Documentation · Pro reporting
Turn published article results into a client-ready PDF.
SitePublisher AI Pro organizes work by client and gig, records the final title and public URL only when you deliberately select a results gig, and creates a branded publication report whenever you need it.
Available in Pro · Drafts are excluded · PDFs are generated on demand
The reporting model
Use one clear chain from client to final result
A report is built from three private records: the client, a gig belonging to that client and the successful publications explicitly assigned to that gig.
Identify the recipient
A client requires a name and receives an automatic Client ID. An email address is optional and useful for internal administration, but it is not printed in the PDF.
Define the delivery
Every gig belongs to one existing client. Its date, product count and optional description explain what was ordered and remain attached to every result collected for that gig.
Record only completed work
The title and public URL enter the selected gig only after a successful publication. Selecting no gig leaves the client-report database unchanged, and saving a draft never counts as delivery.
Platform Settings · Company details
Set the sender identity before sharing the first report
PDF branding is platform-wide. Configure it once on the central SitePublisher AI installation, then every newly generated client report uses the latest saved company details.
Enter the required identity
Go to SitePublisher AI → Platform Settings and find the PDF branding section named Company details.
Enter the required sender name exactly as it should appear after “Prepared by” and in the page footer.
Select an optional image from the WordPress Media Library. The PDF scales it automatically without changing the original.
Complete and approve the style
Enter an address and short company description. Empty optional fields are omitted cleanly.
Use a valid hexadecimal color for headings and accents, or leave it empty to retain the SitePublisher AI purple.
Select Preview company details, inspect every field and then choose Save company details. Any later edit requires a fresh preview.
Clients & Gigs
Create the client first, then define the gig
Open SitePublisher AI → Clients & Gigs. The page shows totals for clients, gigs and published results, followed by separate preview-first forms and production tables.
Create a client
- Select New in the Client form
- Enter the required Name client
- Add Email client only when useful
- Select Preview client and verify the no-write summary
- Choose Save client to receive the automatic Client ID
Create a gig
- Select the existing Client
- Choose the required Date gig
- Set Products gig from 1 to 40 backlinks
- Add an optional Description gig
- Preview the gig, then save it for an automatic Gig ID
Make reports self-explanatory
Use a specific gig description.
Describe the campaign, month, package or delivery scope in language the client will understand. The same description appears in the results window and PDF.
Assign during publication
Select the results gig before choosing Publish now
A gig is never inferred from the website, client or batch. You deliberately choose it in the article’s publication panel so unrelated work cannot enter the wrong report.
Review the finished article
Open the generated queue item and its Save, image and publication panel. Confirm the title, destination, category and final article content first.
Choose Store published result in gig
Select the correct Gig ID, client and date. The option also shows the current results-versus-products count so you can check the delivery progress.
Preview and publish once
Build the publication preview and choose Publish now. The success dialog confirms whether the title and public URL were stored in the selected gig.
Results & PDF
Inspect the live list before downloading the client copy
The Gigs database keeps the operational total visible. Open Results to review every stored publication and generate the current branded document.
Review the stored results
Use the Gigs database to confirm client, date, products and the current result count.
The Titles and URLs window lists each recorded article with its public link and Ahrefs DR value.
Check a destination in a new tab or use Copy URL when you need the link elsewhere.
Ahrefs DR uses the current value from the matching Website Profile when available; otherwise the report shows “Not set.”
Create the PDF
The protected download is generated for the active Gig ID and its linked client.
Confirm company branding, client name, product total, gig description and gig number.
Each result shows the title, complete URL and Ahrefs DR. Long reports continue automatically across multiple pages.
Rename it only when your delivery process requires a client-specific naming convention.
Maintenance & safeguards
Keep the database accurate without losing completed results
Client and gig changes are preview-first. Editing a gig retains its stored results, while deletion rules protect the relationship between clients, gigs and reports.
Update with a fresh preview
Select Edit in the Clients database or Gigs database, change the fields and preview again. A changed form invalidates its earlier approval. Existing gig results stay attached after an edit.
Remove a gig deliberately
Deleting a gig removes it and its stored results from the active database and PDF. The record is moved to the WordPress trash instead of being immediately erased.
Remove dependencies first
A client with linked gigs cannot be deleted. Remove the relevant gigs first, confirm that their active results may disappear and only then delete the client record.
- Duplicate protection: publishing the same destination post or URL into the same gig updates its existing result instead of adding another line.
- Capacity: each gig supports up to 500 valid result records; the ordered product field itself ranges from 1 to 40.
- Access: client, gig, results and PDF features require SitePublisher AI Pro and an administrator with permission to manage the plugin.
- Delivery check: verify the downloaded PDF locally before sending it to a client.
Common reporting problems
Match the missing result to the correct stage
Most report gaps come from an unselected gig, a draft instead of a publication or an incomplete company profile.
Check the publication confirmation
Confirm that the article was published successfully and that the intended gig—not “Do not add to a gig”—was selected before the final preview.
Save Company details again
Open Platform Settings, preview the full company profile and save it. Then download a new PDF; an older local file cannot update itself.
Review the Website Profile
Add or correct the Ahrefs DR value for the publication’s destination website, then reopen Results or generate a new PDF.
Need a deeper diagnosis?
Keep the Gig ID and publication URL together.
When requesting support, include the Gig ID, client name, exact public URL, publication status and the complete warning shown after publication.
Client reports FAQ
Report only the work you deliberately assign
These answers cover privacy, updates, limits and the relationship between publications and client PDFs.
Is client reporting available in Free?
No. Clients, gigs, stored publication results and branded PDF downloads are Pro features.
Does the client email address appear in the PDF?
No. The optional email is kept with the private client record for administration. The PDF identifies the client by name.
What exactly counts as a result?
A successful publication counts only when a results gig was selected beforehand. SitePublisher AI stores the final title and complete public URL; a draft is not counted.
Can I edit a gig without losing its results?
Yes. Editing the client, date, products or description keeps the current results attached, provided you preview and save the updated gig normally.
Will publishing the same post twice create two results?
Not when the destination website and post ID or the complete URL match an existing result in that gig. SitePublisher AI updates that line. Never republish solely to repair a local report-storage warning.
What happens when I change the company branding?
Every new PDF uses the latest saved company profile. Files already downloaded to your computer remain unchanged.
Is the generated PDF stored in WordPress?
No. It is generated on demand and sent as a download. The underlying private client, gig and result records remain stored for later exports.
Where does Ahrefs DR come from?
It comes from the Website Profile associated with the publication’s destination. The current profile value is used when available; otherwise the result displays “Not set.”
Documentation series complete
Continue with the full documentation or Support
You now have the complete workflow from installation and configuration through publication, automation, internal links and client-ready reporting.