Report: Add Custom Fields To Client Reports
under review
c
connor walsh
It would be incredibly helpful to have the ability to set additional predefined fields in client settings that can be automatically included in client reports.
For instance, we provide clients with a unique dashboard link, which is the only personalised element in each report. This dashboard URL is separate from their website domain, and currently, we need to manually update the custom works date each month just to reference this field.
By introducing a predefined list of custom fields in client settings, we could streamline the process, reduce manual updates, and further automate the reporting workflow. This feature would greatly enhance efficiency and accuracy in report generation.
Aurelio Volle
Merged in a post:
Option to add Favicon and/or Client Logo to Report
A
Alex von Freeden
It would be great to further personalize the Client Report by either including the Favicon of the respective site automatically – or give us the option to upload a logo for each website that can also be included in the report. Or both ;-)
There might be some overlap to these feature requests:
But: as WP Umbrella already pulls in the Favicon and stores it locally, having the Favicon show up in the report might be easy to add.
Aurelio Volle
marked this post as
under review
A
Alex von Freeden
I really need this. Actually, this is keeping me from bringing all my sites over from MainWP. And it would serve as a bridge while other integrations need more time or may never come. For example: In my current MainWP reports, I have added custom fields with a link to their Plausible Analytics Dashboard and the respective password. This way, I can send them their analytics data without actually including it into the report email or report PDF. Please consider this! I could think of many more use cases for custom fields.
G
Grégory Ruelle
There are a thousand reasons why we'd like to link a customized, customer-specific field/content to automatic reports.