Docs/Reports/Sharing Reports

Sharing Reports

Share reports with clients and stakeholders.

Every generated report gets a unique share link that you can send to anyone:

  1. Generate or open an existing report
  2. Click the Share button
  3. Copy the share link
  4. Send the link to your recipient

Recipients can view the report in their browser without needing a SlyDuck account.

Link Privacy Options

  • Public Link: Anyone with the link can view
  • Private Link: Requires authentication to view

Link Expiry

Share links do not expire by default. You can revoke access to a report at any time from the Reports page.

Email Reports#

Send reports directly via email:

  1. Generate or open an existing report
  2. Click Email Report
  3. Enter recipient email addresses
  4. Add an optional message
  5. Click Send

Recipients receive an email with a link to view the report and optionally a PDF attachment.

Access Control#

Manage who can access your reports:

  • View All Reports: See all generated reports for a project
  • Revoke Access: Disable a share link immediately
  • Delete Report: Remove a report entirely

Team Access

Team members with access to a project can view all reports for that project. Control this through team roles:

  • Owner/Manager: Can generate, share, and delete reports
  • Member: Can view and share reports

Client Workflow

For agency workflows, generate a report, add a personalized note, and email it directly to your client. They'll receive a professional-looking report with your team branding.