How to share a report online

Share a snapshot or a live report with your clients

Share a Live Report

With Live Report sharing you are able to give your clients access to a live report without accessing the tool.

  • The widgets open at the time of your share will be visible
  • They do not have to log in to access the report
  • They will have read-only access (scoring, projects cannot be edited)
  • Anything you update will be visible to them
  • You can revoke the live sharing later

1. If you are on the report screen click the Actions button and select Share


2. Send the link to a client


3. Revoke or generate a new live share link

Share a Snapshot

With the Snapshot Report sharing you can give your clients access to a fixed report without accessing the tool.

  • The widgets open at the time of your share will be visible
  • They do not have to log in to access the report
  • They will have read-only access (scoring, projects cannot be edited)
  • Anything you update on the report will NOT be visible to them
  • You can revoke the live sharing later

1. Create a Snapshot


2. Name Your Snapshot

Use date, or a meeting name, or who you send the snapshot to etc.


3. You are in Snapshot Mode
 

Snapshots are read-only versions of the report's state. You no longer have the ability to change, modify or edit them.

 

4. Share your Snapshot


4. Send the Snapshot's link to a client


5. Revoke or generate a new live share link


6. Select between Snapshot or Live Report Views