Reports: white-label client reports and daily digests
Reports are branded documents you send to your clients, or to yourself, every day, week or month: uptime against your target, the changes Monity found on the pages you watch, the journeys your tests check, your datasets, and a summary written by AI. They carry your logo, colour and name. Reports are part of Business plans.
Reports are switched on account by account, for those who ask for them. To ask, open Reports in the app and click Ask for early access, or email hello@monity.ai. Once it is on, Reporting › Reports appears in your menu.
Set up your brand kit
Open Reports in the menu and click Brand kit. Add your agency’s name, a logo (PNG, JPEG or WebP, up to 3 MB; a wide logo on a transparent background looks best), your colour, your website, the address client replies should go to, and a footer line. Every report, PDF and email uses them. The name is the email’s sender name.
Make a report
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Start from a template
Click New report and pick Monthly client report, Daily digest for you, Uptime and SLA, Weekly changes digest or Blank. Each is a real layout you can change. With many clients, choose A report for each client… instead: tick the labels that stand for clients and Monity makes one report per label, named after it.
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Lay it out
The report itself is in the middle, with the client’s real numbers. Drag a section from Add a section onto the report, or click it to add it under the selected one. Drag sections to reorder them, or use the arrows on a section’s toolbar (or Alt+↑/↓). Click a section to change its settings on the right. ⌘Z undoes, ⇧⌘Z redoes, ⌘S saves.
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Choose what it reads
In Data, pick the period (last 24 hours, yesterday, last week, last month, the last 7 or 30 days, this month so far, or dates) and the client’s labels: one label gathers the client’s pages, uptime monitors, tests and datasets at once. Any section can pick its own items instead, under What it shows.
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Design it
In Design, choose the colour, the cover (a colour band or minimal), the client’s name and logo, and the report’s language: headings, dates, numbers and the AI summary follow it, in 12 languages.
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Send it, or schedule it
In Delivery, add who gets it and choose Daily, Weekly or Monthly with a day and an hour in the report’s time zone. Write the subject and a short message if you like; the PDF is attached and the email has a button to the web version. Send also sends it now, sends a test to you, copies a link to share, or downloads the PDF.
Sections
| Section | What it shows |
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| Cover | Your logo, the title, the client and the period. |
| Summary | What happened, written by AI from the report’s numbers and the words of each change (it never invents a number), or your own words. Short or detailed. |
| Key numbers | Up to eight numbers (uptime, incidents, downtime, response time, checks, changes, alerts, pages watched, test pass rate, test runs, dataset rows), each against the period before. |
| Uptime | Uptime against your SLA target, day by day, per monitor, the response time and every incident. |
| Changes | The changes found on the pages you watch, with what changed in words and a screenshot, and a table of the pages. |
| Tests | The pass rate of your browser tests, runs per day, each journey and the recent failures with the step that failed. |
| Watched pages | Every page you watch for the client, how often, and its checks and changes. |
| Datasets | Rows kept up to date: added, changed and removed. |
| Text | Your own words: a note, next steps, a thank you. |
A daily digest for yourself
Leave the client’s name empty and the report is a digest for you: the AI writes to you and names what matters most, such as a new job posting, a security advisory or a competitor’s price change. The Daily digest for you template is set up for this: every morning at 08:00, the last 24 hours.
History and links
Every report made is kept as it was sent. History shows when it went, to whom, how often the web version was opened and what it cost; open it, download its PDF, copy its link or turn the link off. Each recipient’s email has a link to stop getting the report.
Credits
A report costs 1 credit to make and send, plus 3 for a short AI summary or 6 for a detailed one. A test to yourself and a shared link cost the same. Previewing the AI summary in the editor costs the summary’s price; downloading the PDF from the editor is free. A report nobody received costs nothing, and a summary the AI could not write is refunded. The editor shows what each report costs and, for a schedule, about how much a month.