PD Care Reports for WHMCS: 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 WHMCS.
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 WHMCS first, connect the account that holds your licence, then install PD Care Reports from its Store. Allow the administrator role 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.
Explore the module
See the PD Care Reports for WHMCS module page for the current product details.
Monthly care-report task guides
- How to choose which WHMCS care plans receive monthly reports
- How to generate and review a monthly Care Report in WHMCS
- How to add a monthly work summary to a WHMCS Care Report
- How to brand WHMCS Care Reports with your logo and colours
- How to interpret Care Report measurements and missing sections in WHMCS
- How to add PageSpeed Insights results to WHMCS Care Reports
- How to send and resend a Care Report to a WHMCS customer
- How to schedule monthly Care Reports in WHMCS
- How customers open their Care Reports in WHMCS
