How do I share a Report?

Share any of your Gap Analysis Reports with you clients

  • Create a Snapshot: First, take a snapshot of the live report, which captures a "point in time" version of the report. This snapshot will not change, even if updates are made later to the live report.

    • Navigate to the report and select the Actions button.
    • Choose Create Snapshot.
    • Name the snapshot or leave the default date as its name. This step creates a read-only version of the report.
  • Customize Visibility: Once the snapshot is created, you can adjust what is visible or hidden within the report. This allows you to control which sections of the report are shared with the client.

    • You can hide or reveal specific sections such as project scopes or content widgets that are irrelevant to the client.
    • Use the index on the left to navigate through and adjust visibility as needed.
  • Public Share: After finalizing the content, share the report with your client by generating a public share link.

    • Go to Actions and select Public Share.
    • A tokenized link will be generated. This link is secure and only provides access to the selected version of the report.
    • Send this link to your client via email.
  • Monitor Access: Once shared, you will receive an email notification whenever the client clicks the link. This provides insights into when the report is being accessed.