Shareable report and dashboard links

Generate secure, responsive live links to share performance dashboards or monthly reports with clients or external stakeholders without requiring a user login.

When to use share links

Shareable links are the fastest way to distribute performance updates to busy executives who do not want to manage another set of login credentials:

• Executive board presentations: Send a clean, interactive link before monthly partner calls.
• Client Slack or WhatsApp channels: Drop a weekly pulse link directly into client messaging channels.
• Pitch audits: Share live competitor benchmark audits with prospective clients.

How to generate a share link

Step 1: Click the share action

On any Client Dashboard, Analytics Page, or Report View, click the Share button located in the top-right toolbar.

Dashboard / Report View → Click "Share" (Top Right) → Share Dialog

Step 2: Configure access and security settings

Customize the link's security properties:

• Passcode protection (Optional): Require visitors to enter a 4–8 digit PIN before viewing data.
• Link expiration:
  • 7 Days — Ideal for sprint reviews or one-off proposals.
  • 30 Days — Standard for monthly client reporting cycles.
  • 90 Days — Best for quarterly business reviews (QBR).
  • Never — Persistent client dashboard URL.
• Section filtering: Select whether the link includes the entire dashboard or only specific charts (e.g., Organic Video & Growth only).

Step 3: Copy and distribute

Click Generate Link. The secure URL (https://portal.youragency.com/p/share_xxxxxxx) is copied to your clipboard.

Security and link revocation

• Instant revocation: In Reports → Share Links, click Revoke on any active link to immediately disable access.
• Access logs: View total view counts and last-viewed timestamps for every generated link.