Email Reports

Get a clear picture of your site’s health without logging into WordPress. Email Reports delivers scheduled digests with analytics, security events, and site health data straight to your inbox – weekly or monthly, on the day and time you choose.

Use Cases

  • Stay Informed – Receive regular summaries of site activity, security events, and health status without needing to log in and check multiple dashboards
  • Save Time – Replace manual site audits with automated reports that highlight what matters, delivered on your schedule to one or more recipients

How It Works

  1. Open the Email Reports dashboard and configure your recipients
  2. Choose a schedule (weekly or monthly) and set the preferred send day and time
  3. Select which report sections to include (analytics, security, site health)
  4. Use the Preview button to see exactly what the report will look like before enabling
  5. Enable the schedule and reports will be sent automatically via WordPress cron
  6. Use Send Now at any time to trigger an immediate report outside the regular schedule

Where to Find It

Location: Navigate to Switchboard → Email Reports (admin.php?page=switchboard-email-reports). This dedicated page provides the full configuration dashboard, report preview, and send history.

You can also access module settings through Switchboard → Modules → Utilities → Email Reports.

Settings

SettingTypeDefaultDescription
LogoImage UploadNoneUpload a logo to appear in the email report header
Company NameText(empty)Company or site name shown in the report header
Primary ColorColor Picker#2271b1Brand color used for headings and accents in the report
Footer TextText(empty)Custom text displayed in the report footer
Report PeriodSelectLast 7 DaysData range for the report: Last 7 Days or Last 30 Days
Delivery ModeSelectCombinedSend all sections in one email (Combined) or as separate emails (Separate)
Recipients TypeSelectAdminWho receives the report: Admin email or Custom recipients
Custom RecipientsTextarea(empty)Email addresses for custom recipients (one per line)

Configuration

Recipients

Configure who receives reports using the Recipients Type setting. Choose Admin to send reports to the site admin email, or Custom to specify one or more email addresses. Multiple recipients each receive their own copy.

Schedule

OptionChoicesDescription
FrequencyWeekly, MonthlyHow often reports are sent
Day of WeekMonday - SundayWhich day to send weekly reports
Day of Month1 - 28Which day to send monthly reports
Send TimeConfigurableWhat time of day to send the report

Report Sections

Select which data sections to include in each report. Available sections cover analytics, security events, and site health data. Enable only the sections relevant to your needs to keep reports focused and readable.

Branding

Customize the report appearance with your Logo, Company Name, Primary Color, and Footer Text. These settings control how the email looks when it arrives in recipients’ inboxes.

Preview and Testing

Before enabling scheduled delivery, use the built-in tools to verify your report:

  • Preview – Renders the full report in your browser so you can see exactly what recipients will receive, including formatting and data
  • Send Test Email – Sends a one-time test report to a specified email address to verify delivery and appearance in actual email clients
  • Send Now – Triggers an immediate report to all configured recipients outside the regular schedule

Always use Preview and Send Test Email before enabling the schedule. This lets you verify the report content, formatting, and email deliverability before your recipients start receiving automated reports.

Report History

The module maintains a log of all sent reports, accessible from the Email Reports dashboard. The history table shows:

ColumnDescription
Date SentTimestamp of when the report was delivered
RecipientsEmail addresses the report was sent to
SectionsWhich report sections were included
StatusWhether the send succeeded or failed

Use the report history to verify that scheduled reports are being delivered and to troubleshoot any delivery issues.

Email Delivery

Reports are sent using your site’s configured email method. For reliable delivery:

  • Configure SMTP using the Email SMTP module to avoid emails landing in spam
  • Ensure your “From” email address is properly configured
  • Verify that your hosting environment allows outbound email

If reports are not arriving, check the report history for failed sends and review your email configuration.

FAQ

Can I send reports to people who do not have WordPress accounts?Yes. Recipients are configured by email address, not by WordPress user account. Anyone with a valid email address can receive reports – clients, stakeholders, team members, or external partners.
What happens if the scheduled send fails?The failure is logged in the report history with an error status. The module will attempt to send again at the next scheduled interval. Check your email configuration (especially SMTP settings) if you see repeated failures.
Can I customize which data appears in the report?Yes. You can enable or disable individual report sections to include only the data that matters to your recipients. Use the Preview feature to see how your selections look before enabling the schedule.
Will reports still send if I am not logged in?Yes. Reports are triggered by WordPress cron, which runs independently of admin sessions. As long as your site receives regular traffic (or you have a real cron job configured), reports will send on schedule regardless of whether anyone is logged in.
How do I stop receiving reports?You can either remove your email address from the recipients list, disable the schedule, or disable the module entirely. Disabling the schedule preserves your configuration so you can re-enable it later without reconfiguring.

Email Reports relies on WordPress cron for scheduling. If your site has low traffic, WordPress cron events may be delayed. For precise scheduling, consider setting up a real server cron job that triggers wp-cron.php at regular intervals.

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