Reports and exports

Reports is a single screen that turns the data already in your account into something you can read or hand over. Nothing here is scheduled and nothing is emailed. You open a report, read it on screen, and download a CSV if you want the numbers somewhere else.

Who can open it

Reports sits behind a staff-level check, so an admin, owner or staff member can open it. A member whose role is client, viewer or read-only is sent back to their own portfolio view instead. See Team members and user roles.

Free accounts do not have this screen. The free plan is held to a short list of allowed pages, and /dashboard/reports is not on it, so opening it returns you to your own dashboard. See The free plan dashboard.

The reports, one by one

Uptime and availability

Covers only the sites that have uptime monitoring switched on. A period switch at the top offers 7, 30 or 90 days. For each site you get its current status, last response time, uptime percentage over the chosen period and when it was last checked. The percentage is worked out from the daily check totals, so it is the share of checks that succeeded rather than an estimate. Below the table is a list of downtime incidents in the period, newest first, up to fifty, each with a start time, an end time and a duration. See Uptime monitoring.

Domain expiry

One calendar year at a time, chosen from a year list built from your own expiry dates. Domains are grouped by registrar and by month, with a count and an estimated renewal cost per registrar taken from the renewal price stored against each domain. Domains you have marked sold or transferred are left out. This is the report for planning a renewal budget or spotting a month with an awkward cluster of deadlines. See Domain expiry and renewals.

Blacklist status

Covers only the sites with blacklist monitoring switched on, split into three groups: listed, clean, and not yet checked. Listed domains come first, ordered by how many lists they appear on, and each one names the individual lists it was found on. Underneath is the blacklist alert history for the last 90 days, up to fifty entries. See Blacklist monitoring.

Client portfolio

Every domain grouped under the client it is assigned to, with a count and totals per client. Domains with no client are listed separately as unassigned, which makes this a quick way to find the ones you have never filed. See Clients.

Portfolio growth

Recorded valuations plotted over time, with a period of 1 month, 3 months, 6 months, 1 year or everything. Alongside the chart is a top movers table showing up to twenty domains, ranked by the difference between their first and latest valuation inside that period. It only ever shows domains that actually have valuations recorded in the window, so a quiet chart usually means no valuations have been run rather than no change. See Domain valuations.

Financial investment

One calendar year at a time. It lists the domains bought that year, totals what was spent, breaks acquisitions down by month, and compares the first and last recorded valuation within the year against the purchase price. The figures come entirely from what you have entered: purchase dates, purchase prices and recorded valuations. If those fields are empty the report is empty too.

The exports

Every download on this screen is a CSV file. Six of them sit next to their report, and two are export-only cards:

• Valuation history export. One row per recorded valuation: domain, amount, currency, source, confidence as a percentage, and the date. It covers the last twelve months by default.
• Full portfolio export. One row per domain: name, status, registrar, expiry date, purchase price, current valuation, return on investment as a percentage, category and the stored AI suggestion.

Not the same as client reports

The first card on the screen is the client report builder, and it is a different kind of thing. Everything else on this page is something you open and read now. The builder sets up white-label monitoring summaries that are emailed to a client on a weekly or monthly schedule. It has its own article: Scheduled client reports.

Where to find this

Good to know

• The uptime and blacklist reports only include sites with that check switched on. A site missing from one of them usually needs its toggle turned on in monitoring management, not fixing.
• Reports read what is already stored. Opening one does not trigger a fresh check and does not use credits.
• The valuation, financial and portfolio reports are only as complete as the purchase prices and valuations you have entered.
• Deleted domains are excluded everywhere. Archived domains are excluded from the headline figures but still appear in the expiry report for the year they were live.