Sharing Your Report
Share your reports securely with clients through multiple methods.
Share with New Client
Open the report in your dashboard.
Click the Share button at the top of the report.
In the sharing panel, under Email to a client, enter the client's name and email address.
Click Share with Client. A pop-up will appear asking whether to Include full document access.
Leave it off to share the report only - the original documents stay private. Turn it on so the client can also open the document sources and view the full document package.
Click Share report to send the secure access link. A professional email will be automatically sent containing the link.
Share with Previous Clients
Under Clients, you'll find a list of clients you've previously shared reports with. Clients you've already shared with have a quick Copy Link button, while anyone not yet shared with has a Share button that opens the same document access pop-up.
Alternative Sharing Methods
Public Link
Under Public link & QR code, click Create Public Link & QR Code and choose the document access level. A shareable link and QR code are emailed to you, and a Copy Public Link button appears so you can copy it directly. Anyone with the link can view the report, and links expire after 90 days.
QR Code
A QR code for easy mobile access is generated together with the public link. Click Create Public Link & QR Code in the sharing options, and the QR code is emailed to you along with the link.
Printing (Not Recommended)
While not recommended for sharing, you can print your report as a PDF. Learn more about printing reports
Security Notice
When you share a report, recipients can view the complete interactive version without needing to log in. If you turn on full document access, they can also open the original document sources and view the full document package - so only enable it when you want the recipient to see those underlying documents. Please ensure you are comfortable with this level of access before sharing. You can revoke access at any time from the shared items list.
Frequently Asked Questions
When you turn on full document access while sharing, the recipient can also open the original document sources and view the full document package. Leave it off to share the report only, keeping the underlying documents private.
Shared links remain active for 90 days and will automatically expire after that period.
Currently, we do not provide tracking functionality to see who has viewed the report.