Monthly Reports
Merlonix generates a monthly monitoring report for each client — a structured summary of SSL and DNS health, open alerts, resolved incidents, and vendor status across all assets in the reporting period.
Reports are generated automatically at the end of each calendar month and can be scheduled for delivery by email.
What a monthly report contains
Each monthly report covers one calendar month and is scoped to your tenant (all clients and assets in your account).
Asset health summary
A table of all assets showing their current status, days until SSL expiry, and DNS health at the end of the reporting period.
| Asset | SSL status | Days until expiry | DNS status | Alerts this month |
|---|---|---|---|---|
| Client A — main site | ok | 62 | ok | 0 |
| Client B — shop | expiring_soon | 18 | ok | 1 |
| Client C — api | ok | 94 | A_record_changed | 2 |
Assets with expiring_soon (≤ 30 days) or expired certificates are highlighted. Assets with DNS drift are flagged with the classification.
SSL expiry table
A sorted list of every asset by days until certificate expiry — ascending, so the most urgent items appear first. Includes the certificate issuer and the expiry date.
This section is designed to be copy-pasted directly into a client-facing report or review email.
DNS drift events
All DNS drift classifications recorded during the reporting period, with the asset, classification type, date detected, and whether the baseline was subsequently updated.
Vendor incidents
Any vendor incidents that Merlonix tracked during the month that matched your vendor stack tags — the vendor, incident title, severity, duration, and whether it overlapped with a client's assets.
If no matching vendor incidents occurred during the month, this section is omitted.
Open alerts
Alerts that were fired during the reporting period and have not been resolved by the end of the month. Includes the asset, alert type, severity, and the date first fired.
Generating a report manually
You can generate a report for any completed calendar month at any time.
- Navigate to Reports → Monthly
- Select the period (e.g.,
2026-04) - Click Generate
Generation typically completes within a few seconds. The report is available immediately as a structured document in the dashboard and as a downloadable PDF.
Scheduling monthly delivery
To receive a report automatically at the end of each month:
- Navigate to Reports → Schedule
- Set delivery method: Email
- Enter the recipient address (defaults to your billing email)
- Toggle Monthly on
- Click Save
Reports are generated on the first business day of the following month and delivered to the configured address. If report generation fails (for example, no assets were monitored during the period), no email is sent.
You can add multiple recipients. Reports are sent as a PDF attachment with a plain-text summary in the email body.
Quarterly reviews
In addition to monthly reports, Merlonix generates a quarterly review covering the preceding three calendar months.
The quarterly review includes:
- Quarter summary — total assets monitored, total alerts fired, total incidents, and total resolved
- Trend table — month-over-month comparison of SSL health, DNS health, and alert volume
- Expiry forecast — SSL certificates expiring in the next 90 days across all assets
- Vendor incident summary — all matched vendor incidents in the quarter, with total downtime hours per vendor
Quarterly reviews are available under Reports → Quarterly and follow the same generation and scheduling options as monthly reports.
Report format and delivery
Dashboard view: Reports are rendered inline in the Merlonix app under Reports → Monthly and Reports → Quarterly.
PDF export: Click Download PDF on any generated report to save a client-ready PDF. The PDF uses the report date as the filename: merlonix-report-2026-04.pdf.
Email delivery: Scheduled reports arrive as a PDF attachment. The email subject is Merlonix monitoring report — [Month YYYY].
API access: Reports are accessible via the REST API at GET /v1/reports/monthly (list) and GET /v1/reports/monthly/:period (single period). See API Integration Reference for authentication and request format.
Using reports in client delivery
The most common agency workflow:
- Receive the monthly report email on the first business day of the month
- Download the PDF
- Attach it to your monthly retainer update email to the client, or include it in your client portal
Some agencies forward the email directly to clients. Others extract the SSL expiry table and paste it into a broader account health review document.
If you bill on a retainer that includes monitoring, the monthly report is the primary deliverable artifact that demonstrates the value of that retainer. Clients who see a consistent, structured report each month cancel less frequently than those who receive ad-hoc alerts only.
Next: read Vendor Stack Tags to configure which vendor incidents appear in your reports, or return to Alert Channels to configure where urgent alerts are sent between reports.