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
