Sharing Your Report
Share your reports securely with clients through multiple methods.
Share with New Client
- 1
Open the report in your dashboard.
- 2
Click the Share button at the top of the report.
- 3
In the sharing module, enter the client's name and email address.
- 4
Optionally, check the box to include the uploaded documents package.
- 5
Click Share with Client to send the access link to your client. A professional email will be automatically sent to your client containing the secure access link to view the report.
Share with Previous Clients
Below the sharing form, you'll find a list of clients you've previously shared reports with. Each client entry has a quick-share button for easy access.
Alternative Sharing Methods
Public Link
After sharing a report, you can find a copy link button in the shared items list. This copies the public link that was sent to the client. You can also share this through any other method.
QR Code
Generate a QR code for easy mobile access to your report. Click the Generate Public QR code button in the sharing options to get started.
Printing (Not Recommended)
While not recommended for sharing, you can print your report as a PDF. Learn more about printing reports
Frequently Asked Questions
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.