Advanced workflows
Report generation, sharing, and exports
Create report snapshots, share them securely, and manage their lifecycle.
Generated reports preserve selected live metrics in a client-ready format with sharing, CSV, PDF, renewal, and history controls.
What this workspace includes
- Weekly, monthly, and campaign audit templates
- Generated report history
- Share link
- CSV and PDF export
- Expired-link reissue and deletion
Complete workflow
- 1
Choose a template
Select the report that matches the review
- 2
Generate
Create the metric snapshot
- 3
Preview
Inspect the client presentation
- 4
Share or export
Copy the link or create the required file
- 5
Maintain history
Reissue expired access or remove obsolete reports
How records and settings behave
- Each report preserves its generated snapshot
- Shared links provide a public report view
- History shows current and expired status
Working effectively
- Choose a template that matches the discussion
- Add context around major changes
- Reissue rather than rebuilding when the report itself is still current
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Report generation, sharing, and exports?
Select the report that matches the review
When is my work saved?
Each report preserves its generated snapshot
How do I confirm the result?
Return to the related list or detail view and review its current status. History shows current and expired status