Create a client report template

You can create a template to use when you generate and send client reports.

  1. Log in to your Pro account. (Need help logging in?)
  2. Click Pro Clients and select Pro Sites.
  3. Click Websites in the left sidebar.
  4. Hover over the website and click Open website dashboard.
    Open website dashboard
  5. Click Client Report in the left sidebar and then click Templates.
  6. Click Create New Template.
  7. 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.
  8. Fill in the Customization and Mail Info sections.
  9. Click Create.

Next Steps

More info


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