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Analytics and reports

Schedule reports and share them as links

Send a report by e-mail every week or month, share a read-only link with each address, resend or revoke a link, and what a shared report shows.

Last updated 2 min read

Clients and managers often want numbers without signing in. Reports can go to them by e-mail on a schedule, or as a read-only link.

Schedule a report

  1. Open the report and choose Settings, then Schedule.
  2. Choose Weekly and a weekday, or Monthly and a day (1 to 27, or the last day of the month).
  3. Add up to 10 recipients and save.

Each delivery is sent at 10:00 Pacific time and covers the full week or month before. Visual reports arrive as a PDF link, tabular reports as a CSV link. The settings show when the next report will be sent. A locked workspace sends nothing.

  1. In Settings, open Shareable Link and add the addresses to share with.
  2. Save. Each address gets its own link by e-mail.
  3. Copy an address's link to send it yourself, or resend it.

A link is read-only and opens the reports shared with that address, for any date range. It works for 90 days; after that, opening it sends a fresh link to the same address. Taking an address off every share list ends its link at once.

Competitor reports

Competitor reports are shared the same way, with their own links.

Sharing and scheduling are for Owners, Admins and Managers. Saving share recipients counts towards the workspace's limit of 30 report e-mails an hour.