Monthly Report Email Template

The Client Monthly Report provides information on the performance of the Client's servers during the previous month. Where enabled with auto-send selected this report is emailed to the selected recipients on the 2nd of the month, it also includes a manual send option, and we have included configuration options to ensure the email containing this report matches your requirements.

All aspects of the email are configurable, the From address, Subject line and both the plain text and HTML versions of the Body. For HTML we have included a visual editor along with the option to configure the source HTML. The template supports substitution strings, so rather than send a generic email to your Client, this can be configured to include both your and your client's company names along with the month and year of the report.

Configure the Template

  1. Go to the Mail Templates > Client Reports > Server Monitoring
  2. Select Client Monthly Report Mail - Problems Found
  3. Configure the From address, Subject line and Body of the template to match your requirements.
  4. Once done click OK to save and apply the changes

To reset the template to the default click the Restore Template button.


HTML Body Editor

When you edit the body of the email, you can change both the Plain Text and HTML versions. For greater flexibility, when you configure the HTML version of the template there is a visual WYSIWYG (What You See Is What You Get) and an HTML Source editor.

To use the HTML Source Editor:

  1. Click the HTML button above the HTML body
  2. Edit the HTML in the to open the HTML Source Editor
  3. Click Update to save and return to the Mail Template dialog
  4. Review the HTML changes in the WYSIWYG editor
  5. After making any further changes click OK to save the template

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Substitution Strings (Wildcards)

Substitution strings replace the wildcard entered in the template with the corresponding value from the database so you can replace generic terms and provide a more personalized message containing your Client's Dashboard details and other information.

Templates support substitution strings in their From address, Subject line and Body (both text and HTML).

To include substitutions strings in the template.

  1. Select where to add the string in the template's From address, Subject line or Body
  2. Choose the substitution string from the drop-down. Only those supported in the selected template field are displayed.
  3. Click Insert Code to insert the string at the selected spot
  4. Click OK to save the template

If you add substitution strings in the template body, we recommend you insert the string in the Plain Text Message and the HTML versions.


Substitution String

From Address

Subject Line


Note Example

Account Name


Yes Yes Yes Dashboard Name My MSP Dashboard

Client Name


Yes Yes Yes Dashboard Client Name Abertay Pharmaceuticals

Month (Text)


Yes Yes Yes Report's Month March

Year (YYYY)


Yes Yes Yes Report's Year 2019

Review Mail Template Substitution Strings for information on the substitution strings supported in each of the mail templates.

SPF Records and the Allowed List

Changes to the template From address, for example to an email address from your domain, can result in the email being classified as coming from a spoofed domain.

To avoid this situation, we recommend you create an SPF record in your domain DNS pointing to our mail generating servers. For more information on spoofed emails and SPF, see SPF Records.

To avoid potential delivery problems, if you retain the default email From address, we recommend you allow our email generating servers IP addresses. For more information, see Allow mail server IP Addresses.

From Address Format

The RMM Dashboard supports the use of commas as separators when you configure multiple email recipients. If the From address contains a descriptive name with a comma, or the possibility of a comma when using substitution strings, we recommend you encapsulate the name in inverted commas " ". For example:

  • "Descriptive, name" <my@address.rmm>
  • "#ACCOUNT#" <my@address.rmm>
  • "#CLIENT#" <my@address.rmm>