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.
- Log in to The Hub.
- Select Clients from the left-hand menu.
- Select a client from the list that has a Client Report you prepared.
- Select the Reports menu, then select Client reports.
- Select the Report you want to share. The most recently created report will appear at the top of the list.
- 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.
- Create a new template for your Client Reports.