Everything below reflects the current release. Install to first branded handover pack is typically under five minutes.
You need WordPress 6.0+ on PHP 7.4+, an administrator login, and the plugin zip plus licence key from your purchase email. Installation never touches your theme or content.
In wp-admin go to Plugins → Add New → Upload Plugin, choose the zip from your purchase email, install and activate. Run one edition only.
Open the Licence screen and paste the key from your purchase email. Keys are domain-based — no account, no phoning home.
Company name, website link, logo URL, brand colour, the client's name and a personal cover note. The pack reads as a document from your agency.
Eleven toggles: site overview, recommended next actions, plugins (incl. must-use & drop-ins), themes, users & access, custom post types, custom taxonomies, menus, forms, WP-Cron tasks, and recent setting changes. Shape the pack per audience.
Click Preview — the pack is read live from the site at that moment, never from a stale export.
Use the report's Print / Save as PDF button for print-tuned A4, or Download HTML for a portable, self-contained file that opens anywhere.
The screens you'll actually live in.
The pack is a snapshot — regenerate in one click for quarterly reviews, renewals, insurance records or when a client asks "what exactly do we have?".
Generated from the scan — outdated software, inactive plugins and themes, admin-account hygiene, operational issues — prioritised so the reader knows what matters first.
Option changes are recorded from activation, so the "recent setting changes" section shows what moved lately — before the handover conversation starts.
Generate a pack the day you take a site on: it documents what you inherited before you touch anything.
The handover pack is the snapshot; monthly maintenance reporting with scheduled digests is its sister plugin at wpclientreport.com. Many agencies run both.
Run one edition at a time; a second edition bails with a polite notice.