Client Reports, Custom Templates, & Maintenance Logs

Siteligent reports bring website performance, security, backups, uptime, updates, and other maintenance information together into a single client-facing report. You can customize the report structure, branding, email delivery, and maintenance information based on how you work with each client.

You can create Report Templates to control how your reports are structured and presented. Different templates can be assigned to different websites, making it possible to use different report formats for different clients.

Each template can also have its own localization preferences, including:

This helps ensure reports are presented in a format that makes sense for your clients.

Report templates include a number of standard sections that you can enable or disable depending on what you want to show your clients.

Available sections include:

You can turn individual sections on or off and change their order within the report.

If you provide services that aren't covered by the standard report sections, you can add your own content.

Add custom written content to an existing report section when you need to provide additional information or context.

For example, you could include information about an SEO audit, custom development work, or a hosting migration.

You can also add up to 3 fully custom pages to a report template.

Each custom page can include:

This gives you a way to document services or work that wouldn't otherwise appear in the standard report.

If you use Siteligent's White Label features, your reports can be presented using your own branding. You can configure:

You can also enable White Label for the template to remove Siteligent branding from supported report content.

Client reports don't have to be sent from a Siteligent email address.

You can configure a verified sending domain and select it in your report template. Reports can then be sent from your own business email address, such as: [email protected]

Before using your own sending address, you'll need to verify your domain by adding the DNS record provided by Siteligent.

Once the domain has been verified, your client reports can be sent using your branded email address.

You can customize the email that accompanies your client report.

Subject Line: Create custom subject lines and use dynamic information such as the reporting period and website domain. For example: Your [[period.type]] report for [[site.domain]]

The dynamic values are replaced automatically when the email is sent.

Call-to-Action: You can also customize the email's call-to-action button, including the button text and destination URL. For example, you could use: View Dashboard and send clients directly to your own client portal.

Add an Email Signature: Reports can include a branded email signature at the end of the message. You can configure:

Two signature layouts are available:

Maintenance Logs let you document work completed on a website. They're useful for recording work that may not otherwise appear automatically in the report, such as:

You can organize entries using categories such as:

You can attach screenshots or other files to maintenance log entries.

This allows you to provide visual evidence of completed work directly within the client report.

You don't have to generate every client report manually. Report templates can be scheduled to run:

For scheduled reports, you can configure when the report should run, including the appropriate day and time.

Reports can be sent to:

This allows you to automatically deliver reports to clients while keeping your own team informed.

Siteligent also includes an AI Narrative Generator that can create an executive summary for the reporting period.

The generator analyzes available site information such as:

It then creates a summary describing how the website performed and what maintenance work was completed.

You can choose between different writing styles depending on who will receive the report.

If you need help setting up a report template, customizing your reports, or configuring automated delivery, our support team is here to help.

Create a Support Ticket and tell us what you're trying to set up, and our team can help you get it configured.