Build A Local Report
Set agency display details, choose report sections, refresh the local report, and review site health, update context, HTTPS, backup tool visibility, security posture, and WooCommerce presence when active.
Product docs
Agency Reports Documentation
Create local WordPress site audit and maintenance reports for client handoffs with section controls, profile fields, print/PDF flow, HTML export, and bounded history.
Scope
Client reports need clear local evidence without collecting client contacts, emailing reports automatically, or turning a single-site plugin into hosted portfolio monitoring.
For: Agencies, freelancers, and maintainers preparing manual single-site client reports.
- Report output is limited to local site configuration signals and administrator-entered notes.
- Client contacts, email recipients, visitor personal data, passwords, secrets, analytics identifiers, and customer records are not stored.
- Scheduled delivery and portfolio reporting require separate verified cloud workflows.
Workflow
Setup and operating notes
Export For Handoff
Use print-ready output, browser PDF saving, downloadable HTML export, custom work notes, intro and closing messages, and bounded local refresh/export history for client review.
Separate Local From Hosted
The free plugin is manual and local. It does not email reports, collect client records, track visitors, transmit report data externally, or monitor multiple sites from one dashboard.
Verified Sources
Where these claims come from
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