Creating a one-off report for a client - Glow
Knowledge Base

Creating a one-off report 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 for whom you want to create a one-off report.

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.

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 Create report tab.

glow manage multiple wordpress sites, all reports screen

Step 7

On the Create report tab you will see a number of options that need configuring. There are:

  • Dates
  • Contents
  • Introduction
  • Other
  • Conclusion

Step 8

Let’s begin with the Dates section.

glow manage multiple wordpress sites, create report dates

Here, you are setting the start and end dates for the information to be included in this report.

Select a start date from the dropdown menu beneath where it says From.

Select an end date from the dropdown menu beneath where it says Until.

Step 9

Now let’s select the Contents of the report.

glow manage multiple wordpress sites, create report contents

You’ll see the following options:

  • Introduction
  • Snapshot
  • Security
  • Support Tickets
  • UX Testing
  • Backups
  • Uptime
  • Other
  • Conclusion

Select the checkbox next to each section that you want to include in the report.

Step 10

If you have selected the checkbox for the Introduction section in Step 9 above, you will see the Introduction section showing below. Here, you are able to customise the wording that will display on the report.

glow manage multiple wordpress sites, create report introduction

Glow’s standard introduction text will display by default and you can customise this by clicking into the text box and editing it to your liking.

Step 11

If you have selected the checkbox for the Other section in Step 9 above, you will see the Other section showing below. Here, you are able to customise the wording that will display on the report.

glow manage multiple wordpress sites, create report other section

Step 12

If you have selected the checkbox for the Conclusion section in Step 9 above, you will see the Conclusion section showing below. Here, you are able to customise the wording that will display on the report.

glow manage multiple wordpress sites, create report conclusion

Glow’s standard conclusion text will display by default and you can customise this by clicking into the text box and editing it to your liking.

Step 13

Click the Create report button in the bottom right corner.

Step 14

On the next screen, you are first asked if you want to send the report by email from your Glow account, or just download the PDF.

glow manage multiple wordpress sites, create report sending options

If you would like to download the report as a PDF, select this option and then click the Download button in the bottom right corner.

The report will then be downloaded to your computer. If you click on the All reports tab, you will see this report listed here.

If you would like to send the report as an email from Glow, move on to Step 15 below.

Step 15

Having selected Send from here in the previous step, you will see the Message section has appeared below.

glow manage multiple wordpress sites, create report send message

Step 16

Click into the text box in the Message section and customise the wording of the email. This is what your client will see when they receive the email from you, with the report attached.

Step 17

Choose which client user should receive the report by clicking the dropdown button underneath where it says “Who should be notified?

Step 18

Click the Send report button.

pink wavy line, representing flexibility

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