Clients and client reports

1. Create a client

   Open Clients in the sidebar, choose New client, name it and tick its sites.

2. Move sites later

   On a client's page, Choose sites adds or removes sites. Ticking a site that belongs to another client moves it.

3. Add many at once

   Add many on All projects can put new sites straight into a client.

All projects shows each site's client and has a client filter. Deleting a client keeps its sites.

In Settings, Branding, set your agency's name, a logo (PNG or JPEG up to 200 KB), a colour, the reply-to address and your time zone. Every client report uses them. Reports cannot be sent until the agency has a name.

A report covers one client, all of its sites, for one calendar month in your time zone. Sites with failing journeys come first.

• What we checked. Each thing a visitor does on the site, like adding to the cart, searching or filling in a form, with how many checks passed, or when a check failed and when it worked again.
• Page checks. On the pages each scan visits: broken links, missing images and files, failing requests, script errors and certificate problems. It says how many were found and fixed in the month and which are still open when the report is made.
• Your site changed and still worked. When a page changed and Regress updated its check, the report lists the date.
• Not checked this month. A check that could not run all month, like one waiting for a login, is named with the reason. Days that were not fully checked are marked, and a site is only called fully checked when every day was.
• One square per day. Green worked, red something broke, amber not fully checked, grey no check, and an outline before the site was added or before the days your plan keeps.

Each client's page has a preview of last month's report and of this month so far, exactly as the client will see it.

On the client's page, add up to five people under Send to and switch on Send on the 1st of each month. On the 1st, after 09:00 in your time zone, last month's report goes out. You can also send it straight away with Send last month's report now.

The email comes from your agency's name at reports@regress.app, replies go to your reply-to address, and you get a copy there. It links to the same report on regress.app, which opens without signing in. Sent reports stay listed on the client's page, and Client reports in the sidebar shows every client's last report and when the next one goes out.

Sending waits, and the client's page says why, when:

• Your agency has no name yet. Add it in Settings, Branding.
• The client has no one to send to, or no sites.
• All of the client's sites were added this month, so there is nothing to report for last month yet.
• Your plan keeps fewer days than have passed since last month ended. Free keeps 7 days, so on Free last month's report can only go out in the first days of the month.

On Free, a report covers only the days Free keeps and says which days those are.

Owners, and members who can see every project, can manage clients, branding and reports. People limited to some projects do not see clients or reports.