Monthwrap: Maintenance & Client Reports

Description

Monthwrap keeps a log of the work done on a WordPress site and turns each month into a clean report for the client: what was published, what was updated, which backups ran, which leads came in, and how healthy the site is now. Download it as a PDF with your agency’s name, logo and colour, or view it in WordPress.

Everything below works on its own, with no account and nothing sent anywhere.

What it records

• Content work: posts, pages and WooCommerce products published, and edits to them. Edits are grouped to one entry per page per day, however many times it’s saved.
• Page builder edits: works with the block editor, the classic editor, Elementor, Beaver Builder, SiteOrigin, Divi and WPBakery, and with builders that keep layouts in their own fields (Bricks, Oxygen, Breakdance, Thrive, Themify, Cornerstone, Zion, Visual Composer).
• Maintenance: plugins and themes installed, updated or removed, and WordPress updates, with the old and new version. Updates are noticed however they happen: the Updates screen, automatic updates, uploading a zip, the host’s tools or FTP.
• Server updates: when the host upgrades PHP, MySQL or MariaDB.
• Backups: each UpdraftPlus backup, including ones that failed. Other backup tools can report theirs with one line of code.
• Design changes: templates (Site Editor, Elementor, Beaver Builder, Bricks, Divi, Breakdance and others), menus, and the theme’s design settings.
• Leads: contact form submissions from Contact Form 7, WPForms, Gravity Forms, Elementor Pro, Fluent Forms, Forminator, Ninja Forms and Formidable Forms. Only the name, email address and phone number and the form’s name are kept, never the message.

Drafts, autosaves, revisions, media uploads, price-only product changes and edits that change nothing visible are left out, so the log reads as real work.

Reports

Pick a month and get a report with:

• totals: content published and updated, software updates, backups and leads
• every piece of work, by section, with dates
• leads by form (names only if you choose to show them)
• the site’s state: WordPress, PHP and database versions, theme, updates still waiting, WordPress Site Health results and the last backup

Add your agency’s name, logo and colour on the Settings screen. Reports are made on your own server; nothing leaves it.

Screens

• Overview: this month’s work in four numbers, what needs attention (a failed backup, waiting updates, Site Health problems) with a button to fix each, this month’s report and the latest work.
• Activity: everything recorded, day by day, filterable by month and kind.
• Reports: every month since the plugin started recording, each previewed as it will print, with the PDF download.
• Settings: report branding with a live preview, form leads on or off, and the optional Monthwrap connection.

Optional: Monthwrap for agencies

Agencies that use Monthwrap can connect a site with a site key. Its activity then also goes to the agency’s Monthwrap account, where it’s combined with Google Analytics, Search Console, Business Profile and call tracking into one monthly report per client. Monthwrap is a paid service; this plugin and everything above are free.

Credits

• PDFs are made with Dompdf (LGPL 2.1), bundled in vendor/, with the DejaVu Sans font (Bitstream Vera licence).
• The Monthwrap screens use the Geist font (SIL Open Font License 1.1), bundled in assets/fonts/ with its licence.

External services

This plugin only connects to an outside service if a site key is saved under Monthwrap > Settings > Monthwrap connection. Without a key, nothing leaves the site.

With a key, it connects to the Monthwrap API at https://api.monthwrap.com, run by Monthwrap, to put this site’s activity into the agency’s Monthwrap reports. It sends:

• The activity described above, as it happens: titles and addresses of content published or updated; names and versions of plugins, themes, WordPress and server software that changed; backup results; names of templates and menus changed; and, unless form leads are switched off, the name, email address and phone number from each form submission with the form’s name. Each with the time it happened. Events from the start of the previous month are sent when the site is first connected.
• Every hour, when the key is saved, and when “Send a test” is clicked: a check-in containing the plugin version.
• On the settings screens: the site key, to show which client and agency it belongs to.

Every request includes the site key and this site’s address (in the user agent).

Monthwrap’s terms of service: https://monthwrap.com/terms
Monthwrap’s privacy policy: https://monthwrap.com/privacy