Send a reviewed PD Care Reports draft when the customer, service, month and contents are correct. The manual Send controls in Blesta attempt email delivery; they are separate from the automatic client-area-only publication option.

Review the report and recipient

1. Open PD Modules → Care Reports → Reports and select the intended month.
2. Check the customer and Site on the row.
3. Open the report, add any accurate monthly note and save it.
4. Use Preview the report to read the full version.
5. Check the customer’s current email address through your normal authorised account workflow.
6. Choose Send to the customer, read the confirmation and confirm only the intended report.

The email contains the report and a link to its full view. An accepted send is not proof of inbox delivery or that the customer read it. Check the report’s state and your normal mail evidence when a result is uncertain.

Treat resending as another email

A Sent report offers Send again. It sends another copy to the current recipient; it is not a way to unlock or regenerate the saved monthly figures and note. Current branding can still affect the displayed copy. The recorded sent time can be updated by a resend.

The Email the report to the customer setting governs automatic dispatch. Turning it off does not disable these manual Send actions.

Use bulk sending with a reviewed scope

Send every draft applies to the selected month and attempts a bounded batch of up to 500 drafts. It can skip empty reports or reports whose email cannot be sent. Success and skipped counts require review; they do not establish inbox delivery or complete coverage of a larger installation.

For an unclear result, check which reports remain Draft and reconcile mail history before retrying. Do not blindly repeat a bulk send or delete a report to force another attempt. Treat the full sent-report link as private: a recipient can open it without signing in.

See the PD Care Reports Blesta guide for related tasks, or explore PD Care Reports.