Print or save a monthly report
Put one month of a project on a single page, in the client's name and colour, and print it or save it as a PDF to send.
The Monthly report puts one month of a project on a single page: what came in, what visitors saw and what followed. Print it, or save it as a PDF to send to a client. Everyone who can see the project's insights can open it, Viewers included, and it's on every plan: each part shows what your plan includes.
Open the report
In the project's sidebar, under Analyze, click Monthly report.
Choose the month
Pick it in the Month menu, which lists the last 12 months from the month the project was created. The report opens on the last month that has ended. The current month reads (so far) after its dates, and its figures stop at today.
Print it or save it as a PDF
Click Print or save as PDF. Your browser's print window opens: choose your printer, or Save as PDF as the destination to get a file. Only the report is printed: the dashboard's menus, the buttons and the notes meant for you are left out.
What the report shows
The top of the report carries the project's name and logo, the month and Prepared by with your workspace's name. On Pro, Premium and Business, its colour is the main colour of the project's Brand Kit; without one, it's the dashboard's own colour. Nothing on it names ReTestimonial.
- Testimonials: how many were Added in the month, compared with the month before, how many are Approved and waiting for review, the Average rating and the Videos. Where they came from lists their sources, such as your forms, testimonials added by hand or a review site. Spam isn't counted; archived testimonials are.
- In their words: up to three approved testimonials from the month, highest rated first, then the ones long enough to quote. A rating you've hidden stays hidden, and an archived testimonial isn't shown.
- On the website, on Pro, Premium and Business: Widget views, Sessions, Review clicks, Button clicks and the Pages with the most views, counted as in your widget analytics. On Pro, Premium and Business, Video plays and Watched to the end.
- After seeing proof, on Premium and Business: the conversions of your primary event, how many came after a visitor saw proof, their value, and the testimonials and pages seen before them, as the Proof Impact report counts them. A conversion that followed several testimonials or pages is shared between them, so a count can have decimals; the report then says so under the section. It needs a conversion event set up under Proof Impact; see Set up Proof Impact tracking.
The last line counts every approved testimonial in the project, with their average rating. Every figure is for whole days in UTC, and the report says so.
A part your plan doesn't include, or that isn't set up yet, shows a note on screen that says what it needs. The note isn't printed, and neither is a section with nothing else in it.
Give your client access
Instead of sending a file, you can let your client open the report themselves. As the workspace owner on Premium and Business, click Give the client access above the report: it opens the Team page with a Viewer seat on this project ready to send. See Give a client access to their project.
What happens next
The report reads the same figures as the project's other reports, so you can open them for more detail:
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