Reporting & Client Portal

WP Warden generates professional 24-section PDF reports covering site health, security, backups, uptime, SEO, costs, and more — all automatically populated from your live data.

1. Go to Clients

   
   Click Clients in the sidebar to open the client list.
2. Click the “Report” button

   
   On the client’s row, click the Report button to open the Report modal for that client.
3. Set the date range

   
   Choose the period the report should cover. The default is the last 30 days. All data (activity, backups, analytics, errors) is filtered to this window.
4. Select which sections to include

   
   All 24 report sections are listed with toggles, grouped into six categories (Site Info, Updates, Security, Operations, Content & Analytics, Financial). Turn off any sections not relevant to this client. Common sections to include: Site Health, Plugin Inventory, Security Status, Backups, Uptime, and Activity Log.
5. Preview or download the report

   
   Click Refresh to render the report inside the modal, then Full Review to open the same HTML report in a new browser tab. Click Download PDF to export a professional PDF rendered by the backend.

Screenshot: Report modal — Preview tab

The modal’s Preview tab showing the date range picker, section toggles, and the Refresh, Full Review, Download PDF, and Send buttons.

Send a branded PDF report directly from WP Warden to any email address. The report is sent from your configured SMTP server so it arrives from your own domain.

1. Open the Report modal

   
   Go to Clients and click the Report button for the relevant client.
2. Configure the report

   
   Set the date range and select sections as described in generating a report.
3. Find the recipient email field

   
   In the Preview tab, the recipient email field next to the Send button is pre-filled with the client’s email address. You can change it to send to any address.
4. Confirm and send

   
   Click Send. WP Warden generates the PDF, attaches it to a branded email, and sends it immediately.
5. Check delivery in the History tab

   
   Switch to the History tab in the Report modal to confirm the report was sent and to track whether the client opened it.

Screenshot: Report modal — Preview tab

The email recipient field and Send button, located in the Preview tab of the report modal.

Set up weekly or monthly automated reports so clients receive their maintenance summary on a predictable schedule — hands-free.

1. Open the Report modal for a client

   
   Go to Clients, find the client, and click Report.
2. Click the “Schedule” tab

   
   The Schedule tab is next to the Generate tab at the top of the modal.
3. Choose a frequency

   
   Select Weekly (covers the past 7 days, then repeats every 7 days from the day you save the schedule) or Monthly (covers the past 30 days, then repeats roughly every month on that same date). Neither option is anchored to a fixed weekday or calendar date — it simply follows the day you first save it.
4. Enter the recipient email address

   
   This is the address the scheduled report will be sent to. Defaults to the client’s email but can be any address.
5. Click “Save Schedule”

   
   The schedule is active immediately. The next report will be sent on the next scheduled date.
6. Verify the schedule is active

   
   A confirmation toast shows the computed next send date at the moment you save. There is no persistent schedule badge in the client list — reopen the Schedule tab later if you need to check or change the recipient or frequency.

Screenshot: Report modal — Schedule tab

The schedule tab showing frequency selector, recipient email, and Save Schedule button.

The client portal is a branded, read-only web page you share with your client. They see the health status, alerts, backups, and activity of their sites without needing a WP Warden login.

1. Open the client’s detail page

   
   Go to Clients and click the client’s name.
2. Scroll to “Client Portal”

   
   The Client Portal section is on the client detail page.
3. Fill in portal branding

   
   Enter a Portal Label (e.g. “Your Website Dashboard”), an Accent Color (hex color for buttons and highlights), and optionally upload a Portal Logo image. The logo falls back to your global Agency Logo from Settings if left empty.
4. Choose which sections the client can see

   
   15 sections are available (Site Status, Alerts, Backups, Activity, Security, Updates, Plugins, Themes, Uptime, Links, SEO, Traffic, WooCommerce, Reports, Support Tickets). Toggle each one on or off. Start with the defaults: Site Status, Alerts, Backups, and Activity are on by default.
5. Click “Enable Portal”

   
   A unique shareable URL is generated, for example: https://yourdomain.com/portal/abc123xyz. Copy this link to share with your client.
6. Share the portal link with the client

   
   Paste the URL into an email, client onboarding document, or your first report. No password is required — the link itself grants access.

Screenshot: Client Portal section on the client detail page

The portal branding form (label, color, logo) and the 15 section toggles.

Screenshot: Client-facing portal — dashboard view

The white-label portal showing health strip banner, 4 stat cards, site health list, and recent activity feed.

Allow clients to submit and track support requests directly from their white-label portal — no separate helpdesk tool needed.

1. Open the client’s detail page

   
   Go to Clients and click the client’s name.
2. Make sure the portal is enabled

   
   The client must have an active portal first. See How to enable the client portal.
3. Find the portal sections list

   
   In the Client Portal section, locate the Support Tickets toggle (it is off by default).
4. Toggle Support Tickets on

   
   The toggle turns green. The “Support” navigation item now appears in the client’s portal.
5. Save the settings

   
   Click Save Settings to apply the change.
6. Tell your client they can submit tickets

   
   From their portal, they click Support in the sidebar and fill in a subject and message. Their name and email are pre-filled from the portal but can be edited.
7. Receive and reply to tickets

   
   New tickets appear in Tickets in the WP Warden sidebar. Click a ticket to open the thread and add a reply. The client receives an email notification using your white-label branding whenever you reply.

Screenshot: Support Tickets section in the client portal

The portal’s Support page showing open ticket count, ticket list, and the bubble-chat thread view when a ticket is clicked.

Every report email sent through WP Warden includes a tracking pixel that records when the client opens it and whether they clicked to download the PDF.

1. Open the Report modal for a client

   
   Go to Clients and click Report for the client.
2. Click the “History” tab

   
   Every report you have sent for this client is listed here in chronological order.
3. Check the engagement columns

   
   For each report you will see: Open Status (opened / not opened), First Opened (relative time, e.g. “2h ago”), Open Count (total number of opens), and PDF Downloads.
4. Interpret the data

   
   If a report shows “Not Opened” after several days, consider sending a follow-up. If a client is regularly opening reports, they are engaged and may be a good upsell candidate.

Screenshot: Report History tab showing engagement data

The history table with columns for date sent, recipient, open status badge, first opened time, open count, and PDF download count.