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
- Open the Email Reports dashboard and configure your recipients
- Choose a schedule (weekly or monthly) and set the preferred send day and time
- Select which report sections to include (analytics, security, site health)
- Use the Preview button to see exactly what the report will look like before enabling
- Enable the schedule and reports will be sent automatically via WordPress cron
- 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
| Setting | Type | Default | Description |
|---|---|---|---|
| Logo | Image Upload | None | Upload a logo to appear in the email report header |
| Company Name | Text | (empty) | Company or site name shown in the report header |
| Primary Color | Color Picker | #2271b1 | Brand color used for headings and accents in the report |
| Footer Text | Text | (empty) | Custom text displayed in the report footer |
| Report Period | Select | Last 7 Days | Data range for the report: Last 7 Days or Last 30 Days |
| Delivery Mode | Select | Combined | Send all sections in one email (Combined) or as separate emails (Separate) |
| Recipients Type | Select | Admin | Who receives the report: Admin email or Custom recipients |
| Custom Recipients | Textarea | (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
| Option | Choices | Description |
|---|---|---|
| Frequency | Weekly, Monthly | How often reports are sent |
| Day of Week | Monday - Sunday | Which day to send weekly reports |
| Day of Month | 1 - 28 | Which day to send monthly reports |
| Send Time | Configurable | What 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:
| Column | Description |
|---|---|
| Date Sent | Timestamp of when the report was delivered |
| Recipients | Email addresses the report was sent to |
| Sections | Which report sections were included |
| Status | Whether 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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