What is Client Reporting?
Overview
The Client Reporting tool is a valuable addition to our agency suite, designed to assist users in generating tailored reports for WordPress applications hosted on our platform. This feature allows users to customize reports according to their specific requirements, providing clear and actionable insights.
This tool empowers users to create professional and informative reports, enhancing transparency and communication with their stakeholders.
Current Features (MVP Phase)
In its MVP phase, the Client Reporting tool offers the following data points for inclusion in reports:
SSL Details: Information on SSL certificate status and expiration.
Backup Details: Overview of backup frequency and status.
WordPress Core Updates: Summary of core updates applied to the application.
Plugins and Themes Updates: Status and details of plugin and theme updates.
Malware Protection Data: Insights into malware scanning and protection measures.
Vulnerabilities Scanner Data: Information on vulnerabilities detected and mitigated.
Cache Hit Ratio: Metrics on the efficiency of caching mechanisms.
Traffic Statistics: Including:
Top Bots Crawling the Site
Top Countries by Traffic
Top Pages Viewed
Important Notice:
The traffic statistics provided are based on data retrieved from the Cloudflare GraphQL API. As this data is sampled, there may be some variations or inaccuracies in the reported metrics. While we aim to deliver reliable insights, we recommend considering this limitation when interpreting the traffic statistics.
How to Generate a Report?
Log in to your Cloudways Platform using your email address and password.
Navigate to the left Menu bar and choose Client Billing and Reporting > Reports.
Click on the Generate Report button to initiate the report generation process:
Now Navigate to the Left Menu and Enter the Following Details:
Report Title: Enter a title for your report.
Select the Period: Choose a time range for your report from the following options:
1 day
7 days
15 days
30 days
Select the Application: Use the drop-down menu to choose the application for the report. (Note: Only applications with a live primary domain will appear in the dropdown.)
Select Data Points: Pick the specific data points you want to include in your report. Available options are:
WordPress Core Updates: Displays the status of WordPress core updates, indicating whether the latest version is installed for optimal performance and security.
Backup Details: Summarizes backup information, including the date and size of the most recent backup and the total number of available offsite backups.
Vulnerabilities Fixed: Provides details from the latest vulnerability scan, including the scan date, vulnerabilities detected, and the number successfully resolved.
Malware Protection: Reports malware scan data, including the last scan date, the number of infected files detected, and those successfully cleaned.
Cache Hit Ratio Chart: A visual representation of your site's caching performance, categorized as:
Dynamic: Uncached requests
Hit: Successfully cached requests
Miss: Requests not found in the cache
None: Requests bypassing the cache
Traffic Statistics: Highlights key traffic insights:
Top Bots: Most active crawlers visiting your site
Top Pages: Most frequently visited pages
Top Countries: Geographic regions generating the most traffic
Plugins and Themes Updated: Tracks plugin and theme updates, including update dates and version changes (from old to new).
Preview the Report Template
Once you’ve entered all the required details and selected the desired data points, a report template preview will appear on the right side of the screen, allowing you to review how the final report will look.
Report Branding
The generated report will automatically include your brand color and logo, as provided during the agency setup. This ensures that all reports align with your agency’s branding, offering a professional and cohesive presentation for your clients.
Generate the Report
After reviewing the template, click the Generate Report button located in the top-left corner to create the report.
Report Generation Progress
After initiating the report generation, you will be redirected to the Report Listing Page, where you can monitor the progress of the report creation. This page provides real-time updates on the report's status, ensuring you stay informed throughout the process.
Report Completion Notification
Once the report is successfully generated, it will appear in the Report Listing Page, ready for you to access. Additionally, you will receive a notification via email to inform you that the report is complete. This ensures you’re promptly updated and can take further action as needed.
Within the report container, you will find a kebab menu (three vertical dots) offering the following options:
View Report: Preview the report to review its contents and layout.
Download Report: Export the report as a PDF file, making it easy to share with your clients.
Delete Report: Remove the report from the Active tab and move it to the archive tab.
These options provide flexibility for managing your generated reports effectively.
Final Report
Important Notice
Please be aware that deleting a report within the current month will not reduce the total report count for that month. The count will reset at the start of the next billing cycle. Report generation is limited to the quota specified in your subscribed package.
That's it! We hope this article was helpful. If you need any help, then feel free to search your query on Cloudways Support Center or contact us via chat (Need a Hand > Send us a Message). Alternatively, you can also create a support ticket.