Maintenance reports

In Customer mappings, locate the customer and check the connected website and Google selection. You can set a report logo (the customer avatar is used when none is supplied), an optional note, automatic-report switch and day of the month. Save changes. The separate Connections tab shows the availability of supporting data sources; Diagnostics is for investigation when a report fails.

To generate one report, select a Customer, set the start and end of the Period or use Last 30 days, and decide whether to Email the report immediately. Then select Generate report. Review the result in Report history, including its status, before assuming the customer received it. A connected site can contribute inventory and update information; security, backup and performance sections depend on the data available for that site.

Automatic reports use the customer mapping and chosen day. Ensure scheduled tasks are healthy and the customer's email address is current. Customer feedback, including a positive or negative rating when used, appears with the report record so you can follow up.