How are reports produced and shared?

The monthly report is generated in one click from the panel, and on paid plans it is also produced automatically on the 1st of each month for the previous month (on by default; you can turn it off in the brand's settings). It can be downloaded as a PDF or shared with a no-login link. A report carries the data from the moment it was produced and doesn't change afterwards.

A share link stays open until you revoke it. You can revoke or renew it at any time; a revoked link and its PDF no longer open.

If your plan includes it, reports can carry your own logo, color and footer (white label). The comparison table on the pricing page shows what each plan includes.

On the Agency plans the automatic report is emailed to the client addresses you add in the brand's settings (up to 5) under your agency's name. The client can unsubscribe in one click, and a copy goes to your team the same day. On other plans the report goes to your team.