PD Care Reports for Blesta: branded monthly service reports
PD Care Reports turns the work behind a hosting or care plan into a monthly report your customer can read. It combines your written summary with the measurements available in Blesta.
What the workflow covers
Availability comes from PD Uptime & Status and website findings from PD Site Sentinel. Page-speed reporting needs its own PageSpeed Insights connection. Missing measurements are omitted rather than replaced with invented results.
Before you start
Install PD Modules for Blesta first, connect the account that holds your licence, then install PD Care Reports from its Store. Allow the staff group that needs to use it.
Set up your first workflow
- Open Care Reports → Settings and choose which services should receive reports. Review What goes in a report rather than enabling every section by habit.
- Add your branding and a short summary of the work carried out. Enable only the measurement sections for which you have data.
- Generate a report manually and read it before switching on automatic monthly sending. Check the customer email and client-area options separately.
Check the result
The report should identify the right service and reporting month, explain the work in plain language and show only available measurements. Preview the full report, including sections with no data.
Support-ticket statistics are not included in the Blesta report. Do not treat that missing section as a fault in the monthly data.
Explore the module
See the PD Care Reports for Blesta module page for the current product details.
Monthly care-report task guides
- How to choose which Blesta care plans receive monthly reports
- How to generate and review a monthly Care Report in Blesta
- How to add a monthly work summary to a Blesta Care Report
- How to brand Blesta Care Reports with your logo and colours
- How to interpret Care Report measurements and missing sections in Blesta
- How to add PageSpeed Insights results to Blesta Care Reports
- How to send and resend a Care Report to a Blesta customer
- How to schedule monthly Care Reports in Blesta
- How customers open their Care Reports in Blesta
