We have 30+ reports to produce monthly. It used to be a manual process and is now much simpler. Glow has saved us a lot of time.
Georgia, Production Manager, Zap Creative
FAQs for our Reports feature
1
Can we schedule reports to be sent automatically?
Yep, from the Schedule tab of the Reports section. Takes less than a minute to setup.
2
Can we choose who receives the reports?
Yes. When creating reports, one of the final steps is where Glow asks you which people from your client’s team you’d like the report to be sent to. You can choose one or multiple people.
3
Does the Reports feature automatically include all plugin and theme updates even if the update was automated?
Yep! It doesn't matter where you run the update .. in Glow, in WordPress, with your hosting company .. Glow will still record it and automatically add it to client reports.
4
Do the reports integrate with Google Analytics?
Yes 🙂
You can integrate both Google Analytics and Search Console to show traffic information in your client reports.
5
What kind of information can we report on?
Short answer - any of the work you do in Glow, whether it’s automated or manual.
So this includes all custom development work and support tickets, WordPress updates, security vulnerabilities you may have resolved, backups, uptime monitoring, performance and site speed.
You can also add custom information that might not already be included by default with Glow.
6
How do we send reports to our clients?
You can choose to download reports as PDFs and send them yourself, or send them directly from Glow. In Glow, you're able to fully customise the emails that are sent out and if you've setup our white label features first, all emails sent to your clients will appear to come from you, not Glow.
7
Can reports be white labelled to our brand?
Sure can. Once you’ve saved your white label settings, all reports will carry your branding, not Glow’s.
8
Can we see a history of all the reports we’ve created for each client?
Yes. For each website you can view a full history of the reports you've created. You can view them in your browser, download them as PDFs and see information on who created them and when.
9
Can our clients get access to reports?
Absolutely. Through our client accounts feature, you're able to give your clients access to their own dashboard where, amongst other things, they're able to access the reports you've created for them.
10
For WordPress core, plugin and theme updates, do the reports show the update version numbers?
Yes, for each WordPress update shown in a report, you’ll see the version number that WordPress core, the plugin or theme was updated from and to. It'll also display the date the update was run.
11
Is it possible to add rich text and links to reports?
Yes. You're able to customise all report text and this includes being able to add links, images, bold, italics etc.
12
Can we customise the page order of a report?
Yep. Glow will give you a default page order each time you create a report and if you want to change this, you can simply drag and drop the pages into a different order.
13
Can we create report templates?
While Glow doesn't have a 'template' feature as such, in that you can't go to a section called 'Templates' and choose different ones, you are able to create a repeatable report to be used across all your clients' websites. You can also choose to create different report layouts for different clients.
14
Can we preview reports before sending them?
Yes. Before you send a report to your client, you're able to preview it in your web browser first.
15
Does the report include any information about time used by our client?
Yeah! Glow's time tracking feature will keep track of the time your team has spent on support and maintenance work and, if you choose to include the Development Work section, the report will clearly display the amount of time you spent on the client's website in this billing period.
If you're using the allotted time function in stopwatch, the report will even show how much of the allotted time the client used up.
16
Are the support tickets we handled included in reports?
They sure are. There's no need to spend time adding support ticket information into reports. Glow does this for you automatically.
17
Our clients don't speak English, can we translate reports?
Yep! You can fully customise all report text, allowing you to send reports in any language.