How to Create Reports Your WordPress Clients, Will Want


Your clients are busy people, just like you. You may have reached a point where you question if it’s worth creating reports for them. With everyone’s schedules being so hectic, who has time to read a ten-page report with tables upon tables of data they could get from Google Analytics on their own?

This problem provides an opportunity for you to fill a need. If you can make reports your WordPress clients will want to read, you will be filling a valuable role. It’s a chance to take the same great approach you use when building a WordPress site: build something awesome and fill it with great information! When you provide value for the end user, the things you create will be used exactly as you intended.

What I want to chat about today is how to generate reports your WordPress clients will be thrilled to receive each month. In addition, I want these reports to be advantageous for your workflow. To that end, let’s go over the various types of reports you might need to generate, the tools you can use to create them, as well as methods you can employ to streamline the process as much as possible.

1) Google Analytics:-

This report is important for all of your clients. If you manage or have built a WordPress site for your clients, then Google Analytics is a must. The key with Google Analytics is to create a custom report for each client.

Google Analytics is a powerful tool that website owners can use to track progress and see which areas need improvement. However, it’s important to remember that not every website is the same, and therefore your data should be representative of your website’s goals. With a little bit of configuration, Google Analytics can be customized to track just about anything, giving you a clear picture of how your website is performing.

2) Google Ads:-

If you’re running retargeting ads for WordPress clients through Google, you’ll need to create this report.

This data will be much simpler to analyze than data from your client’s site. They will want to know how much they spent on each campaign and what they received in return for that money in terms of clicks, engagements, and conversions through Google Ads.

3) CRM:-

The importance of collecting leads on a website cannot be underestimated. By gathering contact information from prospects and customers, businesses can stay in touch and nurture relationships. Rather than trying to manage this data in WordPress, it makes more sense to use a CRM tool.

4) SEO:-

As you are aware, there is a great deal of work to be done to create an effective WordPress SEO strategy. Content and visuals must be optimized with the correct keywords and metadata. Themes and plugins need to be quick and lightweight. Links must be numerous and dependable. And much more.

5) Performance:-

You must report on performance for website and maintenance clients. Although they may be conscious of issues like downtime and speed when they occur, it is necessary to document this information monthly. This will enable you to plan future changes, such as a different web hosting service or performance management tools.

Here’s a Tool that I recommend in investing if you want to spend less time building reports for your clients – 

Graphina – Data Visualization WordPress Plugin 

This excellent WordPress chart plugin is Graphina. Graphina – WordPress chart and graphs plugin is acquiring popularity rapidly for its capacity to assist users in creating gorgeous, interactive data visualizations. The plugin is uncomplicated to utilize and is commended by specialists for its capability to generate informative visualizations that are both appealing and instructive. We can carry on enhancing Graphina and make it even more user-friendly and influential.

Graphina is an Elementor plugin that makes creating beautiful, informative charts and graphs easier than ever before! With such a massive community of over 69,000 users, it’s one of the most popular plugins for Elementor, so you can trust that you’re in good hands! 

Graphina and other WordPress chart plugins make it easy to display data in a visually appealing way, which can be essential for business owners and presenters who need to create reports. These plugins are highly customizable, allowing you to create the perfect graph or chart for your website.


Although it may seem like a waste of time to create reports for your WordPress clients, it is an opportunity to fill a need. Clients are busy people who may not have the time to dig through data on their own. By investing in the Best data visualization plugin like Graphina, you can spend less time building reports and more time serving your clients.

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Sagar Soni
Sagar Soni

Sagar is a Content Head, Writer, and creative thinker at Iqonic Design. He often deals with multiple tasks at same time. Well! He is all rounder in Writing skills. And whenever you do not find him writing he is either studying about his counselling psychology or often exploring new places and goofing around with ambition achieving friends and plan on making new money moves.

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