Client reports

Pro Every plan. White-label and share links: Growth, Agency and Unlimited plans.

Turn your results into a branded report you can send to a client. Every report covers all 55 WCAG 2.2 level A and AA success criteria. Go to Lumtera → Reports → Reports. The screen is called Client reports. Anyone with See reports and check the site can open and download reports (editors and administrators by default). Creating, deleting and sharing reports needs the Manage client reports permission, which administrators always have. Give it to other roles under Lumtera → Settings → Permissions (see Who can manage reports).

The Reports group has three sub-tabs: Reports, Evidence and Activity. Compare scans is under Checks. The Accessibility Conformance Report opens from a card on this screen.

Create a report

1. Enter a Report title (default "Accessibility report") and the Client name (default: your site name).
2. Optionally add a Note for the client. It's shown at the top of the summary, for example to say what was agreed or what happens next.
3. Under Include, choose Findings for each page (on by default) and Tips (best-practice suggestions) (off by default).
4. Click Create report. It's added to the Reports list below. Click its title to open it in a new tab.

Below the button, a line such as "Covers 18 checked pages · average score 92" tells you what the report will include.

Scan your content first, from Lumtera → Overview. Content that hasn't been checked is left out, and the screen tells you how many items that is. Next to the form, Your branding previews what new reports will use, with an Edit branding link.

Every report is saved exactly as created. Later scans, fixes or branding changes never change a report you've already made, so you always have a record of what the client received.

Kind of report

Kind of report fills in the boxes for you: Executive summary only, Client report: summary and findings, no tips or Developer report: all findings and tips. As ticked below keeps your own choices. A preset replaces the boxes.

The Executive summary gives the average automated score, the most frequent errors and how much was checked, including how many key pages had a rendered check and whether manual test sessions were signed off. Spreadsheet CSV opens cleanly in Excel, with findings by check and by page.

What's in a report

• Cover: your logo or agency name, the report title, client, date, who prepared it and a contact.

• Summary: your note, the Average automated score, Errors, items that Need review and Pages checked, and the change since the previous report. When there are two full scans to compare, it also says how many findings are new and how many were fixed since the scan before (see Compare scans).

• WCAG 2.2 checklist: each of the 55 A and AA criteria with one of these results:

  Result	Meaning
  Issues found	Automated checks found definite failures
  Needs review	Likely problems a person should confirm
  No automated issues	Checked automatically and nothing found. Manual review is still advised.
  Manual check needed	No automated check covers this criterion

• Issues and how to fix them, grouped by check, most severe and most frequent first.

• Findings by page, for published pages. Included when Findings for each page is on.

• Live page checks, if you use page checks and Findings for each page is on. It shows each public page's result, preferring the scheduled, logged-out check when there is one. Pages you also check signed in as a test user (signed-in checks: one role on Personal and Growth, any number on Agency and Unlimited) appear as their own entries, marked Checked as: and the role, for example "Customer".

• Recommended next steps.

The report states clearly that it's an automated review, not a statement of conformance. Form test results and signed-off test sessions are counted in the Accessibility Conformance Report and the evidence pack, not in the client report.

Save as PDF or HTML

Open the report and use the toolbar:

• Save as PDF opens your browser's print dialog. Choose "Save as PDF". Chrome and Edge produce a tagged PDF that screen readers can navigate, so your accessibility report is accessible too.
• Download HTML saves a single self-contained file, with your logo embedded if it's under 1 MB.
• All reports takes you back to the list.

The Reports list shows your latest 50 reports with their Score and Errors, and Download for each. People with the Manage client reports permission also see Delete, and Share on the Growth plan and up. Deleting asks first: "Delete this report? This cannot be undone." Reports are private and are never indexed by search engines.

Share links

Share links are included in the Growth, Agency and Unlimited plans. On the Personal plan, the Share links card says which plan it needs.

A share link opens one report, read-only, for someone without an account on your site.

1. In the Reports list, click Share next to the report. You need the Manage client reports permission.
2. Choose when the Link stops working after: 7 days, 30 days (the default), 90 days or 1 year.
3. Click Create share link.
4. Copy the Link for your client with Copy link. It's shown only once.

