Share a Client Report

Each Client Report you create has a unique URL associated with it. After you've created a report, you can copy that URL and send it to your client, so they can view the report you've created.

1. Log in to The Hub.
2. Select Clients from the left-hand menu.
3. Select a client from the list that has a Client Report you prepared.
4. Select the Reports menu, then select Client reports.
5. Select the Report you want to share. The most recently created report will appear at the top of the list.
6. Select the icon, then select Copy URL.

Give that URL to your client and they can use it to view the report you've created.

More info

• Create a new template for your Client Reports.