Firstly, I’ve got the Child Reports plugin installed on all my sites, and data is being collected.
The sites are connected to MainWP Dashboard.
I’ve got both the Client Reports plugin as well as Pro Reports installed to MainWP, but I think I need to use only Pro Reports because it will compile and attach a PDF and has PHP templates available, while the other one only does an HTML report, unless I’m mistaken.
I also believe I don’t need both installed correct? I should just be able to have Pro Reports alone?
Next, setting up the reports, I’m not sure if I’m setting up one report that covers all my sites, or if I create separate reports FOR each site? I know there are tokens to insert dynamic content like the site name, so it would seem I can do one report that gets filled in for every site, but the problem is, I need to do manual content for each site.
These reports are for maintenance, and I need a way to enter a lot of WYSIWYG content for each site regarding any issues I find, past issues not dealt with, ongoing project work, additional notes and findings etc. I don’t know how to add my own images into the report, or create an HTML table. The WYSIWYG editor they give me has basic formatting but not everything I need.
So the question is, how can I customize these reports every month in order to add per-site custom content that may change each month? The “intro message” and “closing message” boxes are not adequate.
I don’t think editing the PHP templates will help much because I certainly don’t want to have to update the PHP code with custom content each month!
I’m guessing there must be some way I can interject more complex custom content into each report on a per-site basis somehow?
Also I don’t know where there is a reference for all the available tokens. When I click the “Insert tokens” link it only shows a handful of them that start with “client.xxx”. However right in the default message is a token “[report.daterange]”. Where does that come from, where do I see what else is available? Can I make my own and edit them somewhere convenient? Does every MainWP extension have their own set of available tokens? If there is a reference somewhere, that would certainly help!
I just want a good professional report that automatically includes the basic stuff like updates and analytics and pagespeed, but I can also enter all my manual monthly stuff.