Generate a read-only web link to any report and share it with anyone, no AgencyAnalytics login required.

Step 1: Navigate to the client, click the Reports tab in the top client menu, then click the name of the report you'd like to share.

Step 2: Inside the report editor, click the Share button in the top right corner, then select Share Link from the dropdown menu.

Step 3: Choose the date range and comparison period you'd like the link to cover. Toggle whether recipients can change the date range themselves, then click Create Link.

Step 4: Once the report generates, click Copy Link to copy the URL to your clipboard. Share it however you like; the recipient will have instant read-only access.

Note: The URL for each link is based on your custom subdomain or white-label domain.

To review links you've previously created, click Activity at the top of the report editor, then select the Links tab. Each entry shows the date range covered.

For dynamic reports, a notepad-and-pencil icon will indicate that the link updates automatically. Click the Ellipses menu on any entry to view, edit, delete, or copy the URL again.

If you've already saved a report, you can open the report and download a copy instantly. If you're inside the report editor, see further down this page for how to download an instant report.

Step 1: Click the report in question to open its settings. You can do this with either scheduled or unscheduled reports. Simply click the appropriate tab at the top, then the report in question.

Step 2: Inside the report editor, click the Share button in the top right, then select Download PDF.

Step 3: Set the date range you'd like the report to cover, then click Download. The PDF will save to your local device.

Step 1: Open the report editor, click Activity at the top, then the Downloads tab.

Step 2: Click the Ellipsis menu on any entry and select Download.

Retrieve a PDF copy of any report that was automatically sent in the past.

Step 1: Navigate to the client where the report lives, then click the Reports tab, and click on the name of the report you'd like to retrieve.

Step 2: Inside the report editor, click Activity at the top, then select the Emails tab.

Step 3: Each row represents a time the report was automatically generated and sent. Click the Ellipses button on the entry you want, then select Download to save a PDF copy.

See exactly who opened, clicked, or downloaded a report, which helps confirm that clients have seen their data.

Step 1: Navigate to the Reports section via the left side menu, then click the name of the report you'd like to review.

Step 2: Click Activity at the top of the report editor to open the Activity page.

Step 3: Use the tabs at the top: Emails, Downloads, and Links to view activity by delivery type.

Logs every time a report was emailed, including date sent, status, date range covered, open rate, and click rate. Click the ellipses on any entry, then View Recipients to see per-recipient delivery and engagement details.

Logs every PDF download made on the platform, including the download date, status, and the date range covered. Click the Ellipses to download the report again or remove it from the log.

Displays all shareable web links generated for this report. Click the Ellipses to view, edit, delete, or copy the link URL again.

If you see an Error status, click the Ellipses on that entry and select View Recipients to see the slide-out panel with per-recipient delivery details and error messages.

Most email errors typically stem from email address issues.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