Changing custom reports settings for a client - Glow
Knowledge Base

Changing custom reports settings for a client

Step 1

Login to your Glow account.

Step 2

Once logged in, click on Clients from the main left hand menu.

Step 3

The Clients screen will load the Live clients tab from the inner menu automatically. Click on the name of the client whose custom report settings you’d like to change.

glow manage multiple wordpress sites, live clients screen

Step 4

You will now be shown the client area. The client’s name that you clicked in Step 3 above will be shown as the main heading at the top and the inner menu will load on the WordPress tab by default.

glow manage multiple wordpress sites, client area

Step 5

Click on the Reports tab from the inner menu.

Step 6

The All reports tab will load by default. To the right, click on the Custom reports tab.

Step 7

On the Custom reports tab you will see a number of options that you configured as part of activating the Custom reports feature for this client. They are:

  • Frequency – you can alter this by moving the slider to either Daily, Weekly, Every 2 weeks or Monthly

    glow manage multiple wordpress sites, report settings frequency section
  • Time of day – you can alter this by using the dropdown menus to set a different time

    glow manage multiple wordpress sites, report settings time section
  • Day of the week – you can alter this by using the dropdown menu to set a different day of the week

    glow manage multiple wordpress sites, report settings day section
  • Contents – tick and untick sections here, to set which ones are included in future reports

    glow manage multiple wordpress sites, report settings contents section
  • Sending options – only one option is allowed here, change it by selecting the appropriate one

    glow manage multiple wordpress sites, report settings sending section

Step 8

Click the Save button at the bottom of the screen to save your changes.

pink wavy line, representing flexibility

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