Shareable report links
Share any report with anyone, no login needed. One click creates the link, the report stays current and your brand template dresses it. The simple alternative to exporting a PDF or opening portal access.
Stop exporting. Send the report itself.
Always current
Each time your client opens it, they see the latest data, not an old PDF.
No login
Anyone with the link opens it, on any device.
A password if you want one
Protect the link with a password for sensitive reports.
One click from report to link
The commentary travels with the link
Add an AI Summary to the report and whoever opens the link reads the analysis, written from the numbers in front of them.
Deliver the way each client prefers
Same report, same brand, three ways to reach your client.
Share links
One live report behind a link, no login.
Scheduled reports
The branded PDF in their inbox, on schedule.
Client portal
A place to come back to, with all their reports, always current.
Frequently asked questions
Does a share link expire?
No. It works until you turn it off or regenerate it, which gives the report a new link and stops the old one.
Can my client choose the dates?
Only if you allow it. They can then pick another period for one section or for the whole report.
Can my client download a PDF?
Yes. The page has a button that downloads the report as a PDF, in your brand.
Can the link be on my own domain?
Yes. If your client portal has its own domain, your share links are built on it too.
Are share links included in my plan?
Yes. Every feature and every integration is on every plan, share links too. Plans differ only in how many reports and accounts you run.
Send the link, not the PDF
A live report your client opens with one click.
