Can I share custom-branded reports with my clients?

Can I share custom-branded reports with my clients?

Please note that the customization features are exclusive to the Agency Edition. Learn more here

Yes, you can share unlimited custom-branded reports with your client members.

Go to Reports. Create a custom report with a report title and save the report.

Click More from the top right corner of the screen and select Share this report with Client Members.

You can share the report with all of your client members invited to your brand by clicking Select all or you can select a few client members and share with them. Only when you share a report will it be seen in the client's portal.

You can export it as a PDF or PNG file and also email the report to your clients. The below image is an example of a custom-branded report. 

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                                                                                                        Yes, Dashboards can be shared with your clients in the following ways:   1. Share Access: If your client is added to your Brand, and Client roles have permission for 'Advanced Reports' enabled, - Go to the Dashboard you want to share - Click on the ...
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                                                                                                        To share reports with a team member who is not part of your Brand, follow these steps,   To share Dashboards, Email: Go to the Dashboard - Click on Email at the top right - Select Send as Mail  - Type the recipients email id, and add a subject, ...
                                                                                                      • Can I share reports on the Collaborate tab?

                                                                                                        Yes, you can share Cards to the Collaborate tab but not Dashboards and sections of Network Reports. To share a Card to the Collaborate tab, - Go to Reports, head to the desired social channel - Hover over a Card and click on the ellipsis on the top ...
                                                                                                      • How do I schedule reports?

                                                                                                        To schedule a Dashboard: - Go to the Dashboard - From the top right, click on Email, select Schedule - Type the name of the recipients from your team.  - You can choose to add a message to the email. (The subject will be preset) - Select the Date ...
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