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.
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Problem, cause, fix, verify
Problem
Client reports need clear local evidence without collecting client contacts, emailing reports automatically, or turning a single-site plugin into hosted portfolio monitoring.
Why it matters
Report output is limited to local site configuration signals and administrator-entered notes.
Safe check
Install Agency Reports on the client WordPress site.
Verify
Refresh a local report and include plain-language notes for updates, health, HTTPS, backup visibility, and WooCommerce presence.
On this page
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.
Quick Start
Set up the workflow in a safe order
- Step 1
Install Agency Reports on the client WordPress site.
- Step 2
Set agency display details and client-safe report notes.
- Step 3
Refresh the local report before the client review or maintenance handoff.
- Step 4
Choose sections for site health, updates, HTTPS, backup visibility, security posture, and WooCommerce presence where active.
- Step 5
Export HTML or use browser print/PDF manually when sharing.
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.
Tutorials
Detailed product walkthroughs
Create a client-ready maintenance report
FreeTurn local site signals and agency notes into a readable report before a client meeting.
- 1Open Agency Reports and confirm the local privacy note.
- 2Add agency display name, client label, intro message, closing message, and custom work notes where helpful.
- 3Refresh the local report and review each included section.
- 4Remove anything not appropriate for the client conversation.
- 5Download HTML or save a browser PDF for the handoff.
Prepare a monthly care-plan review
Free + ProUse Free for one-site manual reports and Pro only for verified scheduled, archived, or portfolio reporting workflows.
- 1Refresh the local report after maintenance work is complete.
- 2Document updates, site health, backup visibility, security posture, WooCommerce presence, and custom work notes.
- 3Use manual export for the current client conversation.
- 4If Pro and Cloud are active, use scheduled delivery, durable archives, templates, or portfolio views only where entitlement allows.
- 5Keep client contacts and delivery behavior out of the free local plugin.
Guides
How to use this documentation
Agency maintenance guide
Agency Reports turns routine maintenance into a client-readable summary without replacing deeper diagnostics or security review.
Open related guideClient maintenance checklist
Pair the report with a checklist so the client sees what was reviewed, what changed, and what still needs ownership.
Open related guideCommon Problems
Issues this product helps organize
Clients do not see maintenance value
Symptom: Good maintenance work happens but the client receives little evidence.
Resolution: Refresh a local report and include plain-language notes for updates, health, HTTPS, backup visibility, and WooCommerce presence.
Reports are mistaken for automatic email delivery
Symptom: A manual report builder is expected to email clients on a schedule.
Resolution: Use Free for manual HTML/PDF handoff; use Pro/Cloud only for verified scheduled delivery and archives.
Private client data appears in notes
Symptom: Custom notes include contact, customer, password, or analytics data.
Resolution: Keep reports support-safe and avoid storing client contacts, visitor personal data, passwords, secrets, analytics identifiers, or customer records.
FAQ
Answers before installation or escalation
Does the free plugin send reports to clients?
No. The local version provides manual report views and downloadable HTML output.
Can I save a report as a PDF?
Yes. Use the print flow and the browser's save-as-PDF option.
Does it require an external account?
No. The free local version has no external account dependency.
What does Pro add?
Pro adds verified scheduled reporting, durable archives, delivery history, white-label templates, and portfolio views when connected and entitled.
Free vs Pro
Capability boundaries
Free
Manual single-site reports, profile settings, section controls, print/PDF flow, HTML export, custom notes, and bounded local history are Free.
Pro
Scheduled delivery, durable archives, delivery history, white-label templates, and multi-site portfolio views belong to Pro.
Cloud
Connector-mediated report snapshot sync and hosted reporting workflows require Web Plura Cloud, consent, and entitlement.
Planned
Do not describe the free plugin as emailing reports, storing client contacts, or monitoring many client sites from one dashboard.
Verified Sources
Where these claims come from
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