How to Use Variables in WP Umbrella Reports
Looking to save some time and customize your reports with client data? WP Umbrella's got you covered! Our reporting system allows you to utilize variables to automatically retrieve and include your client's data in your reports.
Let's dive into how you can do this!
Estimated Time of Completion: 2 minutes
Steps to Follow 🚀
Step 1: Understanding WP Umbrella Variables
Here's a quick breakdown of the variables currently available for you to use:
[[client.firstname]]- Retrieves the first name of the client.
[[client.lastname]]- Fetches the last name of the client.
[[client.company_name]]- Pulls the company name of the client.
[[project.base_url]]- Retrieves the URL of the website(s) owned by the client in WP Umbrella.
[[client.phone]]- Fetches the phone number of the client.
[[client.website_url]]- Pulls the URL of the client's company website.
Step 2: How to Insert Variables
Inserting these variables is a breeze. You can simply click on the corresponding buttons to include them in your report. 😊
Please note that currently, you can only use variables in the welcome / closing messages and in the email subject and body. We're working on expanding this capability, so stay tuned!
Congratulations! You've just mastered the art of using variables in WP Umbrella reports. Now, you can automatically fetch and include important client data in your reports, making your life easier and your clients happier. Good job! 👏