Client Reports
Send your customers a report they will actually read.
What it includes
Client Reports compile data from every SecureCheap system into a single professional PDF deliverable.
Configurable sections
| Section | Data source |
|---|---|
| Executive Summary | KPI cards + period narrative |
| Email Deliverability | Recent audits + scores |
| SSL & Domain Monitoring | Certificate days remaining, expiry status |
| Backup Verification | Job status, last verification |
| Reputation & Blacklists | Listing status, score |
| WordPress Sites | Security + health scores |
| Alerts Summary | Counts by severity in the period |
| Security Scans | Most recent scans + scores |
Each section can be toggled on/off when generating the report.
Design
- Brand-styled cover with title, client name, period, and timestamp
- KPI cards in dark red brand color
- Tabular sections with clear typography and consistent column widths
- Auto-pagination — section breaks land cleanly on new pages
Generation flow
- Go to Finance → Client Reports
- Click New Report
- Title it, name the client, pick a period (defaults to last 30 days)
- Toggle sections to include
- Click Generate Report
The PDF is generated asynchronously — you do not have to wait. The status moves from generating → completed and the download button appears.
Security
- PDFs are stored in per-team isolated directories on the server
- Download endpoint requires authentication AND team membership match
- Files are unlinked when you delete the report
API
POST /api/v1/client-reports # Create + queue generation
GET /api/v1/client-reports/:id/download # Stream PDF
DELETE /api/v1/client-reports/:id # Delete + cleanup file