How share links protect the report:

• Only a scrambled copy is kept. Your site stores a hash of the link's secret token, never the token itself. The link can't be shown again, and a copy of the database can't open a report. Lost a link? Create a new one.
• They expire on their own. After the date you chose, the link says "This link has expired. Ask the person who sent it for a new one."
• You can revoke a link at any time. Click Revoke in the Share links table and confirm. Anyone who opens it then sees that it has been withdrawn.
• They're never cached or indexed. The page is sent with noindex and no-store, so search engines don't list it and browsers and proxies don't keep a copy.
• Views are counted, visitors aren't tracked. The Share links table shows each link's Status (for example "Works until …", "Expired …" or "Revoked …"), when it was Created and how many Views it has had. Nothing about the visitor is recorded. Views are also written to the activity log as report.viewed, at most once an hour per link.

Each report keeps up to 20 links. Expired and revoked links stay listed for 90 days, then are removed.

Client emails can include a share link to a new full report, created on the client's site.

The Accessibility client role

Give clients their own sign-in so they can read their results without being able to change anything. Lumtera Pro adds the Accessibility client role (lumtera_client) on every plan.

1. Go to Users → Add New.
2. Create a user for your client with the role Accessibility client.

When they sign in, they land on the Lumtera Overview. They see only Overview and Reports:

• They can open and download the client reports in the list.
• They can read the conformance report (ACR): the card on the Reports screen shows View conformance report, which opens the finished report read-only. They can't open the editor.
• They can't create, delete or share reports. The Create a report form, Delete and Share aren't shown to them.
• They can't start Check all content or change anything in Lumtera. Other Lumtera screens lead back to the Overview, and any change is refused with: "Your account can view accessibility results and reports, but not change them. Ask your agency or the site owner to make the change."

The role works on WooCommerce shops too. WooCommerce normally sends people who can't edit posts to My account. Lumtera lets the Accessibility client role into its report screens.

The role gets the See reports and check the site permission by default. You can change that under Permissions. If a user also has a role that can edit posts, the restrictions don't apply to them. When Lumtera Pro is deleted, the role is removed and those users keep their accounts, without a role.

Who can manage reports

Opening and downloading reports needs only See reports and check the site. Creating and deleting client reports, making and revoking share links, and editing the conformance report need Manage client reports. Administrators always have it. Reading, changing or deleting a stored report through WordPress's other routes, such as XML-RPC, needs it too.

To give it to editors or another role, go to Lumtera → Settings → Permissions. In the Manage client reports (Lumtera Pro) card, tick the roles and click Save report permissions. The card lists the roles that can edit posts. Changes apply right away. Share links let anyone with the address read a report, so give this only to people who send reports to clients.

People without it see the reports list with Download only, and a note: "You can open and download reports. Creating, deleting and sharing them needs the "Manage client reports" permission, which an administrator can give under Lumtera → Settings → Permissions." The Accessibility client role can never be given it. See Roles & permissions.

Branding

Set your branding once under Lumtera → Settings → Branding (administrators only). It's printed on the cover and every page footer. Reports already created keep the branding they were made with.

Setting	Default
Logo	None
Agency name	Your site name
Website	Your site address
Contact email	The admin email
Accent color	#1f4e79
Footer text (optional)	Empty (the agency name is used)
Hide the "Generated with Lumtera" credit (white-label)	Off. Growth plan and up.

Text on the accent color switches between black and white automatically to stay readable, and the accent is darkened where needed to reach 4.5:1 contrast.

Branding is included in every plan. It's also used by the conformance report, the evidence pack and client emails.

White-label (hiding the credit) needs the Growth plan or higher. On the Personal plan, the setting is replaced by a note saying which plan it needs. If a plan is downgraded, new reports show the credit again.

Export findings to CSV

You don't need Pro for a spreadsheet of findings. The Content report's Export CSV is part of the free plugin: see Site report.

For developers

• The lumtera_pro_report_row_actions action fires among each report's actions in the reports list. Lumtera Pro uses it for Share. It receives the report ID, and the report's title and client for screen-reader labels.
• The lumtera_pro_client_rest_allowed filter lists REST routes an Accessibility client may still write to. It's empty by default.

See Hooks & filters.