Docs Advanced White-Label Reports

White-Label Reports

Generate branded maintenance reports for clients from AdminLocks Cloud with custom logo, colors, and multi-site data aggregation.

Advanced tutorial 5 min read

Overview

White-label reports are a Cloud Studio feature that lets you generate professional, branded maintenance reports for your clients. Each report aggregates audit log data, approval activity, snapshot history, and policy enforcement metrics from one or more connected WordPress sites into a single, polished document.

Reports are designed to demonstrate the value of your maintenance work. Instead of telling clients "we kept your site safe this month," you can show them exactly what happened: how many events were logged, which actions were blocked by policies, how many approval requests were processed, and when snapshots were taken.

Every report is fully white-labeled. Your agency's name, logo, and brand colors appear throughout the document — AdminLocks branding is never visible to your clients.

White-label reports require an active AdminLocks Cloud subscription on the Agency plan or higher. The reports feature is accessible from the Cloud dashboard under the Reports section.

Report Types

AdminLocks Cloud supports three report types, each tailored for a different use case:

TypeBest ForIncludes
maintenanceMonthly care plan clientsPlugin/theme updates performed, snapshots taken, uptime summary, pending actions resolved
securitySecurity-conscious clientsBlocked actions, failed login attempts, capability denials, critical audit events, policy enforcement stats
activityGeneral oversightFull audit log summary, user activity breakdown by role, most active users, event type distribution

You can generate any report type for any time period. The report type determines which data is emphasized and how the information is organized, but all types draw from the same underlying audit log and site metadata.

Generating a Report

To generate a report from the Cloud dashboard:

  1. Navigate to Reports in the Cloud sidebar
  2. Click New Report
  3. Select the report type: maintenance, security, or activity
  4. Choose the time period — weekly, monthly, or a custom date range
  5. Select which sites to include (one or more)
  6. Click Generate

Report generation typically takes a few seconds. Cloud fetches the relevant data from each selected site's synced audit log, aggregates it, applies your branding settings, and produces the report. The finished report transitions to a generated status and is available for download or sending.

Report Statuses

StatusMeaning
scheduledReport is queued for automatic generation (see Scheduling below)
generatedReport has been created and is ready to view, download, or send
sentReport has been emailed to the client

The report data is stored as JSON in the Cloud database, making it fast to re-render with different branding or to query for historical trends. The rendered output can be downloaded as a PDF or shared via a secure link.

Multi-Site Reports

One of the most powerful aspects of white-label reports is multi-site aggregation. If you manage multiple WordPress sites for the same client, you can include all of them in a single report.

The Cloud data model uses a ReportSite join table that links reports to specific sites. When a report covers multiple sites, each site's data is presented in its own section with site-specific metrics, followed by a combined summary section.

For example, a monthly maintenance report for a client with three sites might show:

Multi-site reports require that all included sites are connected to your Cloud team and have been syncing audit data. Sites that have not synced recently will show a warning in the report indicating that data may be incomplete.

Branding

Report branding is configured at the team level in Cloud settings. Once set, your branding applies to all reports generated by your team.

Branding Settings

SettingDescriptionExample
companyNameYour agency or business name, shown in the report header and footerAcme Digital Agency
logoUrlURL to your logo image (PNG or SVG recommended, 200px wide minimum)https://acme.agency/logo.png
primaryColorPrimary brand color used for headings, accents, and charts#2563EB
surfaceColorSurface/card background color for report sections#F8FAFC
bgColorPage background color#FFFFFF

To configure branding, go to Settings in the Cloud dashboard and select the Branding tab. Changes take effect immediately for all newly generated reports. Previously generated reports retain the branding that was active at the time of generation.

// Branding settings data model
{
  "companyName": "Acme Digital Agency",
  "logoUrl": "https://acme.agency/logo.png",
  "primaryColor": "#2563EB",
  "surfaceColor": "#F8FAFC",
  "bgColor": "#FFFFFF"
}

The logo URL must be publicly accessible. If your logo is behind authentication or on a localhost URL, it will not appear in generated reports. Use a CDN or public hosting service for your logo file.

Scheduling

Instead of generating reports manually each week or month, you can set up scheduled reports that are created automatically. Scheduled reports use a cron endpoint in Cloud that runs on a configurable interval.

Setting Up a Schedule

  1. Navigate to Reports in the Cloud dashboard
  2. Click Schedules at the top of the page
  3. Click New Schedule
  4. Configure the schedule:
    • Report type — maintenance, security, or activity
    • Frequency — weekly (generated every Monday) or monthly (generated on the 1st)
    • Sites — select which sites to include
    • Auto-send — optionally email the report to the client on generation
  5. Click Save Schedule

When a scheduled report is due, Cloud creates a report record with status scheduled, generates the report data, transitions it to generated, and optionally sends it to the configured recipients (transitioning to sent).

Scheduled reports cover the period since the last report was generated. For weekly schedules, each report covers the previous 7 days. For monthly schedules, each report covers the previous calendar month.

Scheduled reports count toward your plan's report quota. Check your plan's limits in the Cloud billing settings to ensure you have sufficient capacity for all your scheduled reports.