Creating Visualping Reports

Edited

Contents of this article


Why use reports?

Reports is a very useful feature only available to users on Visualping for Business plans. If you have questions about a plan, please reach out to us.

Visualping's reports can help you manage your workflow and enable a seamless sharing experience across your organization. Whether you need to generate reports for your coworkers or want to completely eliminate email notifications, our reporting tools are your one-stop shop.


How to generate a report

Step 1:

Select jobs to include

Use the checkboxes next to each job to select the ones you want in the report. By default, if no jobs are selected, a report will include all active and inactive jobs within the current workspace.

Step 2:

Click on the report button found on the Visualping dashboard.

Step 3:

Select a range of dates you want to filter for.

You can also choose from the preset date ranges and customize the start and end times.

Step 4:

Set up report settings

Enable Report Summary & Analysis to receive a handy summary of all the changes present in the report. Once enabled, you will see a prompt appear, which lets the AI know how to construct the summary. While the feature works well with the default prompt for a high-level overview, we recommend adding your own to truly tailor the output to your needs.

Determine what kind of changes you want your reports to contain:

  • Important Changes: includes only changes that trigger alerts.

  • All Changes: any changes above the n% threshold.

Choose what to include in the summary layout:

  • Current and Previous: snapshots of the website after (current) and before (previous) the change.

  • Markup: various important information related to the check, such as job title, link to the job settings, date and time of check, job id, URL, and change summary.

Then you can decide whether the report should include errors. This feature is most useful if you are trying to test certain jobs or URLs.

If only the latest change of a page is important to you, you can activate Only show the most recent alert for each page monitored.

Step 5:

Click Generate Report.

Step 6:

Your report is ready!

For a one time report, you will find your newly-created report at the bottom of the options.

You can also find all previously created reports in the Report History


Setting up scheduled reports

Some of our customers don't want to receive constant alerts in their inboxes. Learn more about disabling email alerts here. Instead, they receive weekly or monthly reports. Others prefer both. It largely depends on whether you need notifications in real-time. Whatever the case may be, let's walk through enabling scheduled reporting.

Step 1:

Click on the report button found on the Visualping dashboard.

Note that scheduled reports will include all jobs in the workspace. There is currently no way to schedule reports for specific jobs.

Step 2:

Select schedule

Scheduled reports are sent to you every day, week or month at a given time of day, based on the timezone specified in your settings. Each report will include changes since the last report.

Step 3:

Set up report settings

Enable Report Summary & Analysis to receive a handy summary of all the changes present in the report. Once enabled, you will see a prompt appear, which lets the AI know how to construct the summary. While the feature works well with the default prompt for a high-level overview, we recommend adding your own to truly tailor the output to your needs.

Determine what kind of changes you want your reports to contain:

  • Important Changes: includes only changes that trigger alerts.

  • All Changes: any changes above the n% threshold.

Choose what to include in the summary layout:

  • Current and Previous: snapshots of the website after (current) and before (previous) the change.

  • Markup: the green or red highlights on the screenshots indicating changes.

Then you can decide whether the report should include errors. This feature is most useful if you are trying to test certain jobs or URLs.

If only the latest change of a page is important to you, you can activate Only show the most recent alert for each page monitored.

Step 4:

Click Schedule Report.

Step 5:

Receive your reports by email

Scheduled reports are emailed to all users of the workspace each time a report is generated.

You can also find all previously created reports in the Report History


Frequently Asked Questions

Report generates but shows no changes

No changes were detected for the selected jobs in your date range. Try these fixes:

  1. Expand the date range.

  2. Confirm the selected jobs are active (not paused).

  3. Switch from Important Changes to All Changes — the AI filter may have classified changes as routine.

Scheduled reports are not arriving

  1. Check that the scheduled time and timezone match your expectations — a report set to 9:00 AM Pacific won't arrive at 9:00 AM Eastern.

  2. Confirm you are a member of the workspace. Scheduled reports are delivered to workspace members only.

  3. Check your spam or promotions folder.

PDF export is blank or incomplete

  1. Try a shorter date range. Reports covering many months with hundreds of changes can exceed PDF rendering limits.

  2. Export as Excel or CSV instead for large datasets.

Report does not include a specific job's changes

  1. Confirm the job was selected (checked) when you generated the report.

  2. Verify the job had detected changes within the date range you set.

I'm having issues, what can I do?

If none of the troubleshooting steps above resolve the problem, or if you are running into technical issues, reach out to our Support team. Include a screenshot, what you were trying to do, and any error messages so we can help faster.


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