The client detail page is the hub for one client in your portfolio. Use it to review stats and assigned websites, configure automated monthly email reports, and edit client metadata.
Overview
Stat cards summarize this client's monitoring activity:
- Websites — number of websites assigned to this client.
- Runs (month) — test runs executed this month across those websites.
- Pass rate — share of runs that passed.
- Failures — count of failed runs.
Below the stats, a list shows every website assigned to this client. From here you can open a website or add a website for this client (creates a new website pre-assigned to the client).
Reports
Configure automated monthly email reports for this client.
Enable and recipients
- Toggle monthly reports on or off.
- Add recipients via the tag input — up to 10 valid email addresses. Invalid addresses are rejected.
Schedule and language
- Set the send day, time, and timezone for the monthly report.
- Choose the report language:
- Auto — follows the account owner's language.
- English or German — forces that language regardless of account settings.
Report content
Toggle which sections appear in the email:
- Overview — summary of the reporting period.
- Top failures — most common or recent failures.
- Trend — pass/fail trend over time.
- PDF run list — downloadable list of runs.
Reports include a per-domain breakdown: runs, passed, failed, and success rate for each website.
Branding and delivery
- Set the sender name shown in the report email (branding).
- Click Save to apply report settings.
- Use Send test report to preview the email with current settings before the next scheduled send.
- Report history lists past sent reports with their status and date.
Settings
Edit client metadata and manage the client record.
- Name — display name for the client.
- Accent color — color used for client branding in the app and reports.
- Notes — optional internal notes for your team.
Click Save to apply changes. Use Delete client to remove the client (websites are not deleted; they become unassigned).
Plan availability
- Client detail page — Pro and Agency plans only.
- Monthly reports — Pro and Agency plans only.
Tips
- Send a test report after changing recipients or sections to verify layout and content before the scheduled send.
- Use Auto report language when recipients share the account owner's locale; force English or German for mixed-language audiences.
- Assign websites from Overview or from each website's settings — both keep the client portfolio in sync.