Client Reports
Send branded PDF monitoring reports to your clients with one click. Show them uptime stats, SSL status, PageSpeed, and incidents — without manual work.
What's in the report
Each client report is a PDF document covering the selected period (7, 30, or 90 days). It includes:
- Uptime percentage — overall availability for the period
- SSL certificate status — current expiry date and days remaining
- Domain expiry — when the domain needs to be renewed
- PageSpeed score — latest mobile Lighthouse score (if run)
- Incidents log — all downtime events with start time, duration, and cause
- Response time summary — average response time for the period
- Site details — URL, environment, monitoring configuration
Setting up client email
Before sending a report, add the client's contact information in the site settings:
- Open the site detail page → scroll to Settings
- Fill in Client name and Client email
- Save settings
The client name appears in the email greeting ("Hi Sarah,") and the PDF header. The client email is where the report is delivered.
Sending a report
On the site detail page, find the Send Report panel (above the settings section).
- Select the report period: 7 days, 30 days, or 90 days
- Click Send report to [client name]
- SiteBrief generates the PDF and sends it immediately
- A confirmation message appears when the email is sent successfully
The report is sent from SiteBrief's email infrastructure. The client receives it as an email with the PDF attached — they don't need a SiteBrief account to view it.
Report periods
| Period | Best for |
|---|---|
| 7 days | Weekly check-ins, active incident follow-ups |
| 30 days | Standard monthly client reports (most common) |
| 90 days | Quarterly reviews, year-end summaries |
What the client sees
The client receives an email with:
- A brief covering message explaining what the report contains
- The PDF report as an email attachment
- Your name and the site name in the subject line
The PDF is formatted for professional delivery — clear headings, color-coded status indicators, and plain language that non-technical clients can understand.
When to send reports
There's no automatic scheduling yet — you send reports manually. Here are common patterns:
| Cadence | Use case |
|---|---|
| Monthly (1st of the month) | Standard agency reporting cadence — covers the previous 30 days |
| After an incident | Send a 7-day report after a major outage to document the incident and resolution |
| Quarterly | For clients on retainer who don't need monthly check-ins |
| On demand | Client asks "how is the site doing?" — send a 30-day report instantly |