Share or export a report

Share an audit

1. Open the audit and choose Share Report. The link is copied for you.
2. Anyone with the link sees a read-only copy, without signing in.
3. The link expires after 30 days. To stop it sooner, choose Revoke share on the same audit.

Share a client report

1. Open Client reports and choose Create link on the report. Once a link exists, the button reads Get link.
2. Anyone with the link sees a read-only copy without lead names or contact details, and without signing in.
3. The link expires after 90 days. To stop it sooner, choose Switch link off on the same report.

Only the workspace owner can share a report or switch a link off.

Export

• Audit reports export as PDF and PowerPoint.
• Client reports export as PDF and CSV.