Share a report

Give clients access to a report or dashboard.

You can share a project with a client using a public report link or scheduled delivery.

Before sharing:

  • Preview the report.

  • Check branding, logo, and theme.

  • Confirm date ranges.

  • Check that every widget loads.

  • Open the share link in a private browser window if possible.

If the client sees a broken or outdated report, refresh the report and check whether the underlying data source is still connected.

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