scheduled Reports?
Step 1 of 6To change the email ID from which a scheduled report goes out, you would need to first add that email to your list of Outbound emails. Follow this document to add an Out
How Do I Check All My Previous Reports?
Website LevelStep 1 of 3Select Your WebsiteClick on your site name in the center of the page to access site management optionsNote: Look for your site name displayed prominently in
How Do I Create a Report Template?
Step 1 of 6Open Main Navigation MenuClick on the navigation button in the top-left corner of the page to open the main menuNote: This button is used to hide or unhide the Naviagati
How Do I Create Reports?
Step 1 of 8Select Your WebsiteClick on your site name in the center of the Sites page to access its management optionsNote: Your site will be listed with its domain name and any as
How Do I Download an Existing Report?
Step 1 of 3Open Your Site DashboardClick on your site name in the Sites page to open its dashboard and manage reports, backups, and settings for that specific site.Note: If you man
How Do I Edit a Scheduled Report?
Step 1 of 6Open Site DashboardClick on the Site in the Sites page to open its management dashboard.Step 2 of 6Access Site ReportsClick the Site Reports option in the left sidebar t
How Do I Pause a Scheduled Report?
Step 1 of 6Open Site DetailsSelect the site in the Sites Listing to open its management page.Step 2 of 6View Scheduled ReportsClick the Scheduled option in the Reports section to f
How Do I Resume a Paused Scheduled Report?
You can resume an already paused Scheduled Report following the steps below.Step 1 of 4Open Site Management OptionsClick on your site name in the main dashboard to open site manage
How Do I Schedule Reports?
Step 1 of 5Open Site DashboardClick on your site name in the Sites list to open its management dashboard.Step 2 of 5Access Scheduled ReportsGo to Site Reports -> Select the Schedul
How do I use a Report Template?
Step 1 of 6Open Report TemplatesClick the Add Report Template option in the sidebar to access the report template section.Step 2 of 6Create New TemplateSelect the Create Report Tem
How Do I View an Existing Report?
Step 1 of 3Open Your Site DashboardClick on your site name in the Sites page to open its dashboard and manage reports, backups, and settings for that specific site.Note: If you man
Report Tokens
You can find all our report tokens inside the tooltip while scheduling/generating a report, as shown below:Supported Tokens::Client Name - %%CLIENT_NAME%%Client First Name - %%CLIE
What Is Custom Works and How Do I Use It in Reports?
Custom Works is a memo section where you can record details about any custom tasks or work performed. This information can be appended to your reports for better tracking and docum