Create a client report template
You can create a template to use when you generate and send client reports.
- Log in to your Pro account. (Need help logging in?)
- Click Pro Clients and select Pro Sites.
- Click Websites in the left sidebar.
- Hover over the website and click Open website dashboard.
- Click Client Report in the left sidebar and then click Templates.
- Click Create New Template.
- In the General section, type the template name and select the PDF language, the info to include in the report, the date format and the range.
- Fill in the Customization and Mail Info sections.
- Click Create.