White-label lead delivery report for care-plan clients
This is a sample of the monthly report we plan for agencies to send to clients. It uses sample data, not a real client. The report is not live yet.
What does the report show?
- Form submissions for the month, by form and by form plugin.
- Notifications that the mail server accepted, and notifications that failed.
- Daily inbox checks: a test message through the same mail route, and whether it arrived in a check inbox.
- Incidents, the leads they affected and what was done.
- A plain explanation of each state. The report never says "delivered" unless arrival is proven.
Why send it to clients?
Care-plan reports often list updates, backups and uptime. A client cares most about leads. A report that shows every lead and every failed notification makes the value of the care plan easy to see.