You can mail a site's monthly report straight to the client, addressed with the client's name.
Add the client's details
Open the site under Sites → Edit and tick This site belongs to a client. Fill in:
- Client name/company — shown as "Prepared for …" on the report.
- Client e-mail — where the report is mailed.
Send manually
Open a report and click Mail to client to send that month's PDF to the client's e-mail. The button only appears when the site has a client e-mail. Mail to me sends the same report to yourself.
Automatic send per site
Tick Mail the monthly report to the client automatically (on the 1st) on the site. Under Settings → Reports, the Client mailing per site list shows which sites have a client e-mail and an Auto mark for those sent automatically.
White-label letterhead for partners
Partners can set the report header and footer under Settings → White label: name, web address, support e-mail, colour, logo, a notice box at the top and a footer line. Empty fields fall back to your white-label profile, so the client's report carries your brand instead of Ravnsight's.