Client reports and white-labelling

Two kinds of report

• Prospect report — a point-in-time snapshot for a domain you do not manage yet. Built for a sales conversation: it leads with what is wrong and what it means for the business.
• Monthly report — for a client you manage. Leads with the trend: what changed, what you resolved, what is still open.

White-labelling

On Practice and Firm, reports carry your logo, your colours, your company name and your footer

text, with no Marchpost branding anywhere in the client-facing output.

On Free and Starter, reports carry a small Marchpost line in the footer. That is the trade for

the free tier existing.

Set your branding in Settings → Branding.

Sharing

Every report gets an unguessable share link. Anyone with the link can view it without logging in,

which is what makes it useful to send to a client. Links can be revoked at any time.

Reports are designed to print cleanly: use your browser's Print → Save as PDF and the app

chrome disappears.

Scheduled monthly reports

On Practice and Firm, a report is generated for every active client on the 1st of each month and

you get a single digest email telling you they are ready. Nothing is sent to your clients

automatically — you review and share. We think automatically emailing a security report to

someone else's customer is a decision that should stay with the human whose name is on it.